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.
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.
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.
In the Reports dashboard, you can now sort your workflow runs by form fields for efficient data analysis and management. When you select a single workflow you can sort data by short text fields, email addresses, dates, numbers, websites, or dropdown selections. Learn more about Reports.
You can now create and manage all your tasks within Process Street. Create tasks for yourself or assign them to your team and keep all your work in one place. You can also attach tasks to workflow runs if they need to be completed as part of a process. The attached tasks are also included […]
Our all-new workflow dashboard gives you a detailed report of your workflow’s performance at a glance. Access a workflow, run or edit it, and gain valuable insights into its efficiency and effectiveness. Data you can view: The number of workflow runs that are on track, due soon, and overdue Reports dashboard filtered to show this […]
You can now create conditional logic rules based on approval and task completion. When a task is checked or unchecked, or when an approval task is completed, you can show or hide tasks, form fields, or content widgets. You can also trigger task conditions based on AI tasks being completed. Using this feature your team […]
With Data Set automations, you can add a new Data Set record via incoming webhooks. You can also run workflows from a Data Set saved view when: A record is created A record is updated A record matches specific conditions For example, in your employee onboarding process, you can bring data from your HRMS into […]
With custom notifications, you can send automatic reminders to task or workflow run assignees, or any stakeholders interested in being notified about the workflow run’s progress. You can schedule the alerts to go out: Before or after tasks are due Before or after tasks are completed When workflow runs are started or completed You can […]
You can now set default email notification settings for everyone in your organization, including new users. You can also customize the notification emails sent from Process Street to your team, to reflect your company logo and brand colors. If you work on Slack and Microsoft Teams, setting the default email notifications will help your team […]
