What's New

Workflow Rule

By - Jun 01, 2018

A Workflow Rule allows you to run SQL statements upon workflow actions, such as Post, Approve, Reject, etc. Use Case In this example, we have an advanced workflow configured for Revenue Planning. We would like to archive Forecast data when an Approver clicks “Approve” on the Dashboard Action Menu. … Read More

What's New

Convert Kepion Form to Excel Pivot Table

By - Apr 16, 2018

Here we will explore how to convert a Kepion Form to an Excel Pivot Table. Let’s first understand the layout structure of our example form. We see that we have the following layout definition: On the row definition we have the following: And on the column definition we have … Read More

What's New

Workflow Attachment

By - Mar 11, 2018

Attaching files to a submission is now available. It is supported for both the Dashboard and Workbook workflow. In this article, you’ll learn how to configure and manage attached files. Before You Start Here are some things to know before you begin this process. File size limit: 20 MB … Read More

What's New

Kepion Authentication Options

By - Mar 01, 2018

In addition to the on-premises Windows Server Active Directory (Windows AD), Kepion is now integrated with Azure Active Directory (Azure AD), which provides you with the following benefits: You can control in Azure AD who has access to Kepion You can enable your users to automatically get signed-on to Kepion … Read More

What's New

Disallow Users to Export Certain Dashboard Forms

By - Aug 02, 2017

By default, all dashboard forms can be exported into .csv file as long as they are refreshed by the time user clicks the export button in dashboard.  We are now offering an option to exclude specific forms from export.  Click the gear button of the form, and you will … Read More