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Kintone
Users & System Administration
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Learn How to Use Kintone
Learn How to Use Kintone
Administration (Users / System)
Trial and Purchase
Start Guide
Common Kintone Operations
Apps
Data Searching
Notification settings
Portal
Spaces
Guest Spaces
People
Messages
Administration
Mobile Access
Usage Guide
Troubleshooting
User Administration
Security
Configuring Accounts
Problems with Logging In
Free Trial
Purchase
Changing Payment Method
Changing the Contract
Termination
Start guide
What is Kintone?
Adding users and departments
Inviting team members
Adding departments
Adding users
Getting started with creating an app
Creating an app
Registering data in an app
Posting comments on a record in an app
Changing the settings of an app
Getting started with creating a space
Creating a space for your team
Communicating with team members using a thread
Common Kintone operations
Logging in / Logging out
Adding bookmarks
Displaying users' information
File attachments
Mentioning users in comments
Personal settings
Kintone keyboard shortcuts
Apps
What is an app?
App settings screen
App settings items
Creating and managing apps
Creating apps
Various ways to create apps
Adding a sample app
Creating an app from scratch
Creating a new app by duplicating an existing app (Copying an app)
Creating apps from templates
Create apps by importing files
Creating apps from Excel files
What to do when an Excel file exceeds the limit of 1 MB, 1,000 rows, or 100 columns
Creating apps from CSV files
Field type criteria in creating apps from files
Creating apps from template files
If creating an app from an Excel or CSV file fails
Using apps
Changing an icon and setting the description of an app
Changing the color theme of an app
Changing an app name
Setting up notes for app administrators
Adding apps to favorites / removing apps from favorites
Integrating data across apps
Misc settings
Deleting an app
Managing app templates
What are app templates?
Settings that are not included in app templates
Creating a template from an app and registering the template in Kintone
Exporting an app template registered in Kintone to a file
Registering external app templates in Kintone
Editing/deleting an app template registered in Kintone
Downloading apps as templates
Designing App Forms
App Form Layout
Configuring Forms
Duplicating Fields
Deleting Fields
Adding/Deleting Tables on an App Form
Fields Available in Kintone
Label
Text
Rich text
Text area
Number
Calculated
Radio button
Check box
Multi-choice
Drop-down
Date
Time
Date and time
Attachment
Link
User selection
Department selection
Group selection
Related records
Lookup
Blank space
Border
Field group
Table
Record number
Created by
Created datetime
Updated by
Updated datetime
Field Settings
Field Entry Limits
Setting the Significant Digits of Numbers and the Rounding Method
Configuring Thumbnails for Images
Lookup Settings
What Is a Lookup?
Configuring a "Lookup" Field
Fields That Can Be Specified for "Field mappings"
Using Lookup
Clearing Lookup Settings
Listing Related Records
What is "Related Records"?
Configuring a "Related Records" Field
Field that Can Be Specified for the "Fetch criteria" Setting in Related Records
Setting Formulas
Formula Basics and Errors
Basics of Using Formulas
List of Operators and Functions
Usage Examples of Operators and Functions
Formula Errors
References and Data Types
Fields That Can/Cannot Be Referenced in Formulas
Data Types of Values Referenced in Formulas
Overview of Field Codes
Feature for Assisting with Function and Field Code Entry
Using Functions
IF Function: Change the Value to Display Depending on a Condition
AND, OR, and NOT Functions: Combine Conditions
SUM Function: Calculate the Total of Numeric Values
ROUND, ROUNDUP, and ROUNDDOWN Functions: Round Off, Round Up, and Round Down Numeric Values
Setting the Round Off, Round Down, or Round Up
DATE_FORMAT Function: Specifying the Display Format of Date and Time
Calculation of Date, Time, and Date and Time
CONTAINS Function: Determine If a Field Contains an Exact Match for a Specified Character String
& Operator: Concatenating Strings and Numbers
YEN Function: Display Calculation Results Rounded and in Japanese Yen
Calculating Fields in Tables
Charts/Tables
Overview of the chart feature
What is a chart?
Creating charts
Chart types and their usage
Creating charts
Creating charts on the "App settings" screen
Managing charts
Duplicating charts
Reordering charts
Configuring/Deleting charts
What are periodic reports?
Changing the first month of the fiscal year
Examples of chart settings
Example chart setting: Summing up the sales amount for this month
Example chart setting: Creating a chart by categorizing the amount of product sales by product category and then by product name
Example chart setting: Creating a pivot table
Using aggregated data
Exporting aggregated data to a file
Obtaining embed tags for aggregated data
Setting app actions
Overview of app actions
Configuring app actions
Available field combinations for app actions
Reordering app action buttons
Changing the app action settings / deleting app actions
Creating an action to duplicate a record in the same app
History
Checking the change history of records / Restoring a previous version of a record
Disabling the Change History feature
Process management
Overview of process management
About statuses, assignees, and actions
Designing process management
Basic process management setup
Setting assignees
Setting conditions for actions
Setting actions usable by non-assignees
Example settings for request workflows
Examples of how to autofill approvers
Notes on changing process management settings
Using process management with other app settings
Using an app with process management
Permission Settings
App-Related Actions Users Can Perform
Configuring Permissions for Apps
Examples of Permissions for App Settings
Applying the Same Permissions to Multiple Apps
Changing Which App Group an App Belongs To
Configuring Permissions for Records
Configuring Permissions for Fields
If the Message "Applying Permission Setting Changes to Each Record" Appears
Categorizing records
Overview of categories
Configuring categories
Disabling the Category feature
Operating apps
Setting localized names
Setting a title field
Setting an app code
Notes on changing app codes
Performing functional tests on apps
Checking the apps referencing an app
Enabling and disabling App Maintenance Mode
Changing which space an app belongs to
Audit Logs and the Import/Export of Data
List of Data Types That Can Be Imported or Exported
Creating a Backup of Records
Exporting Records to a File
Notes on Exporting Records to a File
Exporting Data to a File
Canceling the Data Export Process
Additional Notes on Exported Files
Checking the Progress of File Export / Downloading Exported Files
Adding/Updating Records in Bulk
Steps to Take before Importing a File
Points for Adding/Updating Record Data Using a File
Checking the Destination App for File Import
Preparing a File for Adding/Updating Records
Preparing a File for Adding/Updating Records with Tables
Supported Formats for Adding/Updating Records
Importing Record Data from a File into an App
Options for handling errors during file import
Checking the Status of File Import
What to Do If Adding/Updating Records in Bulk Failed
Canceling the Process of Adding/Updating Records in Bulk
Views
What are views?
View settings
Adding views
Duplicating views
Changing the default view
Changing the number of records listed in a view
Modifying or deleting views
Reordering views in the drop-down list
Adjusting view column widths
Saving column widths of the view in app settings
Procedure for individual users to adjust column widths in a view
Filtering records
Filtering Records to Display in a View
Displaying records which meet multiple conditions
Webhook settings
Setting up webhooks
Restricting the use of webhooks
Checking webhook execution logs
Content of webhook notifications triggered by actions on Kintone
Using records
Adding records
Editing records
Deleting records
Deleting records in bulk
Editing/Deleting records on the "View" screen
Disabling inline record editing/deleting on record list views
Duplicate records
Printing records
Copying a record URL
Records comments
Posting comments on records
Liking comments
Enabling/Disabling comments
Plug-in
Managing plug-ins
Adding/deleting plug-ins (Kintone administration)
Setting the allowed apps for a plug-in
Downloading the list of plug-ins in CSV format
Checking the usage status of plug-ins
Plug-in settings
Adding/deleting plug-ins (App settings)
Enabling/Disabling plug-ins
JavaScript and CSS customization
Customizing Kintone system-wide using JavaScript and CSS
Customizing an app using JavaScript and CSS
APIs
Generating API tokens
Integrating external services with Kintone
Integrating Microsoft Power Automate with Kintone
Enabling/Disabling Slack Integration
Data searching
Searching for data
Searchable file formats
Notification settings
Email notification settings
Settings to activate email notifications
What is "Send REST API notifications by email"?
Setting email notifications
Email notification subject
Using notifications
Checking notifications
When and to whom notifications are sent
Differences between "To me" and "All" notifications
Marking read notifications as unread
Setting up desktop notifications
App notification settings
Overview of app notification settings
General notifications: Setting up notifications using actions on apps as conditions
Tips: Notification recipients selectable from the "Add a field for selection" drop-down menu
Per record notifications: Setting up notifications sent when a record meets a certain condition
Reminder notifications: Setting reminder notifications with date and time conditions
Tips: Sending notifications when a field with options is updated (Per record notifications)
Portal
Overview of Portal
Managing Portal
Configuring/customizing portal
Permissions required for actions on Portal
Editing the Announcement section of Portal
Portal usage tips
Using Portal
Reordering favorite apps
Reordering favorite spaces
Guest spaces
Managing guests
Overview of the "Guest management" screen
Checking Guest Account License Usage
Checking the guest users list
Downloading the guest users list in CSV format
Login security settings applied to guest users
Enabling two-step verification for guest users
Checking "Users & system administration" for the number of guest account licenses needed
Managing guest spaces
Adding guest spaces
Actions users can perform in guest spaces
Changing guest space settings
Guest user management (Inviting guest users)
Guest actions
Guest action: Join the invited guest spaces
Actions by guest user: Linking your guest account and Kintone account
Guest action: Edit profile
Guest action: Change the email address
Guest action: Rejoin the space you previously left
Spaces
Using spaces
Creating spaces
What is a space?
Adding threads
Adding or deleting space members
What is an in-space app?
Creating apps in spaces
Restricting the creation of apps in a space to certain users
Deleting threads
Posting comments on threads
Following/unfollowing threads
Joining or leaving a space
Adding spaces to favorites / removing spaces from favorites
Customizing spaces
Space portal content and its customization
Changing space settings
Overview of thread actions
Creating thread actions
Attaching apps to the announcement section or threads of a space
What is "Related apps & spaces"?
Managing spaces
Managing spaces
Opening the "Thread action management" screen
Actions users can perform in spaces
Deleting and restoring spaces
An error message appears and I cannot restore a space
Deleting a space
Deleting spaces on the "Space management" screen
Restoring deleted spaces
Managing space templates
What are space templates?
Creating a template from a space
Data that is included in or excluded from space templates
Editing/deleting a space template registered in Kintone
Exporting a space template to a file
Importing a space template from a file
People
What is People?
Posting comments on your People page
Following the People page of other users
Changing my People cover photo
Messages
Sending messages to other users
Administration
Opening Kintone administration / Kintone users & system administration
Opening the "Kintone administration" screen
Opening the "Users & system administration" screen
Managing permissions
Types of administrators and permissions
Configuring permissions in "Users & system administration"
Configuring groups (roles)
Restricting the ability to view user profile and department information of users in a different department
Permissions configured in Kintone administration
Setting system-wide permissions for Kintone
Feature activation
Managing apps
Actions You can Perform on the "App Management" Screen
Checking your app license usage
Checking Apps on the "App Management" Screen
Downloading the apps list in CSV format
Resuming app creation
Deleting apps on the "App management" screen
Restoring deleted apps
Managing app groups
What are app groups?
Adding an app group
Configuring permissions for app groups
Changing the default app group
Deleting an app group
Update options
Overview of update options
Features Available with Update Options
Limit values
Limits in Kintone
Audit logs
Checking Kintone audit logs
Checking audit logs for file import action
Audit logs generated by Kintone
App settings
App records
Portal
People
Messages
Kintone Administration
Space
Guest spaces
Inviting users
Actions performed via API
Monitoring user access
Contacting customer support
Mobile access
Configuring the default view for mobile browsers
Using Kintone on mobile devices
iOS
Using the Kintone mobile app for iOS
Using Kintone on Safari for iOS
Enabling/disabling notifications on mobile devices (for iOS)
Android
Using the Kintone mobile app for Android
Using Kintone on Chrome for Android
Enabling/disabling notifications on mobile devices (for Android)
Adding Kintone app shortcuts (for Android)
Overview of mobile view
Understanding notifications on mobile devices
Using the desktop view on mobile devices
Filtering records in the mobile view
Usage Guide
Tips for Making Best Use of Apps/Records
Reflecting an Aggregate Result on a Different App
Counting the Number of Table Rows
Managing Your Schedule with Kintone
Auto-populating the Assigned User When Creating a Record
Displaying a List of the Records Assigned to You
Displaying Multiple Fields in the Title Field
Filtering Records for the Next Month
Creating a Chart of Orders Received Per Month
Calculating a Number of Days or Weeks
Calculating the Date N Years Later from a Date in "Date" / "Date and Time" Field
Combining a Date and Character String into a Single Character String
Displaying the Day of the Week Based on the Date Value
Displaying the Monthly Week Number for a Given Date
Data Aggregation on a per Fiscal Year Basis
Selecting the Date Format to Display from a Set of Options
Calculating and Reporting Monthly Travel Expenses
Sending Notifications to Users Specified in Each Record
Configuring Reminder Notifications to Send Notifications Repeatedly
I Want to Change the Notification Message Displayed When a Record Is Added (E.g., "Record Added")
Retrieving the Previous Balance and Calculating the Current Balance
Sending a Custom Message to Assignees When the Process Management Status Changes
Organizing Apps
Tips for Managing Kintone
Using the Last Updated Date of Record to Sort Out Your Apps
Checking the Total Size of Attachments in an App
Managing Apps Using an App List in CSV Format
Changing the Header Logo
Changing the Header Color
Customizing the Login Page
Reviewing Licensed Users Based on Users' Usage Status of Kintone
When You Want More Users to Create Apps
Troubleshooting
FAQ/Troubleshooting related to general operations in Kintone
An error "Please login" is displayed even though I am on Kintone
What are the conditions for users/departments/groups to be displayed as suggestions of the Mention feature?
Is it possible to create a backup of data?
Does Kintone support multiple languages?
A message "Not available service." appears and a user cannot access Kintone
A "CB_NO02" error appears and I cannot access certain pages
Is there a limit on the number of characters that can be entered in a thread body/comment?
I would like to send feedback about Kintone
The message "Your request failed because database is locked." appears and I cannot update an app
I want to disable plug-ins or JavaScript/CSS customization in Kintone
FAQ Related to Operations on Apps/Records
Is it possible to arrange apps on Portal in my order of preference?
Is it possible for multiple users to simultaneously edit the same record?
Is it possible to set access permissions for views?
How to prohibit editing of records whose status is "Completed"
How to restrict access to records to only specific users
How to allow only specific users to edit and delete records without prohibiting viewing by other users
I configured a Lookup, but the display order of the fields on the Record Selection screen is not in accordance with the Lookup settings
I would like to bulk update the data retrieved through Lookup since I have changed the values in the Datasource app
Is it possible to restore bulk deleted apps at once?
Is it possible to restore fields that were accidentally deleted?
What should I note when performing operations on a large number of records at once?
Is it possible to copy an app together with its records?
How do I specify character encoding when exporting data to a file?
What is the difference between the "Next Week" and "Following Week" conditions, which are used for filtering "Date" and "Date and Time" fields?
Is it possible to open the "Record details" screen without displaying comments and history?
I want to set a "Drop-down" field as a title field
I would like to use a Date field as the record title
Is it possible to renumber records from 1?
Is it possible to display a table in a view?
How will the data be ordered in views or charts if I sort the data by the "Created by" or "Updated by" field?
Which fields and items can be used for "Sort by"?
I would like to perform data aggregation on registered values or the number of records
Are there any features/operations that are not available for fields placed in a table?
Is it possible to display/hide an action button depending on a record value?
What happens when I click the plus icon in the calendar view?
Is it possible to add/edit records while exporting/importing a file?
I want to use a "Related records" field to retrieve records with matching date values
Is it possible to add new data at the top row of a table?
Would it be timed out if it takes time to export/import a file?
How to check the number of apps
Is it possible to use both "AND" and "OR" filter conditions at the same time?
Is it possible to hide charts depending on the user/department?
Is it possible to save changes to the app settings as a draft without applying them to the actual environment?
How to find out who deleted apps/records
When is the start and end dates for filter conditions "Today," "This week," "This month," and "This year"?
The order of the data in a bar chart (clustered) is reversed
I would like to copy values of only specific fields when duplicating a record
I would like to prohibit some fields from being edited when a record is duplicated
User, group, or department values have numbers after them in record data exported to a file
What happens to existing record values if I delete or change an option in the settings of an option field?
I have deleted an option in the settings of an option field, but it is registered in records when I import data from a file
I created a pie chart using a field with thousand separators, but they are not applied to the values in the chart
Is it possible to bulk download all attachments uploaded to Kintone?
Is it possible to create a chart (or perform further calculation) based on the aggregate results?
How will a pie chart look like if I specify multiple functions?
An error appears stating that the app settings cannot be updated because of duplicate values. How do I check which records contain duplicate values?
When "Less than or equal to," "On or before," or "Before" is specified as a filter condition, records with blank field values are included in the filtered results
How is sorted data ordered when option fields or categories are specified for the "Group by" option in a chart's settings?
I would like to add attachments to record comments, "Label" fields, or "Rich text" fields
Is it possible to reorder fields displayed in the filter drop-down list?
Is it possible to restore records that were accidentally deleted?
Where should I create an app, on Portal or in a space?
I would like to change the field type
Troubleshooting Related to Operations on Apps/Records
An error message appears and I cannot delete an app
An error message appears and I cannot delete a field
An error message is displayed and I cannot restore an app
When I try to save a record, the message "Cannot save the record because of error(s) in the following input data." appears
A record cannot be saved because the error "(Cannot display the item name)" appears (For app administrators)
A "Lookup" field is grayed out and cannot be used
I changed an app name, field name, or app description, but the change has not been applied
I cannot set a row as a table since the "Set as table" button is grayed out
When permissions are set for a field, "No permission to view this field" is displayed on the "Record details" screen or the field does not appear
The name of the user who created/updated a record is not displayed in the history
I can't add an in-space app
When I import a CSV file, the message "The file is not valid for import." appears
I can't select a chart type other than "Table"
Numbers in a "Text" field are not sorted as expected
When I export app data to a CSV file and open it in Excel, the values are changed
Although I can view records as well as the fields and the app to which the records belong, the records do not appear in search results
When I try to update an app after deleting a category, the message "Failed to complete the process." appears
Although the edit permission for a field is granted to the record creator, s/he cannot enter data into the field
I changed a chart's "Chart type" in an app attached using the Attach App feature, but the chart type did not change in the attached app
The message "Only the first 500 items are shown" is displayed on a chart
When I open an app, the message "(***) plug-in is not installed properly. Contact the Kintone administrator." appears
When I attach a pie chart to the Announcement section of Portal or a thread, the text on the chart is cut off
Leading zeros of phone numbers and numeric values disappear
FAQ/Troubleshooting related to calculation
Values are not calculated correctly when "0" is specified for the "Number of decimal places to round"
An incorrect date or time is displayed in the calculation result of a DATE_FORMAT function
Does Kintone have a SUMIF function?
FAQ/Troubleshooting related to mobile access
An error occurs and I cannot access Kintone from an iOS device
An error occurs and I cannot access Kintone from an Android device
I am not receiving push notifications from the mobile app
How long does the mobile app retain login information?
FAQ/Troubleshooting Related to Notifications
When you do not receive notifications
I'm not receiving email notifications
Is it possible to specify To/CC email addresses for email notifications?
When the same email address is specified for multiple users, only one email notification is sent
In what order are notifications displayed in the Notifications section?
Procedure for administrators to stop all email notifications
Procedure for individual users to stop their email notifications
I'm not receiving desktop notifications
FAQ Related to Operations in Spaces
Where can I find the number of spaces / guest spaces?
Is it possible to change the ordering of the items in the "Related apps & spaces" section of a space?
Is it possible to hide the content displayed on the space portal?
Is it possible to hide the menus displayed on both sides of a thread?
FAQ/Troubleshooting Related to Guest Spaces
What happens when the 30-day trial for a guest user expires?
Can departments/groups be used in guest spaces?
What is "Account Linking"?
A guest user has forgotten their password
The trial for a guest user has expired. Is it possible to start the trial again?
Is it possible to change the login e-mail address for guest users?
Is there a free trial for guest users?
I can't log in to Kintone even though my accounts are linked
What kinds of Kintone features and actions are unavailable for guest users?
FAQ related to disk capacity
How to check disk capacity and disk usage
If disk usage exceeds the limit
To increase disk capacity
To reduce disk usage
Terminating the purchased storage
FAQ Related to Contract and User Information
Can data related to deleted users still be used?
How do I check the user ID?
FAQ Related to Printing
Is it possible to change the print screen layout?
Kintone Help
Apps
Charts/Tables
Examples of chart settings
Examples of chart settings
The permanent link has been copied.
Article Number:040854
Articles in this category
Example chart setting: Summing up the sales amount for this month
Example chart setting: Creating a chart by categorizing the amount of product sales by product category and then by product name
Example chart setting: Creating a pivot table
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