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Working with process forms
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App integration overview
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Microsoft Outlook
Gmail integration
QuickBooks integration
Google Sheets integration
HubSpot integration
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Google Calendar integration
Salesmate integration
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Google Drive integration
Dropbox integration
MailChimp integration
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Smartsheet integration
Basecamp integration
ServiceNow integration
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XE.com integration
ClickSend integration
Run script connector
App integration administration
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App Store
Introduction to Kissflow App Store
Accessing Kissflow App Store
Types of apps in Kissflow App Store
Using Kissflow App Store
Processes
Processes
Process workflows
Simulating a workflow
Making a process workflow
Assigning steps
Assignment preference
Best practices for simultaneous tasks
Email actions
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
Customizing Emails and Notification Templates
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
How to automate barcode scanning in a process form?
Boards
Getting started with Boards
Using Boards
Creating and managing items
Using board layouts
Watching an item in a board
Notes, transitions, and activity logs in boards
Exporting items from a board
Importing items from a CSV file
Creating and managing subitems
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
Boards FAQs
Reports in boards
Chat
Getting started with Kissflow Chat
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Threaded replies
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Creating group chats
Group wall
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Spaces
Integrations
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
Microsoft OneDrive connector
Asana connector
Dropbox connector
XE.com connector
ClickSend connector
Integrating Kissflow Coral with Zapier
Recruitee connector
Expensify connector
Microsoft Teams connector
Adobe Sign connector
Okta connector
Basecamp connector
ServiceNow connector
ActiveCampaign connector
Microsoft Azure Active Directory connector
DocuSign connector
FreshBooks connector
Microsoft Excel connector
Salesforce connector
Twilio connector
Microsoft SharePoint connector
Administering integration
Integration settings
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Collaborating with other members
Integrations overview
Creating an integration
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List of triggers and actions
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, Checklists, and Radio buttons
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
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Field settings
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Field visibility
Field appearance
Field events
Creating a form
Reserved Keywords
Process live forms
Analytics
Working with Kissflow Analytics
Reports in Analytics
Connector for BI
Enabling Kissflow connector for BI
Configuring Snowflake for Kissflow connector for BI
Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Connecting Kissflow connector for BI with Microsoft Power BI
Analytics FAQs and Solutions
Analytics FAQs
Purchase Request (PR) raised by purchase type
Creating All Items report for processes
Creating user workload report for processes
Creating a frequently ordered catalog item list
Workflow tables and schema
Portals
Datasets
Creating datasets
Administering datasets
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Duplicating and deleting a dataset
Security settings
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Importing and exporting data from a dataset
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Dataset and views overview
FAQs
Guides
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Administration
Know how to use Kissflow as a Super Admin
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Know how to manage user settings
Apps
Learn how to build a no-code low-code app
App Store
Get to know more about Kissflow App Store
Processes
Learn more about Kissflow Process
Boards
Know how to manage work using Kissflow Boards
Chat
Get to know more about Kissflow Chat
Spaces
Get to know more about Kissflow Space
Integrations
Know how to integrate with different apps and services
Forms and expressions
Personalize forms and create formulas using expressions
Analytics
Know how to gather actionable insights from your data
Portals
Learn more about Kissflow Portals
Datasets
Know more about Kissflow Dataset
FAQs
Find answers to frequently asked questions
