-
Product Tip: How to change the currency type in the currency field in Kissflow
You can follow the following steps to change the currency in the currency field. Go to Currency Field, scroll down, and you will see a label called Accepted Currencies.…
-
Product Tip: How to edit a Kissflow process item after you have submitted it
You may want to edit the form after you submit it, or you may want to edit it after it has completed all the workflow steps. The Process Admin can edit a process form when it’s in progress or even…
-
Introducing PDF Generation in Process
Hey You can use a document template to automate the generation of your process-related PDFs. You must be a Process Admin or a Process Developer to create these templates.…
-
Introducing Integration Connectors
Integration Connectors Hey , We have released 2 new integration connectors: Soap Connector and Zapier Connector. Soap Connector:SOAP (Simple Object Access Protocol) is an XML-based protocol used to…
-
SOAP connector
Kissflow plans: ✓ Basic ✓ Enterprise What is SOAP? SOAP (Simple Object Access Protocol) is an XML-based protocol used to access web services through HTTP.…
-
Webhooks by Kissflow
Kissflow plans: ✓ Basic ✓ Enterprise Basics of webhook A webhook (also known as a web callback) is a method for any software to provide real-time information to other applications.…
-
Salesmate connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Salesmate? Salesmate is an all-in-one sales and customer relationship management software used by sales teams of all sizes.…
-
Introducing 3 Brand New Integration Connectors in Kissflow
Hello We are happy to release the much-expected new Kissflow integration connectors for Quickbook, Hubspot, and Salesmate. Help articles: https://helpdocs.kissflow.…
-
Creating and managing a dataset view
Kissflow plans: ✓ Basic ✓ Enterprise Views help you share a filtered version of your dataset with others, allowing access to only the necessary data without exposing the full dataset.…
-
Introducing Dark mode and Dim mode are live in Kissflow
Hello Community, You asked, and we listened! Dark Mode is now live in Kissflow web and PWA. It’s been a highly requested feature by many of you, and we’re proud to release it.…
-
Managing boards in PWA
Manage your boards from anywhere using the mobile version of Kissflow. The dashboard of the mobile app contains the following widgets: My tasks - lists all tasks that are assigned to you My items -…
-
Introducing Kissflow Integration Connectors for MS Outlook and Google Calendar
Hello Community, We are very happy to announce two new connectors - MS Outlook and Google Calendar Jump right in and learn how to connect to MS Outlook and Google Calendar using the Kissflow…
-
Introducing Kissflow Integration Connectors for Gmail, Google Sheets, and Slack
Hello Community, We are happy to announce 3 new connectors in Kissflow. Kissflow Integration's Gmail connector lets you connect Gmail instantly with other Kissflow apps and popular third-party…
-
Managing processes in PWA
The application dashboard has the following two widgets: My tasks My items My tasks A task is an item that awaits approval or any other action from you.…
-
SCIM overview
Kissflow plans: ✕ Basic ✓ Enterprise Understanding SCIM System for Cross-domain Identity Management (SCIM v2.0) is a specification of a REST-like protocol for unidirectional user provisioning over…
-
Collaborating with other members
Kissflow plans: ✓ Basic ✓ Enterprise When you create an integration, you become its default member and can change its settings, like adding or removing other members.…
-
Duplicating, archiving, and deleting an integration
Kissflow plans: ✓ Basic ✓ Enterprise Duplicating an integration If you want to make an exact copy of your integration, you can duplicate it. Duplicated integrations will have the same set of trigger…
-
Integration settings
Kissflow plans: ✓ Basic ✓ Enterprise To update your integration's notification settings and access its audit logs, click the More options button ( ) and then Settings.…
-
Security settings and access control
Kissflow plans: ✓ Basic ✓ Enterprise To update your dataset's security settings, open the particular dataset and click Manage > Security. Here you can access the following settings:…
-
Conditional steps
Kissflow plans: ✓ Basic ✓ Enterprise If you want a workflow step to happen only in a certain situation, you can create a condition for the step based on a formula.…
-
IF function
Kissflow plans: ✓ Basic ✓ Enterprise The IF function returns one value if a boolean expression is true and another if it is false. The syntax is: IF(<logical_test>,<value_if_true>,…
-
Introduction to expressions and formulas
Kissflow plans: ✓ Basic ✓ Enterprise Expressions are used in Kissflow to create formulas and settings for fields and steps. The importance of data types Expressions in Kissflow are strongly…
-
Using XML to lookup data
Kissflow plans: ✓ Basic ✓ Enterprise Here’s an example that uses XML format to display the botanical name of a plant. Create a remote lookup field called Plant.…
-
Extracting a text and number using remote lookup
Kissflow plans: ✓ Basic ✓ Enterprise You can use a remote lookup field to extract data from an external API. For example, you may want to display the general weather forecast and temperature for a…
-
Yes/No field
Kissflow plans: ✓ Basic ✓ Enterprise The Yes/No field gives users a binary decision. The data is stored as a boolean value. In runtime, inside sections,…