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Configuring your board settings
Kissflow plans: ✓ Basic ✓ Enterprise If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Introducing Sort in Chart Report
We are excited to announce that we have added a new capability in Kissflow Analytics - the ability to sort data in chart reports. Previously, data in chart reports was plotted based on how the data…
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Creating and using board views
Kissflow plans: ✓ Basic ✓ Enterprise Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.…
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Importing items from a CSV file
Kissflow plans: ✓ Basic ✓ Enterprise The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board.…
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Exporting items from a board
Kissflow plans: ✓ Basic ✓ Enterprise You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with…
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Building a board
Kissflow plans: ✓ Basic ✓ Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,…
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Improved UI Enhancements in Kissflow Boards
We're excited to announce some exciting updates on the Kissflow Board! Our goal is to make the user experience as seamless and personalized as possible by enabling you to customize your Board to your…
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Date and Date time field
Kissflow plans: ✓ Basic ✓ Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
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Product Tip: How to use the ClickSend connector in Kissflow Integrations
Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…
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Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with dataset connector Kissflow Dataset is a collection of tabular data that can be used in your flows. The Kissflow Dataset connector has triggers and…
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Product Tip: How to withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
Here’s a simple guide to Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms. You can read more about these fields here.
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Dataset and views overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to drive…
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Group management
Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management. You can use these groups to assign workflow steps, share flows, and more.…
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Introducing our latest update on Kissflow Apps - the application-to-application lookup feature and local variables!
We are excited to announce a powerful new feature in Kissflow Apps that allows developers to easily fetch data from one application to another. You can also link multiple applications to your…
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Product Tip: How to remove test data from system-generated reports in Kissflow
Kissflow processes have system-generated metric reports that give you insights into your process. These are read-only reports; however, you might need to delete test or incorrect data from the report.…
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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Process live forms
You can view a process form when you open a process item. A process form has a common navigation strip at the right end, where you can switch between the Details and Comments tabs.…
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Currency field
Kissflow plans: ✓ Basic ✓ Enterprise The Currency field works like the Number field but has a currency symbol before the value. Settings You can configure the number of decimal places.…
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Field settings
You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
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Setting up SAML-based Single Sign-on for Microsoft Azure AD
SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications with a single set of sign in credentials.…