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Impersonation in service accounts
What is impersonation? Impersonation in a service account is the ability to act on behalf of a user or an item inside your Kissflow account. By impersonating a user,…
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Service account overview
What is a service account? A service account is a non-user account used for automating integrations, accessing common resources from outside the account,…
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Chat notifications and sounds
Note: Kissflow Chat and Spaces will be gradually discontinued after 15th December, 2023. Learn more Chat notifications help you alert users about important messages or updates in chat.…
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Making a process workflow
Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and also allows for alternate conditions…
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Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process On the left navigation, click Explore. On the Explorer page, click Create,…
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Audit log
The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
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Account details, customization, and connected domains
Super and IAM Admins can access the Account settings tab on the Account administration page. You can view and customize your account and domain name, change the account logo,…
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Creating a tabular report
Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular report,…
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Creating an integration
To see and create any integration in Kissflow, integration must be enabled in Flow Settings. If you don’t have sufficient permission to access this page, contact your Super Admin.…
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Let's Learn Integrations: Create an item
We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…
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Reports overview
Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the process page.…
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Administering portals
Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click More options(...) > Portal administration > Portal settings.…
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Data Sheet View in Kissflow Apps
We are excited to announce the addition of data sheet view to the Kissflow Apps. The data sheet view in data forms lets you visualize form data as a grid.…
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Introducing 4 New Stacked Charts in Kissflow
We're excited to announce the addition of four new stacked charts to Kissflow Process, Boards, and Analytics. 100% stacked horizontal bar chart 100% stacked vertical bar chart Stacked horizontal bar…
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Let's Learn Integrations: Upload files
Welcome back to the " Let's Learn Integrations " series. In the 2nd part of this series, we'll learn how to use the Upload files action in Kissflow Integrations to automatically upload documents from…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…
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Let's Learn Integrations: Create a dataset record
Welcome to the first part of " Let’s Learn Integrations," the first module of the Kissflow Learning Series. This video will teach us how to use the Create a dataset record action.…
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Kissflow Learning Series: Let's Learn Integrations
Welcome to the all-new Kissflow Learning Series, designed to help you learn more about the modules in Kissflow. Please tune in for our new lineup of videos,…
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Formatting for the Number, Currency, Date, and DateTime fields in the Document Template
The most requested enhancement to the PDF document template editor—the ability to configure the formatting for the Number, Currency, Date, and DateTime fields is now live.…
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List overview
What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, or checkbox/multi-select fields. Common list examples Department. Leave type.…
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Email connector
Email by Kissflow When something happens in a trigger or action step of your integration, you can use Email by Kissflow to send emails to recipients outside your account and email addresses marked…
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Introducing Stacked Vertical and Horizontal Bar Chart
We are excited to introduce two new chart types in our reports: the Stacked Vertical Bar Chart and the Stacked Horizontal Bar Chart. In a stacked chart,…
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Managing filters
A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to…
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Email actions
Overview When an item is assigned to a process member or admin, they receive an email informing them about the item, after which they log into Kissflow and act on it, that is, approve or reject it.…
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Introducing Radio Button Field in Kissflow
We are excited to announce the addition of the Radio button field in Kissflow. The Radio button field allows users to select one option from a list of options,…