Case systems

User roles and permissions

My settings

Managing notifications

Account settings

Format settings

Weekend and holidays

Flow settings

Creating a case system

Customizing the case form

Creating and managing cases

Finding a case

Creating custom filters

Notes, transitions, and activity logs

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Audit logs

Overview of custom reports

Tabular reports

Charts

Pivot tables

Case system overview

FAQs - case systems

Preview the workflow form and test data in a process

Making a process workflow

Assigning steps

Step assignment option

Best practices for simultaneous tasks

Conditional steps

Configuring deadline

Configuring field permissions for process steps

Configuring actions for process steps

Refreshing lookup and aggregation field values

Creating a tabular report

Reports overview

Managing process members and permissions

Process settings

Process audit log

Duplicating, archiving, and deleting a process

Process overview

Creating a process

Using a process

Managing data in process

Editing a process form after you submit it

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

Working with Matrix visualization

Starting a new item

Project layouts

Actions in projects

Notes and activity

Filtering items

Audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions

Project overview

Channel overview

Creating channels

Channel posts

Announcements

Channel polls

Archiving and deleting a channel

Teams overview

Creating teams

Team posts

Administering teams

Chat overview

Starting chat conversations

Chat hub

Chat FAQs

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Audit logs

Security settings

Managing filters

Creating and managing a dataset view

Dataset and views overview

Introduction to expressions and formulas

System fields

Text expressions

Number and currency expressions

Date expressions

IF function

Logical expressions

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

Number, Slider, and Rating field

Date and Date time field

Currency field

Dropdown, checkbox, checklist

Aggregation field

Sequence number

Yes/ No field

Field settings

Field validations

Field visibility

Field appearance

Creating a form

Process live forms

Integration settings

Duplicating, archiving, and deleting an integration

Collaborating with other members

Integrations overview

Creating an integration

What's new in Kissflow?

Troubleshooting access to Kissflow

SLAs and support models

FAQs

Changelog in Kissflow

What’s changed in Kissflow Coral?

All Categories > Workflows > Case systems

16 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

4 articles by 1 author

Administering a case system

Learn more about how to administer case systems

4 articles by 1 author

Generating custom reports in a case system

4 articles by 1 author

Case system overview

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

Updated 1 month ago by Arjun

FAQs - case systems

FAQs for case systems

Updated 1 month ago by Arjun

(opens in a new tab)

Case systems

Building a case system

Working with a case system

Administering a case system

Generating custom reports in a case system

Case system overview

FAQs - case systems

Contact