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 […]
We have added more Webhook actions, automations, API endpoints, and Zapier triggers and actions. Here’s what’s new: Public API Add a record to a data set Update a record in a data set Delete a record in a data set Get a record from a data set Get all data sets List approvals in […]
With our latest update, you can hand off manually run workflows with fewer clicks! If you’re using task assignments, you’ll likely not want to have someone assigned to the whole run. Now you can change (or remove) the workflow run assignee and set the due date in the new modal shown above. Learn more about […]
We’ve made some great improvements to Conditional Logic that we’re sure you’re going to love! Visualizing conditional logic Easily see where you have conditional logic set up on form fields and tasks when editing your workflows. We’ve added a new icon (two overlapping arrows) to denote conditional logic. Icons display in purple when you have […]
Here’s a round-up of all the updates we’ve released this month. Workflow editor updates We updated the styling of the widgets and form fields on the right side of the page, as shown above. We’ve moved a few buttons. You can now use the black focus bar to change a workflow’s name and description, access conditional […]
You spoke and we listened..! We’ve taken the best features of the legacy email widget and added them to the new email widget. You can switch between the different types of widgets by using the cog on the right side of the widget. Edit before sending Anyone with run permissions can edit an email before […]
Not only have we created a new home for all your comments, but you can quickly reply to them, wherever you’re working. What’s new? A comments tab in your Inbox For mentions and comment threads you’re part of For comments on workflow runs you’re subscribed to You can mention yourself if you’d like to remind […]
We’ve added a simple way for you to restore a previous version of your Workflows and Pages. On workflows, this works if you’ve published changes but you no longer want them, and you haven’t updated your workflow runs to the latest version. When viewing your workflow or Page, click the meatball menu and click Activity. Scroll […]
Quickly access all the ways to run and automate your workflows. Access the workflow run scheduler, discover automations and integrations, or run your workflow via email, at the click of a button. Learn more about setting up and using workflow Triggers and automations.
Here’s a quick round-up of some of the smaller updates that we’ve released over the past few weeks here at Process Street. Naming automation steps For those of you that have multiple automations running from the same workflow, we added the name of the tasks that your automation run from. This allows you to identify and […]
You can now complete your tasks, approvals and workflow runs without having to leave Microsoft Teams! When notifications are triggered through our notification app, you can click the links to be taken to your Inbox, within the app, as shown above. You can download our app through the Microsoft app store, or add it straight […]