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 […]
If you’re looking for a way to auto-fill data into a form field in a Form, this latest release is just for you! To add a unique identifier into your Forms, you can now add a form field value into your response links. For example you can add a short text form field into your […]
Introducing ‘Preview,’ your sandbox for testing workflows and refining them without interrupting your team working on active workflow runs. Note: This feature is available to customers on our Enterprise plan. 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 […]
Our Data Sets feature is officially out of Beta and packed with lots of great updates. We’ve moved Data Sets to the main navigation and Universal New button for easier access You can add (or create new) data sets from dropdown widgets in the Workflow editor and in the Forms editor New ‘All data’ views […]
You can now add notes in your approval tasks to provide context or instructions to the task approvers. You can add these notes to your new and existing approval tasks. Learn more about approvals.
You can now export and print the conditional logic rules set up in your workflows to support compliance needs or maintain data integrity. You can also export your conditional logic rules to maintain historical records or save them as a backup. Learn more about exporting/printing your conditional logic rules.
Process AI now works with the latest version of ChatGPT-4o in our: AI Workflow Generator AI Tasks AI Document Importer We’ve also updated our AI Document Importer to support importing images. You can convert process flowcharts into workflows by uploading JPG or PNG images. Note: The image importer doesn’t support PDFs or DOCX files at […]
Organize your Reports dashboard by creating folders. This way you can group related saved views, making it easier and quicker to find them. You can add or move new and existing saved views into folders. You can also rename, share, or delete them. Learn more about folders in reports.
You can now create Tasks with detailed descriptions including subtasks, rich text, and links. Subtasks: Create subtasks within tasks and drag/drop them into position These subtasks will show in the print/PDF version of the workflow run to which they’re attached Subtasks will also show in tasks when you’re working on them in Slack Rich text […]
