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Upcoming changes: A revamped PDF template editor
We're excited to give you a sneak peek into some significant enhancements we've been working on for our PDF template editor, a vital part of our Integrations that allows you to generate PDF copies of…
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Product Tip: How to delegate tasks as a super admin in Kissflow
Here's a quick video explaining how you can delegate a particular user's tasks to one or more users in Kissflow. Within Account administration, the Task delegation feature enables Super Admins to…
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Introducing Search Functionality on the Process Administration Page
We are thrilled to share that the search functionality on the Process Administration Page has been upgraded to provide an even better user experience. Now, when you access the search bar,…
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Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: ✓ Basic ✓ Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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Product Tip: How to use system fields like _created_at and _modified_by to record timestamps and user actions in Kissflow
In this video, you’ll learn how to use system fields to record timestamps and user actions. System fields in Kissflow capture data about every item that goes through a flow.…
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Product Tip: How to withdraw a submitted item in Kissflow
Let’s say you submitted an item in a process but you decided not to move forward with it. In such situations, you can use the withdraw action to discard the item.…
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Product Tip: How to remove skipped workflow steps while printing a completed process item in Kissflow
When you print a process form in Kissflow, you can also print the list of workflow steps in the form, including the steps the item skipped. Certain approval steps may be skipped in a workflow based…
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Product Tip: How to tag users in comments in Kissflow process forms
In a process, once an item is submitted, users can add comments in the comments tab. You can attach files, add comments and tag initiators and the respective approvers of that particular step.…
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Product Tip: How to customize process email templates in Kissflow
Here's a quick video explaining how you can customize email and notification templates in Kissflow. Watch this and learn how to implement this in your Kissflow processes. https://www.loom.…
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Process audit log
Kissflow plans: ✓ Basic ✓ Enterprise The audit log section stores the history of all the activities related to your process. It allows the Process Admins to search and find the flow-level and…
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Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
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Product Tip: How to automate asset requests with Kissflow Integrations.
Do you use Kissflow to manage asset requests in your organization? If yes, watch this video to learn how to use simple integrations to streamline processes and improve team communication.…
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Product Tip: How to customize the form print preferences
Let’s see how you can customize the print preferences of your form. To open the print preferences, click the Printer icon in the top right corner of your form.…
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Product Tip: How to automate parking space reservations with Kissflow process
Let's say your office has limited parking space and the employees must reserve them in advance. Instead of manually tracking and approving these requests,…
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Enhanced Print Form With a New Look
The print form gets a face-lift. The new design is more compact, requires fewer pages, and is easier to consume. In the new layout, you will no longer have to worry about fields getting split across…
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Introducing Email Customization 🎉
The much-awaited Email customization feature is now live in Kissfow, giving more control and personalization to your process notifications. The email customization feature lets process admins…
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Product Tip: How to use the pick item feature in a workflow step in Kissflow
Watch this quick video to understand when and how to use the pick item feature in your workflow steps. https://www.loom.com/share/3cc8177f7c2e4ce99030cbf02cf69676 What are some other reasons why you…
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Making a process workflow
Kissflow plans: ✓ Basic ✓ 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 and…
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Creating a process
Kissflow plans: ✓ Basic ✓ Enterprise You can create a new process based on the permission set by a Super Admin or IAM Admin. Creating a new process Go to the process creation page using any one of…
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Creating a tabular report
Kissflow plans: ✓ Basic ✓ Enterprise Tabular reports can be used to display your data in rows and columns, forming a grid similar to a spreadsheet. Creating a tabular report To create a tabular…
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Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Process reports help you track and analyze how your process is functioning. Access your reports by clicking the Reports button in the upper-right corner of the…
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Product Tip: How to set deadlines for approval steps in a workflow while creating a Kissflow form.
Watch this video to understand how to set deadlines for workflow approval steps. https://www.loom.com/share/0cbdf47b57d3421fa0186bfaa5410691 Here's an example of setting up a dynamic formula:…