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Understanding dataviews
Kissflow plans: ✕ Basic ✓ Enterprise Dataviews A dataview is a unique data source created by composing, executing, and publishing an SQL query of Snowflake in the query editor and joining the…
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Product Tip: How to customize the form print preferences
Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…
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Let's Learn Integrations: Add attendees to an event.
In the last part of the "Let's Learn Integrations" series, we'll learn how to use the add attendees to an event action to add new employees to events in your Google calendar automatically.…
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Selecting a data source for dropdown, multi-select dropdown, checkbox, and radio fields
Dropdown, multi-select dropdown, checkbox, and radio fields within a normal process or board form are populated using the following data sources: datasets and lists.…
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Duplicating and deleting a dataset
Kissflow plans: ✓ Basic ✓ Enterprise You can easily duplicate datasets for reuse or delete them when they’re no longer needed. Here's how to manage both actions:…
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Charts in boards
Kissflow plans: ✓ Basic ✓ Enterprise You can generate reports as charts. There are ten types of charts you can choose from: auto, area stacked, area, horizontal bars, vertical bars, combo, doughnut,…
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Let's Learn Integrations: Create and submit a new item.
Welcome back to part 7 of our "Let's Learn Integrations" series. In this part, we'll learn how to use the create and submit a new item action in Kissflow integrations to create and submit a new item…
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Kissflow Process connector
Connecting to Kissflow Process Integration members with permission to access a process can use connectors to send data from a process to other flows in Kissflow or third-party apps.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Let's Learn Integrations: How to send automated messages to users within Kissflow.
Welcome to part 6 of our "Let's Learn Integrations" series. In this video, you'll learn how to use the send message action to send messages to users within Kissflow automatically.…
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Enhanced Print Form With a New Look
The print form gets a face-lift. The new design is more compact, requires fewer pages, and is easier to consume. In the new layout, you will no longer have to worry about fields getting split across…
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Product Tip: How to automatically add a new row in a spreadsheet in Google Sheets using Kissflow Integrations.
Watch this to understand how to auto-populate a Google Sheets spreadsheet using Integrations with the table values in a Kissflow form. https://www.loom.…
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Understanding data sources
Kissflow plans: ✓ Basic ✓ Enterprise Data sources Data source is a collection of all data present inside processes, boards, datasets, and other tables in Kissflow.…
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DocuSign connector
What is DocuSign? DocuSign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.…
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Managing integrations
Access information about all your integrations by clicking on the Explore button ( ) > Managed by me > Integrations. Integrations You can find integrations in Kissflow in two different places:…
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Transition guide - Kissflow Work Platform
The new Kissflow Work Platform's interface matches the vibrant colors in Kissflow—the new sleek, user-friendly, and contemporary design promises to enrich your digital work experience.…
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Managing process members and permissions
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions in a process workflow Kissflow Workflow supports the following roles to facilitate process sharing:…
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Analytics FAQs
General Can I bring in data from external sources into Kissflow Analytics? Kissflow Analytics can only be used to create reports and analyze data that already exist in your Kissflow account.…
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Let's Learn Integrations: Add users to a group
We're back with another video in our "Let's Learn Integrations" series. This quick video will teach us how to automatically add users to user groups in Kissflow using the User details connector in…
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Product Tip: How to delete lists in Kissflow
Lists are single-column datasets whose data you can use in dropdowns, checklists, or checkbox/multi-select dropdown fields in your forms. You can find and view lists by searching their names using…
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Coming Soon in Kissflow: Multi-Lingual Forms
We are excited to announce that we have started working on the multi-lingual forms feature that will allow you to display field labels in your preferred language.…
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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Let's Learn Integrations: Send an email
Welcome back to our "Let's Learn Integrations" series. This video will teach us how to use the Send an email action in Kissflow Integrations to automate the employee confirmation process.…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Introducing the all-new DocuSign connector for Kissflow
Introducing the all-new DocuSign connector for Kissflow - the perfect solution for streamlining your document signing processes! This powerful integration lets you connect your Kissflow workflows…