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Creating a process form
To create a process form inside your Application builder, Click Process under the Quick create menu on the left. Enter the process name. Alternatively,…
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Process form overview
What is a process form? A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carry…
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Auto-generating dataform records
The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms. This feature provides an easy alternative to importing data via CSV,…
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Managing dataform roles
As a developer of the application, you will have default access to the Dataform and will have the ability to change many settings. As an apps developer of your Dataform,…
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Public form
Enabling a form to be a public form means you can let users outside your Kissflow account access that particular process or data form in the application by sharing the public form URL with them.…
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Exporting data from a data table view
The data table view export feature in data forms allows you to export data from your data table view as a downloadable CSV file. The CSV file is sent as an email to you, which can then be downloaded.…
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Kissflow Dataform connector
Dataforms Data forms in Kissflow Apps are data-gathering forms that do not include a workflow approval process. You can also create unique views to display the data collected.…
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Sheet view in data forms
The sheet view in dataforms lets you visualize form data as a grid. The column headings represent the selected data from fields and system fields, whereas the rows display the values captured in…
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Data table view
A data table view displays your form data as a table, with the data form fields displayed as column headings and the data gathered by each field displayed as rows.…
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Data form settings
As an application developer, you will have default access to forms that you create. To configure or change settings for the data form, click Settings on the data form editor.…
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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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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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Connecting processes
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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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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Microsoft Outlook connector
What is Microsoft Outlook? Microsoft Outlook is a personal information manager software system that is included in the Microsoft Office suite. Outlook is primarily an email client,…
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Importing data from a CSV file to a dataset
You can import or upload data from a CSV file to your dataset. Click the Import CSV button and then select the CSV file. While importing a CSV file, you need to be aware of the file requirements.…