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XE.com connector
What is XE.com? XE.com is an online foreign exchange application that offers exchange rate information, international money transfers, and other currency-related services via its website,…
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Announcing Kissflow Smartsheet Connector
Hey We are excited to announce the Kissflow Smartsheet connector is now live. The Smartsheet connector from Kissflow Integration enables you to connect Smartsheet instantly and automate your work…
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Product Tip: How to integrate your Kissflow account with a Dropbox folder
We are back with a new initiative where we will be walking you all through a use-case, problem, and a Kissflow solution. Use case: During the year-end audit,…
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Product Tip: User settings in Kissflow
In this video, you will learn about the different user settings of the Kissflow account. Watch the video for a detailed overview of the two settings related to a user- My settings and My profile.…
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Integrating Kissflow Coral with Zapier
Zapier is a platform that lets you create codeless connections to over 1,000 other cloud software. With the latest Kissflow Coral connector, you can now connect Kissflow Process data with other…
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Product Tip: How to raise a Purchase Request using Kissflow Integration and auto initiate a Purchase Order
The steps that are covered in the video are as follows: Creating a new item in the Purchase Order process. Explore Kissflow Process Connectors, Integration Triggers,…
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Kissflow Project connector
What is Kissflow project? With Kissflow project, you can plan your team’s work, know who’s working on what, and deliver great results without doing a lot of tracking.…
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Working with connectors
Kissflow integration uses connectors to help you automate workflows by connecting different applications and services. A connector is a bridge that enables data exchange between your Kissflow…
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Text expressions
Text expressions can be used with text fields. Text area fields cannot use expressions. Kissflow will sometimes refer to a sequence of characters in an expression as a string.…
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User expressions
User fields point back to a particular user in your system. Data about that user is pulled from the user management table. Fields Any user field that you created on your form can be a part of an…
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Modifying fields in a dataset
Adding a field Click the plus icon on the header to add a new field. Choose a field type and name the field. Under settings, you can mark fields required and set a default value and help text.…
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Number, Slider, and Rating field
There are three fields that store data as a number. Number field You can store a whole number or decimal in a Number field. To let the form user key in decimals,…
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Field appearance
The appearance of a field in the live form is as same as how it looks in the form editor. You can modify the appearance of certain fields using the Style settings.…
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Field visibility
By default, all the fields that you create as part of your flow form are visible to the end user. However, you can limit the visibility of certain fields based on your business requirements with the…
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Computing fields using Formula Builder
You can write expressions and create formulae for your computed fields with the help of our all-new 'Formula builder'. What is Formula builder? The Formula builder is an inbuilt tool in Kissflow…
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Introducing Custom Mapping in Kissflow
Hello The ability to map a custom domain of your choice. For example, a customer ABC can access their Kissflow account through a URL work.abc.com instead of abc.kissflow.com.…
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Product Tip: How to add a member as a Process Administrator in Kissflow
To add a member as a Process Administrator, select the Process > Click on the More option > Share > click on the More option of the Member you want to make Process Admin > Change role > Select Admin.…
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Product Tip: How to change the item title in Kissflow Process
To change the item title, go to the process > Click More options > Settings > General settings. You can change the Item Title under Configure form title.…
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Product Tip: How to auto-populate the previous step name in a Kissflow process form
To auto-populate the previous step name in a Kissflow process form, create a text field called Previous step name and toggle the 'Is this a computed field?' field to 'Yes' to enable it.…
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Product Tip: How to turn on email notifications for a Kissflow process
Sometimes, you may want to receive email notifications in your Kissflow account. To do so, go to My Settings > Notifications > Please turn on the toggle for Email Notifications.…
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Product Tip: How to activate an inactive user in your Kissflow account
Here’s how you can activate an inactive user in your Kissflow account: Click on your profile picture > Account administration > User management > Manage users > Click on Inactive users > Select the…
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Product Tip: How to deactivate an inactive user or admin from your Kisslow account
Follow the below steps to deactivate an inactive user or admin from your account: You need to have Admin access to deactivate a user from the account. Click on your profile picture -> Account…
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Announcing Enhanced Functionalities in Advanced Filter
Hello The advanced filter now supports adding conditions built on different fields within the same group. This will enable the users to build equations with more advanced combinations to filter the…
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Product Tip: How to configure a Yes/No field in a Kissflow form
Setting a default value for a Yes/No field Drag and drop a Yes/No field into the form. To set the default value as Yes or No, change the toggle as required in the Settings panel and save.…
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Scheduler by Kissflow
Scheduler by Kissflow is a built-in connector that allows you to schedule an integration trigger run at a specific interval. Integration runs are typically only executed when a trigger event occurs…