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Processes
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Generating document templates
Managing process members and permissions
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Process audit log
Duplicating, archiving, and deleting a process
Using a process
Permission and actions
Configuring field permissions for process steps
Configuring actions for process steps
Refreshing lookup and aggregation field values
Reports
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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
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Starting a new task
Follow/Watch a task
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Importing tasks from CSV
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Notes and activity
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Project audit logs
Project settings
Duplicating, archiving, and deleting a project
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Project reports
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Collaboration
Teams
Chat
Chat overview
Chat conversations
Starting calls and meetings
Chat hub
Chat notifications and sounds
Chat FAQs
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Chat threads
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Feeds overview
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Archiving and deleting a feed
Forums
Dataset
Creating datasets
Administering datasets
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Security settings
Managing filters
Dataset views
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
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List expression
List
Fields
Remote lookup
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Selecting a data source for your dropdown field
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Date and Date time field
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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
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Kissflow Teams
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Microsoft Outlook connector
QuickBooks connector
HubSpot connector
MailChimp connector
Salesmate connector
Google Calendar connector
Google Sheets connector
Smartsheet connector
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Google Drive connector
Dropbox connector
XE.com connector
ClickSend connector
Integrating Kissflow Coral with Zapier
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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
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List of triggers and actions
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What's new in Kissflow?
Troubleshooting access to Kissflow
Languages supported by Kissflow
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FAQs
Changelog
DWP
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
All Categories > Workflows > Processes > Using a process
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