You now have the option to set default values or variables in your form fields. Better yet, you can connect Data Sets as variables to link and pre-fill multiple form fields in one go! Choose between static text or variables in your form field settings. Learn more about auto-filling form fields.
With our latest version of Data Sets, you can create and edit records manually, integrate other tools via native automations, via our API, via Webhooks and your favorite third-party integration tools. As an added bonus, data sets can also be used as variables to automatically populate form fields in your workflow runs. Learn more about […]
If you’re on our Enterprise plan you can define a custom subdomain for your workflow run URLs, for example: “mycompany.process.st/library/folders/home” This instantly lets your customers identify the workflow runs coming from you. Reach out to your account manager or our support team to activate this feature. Learn more about brand customization.
We have added more Webhook actions, automations, API endpoints, and Zapier triggers and actions. Here’s what’s new: Public API Add a record to a data set Update a record in a data set Delete a record in a data set Get a record from a data set Get all data sets List approvals in […]
Your Process Street organization can now reflect your brand colors. This means your shared workflow runs can be in sync with your brand persona and your customers can have an integrated experience of your company’s visual styling. Or, you can just choose to customize Process Street in your favorite color! Learn more about brand customization.
With our latest update, you can hand off manually run workflows with fewer clicks! If you’re using task assignments, you’ll likely not want to have someone assigned to the whole run. Now you can change (or remove) the workflow run assignee and set the due date in the new modal shown above. Learn more about […]
With our latest Beta release, you can speed up workflow building, reduce errors and cut costs from third-party integration tools! Use your own data stored in Process Street to add to form fields and use as variables. You can create data sets for client information, your team, your products, services or whatever you need. Learn more […]
With our new webhook triggers, you can catch webhooks from any app shown and use the data to pre-fill form fields in your workflow run. Select your use case to narrow the options, or search for an app by name. Say goodbye to third-party integration tools and say hello to lots more options to run […]
We’ve made some great improvements to Conditional Logic that we’re sure you’re going to love! Visualizing conditional logic Easily see where you have conditional logic set up on form fields and tasks when editing your workflows. We’ve added a new icon (two overlapping arrows) to denote conditional logic. Icons display in purple when you have […]
Here’s a round-up of all the updates we’ve released this month. Workflow editor updates We updated the styling of the widgets and form fields on the right side of the page, as shown above. We’ve moved a few buttons. You can now use the black focus bar to change a workflow’s name and description, access conditional […]