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 […]
Acknowledgments is a powerful new feature designed to help teams confirm that important information has been read and understood. Acknowledgments let you require team members to confirm they have read policies or other important content in Pages, Files, or Workflows. Once sent, you can track who has acknowledged the content and when, giving you a […]
We have released a new API endpoint that simplifies importing data into existing Data Sets via CSV. This creates powerful automation opportunities for keeping external systems in sync with Process Street. What it does You can import records into an existing Data Set from a CSV file using one of three strategies: Append: Adds new […]
You can now upload files directly to File Upload form fields via the Process Street API. This unlocks powerful automation possibilities, especially when paired with our text extraction feature: Pass PDFs or documents from other apps straight into Process Street Automatically extract their text for review or processing Run AI-powered analysis on the extracted content […]
We’ve just rolled out a powerful enhancement to the Send Email form field: you can now set a Reply-To address for rich (HTML) emails. What this means When someone replies to your email, you decide exactly who receives it—whether that’s the sender, a shared inbox, or a specific teammate. This only applies to rich emails […]
You can pre-fill dropdowns and user form fields in your workflows, saving time, preventing errors, and keeping processes consistent from the first step. • User fields accept an email address as the default, which you can write yourself or use a variable to populate. This is ideal for assigning work or pre-setting an approver. […]
