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Importing data from CSV file
The Import CSV feature allows you to import data from a CSV file into the data form. Manually entering large amounts of data in the data form can be quite tedious.…
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Creating and managing dataforms
To create a dataform inside your Application builder, Go to Forms > Dataforms > Create a dataform. Enter the dataform name. You can also optionally add a description and category to help you…
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Board settings
If you can handle a board, you may modify how your board functions by changing specific options. To configure or change settings for a board form, click the Settings tab of your board form.…
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Board metrics in apps
There are two board metric reports that you can use in apps. They are: Aging report Status performance report Aging report The Aging report helps you track your current work in progress and identify…
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Managing board roles and permissions
As an application owner, you will have default access to the board form and the ability to change many settings. As an admin of your board, you can manage the roles and permissions of the board form.…
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Creating and customizing a board form
To create a board form inside your Application builder, Click Boards > Create a board form. Enter the board form's name. Alternatively, you can add a description and category to help you organize…
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Boards overview
Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.…
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Using advanced filters in apps
The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page. It eliminates the need for creating multiple views and…
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Connected processes - Overview
In Kissflow, you can connect multiple processes to automatically initiate related items based on actions taken in a parent/source process. This streamlines workflow management,…
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Product Tip: How to duplicate a Kissflow process
Let's say you have a process for a specific department and want to replicate the same for another department. You can avoid the hassle of creating the same process from scratch by using the Duplicate…
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[RETRACTED] Auto-save functionality for process forms
UPDATE on 23 Oct, 2024: ⚠️ Important: Following careful review, we're temporarily withdrawing the auto-save feature rollout for process forms to implement additional improvements.…
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Conditional paths in control connector
Conditional paths let you create multiple paths within an integration, each with its own set of actions and execution conditions. This lets you design integrations that adapt to specific conditions,…
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Introducing Kissflow Workflow Exports
Improve the clarity of your workflow reviews by exporting your process workflows. We are thrilled to announce the new capability to export workflows as PDF or PNG files.…
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Introducing Dataset as a Source for Radio, Checkbox, and Multi-Select Fields
We are excited to announce the release of our latest enhancement - Dataset lookup support for Radio, Checkbox, and Multi-Select fields. For Multi-Select,…
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Introducing Enhancements to Kissflow Public Forms
We've introduced new enhancements to public forms in Kissflow processes, allowing you to customize the end-user experience. Here's what's new! Post Submission Actions:…
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Connecting processes
You can connect multiple processes and automate item creation across them. Here’s how you can do it: Click the Manage button at the top right corner of your process home page, and click Edit process.…
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Introducing Conditional Visibility for Page Widgets in Kissflow Apps
We're excited to introduce Conditional Visibility for page widgets in Kissflow Apps! You no longer need to rely on custom code to control the visibility of page components.…
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FAQ - Connected processes
1. Why am I not able to see the process I want to connect to? You can see only the processes where you have admin access. 2. Why can't I initiate dependent items for all the table entries in my…
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Product Tip: How to create a condition for a Kissflow process workflow step based on a formula
If you only want a workflow step to happen in a certain 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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Enhancing Email Efficiency: Auto-fetch Process Item URLs in Emails With Kissflow Integrations
Do you use Kissflow integrations to send automated emails? You can customize these emails by automatically fetching Process Item URLs and incorporating them into the email body.…
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Migrating a connector to its latest version
Kissflow automatically tries to update to the latest version of a connector through migration whenever a new version is available. However, in certain cases where migration is not possible,…
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Introducing Kissflow Connector Deprecation and Migration in Kissflow
We're excited to introduce the Connector Deprecation and Migration feature, designed to simplify your transition to updated connector versions within Kissflow.…
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Streamline Your Workflow: Automate Communication Between Kissflow and Slack
Would you like to automatically send messages to your Slack channel based on your Kissflow workflows? To automate your processes between Kissflow and Slack,…
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Coming soon: Form lookup field enhancements for runtime and configuration
We're excited to announce upcoming improvements to Kissflow's form lookup fields, set to roll out in mid-July 2024. These enhancements will allow Flow Admins greater flexibility in customizing how…