Workflows

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Managing processes in PWA

Managing case systems in PWA

Managing channels and chat conversations in PWA

Signing into Kissflow

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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?

All Categories > Changelog > Workflows

12 articles

Case system - Workflow revamp

The Kissflow Case system is getting an all-new and enhanced Workflow settings page.

Updated 2 months ago by Sooryakanth K P

Introducing Field settings to Case

Field settings is being introduced in to the Kissflow Case management system

Updated 2 months ago by Sooryakanth K P

Revamped permissions for Process

The Global permissions settings in Kissflow Process is being enhanced for increased accessibility.

Updated 1 month ago by Sooryakanth K P

Introducing form view for datasets

If you are someone who uses Kissflow Dataset heavily and you've been finding the inline edits in datasets a little risky, here's some good news :)! We will soon introduce an option to expand a datase…

Updated 2 months ago by Sooryakanth K P

Changing status in a case system

The Change status option is shifted to the top of the case form unlike its current placement which is towards the bottom of the form. We have also renamed it to Status as it is one of the system fiel…

Updated 2 months ago by Kiruthika

Show/Hide fields in a process

We are changing the behavior of the Show/hide fields button a bit to address a few ambiguities with respect to the conditional visibility of the process fields and this change might affect your curre…

Updated 2 months ago by Kiruthika

New system reports for Kissflow Process

Learn what has changed in System Reports in Process

Updated 2 months ago by Sooryakanth K P

All new left navigation in Workflow

See what has changed in Workflow navigation

Updated 1 week ago by Sooryakanth K P

The new way to access exported workflow reports

Learn the new way to access workflow reports via email

Updated 1 month ago by Sooryakanth K P

'Go live' is the new 'Publish'

Hi, You must be familiar with the " Publish " button in a process workflow. One can easily make their workflow public and available to everyone in their organization by clicking the Publish button in…

Updated 2 months ago by Kiruthika

Restricting access to export cases from a case system for members

We're going to make some modifications to who can export cases from a case system. Admins and Members of the case system can currently export cases for both list and board views. In the forthcoming u…

Updated 2 months ago by Sooryakanth K P

Creating a new list from the Home/Explorer page

We will be restricting the ability to create a new list from the Home page or Explorer page in your Kissflow account effective from October 4th, 2021 (04.10.2021). What's changing? You must have crea…

Updated 2 months ago by Kiruthika

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Workflows

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

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