Process Street updates

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August 2023 Updates

August 2023 Updates

August 30, 2023

We’ve released more exciting features this month and here’s a round-up of all the updates.

Enhanced file security

When you enable the Enhanced File Security feature, only users logged into a Process Street account can access the files in your workflow runs.

This feature is available on our Enterprise plan. If you’re interested in accessing this feature, reach out to our support team.

Bulk update workflow run task assignees

You can now add, remove, or change the task assignees in your active workflow runs when publishing changes to your workflows.

Suppress notifications for ‘update to latest’

When you publish changes to your workflow and decide to update each run manually, you can now suppress the ‘update to latest’ notifications.

This means, your users will not receive a notification to update their active runs to the latest version. This allows you to then individually update active workflow runs on a need-to-update basis.

New Zapier triggers and action

We’ve added new actions and triggers so you can do more with your Zapier automations.

With the action, Update tasks, you can:

  • Update a task status as Completed
  • Update a task status as Not Completed
  • Set a task Due Date

The trigger Task Ready will trigger actions when:

  • A workflow run starts. It will fire for each task that is not stopped, is not hidden, and is approvable (if it’s an Approval Task)
  • A task is shown by a conditional logic rule
  • A task doesn’t have a stop task
  • A task becomes approvable (i.e. when all tasks the Approval Task is approving have been submitted for approval)

You can now also use the trigger when a workflow run is completed to create your zaps.

Distinct view-mode

We have moved the Run and Edit workflow buttons to the middle of the screen. This will help you to easily distinguish between the view and edit modes of your workflow.

Bulk organize your Library

To organize your Library, you can now select multiple workflows, pages, and forms to archive, delete, or move in bulk.

You can also drag and drop your workflows, pages, and forms to move them between folders.

Improved form field settings

You can now quickly access and edit the form field settings via the settings cog within the form field.

The form fields that will now display the settings cog are short text, long text, email, website, number, and hidden form fields.

View-only task permissions

With our latest task permission settings, your users can either have permission to only view a task or view and complete it.

If you want to limit access to your task, you can choose to set the task permission for a user or a group as No access.

Custom sender domain via the send email widget

You can now use a custom domain name as the email’s sender when you use the send email widget.

This feature is available on our Enterprise plan. If you’re interested in accessing this feature, reach out to your account manager or our support team.

Tabs in variables dropdown

You can now locate your variables quickly using the tabs for your workflow variables, data set variables and global variables.

Automatically send emails on task completion

If you have a send email widget in your task, you can automatically send out your email when you complete this task.

Organization Timezone

You can now set an organization timezone that triggers workflow runs and due dates as per a standard timezone.

If a user has set a profile timezone, they will still receive inbox and email notifications and see their task due dates in their timezone.

Approvals got a new look

Approvals now give you a more comprehensive view of the task to be approved, including the whole email from a send email widget. Also, you can now approve tasks with comments as well.

If you have any questions about using these features, please contact our customer support team.

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