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Introduction to Apps
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Processes
Working with process forms
Process form overview
Creating a process form
Creating a process form workflow
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Administering process forms
Boards
Public form
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App pages overview
Board metrics in apps
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App integration overview
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Email by Kissflow
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Control - conditions and iterations
Kissflow user details
Microsoft Outlook
Gmail integration
QuickBooks integration
Google Sheets integration
HubSpot integration
Slack integration
Google Calendar integration
Salesmate integration
SOAP integration
Google Drive integration
Dropbox integration
MailChimp integration
Okta integration
Smartsheet integration
Basecamp integration
ServiceNow integration
Expensify integration
Recruitee integration
XE.com integration
ClickSend integration
Run script connector
App integration administration
Other App topics
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
Creating AI-suggested workflow and steps
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
Use case for timeline layout
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
Using chats
Threaded replies
Starting conference calls
Chat notifications and sounds
Creating group chats
Group wall
Managing group chats
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
Xero 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
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
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
Yes/ No field
Geolocation field
Scanner field
Basic and Advanced fields
AI-suggested fields
Field settings
Field validations
Field visibility
Field appearance
Field events
Creating a form
Reserved Keywords
Multilingual settings in forms
Process live forms
Analytics
Working with Kissflow Analytics
Data sources in Analytics
Reports in Analytics
Connector for BI
Enabling Kissflow connector for BI
Configuring Snowflake for Kissflow connector for BI
Connecting Kissflow connector for BI with Microsoft Power BI
Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Use cases and solutions
Purchase Request (PR) raised by purchase type
Creating user workload report for processes
Process Item completion time report with Kissflow Analytics
Process Step performance report with Kissflow Analytics
Analytics FAQs
Portals
Datasets
Creating datasets
Administering datasets
Managing members and permissions
Duplicating and deleting a dataset
Security settings
Managing filters
Importing and exporting data from a dataset
Importing data from CSV file to dataset
Dataset views
Dataset and views overview
FAQs
Product FAQs
SLAs and support models
Chat and Space FAQs
Multi-language support in Kissflow
Troubleshooting guide - common issues and solutions
Ensuring smooth access to Kissflow [Troubleshooting tip]
Transition guide - Kissflow Work Platform
Release notes and Changelogs
All Categories > > Introducing Field settings to Case
Modified 1 year ago
We are introducing Field settings to the Kissflow Case management system. You can now set the visibility conditions for sections, fields, and tables across different statuses. This feature provides more control over the case and how users interact with different fields of the case across statuses.
This feature will tentatively go live in the second week of April 2022.
