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Introducing Search Functionality on the Process Administration Page
We are thrilled to share that the search functionality on the Process Administration Page has been upgraded to provide an even better user experience. Now, when you access the search bar,…
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Launching Kissflow Apps
Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live. Development environment - You'll have an app builder to create your app from…
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Creating procurement spend analysis report by department and product category
Kissflow plans: ✕ Basic ✓ Enterprise When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and product…
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Managing members and roles in a board
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities…
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Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver.…
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Managing reports
Kissflow plans: ✓ Basic ✓ Enterprise To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics to…
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Pivot reports
Kissflow plans: ✓ Basic ✓ Enterprise Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on the…
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Tabular reports
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create report button on the…
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Using reports
Kissflow plans: ✓ Basic ✓ Enterprise Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets,…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables,…
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Chart reports
Kissflow plans: ✓ Basic ✓ Enterprise Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie,…
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Introducing the Salesforce Connector for Kissflow Integration
We are thrilled to announce the release of the Salesforce Connector for Kissflow Integration. This robust connector lets you effortlessly connect and synchronize your Salesforce folders and files…
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Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
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Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees,…
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Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
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Microsoft Azure Active Directory connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to…
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Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
Watch this video to understand how you can configure impersonation access to service accounts to specific, and all flows in Kissflow. Impersonation in a service account is the ability to act on…
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Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most…
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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Importing and exporting data from a dataset
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Creating and managing portals
Kissflow plans: ✕ Basic ✓ Enterprise Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.…