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Product Tip: How to generate a PDF from a document template in Kissflow and email it automatically
This video demonstrates how to generate a PDF from a document template and email it automatically as a part of the process workflow. In this video, you will learn the following:…
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Addition of start date system field in Kissflow boards
We're adding a new system field called Start date in Kissflow Boards for all plans in the work platform. With this, you can set the date and time when a board item or subitem needs to start.…
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Upcoming changes: A revamped PDF template editor
We're excited to give you a sneak peek into some significant enhancements we've been working on for our PDF template editor, a vital part of our Integrations that allows you to generate PDF copies of…
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Introducing Edit and Rerun Transactions in Kissflow Integration
Introducing Edit and Rerun Transactions in Kissflow Integration We are thrilled to announce the launch of a new feature in our integration module: Edit and Rerun Transactions .…
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Introducing Improved Date & Time field Display for Assignees!
Introducing Improved Date & Time field Display for Assignees! We are thrilled to announce a significant enhancement to the Date and Time field display. Starting today,…
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Introducing the Bug Tracker App
Introducing the Bug Tracker App We are excited to announce the release of our Bug Tracker App, designed to empower you with a robust system for tracking and monitoring bugs more effectively.…
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Product Tip: How to delegate tasks as a super admin in Kissflow
Here's a quick video explaining how you can delegate a particular user's tasks to one or more users in Kissflow. Within Account administration, the Task delegation feature enables Super Admins to…
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How to set up connections in Kissflow integrations
Integration runs require valid authentication before triggers and actions can be configured and tested. When multiple developers set up integrations, it leads to multiple access keys and security…
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Guidelines
Here, you'll find release notes as soon as a feature goes live in Kissflow. By default, you will receive email notifications when a new post is created in this category.…
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Introducing AI-Suggested Fields in Kissflow! 🎉
Release Alert: Introducing AI-Suggested Fields in Kissflow! 🎉 We're thrilled to unveil an exciting new feature in Kissflow: AI-suggested fields! We now use AI(Artificial Intelligence) and ML(Machine…
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How to use the scanner field in Kissflow
The Scanner field in Kissflow is an advanced form field that allows you to scan and fetch barcodes and Quick Response (QR) codes. You can use it in process, board, and data forms within apps.…
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Introducing Xero Connector for Kissflow Integration!
Release Alert: Introducing Xero Connector for Kissflow Integration! We're happy to reveal another new addition to the Kissflow integration family: Xero Connector! With Kissflow's Xero Connector,…
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Introducing Asana Connector and Additional QuickBooks Actions for Kissflow Integration!
Release Alert: Introducing Asana Connector and Additional QuickBooks Actions for Kissflow Integration! We're thrilled to announce two major updates in Kissflow connectors:…
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Introducing Video Previews in Kissflow!
We're excited to announce that you can now preview videos shared in Kissflow Chat, form attachments, comments, notes, and in Apps without the hassle of downloading them!…
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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
Kissflow plans: ✓ Basic ✓ Enterprise Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live.…
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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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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…