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Process overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.…
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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,…
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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,…
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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.…
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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.…
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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.…
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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…
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Data table view
Kissflow plans: ✕ Basic ✓ 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.…
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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.…
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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.…
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Creating and managing dataforms
Kissflow plans: ✕ Basic ✓ Enterprise To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.…
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Board settings
Kissflow plans: ✕ Basic ✓ Enterprise 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,…
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Board metrics in apps
Kissflow plans: ✕ Basic ✓ 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 your…
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Managing board roles and permissions
Kissflow plans: ✕ Basic ✓ 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,…
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Creating and customizing a board
Kissflow plans: ✕ Basic ✓ Enterprise To create a board inside your app builder, Click Board under the Quick create menu on the left. Enter the board's name.…
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Boards overview
Kissflow plans: ✕ Basic ✓ Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,…
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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…
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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…
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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…
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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.
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Item
An item is a single instance/task in a process and board.
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Item bar
An item bar is a colored horizontal bar that represents an item inside the timeline layout of a board.
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Kanban
Kanban is a layout type in a board's task management that visually organizes items or workflows into columns, representing different stages of progress, like To do, In progress, and Done.
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Matrix
Matrix is a layout type in a board's task management that organizes items in a grid, based on multiple criteria helping teams prioritize and categorize items.