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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

FAQs

Troubleshooting access to Kissflow

SLAs and support models

What's new in Kissflow?

Deleting a Flow

Changelog

Changelog in Kissflow

All Categories ​>​ ​Guides

Guides

8 articles

New user guide

An overview for first time users of Kissflow

Updated 2 years ago by Neil

Admin guide

Learn how to set up your Kissflow account as an admin

Updated 2 years ago by Neil

Signing into Kissflow

Learn how to sign into Kissflow

Updated 2 years ago by Nandini

Choosing the right flow

Decide which flow suits best for your work

Updated 2 years ago by Abhiram

Process vs. project vs. case

The differences between processes, projects, and cases

Updated 2 years ago by Neil

How to create your own flow

A video tutorial on making your own flow

Updated 2 years ago by Neil

The Kissflow marketplace

Install templates from the Kissflow Marketplace

Updated 2 years ago by Nandini

Searching on Kissflow

Learn about search in Kissflow

Updated 2 years ago by Abhiram

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