You can now set custom validation rules for your date form fields to support complex scheduling and compliance requirements. You can define dynamic date constraints based on variables such as dates from other date fields within the same form or workflow, or use workflow-specific dates like the workflow start date. Learn more about the date form […]
In the Reports dashboard, you can now sort your workflow runs by form fields for efficient data analysis and management. When you select a single workflow you can sort data by short text fields, email addresses, dates, numbers, websites, or dropdown selections. Learn more about Reports.
This new look helps you to find your assigned tasks and workflow runs easily. You can also take quick actions in My Work like completing tasks, reassigning them, or adding comments. To prioritize your work you can filter your view by workflows, workflow runs, tasks, approvals, or assignees. You can also group your tasks by […]
You can now create and manage all your tasks within Process Street. Create tasks for yourself or assign them to your team and keep all your work in one place. You can also attach tasks to workflow runs if they need to be completed as part of a process. The attached tasks are also included […]
With our enhanced print and PDF formatting, you’ll notice better-organized content and a style that makes your workflow runs more readable. The new formatting also shows the workflow run revision count and improved date formats. Learn more about exporting your workflow runs.
Our all-new workflow dashboard gives you a detailed report of your workflow’s performance at a glance. Access a workflow, run or edit it, and gain valuable insights into its efficiency and effectiveness. Data you can view: The number of workflow runs that are on track, due soon, and overdue Reports dashboard filtered to show this […]
With our latest Forms updates, you can embed your forms in workflows, pages, or your websites. You can also share your forms with your teams within Process Street or via email. Embed a form: Embed your forms in workflows, pages, or your websites Add a form description on the start page Permissions and sharing: Customize […]
With our latest updates for Forms, get a head start on creating your form, organizing your steps, controlling form access, and tracking form activity. Starting a form: Give your form a name as soon as you start a new one A short text field is added by default to get you started Form steps: Rename […]
Your workflow run names and notifications will now display the form field names associated with those variables. You can also set a fallback value while selecting a variable to use. If you have added variables in workflow run names, they will automatically update once you change a form field value. Learn more about variables.
You can now create conditional logic rules based on approval and task completion. When a task is checked or unchecked, or when an approval task is completed, you can show or hide tasks, form fields, or content widgets. You can also trigger task conditions based on AI tasks being completed. Using this feature your team […]
