User guide-
Process overview
What is a process? A process is a type of workflow that ensures a strict sequential set of steps performed on form data. Flow Admins for a process can set up a form to carry data,…
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Creating a process
You can create a new process based on the permission set by an Account Admin. Creating a new process On the left navigation, click Explore. On the Explorer page, click Create,…
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Editing a process form after you submit it
As a user, once you submit a process form, you can’t edit the values of the fields anymore. However, here are some other options you can explore: Withdraw the item This option works if you were the…
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Deleting process items
By default, all process items are saved forever as soon as they are created as a draft. If you want to delete requests, here are a few ways to do it. Deleting items as a user Users can delete their…
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Public forms
Anyone without a Kissflow account can initiate a workflow in Kissflow with the help of a public form. By activating this setting, you let the users outside your organization submit their input to…
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How to automate barcode scanning in a process form?
If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan an asset's barcode/QR code and…
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Notification events in processes
Item notifications The below-listed item notifications are pre-defined by the system, based on which you can create new custom notifications and configure trigger conditions, recipients,…
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Process comments
You can collaborate with different stakeholders in a process workflow regarding an item using comments. You can also reply to people in a thread format so that you can keep the conversation in one…
Learn everything about Kissflow Process.