-
Two-factor authentication
Two-factor authentication (2FA) provides an additional layer of security to your Kissflow account by requiring more than just a password to sign in. Once enabled for your account,…
-
Changing the background theme
You can change the theme of your account to Light, Dark, or Dim mode from the Themes section. Click your profile picture on the upper right corner of the page > Themes.…
-
Apps FAQs
What programming languages can I use to create Kissflow Apps? Kissflow Apps is not focused on a single programming language; nevertheless, our Software Development Kit (SDK) is designed for…
-
Apps SDK reference
The Kissflow SDK gives application developers the tools they need to build features and solutions on top of the Kissflow Apps platform. This SDK will come in handy if you wish to:…
-
File upload settings
As a Super Admin, or an IAM Admin of your Kissflow account, you can choose which file attachment services all account users can use to upload files to Kissflow.…
-
Account security
Super Admins and IAM Admins have complete control over the sign in page customization and custom sign-up URL associated with your organization’s domain.…
-
ActiveCampaign connector
What is ActiveCampaign? ActiveCampaign is a customer experience automation (CXA) software that assists organizations in better engaging their customers.…
-
Weekends and holidays
As a Super Admin, Kissflow lets you manually update your organization’s workweek and holidays so they are considered while defining deadlines in your workflow.…
-
Format settings
As a Super Admin, you can control your account’s default settings that impact how data is formatted and displayed. Account timezone Your organization's timezone is considered when you configure a…
-
Product Tip: How to restrict new or external users from requesting access to join your Kissflow account
At times, you may get requests from external or new users requesting access to be part of your Kissflow account. Here’s how you can restrict them from joining.…
-
Product Tip: How to hide the reject button for a particular workflow step in Kissflow
To hide the form action buttons for a particular workflow step in Kissflow: Go to Permissions, click a workflow step, and scroll down. Under Configure actions,…
-
Lookup field
The lookup field is used to access data from your datasets, processes, and boards and automatically populate information into your form. For example, let’s say you are filling out a purchase order…
-
Product Tip: Why don't Super Admins have permission to view specific flows and reports?
Super Admins have access to all the flows and reports they create. However, they do not have default permission to access other flows or reports created by others.…
-
Product Tip: How to convert a date and time field to date field in Kissflow
Here's how you can convert a date and time field to date field in Kissflow: Let's say you have a Date and time field named Datetime1. Add a Date field to the form and then compute it with the…
-
Product Tip: How to calculate the total minutes between two date time fields in Kissflow
Let's say your form has two date and time fields. You may also want to get the total number of minutes between the two date & time fields. To do so, create a number field and enter the formula as…
-
Product Tip: How to approve/submit Kissflow workflow tasks directly from the Gmail inbox
The Kissflow for Gmail add-on allows you to approve/submit Kissflow workflow tasks directly in your Gmail inbox. Go to the link and click Add to Chrome. https://chrome.google.…
-
Image, Attachment, Smart attachment, and Signature fields
There are three types of fields that can store data as files: Attachment Image Signature Attachment field The attachment field allows you to upload many types of files to the form.…
-
Product Tip: How to rename a form action button name in Kissflow
Let's say you have a Department Head Approval step. The default action name is Submit. But you would like the action to say Approve because this is more relevant to the person acting on this step.…
-
Product Tip: How to get the live currency exchange rate in Kissflow
Often you want to know the exchange rate of a currency type in the Kissflow process form. Instead of google or finding another site and typing it in manually.…
-
Product Tip: How do I change the domain URL of my Kissflow account
Here’s how you can customize the domain URL of your Kissflow account. To change the domain URL, go to Account administration -> Account settings -> Account details.…
-
Configuring Snowflake for Kissflow connector for BI
Getting started For provisioning Kissflow connector for BI to your account, contact our customer success or partner team. As an Account Owner, you will receive a welcome email as soon as our team…
-
Enabling Kissflow connector for BI
What is Kissflow connector for BI? Kissflow connector for BI enables you to optimize your existing business operations by measuring and analyzing any qualitative and quantitative Kissflow data saved…
-
Product Tip: How to reset and restart a sequence number in Kissflow
In Kissflow, you can use the Sequence number field to assign a serial or sequence number to each item in your process. Here's a quick tip to reset or restart a sequence number.…
-
Announcing 3 Brand New Connectors in Kissflow
Good news! We are pleased to announce that the Okta, Recruitee, and Twillio connectors are now live on Kissflow. You can instantly connect to other Kissflow apps and popular third-party apps to…