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Managing portal users
Portal Admins can activate, deactivate, and delete portal users. They can also resend verification emails to unverified users and send reset password emails when necessary.…
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Using remote lookup field to get currency exchange rate
The remote lookup field is a great way to get data from external systems into your form. Using JSON for a currency exchange rate Let’s look at a common use case of getting a current currency…
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Account governance overview
What is account governance? Account governance is a centralized hub, allowing Super Admins and IAM Admins to audit and manage their Kissflow accounts effortlessly.…
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Group governance
As a Super Admin, or an IAM Admin, account governance provides you a clear view of all groups within your Kissflow account. It presents a list of groups, their creators,…
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Process governance
As a Super Admin, or an IAM Admin, account governance helps you see all the ongoing processes in your Kissflow account. This feature makes it easier to manage data by giving you a better view and…
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Board governance
As a Super Admin, or an IAM Admin, account governance feature in Kissflow gives you a good look at all the boards in your account. It helps manage data better by showing you everything about your…
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Dataset governance
As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account. This feature enhances data governance by providing visibility…
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Governing lists
As a Super Admin, or an IAM Admin, you can manage and optimize the usage of lists in your account, leading to enhanced data management practices and improved overall performance.…
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Governing authentication keys
Governing authentication keys is crucial for several reasons. First and foremost, it helps maintain the security and integrity of your Kissflow account and its data.…
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Creating and administering a list
You can create a list when you add a dropdown field, a checklist, or a multi-select field to your form. Navigate to your Form editor and choose a field type (i.e. Dropdown, Checklist, etc.…
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AI-suggested fields
AI-suggested fields are form fields generated using Artificial Intelligence (AI), a technology that processes and infers large data through Machine Learning (ML).…
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Creating AI-suggested workflow and steps
You can create an entire process workflow with the help of AI by clicking the Suggest button in the top panel. A workflow suggestion based on the title of the process will be generated and displayed…
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Use case for timeline layout
Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items, allowing you to navigate through the timeline with ease…
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Launching Kissflow Apps
Creating Kissflow Apps Every Kissflow Enterprise account will have two environments to build and deploy apps to live. Development environment - You'll have an app builder to create your app from…
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Creating Procurement spend analysis report by department and product category
When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and product category.…
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Managing members and roles in a board
Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities mapped with them in a specific board.…
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Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver. The ODBC driver acts as the interface for Microsoft Power BI…
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Managing reports
To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics to which you have access.…
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Pivot reports
Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on the Analytics page. Select the data source.…
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Tabular reports
Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create Report button ()on the Analytics page.…
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Using reports
Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets, and dataviews,…
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Reports overview
Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables, child tables, system tables, datasets,…
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Chart reports
Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie, and scatter chart.…
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QuickBooks integration
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…