Case systems

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Getting started with case systems

Customizing the 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

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Audit logs

Managing notifications from a case system

Overview of custom reports

Tabular reports

Charts

Pivot tables

Case systems overview

FAQs - case systems

Preview the workflow form and test data in a process

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

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

Choosing the right project visualization

Creating a new project

Customizing the form

Types of visualizations

Creating project views

Using project views

Working with the Kanban visualization

Working with List visualization

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Starting a new task

Subtasks

Importing tasks from CSV

Project layouts

Actions in projects

Notes and activity

Filtering tasks

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

Step summary report

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Aging report

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Project custom reports

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Teams overview

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Chat overview

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Channel overview

Creating channels

Channel posts

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Managing channel members and roles

Archiving and deleting a channel

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Audit logs

Security settings

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Creating and managing a dataset view

Dataset and views overview

Introduction to expressions and formulas

Computing fields using Formula Builder

System fields

Text expressions

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Date expressions

IF function

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User expressions

Workflow step expressions

List expression

List overview

Creating and administering a list

Remote lookup

Extracting a text and number using remote lookup

Using XML to lookup data

Text, Text area, Email, and Rich text fields

Image, Attachment, and Signature

Lookup field

User field

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Integrating Kissflow Coral with Zapier

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All Categories > Workflows > Case systems

19 articles

Building a case system

Learn more about how to build case systems

2 articles by 1 author

Working with a case system

Learn more about how to use case systems

6 articles by 1 author

Administering a case system

Learn more about how to administer case systems

5 articles by 1 author

Generating custom reports in a case system

4 articles by 1 author

Case systems overview

Learn more about what case systems are, features, and how they can be used to build custom workflows

Updated 4 months ago by Arjun

FAQs - case systems

FAQs for case systems

Updated 2 months ago by Arjun

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Case systems

Building a case system

Working with a case system

Administering a case system

Generating custom reports in a case system

Case systems overview

FAQs - case systems

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