Guides - Kissflow Work Platform Help

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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

Quick search in Kissflow

Kissflow Champions Forum - A platform to connect, share and grow!

My items

Kissflow extension for Gmail

User management overview

User roles and permissions

Adding and managing users

Exporting user data

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

Weekends 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

Boards Overview

Building a board

Configuring a board form

Creating and managing items

Using board layouts

Finding an item

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 using board views

Configuring your board settings

Archiving and deleting a board

Managing notifications from a board

Managing members and roles in a board

Overview of custom reports in boards

Tabular reports in boards

Charts in boards

Pivot tables in Boards

Boards FAQs

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

Introduction to Kissflow Apps

Launching Kissflow Apps

Application versioning

App environments

Application builder overview

Creating an application

Accessing an application

Application roles

Permissions

Gallery view

Data table view

Data forms overview

Creating and managing data forms

Managing data form roles

Data form settings

Process form overview

Creating a process form

Creating a process form workflow

Configuring actions for process form steps

Managing process roles and permissions

Process form settings

Case form overview

Creating and customizing a case form

Managing case form roles and permissions

Case form settings

Reports in forms

Working with App variables

App pages overview

Working with page editor

Creating and editing pages

Renaming, duplicating, and editing pages

Managing page properties

Managing component style properties

Container

Button

Card

Icon

Progress bar

Image

Hyperlink

iFrame

Label

Tab

Master details

Popup

Columns

Creating custom components

Model viewer

App developers

Application settings

Running an application

Application deployment

Managing apps

Working with app connectors

App integration overview

Creating an App integration

Managing app integration

Kissflow Process

Kissflow Case system

Webhooks

Kissflow scheduler

Kissflow Project

Kissflow Data form

Email by Kissflow

Kissflow HTTP connector

Kissflow dataset

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 settings

Renaming, Duplicating, and archiving app integrations

Form templates for Apps

Creating and managing navigation

Apps SDK reference

Frequently asked questions

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

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

Geolocation field

Basic and Advanced fields

Field settings

Field validations

Field visibility

Field appearance

Creating a form

Reserved Keywords

Process live forms

Overview of Kissflow Analytics

Understanding Data sources

Understanding Dataviews

Analytics reports

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

Analytics FAQs

Purchase Request (PR) raised by purchase type

Creating a frequently ordered catalog item list

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

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

ActiveCampaign connector

FreshBooks 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

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Security settings

Managing filters

Importing and exporting data from a dataset

Creating and managing a dataset view

Dataset and views overview

Troubleshooting Guide

What's new in Kissflow?

Troubleshooting access to Kissflow

Languages supported by Kissflow

SLAs and support models

FAQs

Kissflow Case System is getting rebranded to Kissflow Board

Archive and unarchive tasks in Kissflow Project

Ending Support for Some System Fields in Projects

Redesigned Kissflow Work Platform

Changelog for Kissflow Digital Workplace

Changelog in Kissflow - An overview

Revamped file picker

Account administration and My settings revamp

New form wizard

Kissflow Work Platform’s Explore Page Redesigned

Advanced filter revamp

Rich text editor update

Case system - Workflow revamp

Introducing Field settings to Case

Revamped permissions for Process

Introducing form view for datasets

Process - New Tabs for Items and Tasks in Workflow Plans

Announcing a new aggregation API for Kissflow Dataset

Changing status in a case system

Changes to Case System Notification Delivery

Show/Hide fields in a process

New system reports for Kissflow Process

All new left navigation in Workflow

Retracted: Discontinuing Chats from a few Plans

Process - New tabs for items and tasks

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

Launching Kissflow Analytics

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Guides( 11 )

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