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Creating a form
Kissflow plans: ✓ Basic ✓ Enterprise 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.…
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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
Kissflow plans: ✓ Basic ✓ Enterprise What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly…
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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
Kissflow plans: ✕ Basic ✓ Enterprise What is SAP Business ByDesign? SAP Business ByDesign offers pre-built processes for finance, sales, product management,…
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Grid widget
Kissflow plans: ✓ Basic ✓ Enterprise A grid widget is a UI element that you can drag and drop from the fields panel into specific sections to optimize the empty spaces within a form.…
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Microsoft Dynamics 365 Business Central connector
Kissflow plans: ✕ Basic ✓ Enterprise What is Microsoft Dynamics 365 Business Central? Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps organizations…
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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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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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Admin notification settings
Kissflow plans: ✓ Basic ✓ Enterprise Admin notification settings The Notification settings section allows Super Admins to customize account notification preferences according to their communication…
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User notification settings
Kissflow plans: ✓ Basic ✓ Enterprise The Notification settings section allows users to customize account notification preferences according to their communication needs.…
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Zendesk connector
Kissflow plans: ✕ Basic ✓ Enterprise What is Zendesk? Zendesk is a cloud-based help desk management solution that offers customizable tools for building customer service portals, knowledge bases,…
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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
Kissflow plans: ✓ Basic ✓ Enterprise 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…
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Oracle NetSuite connector
Kissflow plans: ✕ Basic ✓ Enterprise Oracle NetSuite is a cloud-based suite of business management applications, including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM),…
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Asana connector
Kissflow plans: ✓ Basic ✓ Enterprise What is Asana? Asana is a web and mobile work management platform designed to help teams organize, track, and manage their work.…
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Where are decision tables used?
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Creating a decision table
Kissflow plans: ✕ Basic ✓ Enterprise Inside apps In the left panel of the editing environment, click the Create button (), enter the name and description (optional), and click Create.…