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FreshBooks connector
Kissflow plans: ✓ Basic ✓ Enterprise What is FreshBooks? FreshBooks is an accounting software designed primarily for self-employed professionals and their teams.…
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Product Tip: How to add/remove fields to process reports in Kissflow
After you’ve created your process report, you may want to include or remove specific fields based on your requirements. In cases like this, you can manually add/remove fields to your report by…
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Rich Text Editor Enhancement
We've upgraded the rich text editor field for the following entities in Kissflow: Process form field Case system form field and notes Project form field and notes Feed posts Forum topics Integration…
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Basic and advanced fields
Kissflow plans: ✓ Basic ✓ Enterprise We have classified the fields into two primary categories: All fields and AI-suggested fields for your easy understanding.…
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Best practices for simultaneous tasks
Kissflow plans: ✓ Basic ✓ Enterprise There are times in a workflow when you want multiple assignees to act on a step at the same time. There are two ways to do this in Kissflow.…
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Changes in SCIM User Provisioning Behavior
Do you use System for Cross-domain Identity Management (SCIM) in Kissflow for user provisioning? We recently made some behavioral changes to Kissflow’s SCIM-based user provisioning.…
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Product Tip: How to give download access to process reports to a user in Kissflow
Reports are available by default to all Process Admins and Report Admins in the upper-right corner of the process page. To give download access to other users,…
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Product Tip: How to restrict the creation of new flows in Kissflow
At times, you may see users creating new flows in your account because the ability to create new flows is extended to all users by default in Kissflow. Account Owners and Super Admins can control who…
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Flow settings
Kissflow plans: ✓ Basic ✓ Enterprise Super Admins and IAM Admins can control who can create new flows in Kissflow from your Profile picture > Account administration > Flow settings.…
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Setting up SCIM with Okta
Kissflow plans: ✕ Basic ✓ Enterprise Kissflow supports automatic user provisioning with System for Cross-domain Identity Management (SCIM) standard. Okta’s SCIM-based user provisioning for Kissflow…
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Product Tip: What is the difference between deleting and deactivating a user in Kissflow?
Deactivating a user When you deactivate a user from Kissflow, their license will be revoked but their data will be retained in the system. Here’s what you should keep in mind while deactivating a…
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Setting up SCIM with OneLogin
Kissflow plans: ✕ Basic ✓ Enterprise Super Admins, and IAM Admins have the ability to manage SCIM-based user provisioning with OneLogin. Start by turning on SCIM in Kissflow:…
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Setting up SCIM with Azure Active Directory
Kissflow plans: ✕ Basic ✓ Enterprise User provisioning through SCIM 2.0 is only available through the hosted AD version called Azure Active Directory (AD).…
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Two-factor authentication
Kissflow plans: ✓ Basic ✓ Enterprise Two-factor authentication (2FA) provides an additional layer of security to your Kissflow account by requiring more than just a password to sign in.…
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Changing the background theme
Kissflow plans: ✓ Basic ✓ Enterprise 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 >…
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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…
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Apps SDK reference
Kissflow plans: ✕ Basic ✓ Enterprise The Kissflow SDK provides a robust set of SDK methods to help you build efficient low-code apps with ease. This document outlines the various SDK methods…
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File upload settings
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Account security
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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ActiveCampaign connector
Kissflow plans: ✓ Basic ✓ Enterprise What is ActiveCampaign? ActiveCampaign is a customer experience automation (CXA) software that assists organizations in better engaging their customers.…
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Weekends and holidays
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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Format settings
Kissflow plans: ✓ Basic ✓ Enterprise As a Super Admin, you can control your account’s default settings that impact how data is formatted and displayed.…
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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.…
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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,…
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Lookup field
Kissflow plans: ✓ Basic ✓ Enterprise The lookup field enables users to access data from other flows, allowing them to populate information into a form automatically.…