-
Managing process roles and permissions
As an application owner, you will have default access to the process form and the ability to change many settings. As an admin of your process, you can manage the roles and permissions of the…
-
Configuring actions for process form steps
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. Select any step and scroll down to the bottom of the…
-
Creating a process form workflow
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 also allows for alternate conditions…
-
Creating a process form
To create a process form inside your Application builder, Click Process under the Quick create menu on the left. Enter the process name. Alternatively,…
-
Process form overview
What is a process form? A process form is a type of workflow that ensures a strict sequential set of steps performed on form data. An admin or member of your application can set up a form to carry…
-
Auto-generating dataform records
The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms. This feature provides an easy alternative to importing data via CSV,…
-
Managing dataform roles
As a developer of the application, you will have default access to the Dataform and will have the ability to change many settings. As an apps developer of your Dataform,…
-
Public form
Enabling a form to be a public form means you can let users outside your Kissflow account access that particular process or data form in the application by sharing the public form URL with them.…
-
Exporting data from a data table view
The data table view export feature in data forms allows you to export data from your data table view as a downloadable CSV file. The CSV file is sent as an email to you, which can then be downloaded.…
-
Kissflow Dataform connector
Dataforms Data forms in Kissflow Apps are data-gathering forms that do not include a workflow approval process. You can also create unique views to display the data collected.…
-
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…
-
Data table view
A data table view displays your form data as a table, with the data form fields displayed as column headings and the data gathered by each field displayed as rows.…
-
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.…
-
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.…
-
Creating and managing dataforms
To create a dataform inside your Application builder, Go to Forms > Dataforms > Create a dataform. Enter the dataform name. You can also optionally add a description and category to help you…
-
Board settings
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, click the Settings tab of your board form.…
-
Board metrics in apps
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 current work in progress and identify…
-
Managing board roles and permissions
As an application owner, you will have default access to the board form and the ability to change many settings. As an admin of your board, you can manage the roles and permissions of the board form.…
-
Creating and customizing a board form
To create a board form inside your Application builder, Click Boards > Create a board form. Enter the board form's name. Alternatively, you can add a description and category to help you organize…
-
Boards overview
Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows, a form stores the data for an item and all steps.…
-
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…
-
Account governance
Account governance under account administration is a centralized hub, allowing super admins and IAM admins to audit and manage their Kissflow accounts. This feature is pivotal for maintaining data…
-
Process
A process is a structured workflow for getting tasks done in a specific order. It involves initiating items within the process and moving them forward to subsequent steps in the workflow involving…
-
Board
A board is a highly adaptable workflow that lets you keep track of information and manage work efficiently. You can create work items in a board and track their progress across different statuses.