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Managing processes in PWA
Managing case systems in PWA
Managing channels and chat conversations in PWA
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Kissflow Champions Forum - A platform to connect, share and grow!
My items
Kissflow extension for Gmail
Administration
User management
User management overview
User roles and permissions
Adding and managing users
Exporting user data
Employee management
User provisioning
Directory sync
Configuring Google Workspace directory sync
Managing directory sync configuration
Configuring Azure AD directory sync
SCIM provisioning
Managing members with SCIM provisioning
Setting up SCIM with OneLogin
Setting up SCIM with Azure Active Directory
Setting up SCIM with Okta
SAML provisioning
Account settings
Format settings
Weekends and holidays
Group management
Account security
Flow settings
Audit Log
File upload settings
Subscription & billing
User settings
My settings
My profile
Changing background theme
Managing notifications
API authentication
Two-factor authentication
Boards
Getting started with Boards
Using Boards
Creating and managing items
Using board layouts
Finding an item
Watching an item in a board
Notes, transitions, and activity logs in boards
Exporting items from a board
Importing items from a CSV file
Board Views
Managing a board
Configuring your board settings
Archiving and deleting a board
Managing notifications from a board
Managing members and roles in a board
Custom reports in boards
Overview of custom reports in boards
Tabular reports in boards
Charts in boards
Pivot tables in Boards
Boards FAQs
Workflows
Processes
Process workflows
Simulating a workflow
Making a process workflow
Assigning steps
Assignment preference
Best practices for simultaneous tasks
Conditional steps
Configuring deadline
Administering process
Admin actions in a process
Generating document templates
Managing process members and permissions
Process settings
Process audit log
Duplicating, archiving, and deleting a process
Using a process
Permission and actions
Configuring field permissions for process steps
Configuring actions for process steps
Refreshing lookup and aggregation field values
Reports
Process overview
Creating a process
Editing a process form after you submit it
Public forms
Deleting process items
Projects
Creating projects
Creating a new project
Customizing the form
Types of visualizations
Choosing the right project visualization
Project views
Using projects
Working with the Kanban visualization
Working with List visualization
Working with Matrix visualization
Starting a new task
Follow/Watch a task
Subtasks
Importing tasks from CSV
Project layouts
Actions in projects
Archiving tasks
Notes and activity
Filtering tasks
Administering projects
Project audit logs
Project settings
Duplicating, archiving, and deleting a project
Managing members and permissions of projects
Project reports
Project overview
Apps
Introduction to Apps
Building Apps
Application builder
Creating roles and assigning permissions
Designing forms for data collection
Data forms
Process forms
Working with process forms
Process form overview
Creating a process form
Creating a process form workflow
Configuring actions for process form steps
Administering process forms
Case forms
Reports in forms
Variables
Application pages
Creating and managing pages
App pages overview
Working with page editor
Creating and editing pages
Renaming, duplicating, and editing pages
Managing page properties
Managing component style properties
Components
Model viewer
Security and settings
Deploying Apps
App integration
App integration overview
Working with app connectors
App integration overview
Creating an App integration
Managing app integration
App integration connectors
Kissflow Process
Kissflow Case system
Webhooks
Kissflow scheduler
Kissflow Project
Kissflow Data form
Email by Kissflow
Kissflow HTTP connector
Kissflow dataset
Control - conditions and iterations
Kissflow user details
Microsoft Outlook
Gmail integration
QuickBooks integration
Google Sheets integration
HubSpot integration
Slack integration
Google Calendar integration
Salesmate integration
SOAP integration
Google Drive integration
Dropbox integration
MailChimp integration
Okta integration
Smartsheet integration
Basecamp integration
ServiceNow integration
Expensify integration
Recruitee integration
XE.com integration
ClickSend integration
Run script connector
App integration administration
Other App topics
Collaboration
Teams
Chat
Chat overview
Chat conversations
Starting calls and meetings
Chat hub
Chat notifications and sounds
Chat FAQs
Archiving and deleting group chats
Chat threads
Feeds
Feeds overview
Creating feeds
Feed posts
Announcements
Feed polls
Managing feed members and roles
Archiving and deleting a feed
Forums
Forms and expressions
Expressions
Introduction to expressions and formulas
Computing fields using Formula Builder
System fields
Text expressions
Number and currency expressions
Date expressions
IF function
Logical expressions
User expressions
Workflow step expressions
List expression
List
Fields
Remote lookup
Field types
Dropdown field
Dropdown, Multi-select dropdown, Checkbox, & Checklist
Selecting a data source for your dropdown field
Text, Text area, Email, and Rich text fields
Image, Attachment, Smart Attachment, and Signature
Lookup field
User field
Number, Slider, and Rating field
Date and Date time field
Currency field
Aggregation field
Sequence number
Yes/ No field
Geolocation field
Basic and Advanced fields
Field settings
Field validations
Field visibility
Field appearance
Creating a form
Reserved Keywords
Process live forms
Analytics
Working with Kissflow Analytics
Connector for BI
Enabling Kissflow connector for BI
Configuring Snowflake for Kissflow connector for BI
Connecting Kissflow connector for BI with Microsoft Power BI
Workflow tables and schema
Analytics FAQs and Solutions
Integration
Connectors
Kissflow Process connector
Adding conditions and iterations
Kissflow Project connector
Kissflow Board connector
Kissflow Dataset connector
Webhooks by Kissflow
HTTP connector
SOAP connector
Email connector
Scheduler by Kissflow
Kissflow user details connector
Kissflow Chat connector
Kissflow Teams
Gmail connector
Microsoft Outlook connector
QuickBooks connector
HubSpot connector
MailChimp connector
Salesmate connector
Google Calendar connector
Google Sheets connector
Smartsheet connector
Slack connector
Google Drive connector
Dropbox connector
XE.com connector
ClickSend connector
Integrating Kissflow Coral with Zapier
Recruitee connector
Expensify connector
Okta connector
Basecamp connector
ServiceNow connector
ActiveCampaign connector
FreshBooks connector
Twilio connector
Administering integration
Integration settings
Duplicating, archiving, and deleting an integration
Collaborating with other members
Integrations overview
Creating an integration
Working with connectors
Managing integrations
List of triggers and actions
Dataset
Creating datasets
Administering datasets
Managing members and permissions
Duplicating and deleting a dataset
Security settings
Managing filters
Importing and exporting data from a dataset
Dataset views
Dataset and views overview
FAQs
Troubleshooting Guide
What's new in Kissflow?
Troubleshooting access to Kissflow
Languages supported by Kissflow
SLAs and support models
FAQs
Release notes and Changelogs
Boards
Collaboration and Project
Platform
Changelog in Kissflow - An overview
Revamped file picker
Account administration and My settings revamp
New form wizard
Kissflow Work Platform’s Explore Page Redesigned
Advanced filter revamp
Rich text editor update
Workflows
Case system - Workflow revamp
Introducing Field settings to Case
Revamped permissions for Process
Introducing form view for datasets
Process - New Tabs for Items and Tasks in Workflow Plans
Announcing a new aggregation API for Kissflow Dataset
Changing status in a case system
Changes to Case System Notification Delivery
Show/Hide fields in a process
New system reports for Kissflow Process
All new left navigation in Workflow
Retracted: Discontinuing Chats from a few Plans
Process - New tabs for items and tasks
The new way to access exported workflow reports
'Go live' is the new 'Publish'
Restricting access to export cases from a case system for members
Creating a new list from the Home/Explorer page
Analytics
Guides
Begin by learning how to use Kissflow
Administration
Learn how to use Kissflow as a Super Admin
User settings
Learn how to manage your user profile
Boards
Learn how to manage work using Kissflow Boards
Workflows
Learn to use Kissflow Processes
Projects
Find out how to use Kissflow Project
Apps
Learn how to build low-code apps at scale
Collaboration
Learn how to collaborate via chats and teams
Forms and expressions
Personalize forms and create formulas using expressions
Analytics
Learn how to gather actionable insights from your data
Integration
Find out how to integrate with different services
Dataset
Learn how to store data in a dataset
FAQs
Find answers to frequently asked questions
Release notes and Changelogs
Find what's new and what has changed in Kissflow
