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FAQ - Connected boards
Kissflow plans: ✕ Basic ✓ Enterprise Why am I not able to unlock a source item? Only the board admins can unlock a source item. Why am I not able to see the board I want to connect to?…
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Connecting boards with other boards and processes - Overview
Kissflow plans: ✕ Basic ✓ Enterprise In Kissflow, you can connect a parent board to another board or process to automate workflows. A status change in a parent board's item can trigger actions in…
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Security settings for flows
Kissflow plans: ✓ Basic ✓ Enterprise Introduction Flow Admins can manage the sharing of their flow data with other flows within the Kissflow platform through the security settings page.…
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Assignment preference
Kissflow plans: ✓ Basic ✓ Enterprise The assignment preference options help you determine how many people must approve an item when it is assigned to multiple users.…
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Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
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User governance
Kissflow plans: ✕ Basic ✓ Enterprise If you’re a Super Admin, or an IAM Admin, account governance offers a lens into user trends within your Kissflow account,…
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SAP Business ByDesign connector
What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management, and purchasing within a unified solution tailored for small and medium-sized…
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Grid widget
A grid widget is a UI element that you can drag and drop from the fields panel into specific sections to optimise the empty spaces within a Form. You can add any number of rows,…
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Microsoft Dynamics 365 Business Central connector
What is Microsoft Dynamics 365 Business Central? Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps organizations streamline processes,…
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Notification events in boards
Kissflow plans: ✓ Basic ✓ Enterprise Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger…
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Admin notification settings
Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication needs.…
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Process notifications
Kissflow plans: ✓ Basic ✓ Enterprise You can create and customize notifications to stay informed about important updates or ensure timely communication within your team.…
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Board notifications
Kissflow plans: ✓ Basic ✓ Enterprise You can create and customize notifications to stay informed about important updates or ensure timely communication within your team.…
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Notification events in processes
Kissflow plans: ✓ Basic ✓ Enterprise Item notifications The item notifications listed below are predefined by the system, based on which you can create new custom notifications and configure trigger…
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User notification settings
The Notification settings section allows users to customize account notification preferences according to their communication needs. Global notifications Click your profile picture > My settings >…
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Zendesk connector
What is Zendesk? Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base, and online communities.…
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Watching an item in a board
Kissflow plans: ✓ Basic ✓ Enterprise Watching an item allows you to keep track of its progress. Adding items to your watchlist lets you track changes in terms of their progress as and when they are…
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Custom trigger by Kissflow
What is a custom trigger? In cases where you can't set up an integration using an existing trigger, you can configure and set up a custom trigger for a specific workflow.…
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Oracle NetSuite connector
Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and more,…
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Asana connector
What is Asana? Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work. You can organize your tasks onto a board, list,…
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Where are decision tables used?
In the context of a financial institution, decision tables can be used to streamline the loan approval process by automating the decision-making steps based on various conditions.…
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Creating a decision table
Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create. Renaming a decision table To rename your decision…
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Creating conditions and results
Creating a condition To evaluate input values, it is necessary to create conditions. Click the Add button (+) beside Conditions to create a condition and enter the standard details.…