Document Approvals are a streamlined way to manage reviews for Workflows, Pages and Files with control and clarity. Ensure every critical document meets compliance and quality standards before it’s published. Learn more about Document Approvals.
We’ve just released more API endpoints that make building robust, custom integrations with Process Street even easier. Whether you’re managing approvals, digging into task loads, filtering data, or tracking assignees, these tools open up new automation and reporting possibilities. 1. Approve or Reject Tasks (Individually or in Bulk) You can now programmatically approve or reject […]
We’ve just given you the ability to filter one Data Set-linked dropdown by another. In Workflows and Forms, you can: Dynamically filter one dropdown’s options based on the value of another Build cascading dropdowns effortlessly Deliver more intuitive, powerful workflow experiences for your teams and customers This feature makes “pick-on-pick” behavior smooth, scalable, and easy […]
Document Management in Process Street enables you to organize, access, and maintain critical documents under one roof. Learn more about Document Management.
If you work in a regulated industry where version control and audits are commonplace, you can now use Versioning on Workflows, Pages, Files and Forms. Learn more about this feature.
Introducing ‘Preview,’ your sandbox for testing workflows and refining them without interrupting your team working on active workflow runs. This feature is now available on all plans. You can preview as different users or roles, and test out conditional logic, approvals, or task permissions before publishing changes to your workflows. Learn more about Preview.
Process Street‘s Code Tasks execute JavaScript within workflows, providing powerful automation capabilities. Whether you’re calculating costs, extracting data, setting task priorities, or defining unique business logic, Code Tasks manage the heavy lifting for you. Learn more about Code Tasks.
New automation! You can now create tasks in My Work by setting up a simple automation. Learn how to create tasks via email.
Making workflows work for you just got easier! These updates let you customize, optimize, and refine your workflows faster than ever. From editing task names in the content panel to bulk updating task permissions, we’ve designed these tools with your busy day in mind. Here’s what’s new: Improved Performance: We’ve re-built the engine that drives […]
We’ve just released some improvements for Pages. Here’s what’s new: A handy focus bar now separates edit and view modes, so you can work exactly how you want An upgraded text editor menu bar to give you more control while keeping it user-friendly The all-new table content widget makes structuring content a breeze Widgets are […]
