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Configuring Google Workspace directory sync

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Setting up SAML-based Single Sign-on for Microsoft Azure AD

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Building a case system

Getting started with case systems

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Creating and managing cases

Using case system views

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Creating custom filters

Notes, transitions, and activity logs

Exporting cases from a case system

Importing cases from a CSV file

Watching a case in a case system

Administering a case system

Configuring settings for a case system

Managing members and roles

Archiving and deleting a case system

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Generating custom reports in a case system

Overview of custom reports

Tabular reports

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Case systems overview

FAQs - case systems

Processes

Process workflows

Simulating a workflow

Making a process workflow

Assigning steps

Assignment preference

Best practices for simultaneous tasks

Conditional steps

Configuring deadline

Administering process

Admin actions in a process

Generating document templates

Managing process members and permissions

Process settings

Process audit log

Duplicating, archiving, and deleting a process

Using a process

Member actions in a process

Filtering items in a process

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

Process overview

Creating a process

Editing a process form after you submit it

Public forms

Deleting process items

Projects

Creating projects

Creating a new project

Customizing the form

Types of visualizations

Choosing the right project visualization

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 task

Follow/Watch a task

Subtasks

Importing tasks from CSV

Project layouts

Actions in projects

Archiving tasks

Notes and activity

Filtering tasks

Administering projects

Project audit logs

Project settings

Duplicating, archiving, and deleting a project

Managing members and permissions of projects

Project reports

Flow-reports

Cumulative Flow Diagram

Throughput report

Lead time reports

Cycle time reports

Task reports

State summary report

Step summary report

Assignee summary report

Time reports

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Custom reports

Project custom reports

Getting started with project reports

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Collaboration

Teams

Teams overview

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Chat

Chat overview

Chat conversations

Starting calls and meetings

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Chat threads

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Feeds overview

Creating feeds

Feed posts

Announcements

Feed polls

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Archiving and deleting a feed

Forums

Forums overview

Creating forums

Forum topics

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Archiving or deleting a forum

Dataset

Creating datasets

Creating a dataset

Modifying fields in a dataset

Administering datasets

Managing members and permissions

Duplicating and deleting a dataset

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

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

List overview

Fields

Remote lookup

Extracting a text and number using remote lookup

Using XML to lookup data

Field types

Dropdown field

Dropdown, Multi-select dropdown, Checkbox, & Checklist

Selecting a data source for your dropdown field

Text, Text area, Email, and Rich text fields

Image, Attachment, Smart Attachment, and Signature

Lookup field

User field

Number, Slider, and Rating field

Date and Date time field

Currency field

Aggregation field

Sequence number

Yes/ No field

Basic and Advanced fields

Field settings

Field validations

Field visibility

Field appearance

Creating a form

Reserved Keywords

Process live forms

Integration

Connectors

Kissflow Process connector

Adding conditions and iterations

Kissflow Project connector

Kissflow case system connector

Kissflow Dataset connector

Webhooks by Kissflow

HTTP connector

SOAP connector

Email connector

Scheduler by Kissflow

User details connector

Kissflow Chat connector

Kissflow Teams

Gmail connector

Microsoft Outlook connector

QuickBooks connector

HubSpot connector

MailChimp connector

Salesmate connector

Google Calendar connector

Google Sheets connector

Smartsheet connector

Slack connector

Google Drive connector

Dropbox connector

XE.com connector

ClickSend connector

Integrating Kissflow Coral with Zapier

Recruitee connector

Expensify connector

Okta connector

Basecamp connector

ServiceNow connector

Twilio connector

Administering integration

Integration settings

Duplicating, archiving, and deleting an integration

Collaborating with other members

Integrations overview

Creating an integration

Working with connectors

Managing integrations

List of triggers and actions

Analytics

Connector for BI

Enabling Kissflow connector for BI

Configuring Snowflake for Kissflow connector for BI

Connecting Kissflow connector for BI with Microsoft Power BI

Workflow tables and schema

FAQs

Troubleshooting Guide

What's new in Kissflow?

Troubleshooting access to Kissflow

Languages supported by Kissflow

SLAs and support models

FAQs

Changelog

DWP

Projects

Archive and unarchive tasks in Kissflow Project

Changelog for Kissflow Digital Workplace

Platform

Changelog in Kissflow - An overview

Revamped file picker

Account administration and My settings revamp

New form wizard

Advanced filter revamp

Workflows

Case system - Workflow revamp

Introducing Field settings to Case

Revamped permissions for Process

Introducing form view for datasets

Changing status in a case system

Show/Hide fields in a process

New system reports for Kissflow Process

All new left navigation in Workflow

The new way to access exported workflow reports

'Go live' is the new 'Publish'

Restricting access to export cases from a case system for members

Creating a new list from the Home/Explorer page

Transition document

What’s changed in Kissflow Coral?

All Categories ​>​ ​Projects

Projects

35 articles

Creating projects

Learn how to build projects

4 articles by 2 authors

Project views

Learn how to create a project view

2 articles by 1 author

Using projects

Learn how to use projects

12 articles by 2 authors

Administering projects

Learn how to administer projects

4 articles by 2 authors

Project reports

Analyze your project's data with system and custom reports.

12 articles by 1 author

Project overview

Learn more about Kissflow projects

Updated 7 months ago by Abhiram

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