Processes

Android devices

iOS devices

Managing processes in PWA

Managing channels and chat conversations in PWA

Signing into Kissflow

User management overview

User roles and permissions

Adding and managing users

Managing members with SCIM provisioning

Setting up SCIM with OneLogin

Setting up SCIM with Azure Active Directory

Setting up SCIM with Okta

Format settings

Weekend and holidays

Group management

Account security

Flow settings

Admin history

Billing settings

My settings

Managing notifications

API keys

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

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

Configuring field permissions for process steps

Configuring actions for process steps

Refreshing lookup and aggregation field values

Creating a tabular report

Reports overview

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

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 item

Project layouts

Actions in projects

Notes and activity

Filtering items

Audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions

Project overview

Teams overview

Creating teams

Team posts

Administering teams

Chat overview

Starting chat conversations

Starting calls and meetings

Chat hub

Chat FAQs

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

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 Project connector

Gmail connector

Kissflow case system connector

Google Sheets connector

Slack connector

Integration settings

Duplicating, archiving, and deleting an integration

Collaborating with other members

Integrations overview

Creating an integration

Working with connectors

Managing integrations

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

22 articles

Process workflows

7 articles by 2 authors

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 1 month ago by Nandini

Creating a process

Creating and customizing processes

Updated 3 months ago by Nandini

Using a process

Creating and managing items in process

Updated 2 months ago by Kiruthika

Managing data in process

Learn about process administration and process metrics

Updated 6 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 6 months ago by Nandini

Deleting process items

Learn how flow admins and users can delete process items

Updated 6 months ago by Nandini

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Processes

Process workflows

Permission and actions

Reports

Administering process

Process overview

Creating a process

Using a process

Managing data in process

Editing a process form after you submit it

Deleting process items

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