Administering process - Kissflow Work Platform Help

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Getting started with case systems

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Notes, transitions, and activity logs

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Watching a case in a case system

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Overview of custom reports

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Charts

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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

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Starting a new task

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Subtasks

Importing tasks from CSV

Project layouts

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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

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State summary report

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Performance report

Efficiency report

Project custom reports

Getting started with project reports

Project overview

Introduction to Kissflow Apps

Launching Kissflow Apps

Application versioning

App environments

Application builder overview

Creating an application

Accessing an application

Application roles

Permissions

Data forms overview

Creating and managing data forms

Data form views

Managing data form roles

Data form settings

Process form overview

Creating a process form

Creating a process form workflow

Configuring actions for process form steps

Managing process roles and permissions

Process form settings

Case form overview

Creating and customizing a case form

Managing case form roles and permissions

Case form settings

Reports in forms

Working with App variables

App pages overview

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Form templates for Apps

Creating and managing navigation

Apps SDK reference

Frequently asked questions

Teams overview

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Chat conversations

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Chat threads

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Managing feed members and roles

Archiving and deleting a feed

Forums overview

Creating forums

Forum topics

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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

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Sequence number

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Field appearance

Creating a form

Reserved Keywords

Process live forms

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

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

ActiveCampaign connector

FreshBooks 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

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Security settings

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Creating and managing a dataset view

Dataset and views overview

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Archive and unarchive tasks in Kissflow Project

Ending Support for Some System Fields in Projects

Redesigned Kissflow Work Platform

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

Rich text editor update

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

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

Kissflow Work Platform’s Explore Page Redesigned

All Categories > Workflows > Processes > Administering process

Administering process( 6 )