Guides
New user guide
Admin guide
Signing into Kissflow
Choosing the right flow
Process vs. project vs. case
How to create your own flow
The Kissflow marketplace
Searching on Kissflow
Mobile
iOS devices
Android devices
Administration
User management
SCIM provisioning
Managing members with SCIM provisioning
Setting up SCIM with Azure Active Directory
Setting up SCIM with OneLogin
Setting up SCIM with Okta
User management overview
Adding and managing users
User roles and permissions
Account settings
Group management
Flow settings
Account security
Admin history
Billing settings
User settings
User profiles and settings
Managing notifications
Two-factor authentication
Processes
Workflows
Preview the workflow form and test data in a process
Making a process workflow
Assigning steps
Step assignment options
Best practices for simultaneous steps
Conditional steps
Configuring deadlines
Permissions and actions
Configuring field permissions for process steps
Configuring actions for process steps
Refreshing lookup and aggregation field values
Reports
Reports overview
Tabular reports
Pivot tables
Creating a chart
Process overview
Creating a process
Using a process
Administering a process
Managing data in processes
Creating a leave or PTO request process
Editing a process form after you submit it
Public forms
Deleting process items
Projects
Project overview
Creating a project
Using a project board
Administering a project
Cases
Case overview
Creating a case
Using a case board
Administering a case
Channels
Channel overview
Creating and managing a channel
Joining a channel
Administering a channel
Channel posts
Channel polls
Announcements
Forms
Lists
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 settings
Field validations
Field visibility
Field appearance
Text, Text Area, Email, and Rich Text fields
Image, Attachment, and Signature fields
Lookup field
Dependency dropdowns
User field
Number, Slider, and Rating fields
Date and Date & Time fields
Sequence number field
Aggregation field
Currency field
Dropdown, Checkbox, and Checklist fields
Yes/No field
Creating a form
Live forms
Expressions
Introduction to expressions and formulas
System fields
Text expressions
Number and currency expressions
Date expressions
IF function
Logical expressions
User expressions
List expressions
Workflow step expressions
Datasets
Dataset and views overview
Creating and administering a dataset
Editing and managing a dataset
Creating and configuring a view
Importing data from CSV file to dataset
Integrations
Integrations overview
Setting up a Send Data integration
Integration data
Integrating Kissflow with Zapier
Setting up a schedule action integration
APIs
Getting started with Kissflow APIs
API keys
FAQs
Troubleshooting access to Kissflow
SLAs and support models
What's new in Kissflow?
Deleting a Flow
Changelog
Changelog in Kissflow
All Categories > Processes
23 articles
7 articles by 2 authors
3 articles by 1 author
4 articles by 1 author
What is a process and when to use them
Updated 2 years ago by Nandini
Creating and customizing processes
Creating and managing items in process
Learn what flow admins can do with processes
Learn about process administration and process metrics
Setting up your leave request process and updating the values in the dataset
What to do if you submit a form, but want to make changes
Enabling the public form for your process
Learn how flow admins and users can delete process items
Updated 2 years ago
by
Nandini
