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

Quick search in Kissflow

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

My items

Kissflow extension for Gmail

Service account overview

Creating and managing service accounts

Creating and managing access keys

Impersonation in service accounts

Impersonating a user using a service account

User management overview

User roles and permissions

Adding and managing users

Exporting user data

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

Task delegation

Subscription & billing

My settings

Changing background theme

Managing notifications

API authentication

Two-factor authentication

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 sheet view

Data table view

Data forms overview

Creating and managing data forms

Importing data from CSV file

Exporting data from a data table view

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

Generating PDF templates

Boards overview

Creating and customizing a board form

Managing board roles and permissions

Board settings

Public form

Reports in forms

Variables and parameters in application development

Using variables in application development

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

Analytics in apps

Working with app connectors

App integration overview

Creating an App integration

Managing app integration

Kissflow Process

Kissflow Board

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

Using advanced filters in apps

Application-to-application lookup through linking

Introduction to Kissflow App Store

Accessing Kissflow App Store

Types of apps in Kissflow App Store

Using Kissflow App Store

Simulating a workflow

Making a process workflow

Assigning steps

Assignment preference

Best practices for simultaneous tasks

Email actions

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

Customizing Emails and Notification Templates

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

How to automate barcode scanning in a process form?

Boards overview

Building a board

Configuring a board form

Creating and managing items

Using board layouts

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

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

Boards FAQs

Board metrics overview

Status summary report

Priority summary report

Due date summary report

Aging report

Status performance report

Overview of custom reports in boards

Tabular reports in boards

Charts in boards

Pivot tables in boards

Getting started with Kissflow Chat

Using chats

Threaded replies

Starting conference calls

Chat notifications and sounds

Creating group chats

Group wall

Managing group chats

Getting started with Space

Creating spaces

Using spaces

Managing spaces

Creating forum topics

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

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

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

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, 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

Field settings

Field validations

Field visibility

Field appearance

Field events

Creating a form

Reserved Keywords

Process live forms

Overview of Kissflow Analytics

Understanding Data sources

Understanding Dataviews

Reports overview

Using reports

Tabular reports

Chart reports

Pivot reports

Managing reports

Enabling Kissflow connector for BI

Configuring Snowflake for Kissflow connector for BI

Setting up Kissflow BI connector with Microsoft Power BI via ODBC

Connecting Kissflow connector for BI with Microsoft Power BI

Analytics FAQs

Purchase Request (PR) raised by purchase type

Creating All Items report for processes

Creating user workload report for processes

Creating a frequently ordered catalog item list

Workflow tables and schema

Portal overview

Creating and managing portals

Administering portals

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

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

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