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Product Tip: How to view the workflow steps in a process
You may want to view the workflow steps in a process. To do so, go to My items and you will see a list of all the items in your process in Draft, In progress, Participated, Completed, Withdrawn,…
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Product Tip: How to get the instance id of each item in a Kissflow process
In order to get the instance id of an item, open the Process form and create a Text field by clicking on +Drag any field here or click to add a new field.…
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Product Tip: How to select more than one option from a list in a Kissflow form
You may want to select more than one option from the list. In such cases, open the Form and select Checkbox / Multi-select. Under Show field as, you can choose if you want the field to be a dropbox…
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Product Tip: How to share a process report to a user in Kissflow
You may want to share or grant report access to a user or a group. To do so, click on the Reports button. You will find all the available reports. Click on the More actions button of the report that…
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Subscription and billing
Managing subscription Super Admins and Billing Admins can access an account’s subscription details by clicking Account administration > Subscription & billing.…
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Announcing Google Drive Connector for Kissflow Integration
Hey , We are excited to share that Google Drive Connector for Kissflow Integration is live. The Google Drive connector of Kissflow Integration enables you to connect and synchronize your Google Drive…
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Product Tip: How to unarchive a process in Kissflow
You may have archived a process or a flow by mistake. To unarchive a process, go to Explore > More options > Archived > select the process > click the Unarchive button.
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Product Tip: How to move the status of an item to completed in a Kissflow process
In order to move the status of an item to completed, you need to be a process Admin. To view your process administration, click the More button and then click on Process Administration.…
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Product Tip: How to change the currency type in the currency field in Kissflow
You can follow the following steps to change the currency in the currency field. Go to Currency Field, scroll down, and you will see a label called Accepted Currencies.…
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Product Tip: How to edit a Kissflow process item after you have submitted it
You may want to edit the form after you submit it, or you may want to edit it after it has completed all the workflow steps. The Process Admin can edit a process form when it’s in progress or even…
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Introducing PDF Generation in Process
Hey You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
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Introducing Integration Connectors
Integration Connectors Hey , We have released 2 new integration connectors: Soap Connector and Zapier Connector. Soap Connector:SOAP (Simple Object Access Protocol) is an XML-based protocol used to…
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SOAP connector
What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP. SOAP web service providers publish their underlying table structures and…
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Webhooks by Kissflow
Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications. Webhooks allow you to build or set up integrations,…
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Salesmate connector
What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes. About Kissflow's Salesmate integration Kissflow Integration's…
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Introducing 3 Brand New Integration Connectors in Kissflow
Hello We are happy to release the much-expected new Kissflow integration connectors for Quickbook, Hubspot, and Salesmate. Help articles: https://helpdocs.kissflow.…
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Creating and managing a dataset view
Who can create views You can share a confined version of your dataset with others using views. For example, you may have an employee dataset with the employees' details and their payroll information…
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Introducing Dark mode and Dim mode are live in Kissflow
Hello Community, You asked, and we listened! Dark Mode is now live in Kissflow web and PWA. It’s been a highly requested feature by many of you, and we’re proud to release it.…
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Managing boards in PWA
Manage your Boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
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Kissflow Chat connector
Note: The Kissflow Chat connector will be discontinued after 15th December, 2023. Learn more Chat connector Chat connector lets you integrate chat with other flows and third-party applications.…
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System fields
Kissflow automatically captures data about every item that goes through a flow. For example, when a user creates a new item, Kissflow automatically stores who created the item and what time it was…
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Introducing Kissflow Integration Connectors for MS Outlook and Google Calendar
Hello Community, We are very happy to announce two new connectors - MS Outlook and Google Calendar Jump right in and learn how to connect to MS Outlook and Google Calendar using the Kissflow…
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Introducing Kissflow Integration Connectors for Gmail, Google Sheets, and Slack
Hello Community, We are happy to announce 3 new connectors in Kissflow. Kissflow Integration's Gmail connector lets you connect Gmail instantly with other Kissflow apps and popular third-party…
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Assigning steps
Assigning a step lets the assignee take ownership of the action. The workflow comes to a halt if they do not perform their action as expected. You can assign steps directly to a specific user, group,…
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Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…