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How to display the names of multiple users from a lookup field in a text field
This article outlines how users can automatically populate a text field with the names of users selected in a multi-user lookup field. The goal is to present a readable,…
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Extracting text from parentheses
Imagine you have a form where users enter their full name and ID in a single field, following a consistent format like Name (ID). For example, a user might enter Natasha (987334).…
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Sales
Sales is the engine of business growth, focused on converting leads into customers and nurturing long-term relationships. Integrations are the high-octane fuel for this engine,…
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Utility and general
The utility and general vertical are not tied to a specific business function like sales or marketing; they provide foundational, versatile tools that enhance automated workflow.…
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Project management
Project management platforms are the command center for modern teamwork, ensuring that projects are delivered on time, within budget, and to the required standard.…
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Finance and accounting
Finance and accounting platforms are the backbone of any business, managing cash flow, tracking expenses, invoicing customers, and ensuring regulatory compliance.…
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Communication and collaboration
Effective communication and collaboration are the lifelines of any modern organization. This vertical focuses on the tools that connect teams, customers, and systems in real time.…
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HR management
Human Resources is the core of any organization, managing the entire employee lifecycle from recruitment and onboarding to development and offboarding. The efficiency and quality of HR processes…
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OpenAI connector
What is OpenAI? OpenAI is a leading research and deployment company for artificial intelligence. Its models, like GPT (Generative pre-trained transformer),…
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Marketing automation
Marketing automation platforms are the engines of modern digital strategy. They empower businesses to communicate with customers and prospects at scale,…
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Identity and access management (IAM)
Identity and Access Management is the security foundation of the modern enterprise, ensuring that the right individuals have access to the right resources at the right times,…
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Agreement management
Agreement Management is the foundation of business operations, formalizing everything from hiring and sales contracts to procurement and legal approvals.…
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Referencing section fields in a table using the parent field
You may have to reference values from one part of the form in another when building forms. In particular, when working with Sections and Tables in a form editor,…
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Portal overview
Kissflow plans: ✕ Basic ✓ Enterprise What is a portal? Kissflow Apps enable you to create complex, dynamic applications using visual tools and custom scripting.…
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Understanding use cases with SQL queries in Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Understanding analytics is essential for enterprises, especially in cross-flow reporting and workload analysis. It is essential for managing apps and other…
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Creating status summary report based on boards in Analytics
Kissflow plans: ✕ Basic ✓ Enterprise The Status summary report based on board Items provides a high-level overview of the number of items in each status across one or more boards.…
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Creating process step performance report with Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Time is a critical factor when it comes to creating a process workflow. Setting SLAs and deadlines relies on estimating the time needed for each workflow step…
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Creating process item completion time report with Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Lead time, also known as the item completion time, is the time it takes for a work item to go from being created to being completed.…
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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,…
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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…
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Member actions in a process
Kissflow plans: ✓ Basic ✓ Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows all…
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Public forms
Kissflow plans: ✕ Basic ✓ Enterprise Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting,…
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Boards overview
Kissflow plans: ✓ Basic ✓ Enterprise One of the main factors contributing to an organization's growth and success is efficient work management. Every department or part of an organization relies on…
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Automating barcode scanning in a process form
Kissflow plans: ✓ Basic ✓ Enterprise If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan…
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Creating user workload report with Analytics
Kissflow plans: ✕ Basic ✓ Enterprise Keeping track of your team's workload is crucial for maintaining efficiency in your processes. With Kissflow Analytics,…