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ClickSend connector
Kissflow plans: ✓ Basic ✓ Enterprise What is ClickSend? ClickSend is a cloud-based service that lets you send and receive SMS, email, voice, and fax worldwide.…
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XE.com connector
Kissflow plans: ✓ Basic ✓ Enterprise What is XE.com? XE.com is an online foreign exchange application that offers exchange rate information, international money transfers,…
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Announcing Kissflow Smartsheet Connector
Hey We are excited to announce the Kissflow Smartsheet connector is now live. The Smartsheet connector from Kissflow Integration enables you to connect Smartsheet instantly and automate your work…
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Product Tip: How to integrate your Kissflow account with a Dropbox folder
We are back with a new initiative where we will be walking you all through a use-case, problem, and a Kissflow solution. Use case: During the year-end audit,…
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Product Tip: User settings in Kissflow
In this video, you will learn about the different user settings of the Kissflow account. Watch the video for a detailed overview of the two settings related to a user- My settings and My profile.…
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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
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Working with connectors
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow integration uses connectors to help you automate workflows by connecting different applications and services.…
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Text expressions
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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User expressions
Kissflow plans: ✓ Basic ✓ Enterprise User fields reference a specific user in your system; their details are retrieved from the user management table. Any custom user field you add to a form can be…
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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
Kissflow plans: ✓ Basic ✓ Enterprise There are three fields that store data as a number. Number field You can store a whole number or a decimal in a Number field.…
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Field appearance
Kissflow plans: ✓ Basic ✓ Enterprise 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 fields using the Style settings.…
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Field visibility
Kissflow plans: ✓ Basic ✓ Enterprise All the fields you create as part of your form are visible to the end user by default. However, the Visibility settings allow limiting the visibility of certain…
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Computing fields using Formula Builder
Kissflow plans: ✓ Basic ✓ Enterprise You can write expressions and create formulas for your computed fields with the help of our Formula builder. What is Formula builder?…
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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
Kissflow plans: ✓ Basic ✓ Enterprise Scheduler by Kissflow is a built-in connector that allows you to schedule an integration trigger run at a specific interval.…