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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
Kissflow plans: ✓ Basic ✓ Enterprise This article covers the basics of maintaining your dataset: updating values, validating inputs, and exporting data to keep everything accurate and organized.…
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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…
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Product Tip: How to set conditions for a process workflow step in Kisslow
If you only want a workflow step to happen in a particular situation, you can create a condition for the step based on a formula. The step will happen only when the conditions are met.…
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Product Tip: How to create dataset views
This video tutorial demonstrates how you can create dataset views and how it will help you while sharing dataset information with members of your organization. https://www.loom.…
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Product Tip: How to capture the date and time automatically in a Kissflow process form
You may want to capture the date and time in a form without the user's input. To do so, create a field with Field type as Date & time. Toggle the 'Is this a computed field?…
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Product Tip: What to do when you’re unable to view the form in a shared report in Kissflow process
As a Process admin, you can share a report and customize permissions for every member who has access to the report. By default, all the permissions are turned off for a member for security and…
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Product Tip: How to add the Kissflow mobile app to your home screen in your iPhone
Here’s a small demonstration of how you can add your Kissflow mobile app to your home screen on your iPhone in less than a minute. Open the Safari app on your iPhone and type the desired URL.…