Process Street updates

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Simple Versioning for Workflows & Pages

June 29, 2022

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 […]

Discover More Ways to Run & Automate Your Workflows

June 20, 2022

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.

May 2022 Updates

May 12, 2022

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 […]

Complete All of Your Work in Microsoft Teams

April 19, 2022

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 […]

HTML & Rich Text Emails, Hyperlinks And One-Click Send

April 18, 2022

We’ve made some improvements to the send email widget that allows you to create emails with HTML, in rich text and the ability to add hyperlinks. You can also send emails straight from your workflow runs with one click, instead of them opening as a draft in your email client first. For customers using the […]

Process Street Is Now SOC 2 Type II Compliant

April 7, 2022

We’re pleased to announce that Process Street has achieved SOC 2 Type II compliance. This means that as a company we can now offer our customers even greater security and data protection. SOC 2 compliance is granted by an external auditor and is governed by the AICPA’s Trust Services Criteria. Read more about security, privacy […]

Process Street’s API Is Now Even More Powerful!

March 21, 2022

Following up on last month’s API enhancements, we’ve just released another round of updates. You now have access to even more endpoints, which allow you to: List tasks by workflow run ID Update task by ID Get task info by ID Assign/unassign a task by task ID and email List task assignees Learn more about […]

Viewing Your Scheduled Workflow Runs Just Got Easier

March 16, 2022

We’ve just released an update to the scheduler where you view and manage scheduled workflow runs. All your scheduled runs will appear in date order, with the next workflow to be run at the top of the page. Use the search box to find scheduled workflows by name, or click the dropdown to search by […]

Hide Completed Tasks in Workflow Runs

March 16, 2022

We’ve just released an update to your workflow runs, that allows you to hide completed tasks. This will be particularly helpful for those of you with lengthy workflows, where you only want to see incomplete tasks. The view is unique to each user, so if you share a workflow run with someone else, they can […]

Select Weekdays Only on Dynamic Due Dates

March 1, 2022

We’ve just released an update for Dynamic Due Dates that allows you to choose weekdays only as a rule. When you add a new dynamic due date rule, the default will be set to weekdays only, as shown above. For existing rules you already have set up the weekdays only box will be unchecked. What […]

Form Field Validation

February 21, 2022

We’ve added validation to selected form fields to allow you greater control of what data you collect in your workflow runs. Which form fields can I validate? You can add validation to: Short text fields Long text fields Date fields Email fields File upload fields Number fields What validations are possible? Short and long text fields: A […]

Number Form Field

February 21, 2022

We’ve added a number form field into the workflow editor which allows you to capture numbers in workflow runs, and pass data to and from them via integrations. This ensures that all data entered is a valid number that can be used in future calculations or automations. You can also set validations that control a […]

Updates to The Process Street API

February 17, 2022

We’re pleased to announce that you can now integrate your internal and third-party tools with our API to create and update workflow runs. Setting up these custom integrations will allow you to perform your most in-demand requests without any middleware. Those of you on our Enterprise plan can also continue using the API to export […]

Our Slack App Now Supports Enterprise Grid

January 31, 2022

We have just made an update to our Slack App to fully support Slack Enterprise Grid. Our Slack App now automatically identifies whether the application is installed in one workspace, more than one workspace or organization-wide to support all of these cases. Prior to this update, it was restricted to single workspace installations. Learn more […]

Improved Visibility Of Permissions

January 19, 2022

Setting permissions on your folders, workflows, and Pages allows you to share the processes you need with the people you choose. This is particularly important if your workflows contain sensitive or private data, or if some of your workflows are internal, while others are shared with clients or people outside your organization. Our latest update to […]

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