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Making a process workflow
Kissflow plans: ✓ Basic ✓ Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation and…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Audit log
Kissflow plans: ✕ Basic ✓ Enterprise The Audit log within account administration contains the audit log of: All activities related to account settings. User sign in, sign up events, and actions.…
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Account details, customization, and connected domains
Super and IAM Admins can access these settings by clicking your profile picture on the top right corner of the home page > Account administration > Account settings.…
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Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular…
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Creating an integration
Integrations allow you to connect Kissflow with other applications to automate your workflows. Before creating integrations, ensure that integration is enabled in Flow Settings.…
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Let's Learn Integrations: Create an item
We’re back with part 3 of our “Let’s Learn Integrations” series. Let’s see how to automatically create an item in your Kissflow Board using the Create an item action available in Integrations.…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the…
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Administering portals
Kissflow plans: ✕ Basic ✓ Enterprise Portal admins have access to the Portal settings tab on the portal administration screen. From your portal page, click Manage > Portal administration > Portal…
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Data Sheet View in Kissflow Apps
We are excited to announce the addition of data sheet view to the Kissflow Apps. The data sheet view in data forms lets you visualize form data as a grid.…
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Introducing 4 New Stacked Charts in Kissflow
We're excited to announce the addition of four new stacked charts to Kissflow Process, Boards, and Analytics. 100% stacked horizontal bar chart 100% stacked vertical bar chart Stacked horizontal bar…
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Let's Learn Integrations: Upload files
Welcome back to the " Let's Learn Integrations " series. In the 2nd part of this series, we'll learn how to use the Upload files action in Kissflow Integrations to automatically upload documents from…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…
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Let's Learn Integrations: Create a dataset record
Welcome to the first part of " Let’s Learn Integrations," the first module of the Kissflow Learning Series. This video will teach us how to use the Create a dataset record action.…
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Kissflow Learning Series: Let's Learn Integrations
Welcome to the all-new Kissflow Learning Series, designed to help you learn more about the modules in Kissflow. Please tune in for our new lineup of videos,…
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Formatting for the Number, Currency, Date, and DateTime fields in the Document Template
The most requested enhancement to the PDF document template editor—the ability to configure the formatting for the Number, Currency, Date, and DateTime fields is now live.…
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List overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a list? A list is a single-column dataset. Forms in your flows can use the list data in dropdowns, checklists, checkbox, or multi-select fields.…
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Email connector
Kissflow plans: ✓ Basic ✓ Enterprise You can send emails to recipients outside your account and the email addresses marked in previous trigger/action steps in your Kissflow integration. https://www.…
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Introducing Stacked Vertical and Horizontal Bar Chart
We are excited to introduce two new chart types in our reports: the Stacked Vertical Bar Chart and the Stacked Horizontal Bar Chart. In a stacked chart,…
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Managing filters
Kissflow plans: ✓ Basic ✓ Enterprise A filter helps you view a confined set of data that matches certain conditions. With advanced filters, you can filter contextually on a few attributes like user…
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Email actions
Kissflow plans: ✓ Basic ✓ Enterprise Overview When an item is assigned to a process member or admin, they receive an email informing them about the item,…
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Introducing Radio Button Field in Kissflow
We are excited to announce the addition of the Radio button field in Kissflow. The Radio button field allows users to select one option from a list of options,…
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Dropdown, Multi-select dropdown, Checkbox, Checklists, and Radio buttons
Kissflow plans: ✓ Basic ✓ Enterprise Dropdown field The dropdown field allows users to select one option from a set of values in the form, sourced either from a list or a dataset field.…
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Product Tip: How to send a custom email to an approver of a workflow step after the item completes its workflow
In Kissflow, while the initiator of an item is notified of its status via a system email, approvers in the workflow have to manually track the item's progress.…
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Workaround Article: How to customize the number and currency format in Kissflow
For long numbers, different symbols are used to group thousands and other denominations. The symbols used differ from region to region. Some countries use a comma (,), while others use a period (.).…