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Account governance overview
Kissflow plans: ✕ Basic ✓ Enterprise What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts…
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Process governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account.…
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Board governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account.…
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Dataset governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account.…
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Governing lists
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved…
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Introducing AI-Suggested Workflows and Steps
Hello Kissflow Community! We're thrilled to unveil another exciting AI feature in Kissflow processes. Expanding on the functionality of AI-suggested fields,…
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Creating AI-suggested workflow and steps
Kissflow plans: ✕ Basic ✓ Enterprise You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the…
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Introducing Dependent Dropdown in Kissflow
Hello We are excited to announce the release of dependent dropdown. It is a dropdown whose values are limited or affected based on the field selected in another dropdown or any other relevant field.…
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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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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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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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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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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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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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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish it to make it live. Once you've finished designing your process form and workflow,…
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Deleting process items
Kissflow plans: ✓ Basic ✓ Enterprise By default, all process items are saved forever in your account as soon as they are created as a draft. If you want to delete requests,…
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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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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: 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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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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Product Tip: How to customize process email templates in Kissflow
Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…
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Process audit log
Kissflow plans: ✓ Basic ✓ Enterprise The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and…
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Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
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Product Tip: How to automate asset requests with Kissflow Integrations.
Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…