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About the How To category
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0
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1293
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October 7, 2022
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[Data Sets] Ever thought about using Process Street as an asset register?
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0
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13
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August 21, 2025
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[Code Tasks] How to automatically send an email on a specific date
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0
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208
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August 19, 2025
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[Code Tasks] How to calculate insurance premiums
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0
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125
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August 19, 2025
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[Code Tasks] How to create looping tasks in your Workflow runs
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0
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214
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August 19, 2025
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[Code Tasks] How to Process claims due date dependent on claims submission date
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0
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207
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August 19, 2025
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[Code Tasks] How to update a parent workflow run from a child workflow run
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0
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6
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August 19, 2025
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[Code Tasks] How to Sync Jira Service Management Assets with Process Street Data Sets
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0
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327
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August 19, 2025
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[Code Tasks & Data Sets] How to create a unique reference number for Client Onboarding
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0
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128
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August 19, 2025
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[Code Tasks & AI Tasks] How to streamline an RMA Approval Process
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0
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118
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August 19, 2025
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[Code Tasks] How to Auto-generate a ticket number, extract the Run ID and auto-complete a task
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0
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13
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August 19, 2025
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[Code Tasks] How to Extract the Workflow Run ID from its URL
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0
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95
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August 19, 2025
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[Code Tasks] Automated KYC/AML Compliance Checks for New Clients
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0
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5
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August 19, 2025
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[Code Tasks] Automating job notification to Hiring Lead via Slack
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0
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114
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August 19, 2025
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[Code Tasks] How to Calculate Total Cost of Purchase
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0
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87
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August 19, 2025
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[Code Tasks] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value
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0
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369
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July 17, 2025
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Automatically create a folder with subfolders in Sharepoint
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0
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540
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August 3, 2023
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Auto-Fill multiple form fields via Form Response link
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0
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7
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June 27, 2025
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Simplify Meeting Notes with Process Street
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0
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16
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May 19, 2025
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How to Run Workflows from Form Responses
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8
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1153
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April 21, 2025
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Dynamically Update Data Sets!
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2
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86
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March 19, 2025
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How to run Workflows on custom dates
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1
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85
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February 6, 2025
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How to copy content easily from one checklist to another? (or merge checklists?)
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4
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112
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November 8, 2024
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How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy
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0
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131
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October 30, 2024
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How to use data sets and conditional logic to supercharge your workflows
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0
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214
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October 18, 2024
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How to Use Data Sets to prevent data input errors and simplify task assignments
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0
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362
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October 17, 2024
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🤖 How to use Process Street AI Task to format your dates
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1
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96
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October 12, 2024
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⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate
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0
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119
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June 28, 2024
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How to automatically create a Google Calendar meeting through Process Street & Zapier
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5
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956
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June 15, 2024
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Update existing data record
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3
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177
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June 4, 2024
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