When a workflow is updated, you want your active runs aligned with the latest version. In some cases, workflow runs could remain on an older version after publishing, and the only workaround was to republish. Now, you can use the new “Update Runs to Latest” option in the workflow menu (the three-dot menu on the […]
We’ve added a “Download All” button to the Multi-File Upload field. Now, instead of downloading each attachment individually, you can download all files in a single click as a .zip file. It’s a faster, more efficient way to access everything you need, especially when working with large checklists or multiple attachments. The feature is live and […]
The Conditional Logic rules manager just learned a new trick. You could already filter the side menu by task and form field names… and now you can also filter rules by the Note field! Bonus: Use the Note field to tag rules and find related groups of rules faster. Learn more about Conditional Logic.
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 […]
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. […]
You can now trigger webhooks when tasks go overdue in any Workflow run. You can use this to alert stakeholders instantly when critical steps are missed, or to run another workflow when a task is overdue. This is perfect for high-stakes workflows where delays aren’t an option. Set it once, stay ahead always. Learn more […]
You can now control visibility for your automated tasks. Code Tasks and AI Tasks now support task permissions, giving you tighter control over who sees what in your Workflows. Use the lock icon in the Workflow editor to set task-level visibility. Since these tasks don’t require user action, only “View” and “No Access” permissions apply. […]
You can now hide sensitive input values in Code Tasks. This means any value (like API keys, tokens, secrets, credentials, etc.) can be kept hidden by default while still being fully usable in the code block. Why it matters Prevents accidental exposure of API keys or secrets in screenshots or screen recordings Helps users feel […]
We’ve added some new variables to give you more options for showing the timezone and current date in your workflow runs. This is useful for debugging time zone issues, as now you can find out what time zone the app is using with each variable. Workflow timezone variables workflow run created date {{run.created_date.time_zone}} task due […]
We’ve just released more API endpoints that make building robust, custom integrations with Process Street even easier. Whether you’re managing approvals, digging into task loads, filtering data, or tracking assignees, these tools open up new automation and reporting possibilities. 1. Approve or Reject Tasks (Individually or in Bulk) You can now programmatically approve or reject […]
