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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.…
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Creating conditions and results
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Importing data from a CSV
Kissflow plans: ✕ Basic ✓ Enterprise 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
Kissflow plans: ✕ Basic ✓ Enterprise You can configure the logical operation to be performed between the condition values of a row while evaluating. Additionally,…
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Testing a decision table
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Remote lookup field overview
Kissflow plans: ✓ Basic ✓ Enterprise The Remote lookup field allows you to fetch data from external systems and display it within your form. By configuring URLs, request types, and headers,…
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Compliance and backup history
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please contact our support team to enable it on your account. As a Super Admin,…
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Backing up data to Kissflow
Kissflow plans: ✕ Basic ✓ Enterprise Note: This service is available on request. Please get in touch with our support team to enable it on your account.…
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Backing up data to Google Drive
Kissflow plans: ✕ Basic ✓ Enterprise 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,…
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Backing up data to Google Cloud Service (GCS)
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Backing up data to Amazon S3
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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Data backup overview
Kissflow plans: ✕ Basic ✓ Enterprise 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…
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HubSpot connector
Kissflow plans: ✓ Basic ✓ Enterprise What is HubSpot? HubSpot's Marketing Hub Professional tool offers an omni-channel automation, orchestration, and reporting platform for modern teams.…
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Xero connector
Kissflow plans: ✓ Basic ✓ Enterprise 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
Kissflow plans: ✓ Basic ✓ Enterprise Different roles in Kissflow offer varying levels of access and permissions. To access the Account Administration and Governance page,…
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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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Pivot report 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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Section and table style
Kissflow plans: ✓ Basic ✓ Enterprise You can individually customize the styles of sections and tables in your form by following the steps below. Note: In apps,…
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Form style in Apps
Kissflow plans: ✓ Basic ✓ Enterprise To modify the form's color, hover over the form's outline, specifically the empty space surrounding the editor. Click the gear icon available on the form’s…