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Configuring actions for process form steps
Kissflow plans: β Basic β Enterprise You can determine what action the assignee and the initiator of an item can take at each step. Go to the Permissions tab in the process editor.β¦
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Creating a process workflow
Kissflow plans: β Basic β Enterprise Your workflow is the set of steps that must be completed to finish an item. The workflow in a process shows the path for the data in the most ideal situation andβ¦
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Creating a process inside apps
Kissflow plans: β Basic β Enterprise To create a process inside your app builder, Click Process under the Quick create menu on the left. Enter the process name.β¦
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Process overview
Kissflow plans: β Basic β Enterprise What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data.β¦
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Auto-generating dataform records
Kissflow plans: β Basic β Enterprise The auto-generate records feature uses AI to automatically create contextually relevant sample test data for your dataforms.β¦
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Managing dataform roles
Kissflow plans: β Basic β Enterprise As a developer of the application, you will have default access to the dataform and will have the ability to change many settings.β¦
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Public form
Kissflow plans: β Basic β Enterprise Enabling a form to be a public form means you can let users outside your Kissflow account access that particular process or dataform in the application byβ¦
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Exporting data from a data table view
Kissflow plans: β Basic β Enterprise The data table view export feature in dataforms allows you to export data from your data table view as a downloadable CSV file.β¦
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Kissflow Dataform connector
Kissflow plans: β Basic β Enterprise Dataforms Dataforms in Kissflow Apps are form used for data-gathering and they that do not include a workflow approval process.β¦
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Sheet view in dataforms
Kissflow plans: β Basic β Enterprise 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,β¦
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Data table view
Kissflow plans: β Basic β 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.β¦
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Dataform settings
Kissflow plans: β Basic β Enterprise As an app developer, you will have default access to forms that you create. To configure or change settings for the dataform,β¦
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Importing data from CSV file
Kissflow plans: β Basic β Enterprise The Import CSV feature allows you to import data from a CSV file into the dataform. Manually entering large amounts of data in the dataform can be quite tedious.β¦
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Creating and managing dataforms
Kissflow plans: β Basic β Enterprise To create a dataform inside your app builder, Click the quick create button on the left navigation menu, and click Dataform.β¦
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Board settings
Kissflow plans: β Basic β 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,β¦
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Board metrics in apps
Kissflow plans: β Basic β 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 yourβ¦
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Managing board roles and permissions
Kissflow plans: β Basic β 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,β¦
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Creating and customizing a board
Kissflow plans: β Basic β Enterprise To create a board inside your app builder, Click Board under the Quick create menu on the left. Enter the board's name.β¦
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Boards overview
Kissflow plans: β Basic β Enterprise Boards help you manage highly adaptable workflows that involve interactions between people and information. Similar to other flows,β¦
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Using advanced filters in apps
Kissflow plans: β Basic β Enterprise The advanced filter feature allows Kissflow app developers to control the data shown to specific users while they view a component on a page.β¦
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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 dataβ¦
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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 involvingβ¦
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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.