Duration
Kissflow Work Platform
4 days
Outline
What is Kissflow?
The new unified platform, behavior and options
Core offerings: Boards, Process, Apps, Portal (Compare & Contrast)
Supporting modules: Analytics & Reports, Integration, Collaboration
Boards
Conceptual difference of Case management and Project management
How boards help manage Projects and resolve Cases
How to install a Board system from the Marketplace
How to build your first Board ‘Form’, design an unstructured ‘Workflow’
How to generate ‘Reports’
Process
How to install a process from the Kissflow Marketplace
How to build your first Process ‘Form’ and design a structured ‘Workflow’
What is ‘Conditional visibility’ and ‘Permissions’ in a ‘Form’
What is a ‘Dataset’ and how to use it with a process
Hands-on: Build a leave request process with approval workflow and update the leave balance
dataset
How to assign a ‘Workflow step’ to a user
Different ways of seeking approval from multiple users
How to generate new ‘Reports’
Dataset
Purpose of datasets and MDM
How different are they in Apps?
Use cases.
Integrations
Introduction to Integrations
Conceptual understanding of ‘trigger’ and ‘action’
List of available trigger and action connectors
How to integrate a process, dataset, and automate emails
invoice
External integrations: API endpoints and how to test them on our developers hub
Apps
Roles and their purpose
Forms: How to build your first ‘Data Form’, ‘Process form’ & ‘Case form’
Forms: Views vs Reports and their purpose
When to use ‘Variables’ and how to use them
What are pages and how to use the page builder to build pages with dynamic UI
How to ‘Navigate’ through pages
How to use generic ‘Components’ and create your own ‘custom components’
How to deploy an app
Kissflow SDK for building complex apps
Our Appstore
Analytics
Purpose of Analytics
Difference between Reports and Analytics
How to create a Dataview with SQL
How to create a Report with Dataviews as the source
Hands-on: Derive 3-way-matching insights from PR, PO, GRN, PI in the Procurement cloud.
Advanced features
Formulae and how to use them (system fields and other expressions)
Workflow step ‘Deadlines’ and associated notifications
Remote lookup
Dynamic Workflow step assignment
Employee management and User Profile
How to assign a ‘Workflow’ step dynamically
How to implement budget in Purchase request process using ‘Refresh fields’
PDF Generation
Administration
Different kinds of ‘Admins’ and what they can do in Account settings
User settings and Configuring your User profile
The associated settings of a ‘Process’
Concept of a ‘Case’ and ‘Project’
What are environments and how to manage users in them
Programme scope, delivery arrangements and suitability are confirmed during enquiry.