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Product Tip: How to install marketplace templates in Kissflow
Watch this video to find out how to install marketplace templates in Kissflow.
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Product Tip: How to add approver to an existing process item in Kissflow
Let's take a scenario where Jacob Fury is the current workflow approver. He has left the organization. In the workflow step, you go ahead and change the approver to another user called Happy Hogan.…
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Product Tip: How to initiate an item in Kissflow Process
Watch the video to learn how to initiate an item in a process. What topic would you like to see the next video tutorial on? We'll make sure it is covered. Do let us know in the comments below.…
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Product Tip: How to find the Process ID and Dataset ID in Kissflow
You may want to know the Process ID and Dataset ID for API purposes. Go to the Process; in the URL, the text after Process is your unique Process_ID; For example, https://theabccorporation.kissflow.…
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Product Tip: How to find the User ID in Kissflow
You may want to know the User ID for API purposes, such as deactivating a user, accessing information in the User management, or performing an action for an existing user.…
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SLAs and support models
Our support model Our primary support communication is through the Kissflow Community, which can be accessed through the product by clicking on the (?) next to the profile picture or by visiting…
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Restricting the option to send back items in a process workflow
With this feature you can decide to limit the number of preceding steps in your workflow to which an item can be sent back from a particular step in your process.…
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Product Tip: Best practices for simultaneous tasks
There are times in a workflow when you want multiple assignees to act on a step simultaneously. There are two ways to do this in Kissflow using Parallel branches or a Single step with multiple…
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New Connectors and New Actions in Kissflow Integrations
We have introduced 2 new connectors and 1 new action in the dataset connector. Check the release notes below. Kissflow Teams Connector The Kissflow Teams connector will allow you to create a new post…
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Action for Dataset connector - Find records from a dataset
We have released one of the most sought-after action for dataset connectors that will help us eliminate many of our the existing app script implementations.…
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Basecamp connector
What is Basecamp? Basecamp is an online collaboration software that allows individuals to manage and communicate with one another's work. It keeps track of all the tasks, deadlines, files,…
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Product Tip: How to duplicate a dataset in Kissflow
Watch this video to learn how to duplicate a dataset in Kissflow.
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Restrict Send Back Action
With the upcoming release, workflow developers will have the option to limit the steps to which the item can be sent back from this step. By default, the item can be sent to all the previous steps.…
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Kissflow Teams
Kissflow Teams connector Feeds in Kissflow Teams are places where members can engage in conversations in posts and replies, react to them, and interact with other members.…
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Product Tip: How to delegate tasks in Kissflow
Watch this video to learn how to delegate the task to someone else in Kissflow.
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Editing a process form after you submit it
As a user, once you submit a process form, you can’t edit the values of the fields anymore. However, here are some other options you can explore: Withdraw the item This option works if you were the…
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Restrict how the user's signature is entered in the signature field
Kissflow lets form creators restrict their users' ability to draw signatures if needed, forcing users only to insert the signature configured in their profiles.…
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Enhance System Reports in Process
We have enhanced the system-generated reports to provide additional insights that help customers track and improve their process performance. With the new reports,…
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Introducing Smart Attachment Field
We are excited to release a new field type called Smart Attachment field. This field fetches data from an attachment like a receipt or an invoice automatically thereby saving the time of the end-user…
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Product Tip: How to create and manage deadlines in Kissflow
Watch this video to find out how you can create and manage deadlines in Kissflow.
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Product Tip: How to apply filter conditions to a lookup field in a Kissflow form table
Watch this video to find out how you can apply filter conditions to a lookup field in a form table.
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ServiceNow connector
What is ServiceNow? ServiceNow is a cloud computing platform that helps companies manage digital workflows for enterprise operations. It specializes in IT services management (ITSM),…
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Smartsheet connector
What is Smartsheet? Smartsheet allows you to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface.…
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Product Tip: What is a sequence number and how to generate it in a Kissflow form
Watch the video to find out how you can generate a sequence number in a form. To know more, please check the help doc: https://helpdocs.kissflow.com/field-types/sequence-number