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 […]
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 […]