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Configuring actions for process form steps
Kissflow plans: β Basic β Enterprise You can determine what action the assignee and the initiator of an item can take at each step. Go to the Permissions tab in the process editor.β¦
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Creating a process workflow
Kissflow plans: β Basic β Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation andβ¦
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Creating a process inside apps
Kissflow plans: β Basic β Enterprise To create a process inside your app builder, Click Process under the Quick create menu on the left. Enter the process name.β¦
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Process overview
Kissflow plans: β Basic β Enterprise What is a process? A process is a type of workflow that follows a strict, sequential set of steps performed on form data.β¦
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Auto-generating dataform records
Kissflow plans: β Basic β Enterprise The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms.β¦
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Board settings
Kissflow plans: β Basic β Enterprise 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,β¦
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Managing board roles and permissions
Kissflow plans: β Basic β Enterprise As an app owner, you will have default access to the board form and the ability to change many settings. As an admin of your board,β¦
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Creating and customizing a board
Kissflow plans: β Basic β Enterprise To create a board inside your app builder, Click Board under the Quick create menu on the left. Enter the board's name.β¦
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Boards overview
Kissflow plans: β Basic β Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,β¦
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Using advanced filters in apps
Kissflow plans: β Basic β Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.β¦
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Using a decision table inside apps
Kissflow plans: β Basic β Enterprise It is necessary to use Kissflowβs SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based onβ¦
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Auto-generating condition values
Kissflow plans: β Basic β Enterprise Letβs say you need all the possible combinations of the condition values to be entered in your decision table. Doing it manually can be quite tedious and mightβ¦
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Card report for apps
Kissflow plans: β Basic β Enterprise The card report feature is a visual presentation of key analytics metrics and KPIs, providing a clear snapshot of performance and trends at a glance,β¦
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Where are decision tables used?
Kissflow plans: β Basic β Enterprise In the context of a financial institution, decision tables can be used to streamline the loan approval process by automating the decision-making steps based onβ¦
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Creating a decision table
Kissflow plans: β Basic β Enterprise Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create.β¦
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Creating conditions and results
Kissflow plans: β Basic β Enterprise Creating a condition To evaluate input values, it is necessary to create conditions. Click the Add button (+) beside Conditions to create a condition and enterβ¦
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Importing data from a CSV
Kissflow plans: β Basic β Enterprise Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.β¦
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Evaluation settings
Kissflow plans: β Basic β Enterprise You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally,β¦
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Testing a decision table
Kissflow plans: β Basic β Enterprise The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results asβ¦
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Managing external data objects in the production environment
Kissflow plans: β Basic β Enterprise Upon deploying an app with external data objects used in its lookup fields and integration, youβll have to connect or reconnect the connection again inβ¦
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Integrating external data object
Kissflow plans: β Basic β Enterprise App users who possess Manage permission to connect to external data objects can configure actions for specific events triggered within Kissflow.β¦
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Lookup an external data object
Kissflow plans: β Basic β Enterprise This real-time synchronization fetches up-to-date data from your external platforms via the configured external object.β¦