• API Documentation
  • What's New

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 ​>​ ​Cases

Cases

4 articles

Case overview

What is a case and when it's the best choice

Updated 1 year ago by Abhiram

Creating a case

Creating and customizing case board

Updated 1 year ago by Abhiram

Using a case board

Creating and managing items in cases

Updated 7 months ago by Abhiram

Administering a case

Learn what flow admins can do with cases

Updated 8 months ago by Abhiram

Powered by HelpDocs (opens in a new tab)

Contact