-
Dataset governance
Kissflow plans: ✕ Basic ✓ Enterprise As a Super Admin, or an IAM Admin, account governance offers valuable insights into all the datasets currently in your Kissflow account.…
-
Governing lists
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Governing authentication keys
Kissflow plans: ✕ Basic ✓ Enterprise Governing authentication keys is crucial for several reasons. First and foremost, it helps maintain the security and integrity of your Kissflow account and its…
-
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.…
-
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).…
-
Creating AI-suggested workflow and steps
Kissflow plans: ✕ Basic ✓ Enterprise 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…
-
Use case for timeline layout
Kissflow plans: ✓ Basic ✓ Enterprise Timeline layout helps you plan ahead, meet deadlines, and effectively communicate progress. It provides a bird's-eye view of your work items,…
-
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…
-
Creating procurement spend analysis report by department and product category
Kissflow plans: ✕ Basic ✓ Enterprise When a company's procurement manager wants to understand procurement patterns from purchase requests, they can measure total spending by department and product…
-
Managing members and roles in a board
Kissflow plans: ✓ Basic ✓ Enterprise Roles and permissions You can manage the members in your board by assigning different roles and permissions to their profiles based on the responsibilities…
-
Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver.…
-
Managing reports
Kissflow plans: ✓ Basic ✓ Enterprise 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…
-
Pivot reports
Kissflow plans: ✓ Basic ✓ Enterprise 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…
-
Tabular reports
Kissflow plans: ✓ Basic ✓ Enterprise 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…
-
Using reports
Kissflow plans: ✓ Basic ✓ Enterprise Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets,…
-
Reports overview
Kissflow plans: ✓ Basic ✓ Enterprise Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables,…
-
Chart reports
Kissflow plans: ✓ Basic ✓ Enterprise Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie,…
-
Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
-
Creating and managing subitems
Kissflow plans: ✓ Basic ✓ Enterprise Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees,…
-
Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
-
Microsoft Azure Active Directory connector
What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to enterprise customers.…
-
Using board layouts
Kissflow plans: ✓ Basic ✓ Enterprise Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most…
-
Process settings
Kissflow plans: ✓ Basic ✓ Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.…
-
Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…
-
QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…