• What's New

Administration

User management

User roles and permissions

User settings

My settings

Managing notifications

Account settings

Format settings

Weekend and holidays

Flow settings

Workflows

Case systems

Building a case system

Creating a case system

Customizing the case form

Working with a case system

Creating and managing cases

Finding a case

Creating custom filters

Notes, transitions, and activity logs

Administering a case system

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

Audit logs

Generating custom reports in a case system

Overview of custom reports

Tabular reports

Charts

Pivot tables

Case system overview

FAQs - case systems

Processes

Process workflows

Preview the workflow form and test data in a process

Making a process workflow

Assigning steps

Step assignment option

Best practices for simultaneous tasks

Conditional steps

Configuring deadline

Permission and actions

Configuring field permissions for process steps

Configuring actions for process steps

Refreshing lookup and aggregation field values

Reports

Tabular reports

Creating a tabular report

Reports overview

Administering process

Managing process members and permissions

Process settings

Process audit log

Duplicating, archiving, and deleting a process

Process overview

Creating a process

Using a process

Managing data in process

Editing a process form after you submit it

Deleting process items

Projects

Creating projects

Choosing the right project visualization

Creating a new project

Customizing the form

Types of visualizations

Project views

Creating project views

Using project views

Using projects

Working with the Kanban visualization

Working with List visualization

Working with Matrix visualization

Starting a new item

Project layouts

Actions in projects

Notes and activity

Filtering items

Administering projects

Audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions

Project overview

Collaboration

Channels

Channel overview

Creating channels

Channel posts

Announcements

Channel polls

Archiving and deleting a channel

Teams

Teams overview

Creating teams

Team posts

Administering teams

Chat

Chat overview

Starting chat conversations

Chat hub

Chat FAQs

Dataset

Creating datasets

Creating a dataset

Modifying fields in a dataset

Administering datasets

Managing members and permissions

Duplicating and deleting a dataset

Audit logs

Security settings

Managing filters

Dataset views

Creating and managing a dataset view

Dataset and views overview

Forms and expressions

Expressions

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

List overview

Creating and administering a list

Fields

Remote lookup

Remote lookup

Extracting a text and number using remote lookup

Using XML to lookup data

Field types

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

Currency field

Dropdown, checkbox, checklist

Aggregation field

Sequence number

Yes/ No field

Field settings

Field validations

Field visibility

Field appearance

Creating a form

Process live forms

Integration

Administering integration

Integration settings

Duplicating, archiving, and deleting an integration

Collaborating with other members

Integrations overview

Creating an integration

FAQs

What's new in Kissflow?

Troubleshooting access to Kissflow

SLAs and support models

FAQs

Changelog

Changelog in Kissflow

Transition document

What’s changed in Kissflow Coral?

All Categories ​>​ ​Workflows ​ > ​ ​Processes

Processes

22 articles

Process workflows

7 articles by 1 author

Permission and actions

3 articles by 1 author

Reports

2 articles by 1 author

Administering process

4 articles by 2 authors

Process overview

What is a process and when to use them

Updated 3 months ago by Nandini

Creating a process

Creating and customizing processes

Updated 1 week ago by Nandini

Using a process

Creating and managing items in process

Updated 2 days ago by Kiruthika

Managing data in process

Learn about process administration and process metrics

Updated 3 months ago by Nandini

Editing a process form after you submit it

What to do if you submit a form, but want to make changes

Updated 3 months ago by Nandini

Deleting process items

Learn how flow admins and users can delete process items

Updated 3 months ago by Nandini

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