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Now that your form is finished, you can define the workflow. A workflow is a predictable and repeatable set of tasks that go between two or more people.
KiSSFLOW is capable of creating many kinds of workflows. The most basic kind of workflow is a one-by-one sequence of approvals and inputs where each task is dependent on the previous one being completed. We will discuss how to create other types of workflows in other videos.
As a first step, you may want to sketch out your workflow on a piece of paper. This way you can make some quick edits. Don’t worry about how rejections and questions are handled. KiSSFLOW takes care of all of this for you.
KiSSFLOW is intuitive, so you can basically just digitize your sketch as a workflow. Let’s start with a very basic workflow.
First, you chose who can start your app. The default setting is All Users, which means anyone who is a user on your system. If you want to restrict the users who can start this app, click Change and add their emails under Only Selected Users.
Now you can add as many tasks as you want. You can add an approval task, an input task, or a parallel branch. We’ll cover parallel branches in another video.
Approval tasks require the user to look over the information and hit approve. Let’s insert an approval task called CEO Approval. Under Who Can Approve?, type any user’s email address, and even assign it to multiple people. The Advanced Assignment Options allow you to assign to the initiator, or other roles based on the Admin settings.
If you click the down arrow, you can access a few more options. You can notify users by email when this task begins, modify the deadline for the task, or edit when this task happens. We’ll cover these features in a different video.
An input task requires users to enter information before sending it to the next task.
Interested in attending a webinar to get an overview of KiSSFLOW? Register here.