By default, Process Street workflows are private and visible only to team members or those invited to your organization.
Public and embedded workflows let you share your processes with people outside your organization.
You can make a workflow public so it can be shared via a link, embedded on your website, and discovered through search engines. (Note: Only workflows not workflow runs can be embedded.)
Users: To make workflows public, you must be an Admin or a Member with “edit” permission.
These workflows are accessible to anyone via a public link or search engine results.
External users can view the full workflow, but they cannot run or fill in tasks until they import it into their own Process Street organization.
Benefits
View an example of a public workflow.
Workflows can be shared and made public with just a few clicks.
First, find the workflow you want to share. Click the three dots next to your workflow’s name to open the dropdown menu, then click “Add to Public Library” as shown below.
When you return to your workflow in list view, you will notice that it now says “In Public Library” , as shown below. To access your share settings for that workflow, click that icon.
To share your public workflow with anyone else, copy and paste the “Share” link. You can access this link one of two ways. The first way is to click the Public Library icon shown above. The second way is to access the same link via the three-dot menu in your workflow.
Once you have opened up the share modal you can copy the share link, share the workflow via social media or grab the embed link.
Now you can embed that workflow into your website or anywhere else you need people to access it.
Here’s how workflows look when embedded. Anyone wanting to use this workflow needs to click “Edit checklist” to add it to their own Process Street account.
To allow someone to access your workflow and even import it into their own organization without making it fully public, consider using a Workflow Share Link instead and set the permissions to either of the ‘Anyone can…’ options.
Note: To change a public workflow back to private again, you will need to contact our Process Pros team and we can take care of that for you.
Workflows