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Getting started with case systems

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Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Audit logs

Overview of custom reports

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Case systems overview

FAQs - case systems

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

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Configuring actions for process steps

Refreshing lookup and aggregation field values

Creating a tabular report

Reports overview

Managing process members and permissions

Process settings

Process audit log

Duplicating, archiving, and deleting a process

Process overview

Creating a process

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Editing a process form after you submit it

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Choosing the right project visualization

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Working with the Kanban visualization

Working with List visualization

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Starting a new item

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Notes and activity

Filtering items

Audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions

Project overview

Teams overview

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Team posts

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Chat overview

Chat conversations

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Chat hub

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Channel overview

Creating channels

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Archiving and deleting a channel

Creating a dataset

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Managing members and permissions

Duplicating and deleting a dataset

Audit logs

Security settings

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Creating and managing a dataset view

Dataset and views overview

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 overview

Creating and administering a list

Remote lookup

Extracting a text and number using remote lookup

Using XML to lookup data

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

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Process live forms

Kissflow Project connector

Gmail connector

Kissflow case system connectors

Microsoft Outlook connector

Google Calendar connector

Google Sheets connector

Slack connector

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What's new in Kissflow?

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Changelog in Kissflow

What’s changed in Kissflow Coral?

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Mobile

4 articles by 2 authors

Signing into Kissflow

There are several ways you can access your Kissflow account. Direct URL. The most direct way to access Kissflow is by entering https://<domain name>.kissflow.com in your browser. Kissflow works best…

Updated 3 weeks ago by Kiruthika

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