Processes

Android devices

iOS devices

Managing processes in PWA

Managing case systems in PWA

Managing channels and chat conversations in PWA

Signing into Kissflow

My tasks

User management overview

User roles and permissions

Adding and managing users

Configuring Google Workspace directory sync

Managing directory sync configuration

Managing members with SCIM provisioning

Setting up SCIM with OneLogin

Setting up SCIM with Azure Active Directory

Setting up SCIM with Okta

Account settings

Format settings

Weekend and holidays

Group management

Account security

Flow settings

Admin history

Subscription & Billing

My settings

Changing background theme

Managing notifications

API authentication

Two-factor authentication

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

Getting started with project reports

Project overview

Teams overview

Creating teams

Team posts

Administering teams

Chat overview

Chat conversations

Starting calls and meetings

Chat hub

Chat FAQs

Archiving and deleting group chats

Channel overview

Creating channels

Channel posts

Announcements

Channel polls

Managing channel members and roles

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

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

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

Kissflow Process connector

Scheduler by Kissflow

Kissflow Chat connector

Kissflow Project connector

QuickBooks connector

Gmail connector

HubSpot connector

Kissflow case system connectors

User details connector

Microsoft Outlook connector

Salesmate connector

Kissflow Dataset connector

Google Calendar connector

Google Sheets connector

Slack connector

Webhooks by Kissflow

SOAP connector

HTTP connector

Integrating Kissflow Coral with Zapier

Adding conditions and iterations

Email connector

Integration settings

Duplicating, archiving, and deleting an integration

Collaborating with other members

Integrations overview

Creating an integration

Working with connectors

Managing integrations

Troubleshooting Guide

What's new in Kissflow?

Troubleshooting access to Kissflow

Languages supported by Kissflow

SLAs and support models

FAQs

Changelog in Kissflow

What’s changed in Kissflow Coral?

All Categories > Workflows > Processes

24 articles

Process workflows

7 articles by 2 authors

Administering process

6 articles by 2 authors

Using a process

Learn how to use and manage a process as a process member

1 article by 1 author

Permission and actions

3 articles by 2 authors

Reports

2 articles by 1 author

Process overview

What is a process and when to use them

Updated 7 months ago by Nandini

Creating a process

Creating and customizing processes

Updated 8 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 4 weeks ago by Nandini

Public forms

Enabling the public form for your process

Updated 2 months ago by Kiruthika

Deleting process items

Learn how flow admins and users can delete process items

Updated 11 months ago by Nandini

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Processes

Process workflows

Administering process

Using a process

Permission and actions

Reports

Process overview

Creating a process

Editing a process form after you submit it

Public forms

Deleting process items

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