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Importing data from a CSV
Admins and members can import condition and result values from a CSV into a decision table. To import, Click the Import CSV button in the top right corner.…
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Evaluation settings
You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally, you can also determine the method or scope by which your decision table…
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Testing a decision table
The test functionality of a decision table enables you to verify and ensure that it accurately evaluates all conditions and returns the corresponding results as expected.…
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Remote lookup field overview
The Remote lookup field is a useful way to get data from external systems into your form. With the ability to specify URLs, request types, headers, and data extraction methods,…
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Compliance and backup history
Note: This service is available on request. Please contact our support team to enable it on your account. As a Super Admin, you can manage your account's data backup.…
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Backing up data to Kissflow
Note: This service is available on request. Please get in touch with our support team to enable it on your account. Configuring data backup As a Super Admin,…
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Backing up data to Google Drive
Note: This service is available on request. Please contact our support team to enable it on your account. Configuring data backup As a Super Admin, you can configure your backup preferences…
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Backing up data to Google Cloud Service (GCS)
Note: This service is available on request. Please contact our support team to enable it on your account. GCS prerequisites Before you start account backup configuration in Kissflow,…
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Backing up data to Amazon S3
Note: This service is available on request. Please contact our support team to enable it on your account. Amazon S3 prerequisites Before you start account backup configuration in Kissflow,…
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Data backup overview
Note: This service is available on request. Please contact our support team to enable it on your account. Data backup in Kissflow is essential for safeguarding organizational data against loss and…
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HubSpot connector
What is HubSpot? HubSpot's Marketing Hub Professional tool offers an omni-channel automation, orchestration, and reporting platform for modern teams. You can create highly personalized campaigns and…
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Xero connector
What is Xero? Xero provides full cloud-based accounting software for small and medium businesses that includes bookkeeping services such as invoicing and payroll,…
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User roles and permissions
Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page, users must be assigned one of the four available Admin roles.…
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Connecting to Kissflow Dataform
App members can use the Dataform connector to send data from a dataform to other flows in Kissflow or third-party apps. For example, you have an employee PII dataform.…
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Filtering items in a process
Kissflow plans: ✓ Basic ✓ Enterprise You can always resort to a filter view when there is a lot of data to manage as part of your process workflow. You need not have to always scroll through a…
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Multilingual settings in forms
Multilingual settings allow Kissflow Process admins/developers and Board admins to customize and present their workflow forms in various languages. You can incorporate manually translated form…
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Jira connector
What is Jira? Jira is an issue-tracking software by Atlassian that allows bug tracking and agile project management. About Kissflow's Jira integration The Jira connector of Kissflow Integration…
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Pivot tables in processes
Kissflow plans: ✓ Basic ✓ Enterprise You can generate pivot tables to summarize, arrange, and compare a large amount of data related to your process. Pivot tables allow you to easily interchange…
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Creating a chart report
Kissflow plans: ✓ Basic ✓ Enterprise You can generate your process reports as charts. There are 14 types of charts you can choose from. Auto chart Area chart Stacked area chart Horizontal bar chart…
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Managing external data objects in production
Upon deploying an app with external data objects used in its lookup fields and integration, you’ll have to connect or reconnect the connection again in production to ensure that it functions…
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Configuring an external data object
External data object refers to the Kissflow artifact that enables users to consume data from external platforms through external data connections. Creating an external data object To consume data…
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Understanding use cases with SQL queries in Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Understanding analytics is essential for enterprises, especially in cross-flow reporting and workload analysis. It is essential for managing apps and other…
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Google Chat connector
What is Google Chat Connector? The Google Chat Connector is a tool designed to enhance communication and collaboration within teams. It seamlessly integrates with Google Chat,…
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Creating a Kissflow Board with AI
Kissflow plans: ✓ Basic ✓ Enterprise You can use AI to automatically create your board’s workflow and form. In the Create your board page, enter the name, item type, ID prefix,…
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Date expressions
Date and datetime expressions are very similar but cannot be mixed. Timezones and format settings for date fields are set at the account or user level.…