You can now set custom validation rules for your date form fields to support complex scheduling and compliance requirements. You can define dynamic date constraints based on variables such as dates from other date fields within the same form or workflow, or use workflow-specific dates like the workflow start date. Learn more about the date form […]
This new look helps you to find your assigned tasks and workflow runs easily. You can also take quick actions in My Work like completing tasks, reassigning them, or adding comments. To prioritize your work you can filter your view by workflows, workflow runs, tasks, approvals, or assignees. You can also group your tasks by […]
With our enhanced print and PDF formatting, you’ll notice better-organized content and a style that makes your workflow runs more readable. The new formatting also shows the workflow run revision count and improved date formats. Learn more about exporting your workflow runs.
With our latest Forms updates, you can embed your forms in workflows, pages, or your websites. You can also share your forms with your teams within Process Street or via email. Embed a form: Embed your forms in workflows, pages, or your websites Add a form description on the start page Permissions and sharing: Customize […]
With our latest updates for Forms, get a head start on creating your form, organizing your steps, controlling form access, and tracking form activity. Starting a form: Give your form a name as soon as you start a new one A short text field is added by default to get you started Form steps: Rename […]
Your workflow run names and notifications will now display the form field names associated with those variables. You can also set a fallback value while selecting a variable to use. If you have added variables in workflow run names, they will automatically update once you change a form field value. Learn more about variables.
With our latest version of Forms, you can collect more information, securely. You can now add a number field, a date field, and a file widget to your form You can select and delete form responses You can export your form responses to CSV Publishing changes to your form auto-updates active forms Learn more about […]
We’ve released more exciting features this month and here’s a round-up of all the updates. Enhanced file security When you enable the Enhanced File Security feature, only users logged into a Process Street account can access the files in your workflow runs. This feature is available on our Enterprise plan. If you’re interested in accessing […]
Here’s a round-up of all the latest updates we’ve released this month. Bulk archive or delete workflow runs in Reports Admins and members with edit permissions can now multi-select workflow runs in Reports to archive or delete them. Auto-update variables when form field names are changed If you change a form field name in your […]
Our advanced AI Workflow Generator gives you a head start with your workflows instead of creating them from scratch. You can now generate a fully-fledged workflow that includes approvals, stop tasks, dynamic due dates, role assignments and more, with just the workflow name. Learn more about the AI workflow generator (Beta).
Introducing multi-step forms with conditional logic and custom validation on form fields. You can also view your form responses alongside your editor for quick access. Learn more about Forms.
Create even more custom integrations using our latest API endpoints: List all Workflows List of all form fields by Workflow ID List/find Workflow runs by name or form field value List tasks by Workflow ID List users Assign user to Workflow run Unassign user from Workflow run Learn more about integrating with our API.
Users with edit permission can now add, remove or change Workflow run assignees within Reports! You can also take a quick look at task assignees or navigate to that Workflow run to reassign tasks. Learn more about Reports.
We’re excited to announce our new Conditional Logic rules! Now you can create complex workflows with And/Or rules. For instance, in an Employee Onboarding workflow, IF the employee is in USA AND is a full-time employee OR works onsite THEN, offer benefits. To make your rules easy to identify, you can add notes to describe […]
With our latest version of Data Sets, you can create and edit records manually, integrate other tools via native automations, via our API, via Webhooks and your favorite third-party integration tools. As an added bonus, data sets can also be used as variables to automatically populate form fields in your workflow runs. Learn more about […]
