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Managing processes in PWA
Managing case systems in PWA
Managing channels and chat conversations in PWA
Signing into Kissflow
My tasks
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Kissflow Champions Forum - A platform to connect, share and grow!
Administration
User management
User provisioning
Directory sync
Configuring Google Workspace directory sync
Managing directory sync configuration
Configuring Azure AD directory sync
SCIM provisioning
Managing members with SCIM provisioning
Setting up SCIM with OneLogin
Setting up SCIM with Azure Active Directory
Setting up SCIM with Okta
SAML provisioning
Account settings
Format settings
Weekend and holidays
Group management
Account security
Flow settings
Audit Log
File upload settings
Subscription & billing
User settings
My settings
My profile
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
Importing cases from a CSV file
Watching a case in a case system
Administering 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
Generating custom reports in a case system
Case systems overview
FAQs - case systems
Processes
Process workflows
Simulating a workflow
Making a process workflow
Assigning steps
Assignment preference
Best practices for simultaneous tasks
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
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
Creating a new project
Customizing the form
Types of visualizations
Choosing the right project visualization
Project views
Using projects
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
Administering projects
Project audit logs
Project settings
Duplicating, archiving, and deleting a project
Managing members and permissions of projects
Project reports
Project overview
Collaboration
Teams
Chat
Chat overview
Chat conversations
Starting calls and meetings
Chat hub
Chat notifications and sounds
Chat FAQs
Archiving and deleting group chats
Chat threads
Feeds
Feeds overview
Creating feeds
Feed posts
Announcements
Feed polls
Managing feed members and roles
Archiving and deleting a feed
Forums
Dataset
Creating datasets
Administering datasets
Managing members and permissions
Duplicating and deleting a dataset
Security settings
Managing filters
Dataset views
Dataset and views overview
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, & 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
Integration
Connectors
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
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
Analytics
FAQs
Troubleshooting Guide
What's new in Kissflow?
Troubleshooting access to Kissflow
Languages supported by Kissflow
SLAs and support models
FAQs
Changelog
DWP
Platform
Changelog in Kissflow - An overview
Revamped file picker
Account administration and My settings revamp
New form wizard
Advanced filter revamp
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
Transition document
