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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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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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Managing dataform roles
Kissflow plans: β Basic β Enterprise As a developer of the application, you will have default access to the dataform and will have the ability to change many settings.β¦
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Public form
Kissflow plans: β Basic β Enterprise Enabling a form to be a public form means you can let users outside your Kissflow account access that particular process or dataform in the application byβ¦
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Exporting data from a data table view
Kissflow plans: β Basic β Enterprise The data table view export feature in dataforms allows you to export data from your data table view as a downloadable CSV file.β¦
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Kissflow Dataform connector
Kissflow plans: β Basic β Enterprise Dataforms Dataforms in Kissflow Apps are form used for data-gathering and they that do not include a workflow approval process.β¦
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Sheet view in dataforms
Kissflow plans: β Basic β Enterprise 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,β¦
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Data table view
Kissflow plans: β Basic β 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.β¦
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Dataform settings
Kissflow plans: β Basic β Enterprise As an app developer, you will have default access to forms that you create. To configure or change settings for the dataform,β¦
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Importing data from CSV file
Kissflow plans: β Basic β Enterprise The Import CSV feature allows you to import data from a CSV file into the dataform. Manually entering large amounts of data in the dataform can be quite tedious.β¦
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Creating and managing dataforms
Kissflow plans: β Basic β Enterprise Creating a new dataform To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.β¦
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Board settings
Kissflow plans: β Basic β Enterprise You can 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.β¦
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Board metrics in apps
Kissflow plans: β Basic β 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 yourβ¦
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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 Creating a new board To create a board inside your app builder, Click Board under the Quick create menu on the left.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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Conditional paths in control connector
Kissflow plans: β Basic β Enterprise Overview The control connector supports two different actions: Conditional paths and Loop. Conditional paths let you create multiple paths within an integration,β¦
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Connecting processes
Kissflow plans: β Basic β Enterprise You can connect multiple processes and automate item creation across them. Hereβs how you can do it: Click the Manage button at the top right corner of yourβ¦
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FAQ - Connected processes
Kissflow plans: β Basic β 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.β¦
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Configuring deadline
Kissflow plans: β Basic β 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.β¦