The Workflow Dashboard now computes analytics based on your most recent 1,000 workflow runs instead of your entire run history. The result: faster load times, more relevant stats, and a more stable experience. What changed Previously, the dashboard analyzed every workflow run ever created when calculating summary stats, pie charts, and task breakdowns. For workflows […]
Reports now let you filter workflow runs by form field values. If you’ve been managing hundreds of active runs and struggling to find the ones you need, this feature gives you a direct way to narrow results based on how each run has been filled out. What it does When you select a single workflow […]
Admins often need to answer a simple but critical question: what can this user actually see? Until now, that meant opening multiple folders and assets one by one to piece together permissions. Access Explorer gives you a single tree view in a user profile that shows folder, workflow template, form, page, data set, and saved […]
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 […]
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 […]
You can now preview uploaded PDFs directly inside Process Street using the Embed widget. What’s new: PDF files uploaded via the File Upload form field now preview inline Works for images and text files too Improved full-screen mode with a cleaner layout, no more double scrollbars Fixed file upload bugs where spaces or “+” symbols […]
You can now see who has viewed your workflow runs, workflows, pages and files. Activity is recorded in a new View Activity table and on the Activity Page for that document, as shown above. You can also export that information for reporting purposes.
You can now automatically extract plain text from uploaded files (PDFs, Word documents, images and text files). This allows you to feed that text directly into variables and use the text with AI Tasks. This unlocks a wide range of automation possibilities, including: Extracting structured data from files Parsing tables and rows from documents […]
Document Approvals are a streamlined way to manage reviews for Workflows, Pages and Files with control and clarity. Ensure every critical document meets compliance and quality standards before it’s published. Learn more about Document Approvals, or contact our support team if you would like to trial this feature.
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.
