Kissflow: work management features and setup

Overview

Kissflow suits organizations where requests pass through several people and handling depends on details collected at the start. Define a form, routing rules, and approval sequence instead of manually forwarding files and messages. The builder includes conditional fields and data validation, allowing you to tailor the process to each request type. Start with a clearly bounded process and also define what happens when a request is rejected or returned for more information.

Features

• Building forms with conditional fields and data validation
• Defining approval paths based on business rules
• Tracking process steps and responsible owners

Business uses

• Approving a purchasing request based on expense type and responsible party
• Routing employee requests with an option to provide missing information

Getting started

• Map an existing process and choose the required fields for submitting a request.
• Define who approves each request type and when it is returned to the requester.
• Test an approved path, a rejected path, and a request with a missing detail.

What to check

• Check permissions, integrations, and plan terms before expanding to additional departments.
• Keep forms as short as possible and provide a clear way to handle cases that do not fit the rules.