Guides
Mobile
Android devices
iOS devices
Managing processes in PWA
Managing case systems in PWA
Managing channels and chat conversations in PWA
Signing into Kissflow
My tasks
Administration
User management
User provisioning
Account settings
Format settings
Weekend and holidays
Group management
Account security
Flow settings
Admin history
Billing settings
User settings
My settings
Changing background theme
Managing notifications
API authentication
Two-factor authentication
Workflows
Case systems
Building a case system
Working with a case system
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
Administering 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
Generating custom reports in a case system
Case systems overview
FAQs - case systems
Processes
Process workflows
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
Administering process
Admin actions in a process
Managing data in process
Managing process members and permissions
Process settings
Process audit log
Duplicating, archiving, and deleting a process
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
Projects
Creating projects
Choosing the right project visualization
Creating a new project
Customizing the form
Types of visualizations
Project views
Using projects
Working with the Kanban visualization
Working with List visualization
Working with Matrix visualization
Starting a new item
Importing items from CSV
Project layouts
Actions in projects
Notes and activity
Filtering items
Administering projects
Audit logs
Project settings
Duplicating, archiving, and deleting a project
Managing members and permissions
Project reports
Project overview
Collaboration
Dataset
Creating datasets
Administering datasets
Managing members and permissions
Duplicating and deleting a dataset
Audit logs
Security settings
Managing filters
Dataset views
Dataset and views overview
Forms and expressions
Expressions
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
Fields
Remote lookup
Field types
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
Connectors
Kissflow Process connector
Scheduler by Kissflow
Kissflow Chat connector
Kissflow Project connector
QuickBooks connector
Gmail connector
HubSpot connector
Kissflow case system connectors
User details connector
Microsoft Outlook connector
Salesmate connector
Kissflow Dataset connector
Google Calendar connector
Google Sheets connector
Slack connector
Webhooks by Kissflow
Email 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
FAQs
Changelog
Transition document
