-
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…
-
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.…
-
Date and Date time field
Kissflow plans: ✓ Basic ✓ Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.…
-
Product Tip: How to use the ClickSend connector in Kissflow Integrations
Here's a video tutorial that explains how to use the ClickSend connector in Kissflow Integrations. https://www.loom.com/share/f4c79c6f7af445b593962e041e6964f7 Kissflow's ClickSend connector lets you…
-
Kissflow Dataset connector
Kissflow plans: ✓ Basic ✓ Enterprise Working with the dataset connector Kissflow Dataset is a collection of tabular data that you can use in your workflows.…
-
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.…
-
Product Tip: Differences between Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms
Here’s a simple guide to Dropdown, Multi-select dropdown, Checkbox, Checklist, and Radio button fields in Kissflow forms. You can read more about these fields here.
-
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…
-
Dataset and views overview
Kissflow plans: ✓ Basic ✓ Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to drive…
-
Group management
Kissflow plans: ✓ Basic ✓ Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.…
-
Introducing our latest update on Kissflow Apps - the application-to-application lookup feature and local variables!
We are excited to announce a powerful new feature in Kissflow Apps that allows developers to easily fetch data from one application to another. You can also link multiple applications to your…
-
Product Tip: How to remove test data from system-generated reports in Kissflow
Kissflow processes have system-generated metric reports that give you insights into your process. These are read-only reports; however, you might need to delete test or incorrect data from the report.…
-
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.…
-
Process live forms
Kissflow plans: ✓ Basic ✓ Enterprise You can view a process form when you open a process item. A process form has a common navigation strip at the right end,…
-
Field settings
Kissflow plans: ✓ Basic ✓ Enterprise You can select the field in the editor, access its settings by clicking the Gear icon () or modify its settings directly from the Field properties panel.…
-
Setting up SAML-based Single Sign-on for Microsoft Entra ID
Kissflow plans: ✕ Basic ✓ Enterprise SAML is an acronym for Security Assertion Markup Language (SAML). Its primary function in online security is to allow you to access multiple web applications…
-
Product Tip: Did you know that Kissflow chat supports voice messages that can be transcribed and translated?
Check out this video to see it in action. https://www.loom.com/share/7d482bac57c64f1b80f4b3afe445dd16 Within the chat, you can record audio messages up to one minute in length.…
-
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.…
-
Archiving, deleting, and duplicating a board
Kissflow plans: ✓ Basic ✓ Enterprise You can archive and delete a board when you no longer need it. A board can only be deleted after it is archived. When you archive a board,…
-
Introducing “Not in the future” Validation in Date, Date and Time Fields
Hello, Introducing one of the most asked features - Not in the future validation in Date, Date and Time Fields. With this new feature, you can ensure that the date entered is either today or in the…
-
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…
-
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,…
-
Aggregation field
Kissflow plans: ✓ Basic ✓ Enterprise Aggregation fields pull together data from multiple entries, showing meaningful results such as sum, average, or combined text (concatenate).…
-
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.…
-
Field validations
Kissflow plans: ✓ Basic ✓ Enterprise You can validate a field against a certain set of conditions so that the form can only be submitted if the conditions are met.…