Process Street updates

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Form Field Validation

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

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

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

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

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 […]

Improvements to Your Organization Dropdown

We’ve polished up the look and feel of the drop-down where you manage your organization and invite new users to work with you in Process Street. Learn more about inviting users, either individually or in bulk.

Add Tables Into Your Pages!

You can now add simple tables into your Pages, to help you format and add structure to your content. Click the + button and select table, to add to your Page. When you hover over rows or columns you’ll see a menu where you can choose to move or add new rows or columns (or […]

Bulk Invite Colleagues Into Your Organization

With our new bulk invite feature, admins can invite a list of users into your organization with just a few clicks. These could be team members you work with every day or colleagues in other departments. Add their email addresses and user type (Admin, Full Member, Free Member or Guest) into the example CSV file to […]

Welcome to Your Universal New Button!

We’ve moved the location of the button where you create new workflows, Pages, folders and run workflows into a new position at the top of your header bar. This allows you to not only create new items but run workflows from anywhere inside Process Street, even your inbox, the organization settings and your personal profile […]

Add Videos And Embeds Into Your Pages!

You can now add your favorite videos and embeds into Pages! Whether it’s a YouTube video, an interactive map or a view from Airtable, we’ve got you covered! Click the + button to add new items into your Page. If you have any more suggestions for improvements to Pages, send us your request via the help […]

Crosslink Widgets for Pages & Workflows

We’ve added a better way to link between workflows and Pages with a new workflow widget. This will allow you to quickly surface the processes your team needs at the click of a button. You can also link a Page to a workflow with the new Page widget in the workflow editor. If you’re using […]

Real Time Run Updates

Your new workflow focus bar allows you to differentiate between editing and viewing a workflow. We’ve moved the controls menu for workflows to the top of the screen from the right-hand side. Click the three dots shown below to open up the menu. We’ve also re-named the “save changes” button to “Publish“. Click the three […]

Improved Text Search in Pages and Workflows

Global search is now even more powerful! You can search for Page content and text content in workflow tasks, as well as workflow descriptions and task names. Global search is permissions driven, so you can only view workflows or pages you have been granted access to see or those that you created in your private […]

September 2021 Updates

Here’s a quick round-up of some of the updates that we’ve released over the past month here at Process Street. Location of the new blank workflow button We moved the location of the button to create a new blank workflow from scratch, so it’s easier to find and quicker to access. Improved conditional logic modal […]

Making Folder Navigation More Consistent

Our latest update is a change to folder navigation that allows users to locate the workflows they’ve been assigned to more easily. This means that all users will now see the same folder structure, whereas previously certain folders may not have been visible to them. This allows your team the ability to communicate better about which folder a […]

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