When a workflow is updated, you want your active runs aligned with the latest version. In some cases, workflow runs could remain on an older version after publishing, and the only workaround was to republish. Now, you can use the new “Update Runs to Latest” option in the workflow menu (the three-dot menu on the […]
We’ve added a “Download All” button to the Multi-File Upload field. Now, instead of downloading each attachment individually, you can download all files in a single click as a .zip file. It’s a faster, more efficient way to access everything you need, especially when working with large checklists or multiple attachments. The feature is live and […]
Process Street now supports a dedicated Model Context Protocol (MCP) server, giving you a faster, more reliable way to connect Process Street to your internal systems. The MCP server supports most Process Street API endpoints as tools, allowing you to interact with data sets, users, workflows, workflow runs and tasks. This makes it easier to build […]
Run Update Report is a simple way to see the real-time status of large workflow run updates. After you’ve published changes to your workflow, the report shows which workflow runs are scheduled, in progress, or finished updating to the latest version. The report provides near real-time visibility by allowing you to refresh the report as […]
The Conditional Logic rules manager just learned a new trick. You could already filter the side menu by task and form field names… and now you can also filter rules by the Note field! Bonus: Use the Note field to tag rules and find related groups of rules faster. Learn more about Conditional Logic.
You can now view the complete history of every approval in a workflow. This includes: All approvals and rejections Comments added to each decision Any form-field changes Files included in the approval request This update also adds full approval history to print and PDF exports. You now have a complete audit trail that shows […]
We’ve improved the file upload widget so that you can now attach several documents, images, or evidence files at once. You can upload 10 files at a time, up to a maximum of 100 files. You can extract the text of your files for use in AI Tasks or Code Tasks. You can also pass […]
Admins can now set a default date format at the organization level. Once configured, the selected format is applied across all date pickers. This update supports both MM/DD/YYYY and DD/MM/YYYY formats and is available to all customers.
Save time by skipping manual date field entry by using default values in your date form fields. You can pull dynamic values from Data Sets or other parts of your workflow using variables in the date field settings. Date field default values can be used in the following formats: yyyy-MM-dd’T’HH:mm:ss.SSSZ yyyy-MM-dd’T’HH:mm:ssZ yyyy-MM-dd’T’HH:mm:ss yyyy-MM-dd HH:mm:ss […]
You can now use the Process Street API to read and write data in table form fields, giving developers and integrators more flexibility when connecting workflows to external systems. This update expands the Form Field API so you can programmatically access and update table data, just like other form field types. What’s new You can […]
