How To

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Topic	Replies	Views	Activity
About the How To category How To	0	1321	October 7, 2022
Process Street Now Integrates with n8n How To	0	67	May 1, 2026
[Data Sets] Ever thought about using Process Street as an asset register? How To	0	38	August 21, 2025
[Code Tasks] How to automatically send an email on a specific date How To workflows , code-tasks	0	259	August 19, 2025
[Code Tasks] How to calculate insurance premiums How To workflows , code-tasks	0	176	August 19, 2025
[Code Tasks] How to create looping tasks in your Workflow runs How To workflows , code-tasks	0	261	August 19, 2025
[Code Tasks] How to Process claims due date dependent on claims submission date How To workflows , code-tasks	0	252	August 19, 2025
[Code Tasks] How to update a parent workflow run from a child workflow run How To	0	36	August 19, 2025
[Code Tasks] How to Sync Jira Service Management Assets with Process Street Data Sets How To workflows , data-sets , code-tasks	0	352	August 19, 2025
[Code Tasks & Data Sets] How to create a unique reference number for Client Onboarding How To data-sets , code-tasks	0	181	August 19, 2025
[Code Tasks & AI Tasks] How to streamline an RMA Approval Process How To workflows , ai-tasks , code-tasks	0	172	August 19, 2025
[Code Tasks] How to Auto-generate a ticket number, extract the Run ID and auto-complete a task How To	0	47	August 19, 2025
[Code Tasks] How to Extract the Workflow Run ID from its URL How To workflows , code-tasks	0	123	August 19, 2025
[Code Tasks] Automated KYC/AML Compliance Checks for New Clients How To workflows , code-tasks	0	37	August 19, 2025
[Code Tasks] Automating job notification to Hiring Lead via Slack How To workflows , code-tasks	0	145	August 19, 2025
[Code Tasks] How to Calculate Total Cost of Purchase How To workflows , code-tasks	0	107	August 19, 2025
[Code Tasks] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value How To api , dynamic-due-date , code-tasks	0	400	July 17, 2025
Automatically create a folder with subfolders in Sharepoint How To workflows , power-automate , sharepoint	0	563	August 3, 2023
Auto-Fill multiple form fields via Form Response link How To	0	43	June 27, 2025
Simplify Meeting Notes with Process Street How To	0	38	May 19, 2025
How to Run Workflows from Form Responses Trainings automations , forms	8	1325	April 21, 2025
Dynamically Update Data Sets! How To api , data-sets , automations	2	161	March 19, 2025
How to run Workflows on custom dates How To workflows	1	128	February 6, 2025
How to copy content easily from one checklist to another? (or merge checklists?) How To	4	197	November 8, 2024
How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy How To	0	183	October 30, 2024
How to use data sets and conditional logic to supercharge your workflows How To data-sets	0	267	October 18, 2024
How to Use Data Sets to prevent data input errors and simplify task assignments How To	0	384	October 17, 2024
🤖 How to use Process Street AI Task to format your dates How To ai , variables	1	146	October 12, 2024
⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate Trainings api , data-sets , power-automate	0	151	June 28, 2024
How to automatically create a Google Calendar meeting through Process Street & Zapier How To zapier , automations	5	1029	June 15, 2024