Kissflow Help Documentation

Android devices

iOS devices

Managing processes in PWA

Managing case systems in PWA

Managing channels and chat conversations in PWA

Signing into Kissflow

My tasks

My items

Quick search in Kissflow

Kissflow Champions Forum - A platform to connect, share and grow!

User management overview

User roles and permissions

Adding and managing users

Employee management

Configuring Google Workspace directory sync

Managing directory sync configuration

Configuring Azure AD directory sync

Managing members with SCIM provisioning

Setting up SCIM with OneLogin

Setting up SCIM with Azure Active Directory

Setting up SCIM with Okta

Setting up SAML-based Single Sign-on for Microsoft Azure AD

Account settings

Format settings

Weekend and holidays

Group management

Account security

Flow settings

Audit Log

File upload settings

Subscription & billing

My settings

My profile

Changing background theme

Managing notifications

API authentication

Two-factor authentication

Getting started with case systems

Configuring a case form

Creating and managing cases

Using case system views

Finding a case

Creating custom filters

Notes, transitions, and activity logs

Exporting cases from a case system

Importing cases from a CSV file

Watching a case in a case system

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Managing notifications from a case system

Overview of custom reports

Tabular reports

Charts

Pivot tables

Case systems overview

FAQs - case systems

Simulating a workflow

Making a process workflow

Assigning steps

Assignment preference

Best practices for simultaneous tasks

Conditional steps

Configuring deadline

Admin actions in a process

Generating document templates

Managing process members and permissions

Process settings

Process audit log

Duplicating, archiving, and deleting a process

Member actions in a process

Filtering items in a process

Configuring field permissions for process steps

Configuring actions for process steps

Refreshing lookup and aggregation field values

Creating a tabular report

Reports overview

Process overview

Creating a process

Editing a process form after you submit it

Public forms

Deleting process items

Creating a new project

Customizing the form

Types of visualizations

Choosing the right project visualization

Creating project views

Using project views

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

Project audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions of projects

Cumulative Flow Diagram

Throughput report

Lead time reports

Cycle time reports

State summary report

Step summary report

Assignee summary report

Aging report

Performance report

Efficiency report

Project custom reports

Getting started with project reports

Project overview

Teams overview

Creating teams

Administering teams

Chat overview

Chat conversations

Starting calls and meetings

Chat hub

Chat notifications and sounds

Chat FAQs

Archiving and deleting group chats

Chat threads

Feeds overview

Creating feeds

Feed posts

Announcements

Feed polls

Managing feed members and roles

Archiving and deleting a feed

Forums overview

Creating forums

Forum topics

Managing forum members and roles

Archiving or deleting a forum

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Security settings

Managing filters

Creating and managing a dataset view

Dataset and views overview

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 overview

Extracting a text and number using remote lookup

Using XML to lookup data

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

Basic and Advanced fields

Field settings

Field validations

Field visibility

Field appearance

Creating a form

Reserved Keywords

Process live forms

Kissflow Process connector

Adding conditions and iterations

Kissflow Project connector

Kissflow case system connector

Kissflow Dataset connector

Webhooks by Kissflow

HTTP connector

SOAP connector

Email connector

Scheduler by 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

Twilio connector

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

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

Troubleshooting Guide

What's new in Kissflow?

Troubleshooting access to Kissflow

Languages supported by Kissflow

SLAs and support models

FAQs

Archive and unarchive tasks in Kissflow Project

Changelog for Kissflow Digital Workplace

Changelog in Kissflow - An overview

Revamped file picker

Account administration and My settings revamp

New form wizard

Advanced filter revamp

Case system - Workflow revamp

Introducing Field settings to Case

Revamped permissions for Process

Introducing form view for datasets

Changing status in a case system

Show/Hide fields in a process

New system reports for Kissflow Process

All new left navigation in Workflow

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

What’s changed in Kissflow Coral?

Guides

10 articles by 4 authors

Administration

21 articles by 4 authors

User settings

6 articles by 3 authors

Workflows

45 articles by 5 authors

Projects

35 articles by 3 authors

Collaboration

23 articles by 3 authors

Dataset

8 articles by 1 author

Forms and expressions

34 articles by 4 authors

Integration

42 articles by 3 authors

Analytics

4 articles by 1 author

FAQs

6 articles by 3 authors

Changelog

19 articles by 6 authors

Transition document

1 article by 1 author

(opens in a new tab)

Guides

Administration

User settings

Workflows

Projects

Collaboration

Dataset

Forms and expressions

Integration

Analytics

FAQs

Changelog

Transition document

Contact