Process workflows

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Managing case systems in PWA

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Getting started with case systems

Customizing the case form

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

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Audit logs

Managing notifications from a case system

Overview of custom reports

Tabular reports

Charts

Pivot tables

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

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

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

Choosing the right project visualization

Creating a new project

Customizing the form

Types of visualizations

Creating project views

Using project views

Working with the Kanban visualization

Working with List visualization

Working with Matrix visualization

Starting a new task

Subtasks

Importing tasks from CSV

Project layouts

Actions in projects

Notes and activity

Filtering tasks

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

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Project overview

Teams overview

Creating teams

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Chat overview

Chat conversations

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Archiving and deleting group chats

Channel overview

Creating channels

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Channel polls

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Archiving and deleting a channel

Creating a dataset

Modifying fields in a dataset

Managing members and permissions

Duplicating and deleting a dataset

Audit logs

Security settings

Managing filters

Creating and managing a dataset view

Dataset and views overview

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

Creating and administering a list

Remote lookup

Extracting a text and number using remote lookup

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Lookup field

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Date and Date time field

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Sequence number

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Process live forms

Kissflow Process connector

Scheduler by Kissflow

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QuickBooks connector

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HubSpot connector

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Google Sheets connector

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Integrating Kissflow Coral with Zapier

Adding conditions and iterations

Email connector

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Duplicating, archiving, and deleting an integration

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Creating an integration

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All Categories > Workflows > Processes > Process workflows

7 articles

Preview the workflow form and test data in a process

Preview the form and test data at each workflow step

Updated 11 months ago by Nandini

Making a process workflow

Adding a new step, goto, and parallel branch in a workflow

Updated 11 months ago by Nandini

Assigning steps

Learn how to assign a step in a process

Updated 5 months ago by Kiruthika

Assignment preference

Assign items to multiple users

Updated 5 months ago by Kiruthika

Best practices for simultaneous tasks

Parallel branch vs all assignees in the assignment option

Updated 5 months ago by Kiruthika

Conditional steps

Setting conditions for when steps happen in a process

Updated 11 months ago by Nandini

Configuring deadline

Setting up deadlines and SLAs for workflow steps

Updated 11 months ago by Nandini

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