|
About the How To category
|
|
0
|
1293
|
October 7, 2022
|
|
[Data Sets] Ever thought about using Process Street as an asset register?
|
|
0
|
9
|
August 21, 2025
|
|
[Code Tasks] How to automatically send an email on a specific date
|
|
0
|
205
|
August 19, 2025
|
|
[Code Tasks] How to calculate insurance premiums
|
|
0
|
3
|
August 19, 2025
|
|
[Code Tasks] How to create looping tasks in your Workflow runs
|
|
0
|
213
|
August 19, 2025
|
|
[Code Tasks] How to Process claims due date dependent on claims submission date
|
|
0
|
203
|
August 19, 2025
|
|
[Code Tasks] How to update a parent workflow run from a child workflow run
|
|
0
|
2
|
August 19, 2025
|
|
[Code Tasks] How to Sync Jira Service Management Assets with Process Street Data Sets
|
|
0
|
319
|
August 19, 2025
|
|
[Code Tasks & Data Sets] How to create a unique reference number for Client Onboarding
|
|
0
|
2
|
August 19, 2025
|
|
[Code Tasks & AI Tasks] How to streamline an RMA Approval Process
|
|
0
|
2
|
August 19, 2025
|
|
[Code Tasks] How to Auto-generate a ticket number, extract the Run ID and auto-complete a task
|
|
0
|
5
|
August 19, 2025
|
|
[Code Tasks] How to Extract the Workflow Run ID from its URL
|
|
0
|
1
|
August 19, 2025
|
|
[Code Tasks] Automated KYC/AML Compliance Checks for New Clients
|
|
0
|
1
|
August 19, 2025
|
|
[Code Tasks] Automating job notification to Hiring Lead via Slack
|
|
0
|
3
|
August 19, 2025
|
|
[Code Tasks] How to Calculate Total Cost of Purchase
|
|
0
|
2
|
August 19, 2025
|
|
[Code Tasks] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value
|
|
0
|
352
|
July 17, 2025
|
|
Automatically create a folder with subfolders in Sharepoint
|
|
0
|
534
|
August 3, 2023
|
|
Auto-Fill multiple form fields via Form Response link
|
|
0
|
7
|
June 27, 2025
|
|
Simplify Meeting Notes with Process Street
|
|
0
|
14
|
May 19, 2025
|
|
How to Run Workflows from Form Responses
|
|
8
|
1144
|
April 21, 2025
|
|
Dynamically Update Data Sets!
|
|
2
|
82
|
March 19, 2025
|
|
How to run Workflows on custom dates
|
|
1
|
80
|
February 6, 2025
|
|
How to copy content easily from one checklist to another? (or merge checklists?)
|
|
4
|
111
|
November 8, 2024
|
|
How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy
|
|
0
|
128
|
October 30, 2024
|
|
How to use data sets and conditional logic to supercharge your workflows
|
|
0
|
211
|
October 18, 2024
|
|
How to Use Data Sets to prevent data input errors and simplify task assignments
|
|
0
|
356
|
October 17, 2024
|
|
🤖 How to use Process Street AI Task to format your dates
|
|
1
|
91
|
October 12, 2024
|
|
⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate
|
|
0
|
114
|
June 28, 2024
|
|
How to automatically create a Google Calendar meeting through Process Street & Zapier
|
|
5
|
952
|
June 15, 2024
|
|
Update existing data record
|
|
3
|
171
|
June 4, 2024
|