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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
Kissflow plans: ✕ Basic ✓ Enterprise A data table view displays your form data as a table, with the dataform 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
Kissflow plans: ✕ Basic ✓ Enterprise To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.…
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Board settings
Kissflow plans: ✕ Basic ✓ 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,…
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Board metrics in apps
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ 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,…
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Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise To create a board inside your app builder, Click Board under the Quick create menu on the left. Enter the board's name.…
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Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
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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
Control connector The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,…
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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
Kissflow plans: ✕ Basic ✓ Enterprise 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.…
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Signing in to Kissflow
There are several ways you can access your Kissflow account. Direct URL The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser.…
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Configuring deadline
Kissflow plans: ✓ Basic ✓ Enterprise In Kissflow, you can set default deadlines on how long a user can take to complete a task. Deadlines Deadlines can be created for each step in a workflow.…
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Delay connector
The delay connector allows you to control the timing of your actions by adding pauses between steps in your integration. Why use delay? The delay connector is essential for scheduling actions to…
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Using a decision table inside apps
It is necessary to use Kissflow’s SDK to use a decision table inside apps. Consider a simple use case where a bank needs to approve a loan application based on the applicant’s income.…
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Auto-generating condition values
Let’s 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 might lead to errors,…
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SFTP connector
What is SFTP? SFTP (Secure File Transfer Protocol) is a safe way to send files over the internet. It uses SSH encryption to protect your data during transfer and provides robust and customizable…
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Sequence number
You can use the Sequence number field when you want to add a recurring serial or sequence number to each item in your process as well as in your data form.…
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Adding conditions to an integration
Currently, you can only use the control connector in Kissflow to set up Yes or No conditions in an integration. Now, you can add conditions to each action in a Kissflow integration using the formula…
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Creating a form
A form is an entity where you can collect input from the people participating in your workflow. Forms are used in processes and boards in Kissflow. A form has three primary components - section,…