# How To **URL:** https://community.process.st/c/how-to/23.md [Latest](https://community.process.st/latest.md) · [Categories](https://community.process.st/categories.md) · [Tags](https://community.process.st/tags.md) --- ## [About the How To category](https://community.process.st/t/about-the-how-to-category/479)
**Author:** [@Anne\_Perry](https://community.process.st/u/Anne_Perry)\ **Replies:** 0
Get your questions answered and share solutions! --- ## [Process Street Now Integrates with n8n](https://community.process.st/t/process-street-now-integrates-with-n8n/1989)
**Author:** [@Walt](https://community.process.st/u/Walt)\ **Replies:** 0\ **Last updated:** [May 1, 2026, 7:04pm UTC](https://community.process.st/t/process-street-now-integrates-with-n8n/1989 "2026-05-01T19:04:11Z")
I am pleased to share that n8n has officially approved a new Process Street node for inclusion in their library. You can now automate your Process Street workflows inside n8n. I have included a short tutorial video on ho… --- ## [\[Data Sets\] Ever thought about using Process Street as an asset register?](https://community.process.st/t/data-sets-ever-thought-about-using-process-street-as-an-asset-register/1923)
**Author:** [@Guillermo\_D](https://community.process.st/u/Guillermo_D)\ **Replies:** 0\ **Last updated:** [August 21, 2025, 9:35am UTC](https://community.process.st/t/data-sets-ever-thought-about-using-process-street-as-an-asset-register/1923 "2025-08-21T09:35:03Z")
I put together a quick walkthrough showing how you can manage devices and equipment directly inside Process Street by connecting a dataset to your workflows. In the video I cover: Tracking all your assets in one plac… --- ## [\[Code Tasks\] How to automatically send an email on a specific date](https://community.process.st/t/code-tasks-how-to-automatically-send-an-email-on-a-specific-date/1922)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:28am UTC](https://community.process.st/t/code-tasks-how-to-automatically-send-an-email-on-a-specific-date/1922 "2025-08-19T09:28:29Z")
Brenda has another great example of how to use Code Tasks to automatically send an email on a specific date. This example uses multiple Process Street features such as (custom notifications, run via email, automatical… --- ## [\[Code Tasks\] How to calculate insurance premiums](https://community.process.st/t/code-tasks-how-to-calculate-insurance-premiums/1921)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:24am UTC](https://community.process.st/t/code-tasks-how-to-calculate-insurance-premiums/1921 "2025-08-19T09:24:28Z")
Brenda walks you through how you can calculate insurance premiums in your workflows using Code Tasks. Depending on the insured age, insured amount, health factor, the code task will automatically calculate the insuran… --- ## [\[Code Tasks\] How to create looping tasks in your Workflow runs](https://community.process.st/t/code-tasks-how-to-create-looping-tasks-in-your-workflow-runs/1920)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:22am UTC](https://community.process.st/t/code-tasks-how-to-create-looping-tasks-in-your-workflow-runs/1920 "2025-08-19T09:22:44Z")
Brenda walks you through an example of how to loop tasks in your workflow runs, using Code Tasks. The flow: WFR action task completion \> Code task clears out form field data and changes task status to NotCompleted \> … --- ## [\[Code Tasks\] How to Process claims due date dependent on claims submission date](https://community.process.st/t/code-tasks-how-to-process-claims-due-date-dependent-on-claims-submission-date/1919)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:19am UTC](https://community.process.st/t/code-tasks-how-to-process-claims-due-date-dependent-on-claims-submission-date/1919 "2025-08-19T09:19:46Z")
Brenda walks you through how to Process claims due date dependent on a claim submission date, using Code Tasks. The details: The processing task due date depends on the submission date and internal cut off date (e.g.… --- ## [\[Code Tasks\] How to update a parent workflow run from a child workflow run](https://community.process.st/t/code-tasks-how-to-update-a-parent-workflow-run-from-a-child-workflow-run/1918)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:12am UTC](https://community.process.st/t/code-tasks-how-to-update-a-parent-workflow-run-from-a-child-workflow-run/1918 "2025-08-19T09:12:57Z")
Brenda shows you how you can update a parent workflow run (WFR) from a child workflow run using a Code Task. The flow: Parent WFR task completion \> Run child workflow via automation (pass down parent WFR ID) Child W… --- ## [\[Code Tasks\] How to Sync Jira Service Management Assets with Process Street Data Sets](https://community.process.st/t/code-tasks-how-to-sync-jira-service-management-assets-with-process-street-data-sets/1917)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:10am UTC](https://community.process.st/t/code-tasks-how-to-sync-jira-service-management-assets-with-process-street-data-sets/1917 "2025-08-19T09:10:03Z")
Here’s an example from Blake of how you can use Data Sets and Code Tasks to keep data in your workflows up to date. The flow: Task Checked in Process Street \> Pulls Assets from Jira Service Management \> Parses Asset … --- ## [\[Code Tasks & Data Sets\] How to create a unique reference number for Client Onboarding](https://community.process.st/t/code-tasks-data-sets-how-to-create-a-unique-reference-number-for-client-onboarding/1916)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:06am UTC](https://community.process.st/t/code-tasks-data-sets-how-to-create-a-unique-reference-number-for-client-onboarding/1916 "2025-08-19T09:06:39Z")
Using 2 data sets, a code task and default variables you can create a unique client reference number and prefix it with the location’s three letters. The reference number also updates the WFR name and drops all the clie… --- ## [\[Code Tasks & AI Tasks\] How to streamline an RMA Approval Process](https://community.process.st/t/code-tasks-ai-tasks-how-to-streamline-an-rma-approval-process/1915)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:04am UTC](https://community.process.st/t/code-tasks-ai-tasks-how-to-streamline-an-rma-approval-process/1915 "2025-08-19T09:04:16Z")
Here’s how you can use Code Tasks and an AI tasks together to perform mathematical calculations and an AI to generate a summary for a return merchandise authorization. Based on problem details entered during an RMA, t… --- ## [\[Code Tasks\] How to Auto-generate a ticket number, extract the Run ID and auto-complete a task](https://community.process.st/t/code-tasks-how-to-auto-generate-a-ticket-number-extract-the-run-id-and-auto-complete-a-task/1914)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:59am UTC](https://community.process.st/t/code-tasks-how-to-auto-generate-a-ticket-number-extract-the-run-id-and-auto-complete-a-task/1914 "2025-08-19T08:59:51Z")
Jessica has another great example for utilizing Code Tasks in your workflow, this time to auto-generate a ticket number and auto-complete a task. This process involves using forms to collect customer issue details and… --- ## [\[Code Tasks\] How to Extract the Workflow Run ID from its URL](https://community.process.st/t/code-tasks-how-to-extract-the-workflow-run-id-from-its-url/1913)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:57am UTC](https://community.process.st/t/code-tasks-how-to-extract-the-workflow-run-id-from-its-url/1913 "2025-08-19T08:57:59Z")
Brenda shows you how to extract the workflow run ID using a Code Task which can be used in another code task or another integration or API call. --- ## [\[Code Tasks\] Automated KYC/AML Compliance Checks for New Clients](https://community.process.st/t/code-tasks-automated-kyc-aml-compliance-checks-for-new-clients/1912)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:55am UTC](https://community.process.st/t/code-tasks-automated-kyc-aml-compliance-checks-for-new-clients/1912 "2025-08-19T08:55:05Z")
Here’s another Code Task example where I walk you through how to set up compliance checks using a Code Task in your workflow. KYC/AML is the process of verifying customer identities and monitoring transactions to prev… --- ## [\[Code Tasks\] Automating job notification to Hiring Lead via Slack](https://community.process.st/t/code-tasks-automating-job-notification-to-hiring-lead-via-slack/1911)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:52am UTC](https://community.process.st/t/code-tasks-automating-job-notification-to-hiring-lead-via-slack/1911 "2025-08-19T08:52:55Z")
Jessica walks you through how to notify the correct hiring lead based on a selection made during the recruitment process. This notification includes the job details, and the designated hiring lead receives the message vi… --- ## [\[Code Tasks\] How to Calculate Total Cost of Purchase](https://community.process.st/t/code-tasks-how-to-calculate-total-cost-of-purchase/1910)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:51am UTC](https://community.process.st/t/code-tasks-how-to-calculate-total-cost-of-purchase/1910 "2025-08-19T08:51:10Z")
Denisse walks you through how to Calculate Purchase costs using a Code Task. When en email is sent with an order request, the workflow is ran, variables pass over the information from the email to the run, AI Task parse… --- ## [\[Code Tasks\] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value](https://community.process.st/t/code-tasks-calculate-workflow-run-due-date-based-on-the-run-start-date-unless-a-date-form-field-has-a-value/1900)
**Author:** [@Jessica\_Osorio](https://community.process.st/u/Jessica_Osorio)\ **Replies:** 0\ **Last updated:** [July 17, 2025, 8:16pm UTC](https://community.process.st/t/code-tasks-calculate-workflow-run-due-date-based-on-the-run-start-date-unless-a-date-form-field-has-a-value/1900 "2025-07-17T20:16:19Z")
Hi everyone! Have you ever needed different Workflow Run due dates depending on user input? This 3-step Code Task flow calculates a dynamic due date based on logic: If a custom date is entered (e.g. recommitment date… --- ## [Automatically create a folder with subfolders in Sharepoint](https://community.process.st/t/automatically-create-a-folder-with-subfolders-in-sharepoint/645)
**Author:** [@beth](https://community.process.st/u/beth)\ **Replies:** 0\ **Last updated:** [August 3, 2023, 4:41pm UTC](https://community.process.st/t/automatically-create-a-folder-with-subfolders-in-sharepoint/645 "2023-08-03T16:41:33Z")
Did you know that when you mark a task complete in Process Street, a folder with subfolders could automatically be created in Sharepoint using Power Automate? This means no more hassle of manually organizing files! Plus,… --- ## [Auto-Fill multiple form fields via Form Response link](https://community.process.st/t/auto-fill-multiple-form-fields-via-form-response-link/1897)
**Author:** [@Guillermo\_D](https://community.process.st/u/Guillermo_D)\ **Replies:** 0\ **Last updated:** [June 27, 2025, 9:17am UTC](https://community.process.st/t/auto-fill-multiple-form-fields-via-form-response-link/1897 "2025-06-27T09:17:40Z")
Auto-Fill multiple form fields via Form Response link Ever wanted to auto-fill form fields in a shared Process Street form? Whether you’re collecting supplier quotes or simplifying external submissions, this trick can s… --- ## [Simplify Meeting Notes with Process Street](https://community.process.st/t/simplify-meeting-notes-with-process-street/1887)
**Author:** [@Denisse\_Camacho](https://community.process.st/u/Denisse_Camacho)\ **Replies:** 0\ **Last updated:** [May 19, 2025, 6:17pm UTC](https://community.process.st/t/simplify-meeting-notes-with-process-street/1887 "2025-05-19T18:17:56Z")
Hey everyone! I’m excited to share a summary of my recent presentation on how to streamline your weekly meetings with an effective workflow. In this session, I walked through a detailed process for conducting meetings a… --- ## [How to Run Workflows from Form Responses](https://community.process.st/t/how-to-run-workflows-from-form-responses/771)
**Author:** [@monica.t](https://community.process.st/u/monica.t)\ **Replies:** 8\ **Last updated:** [April 21, 2025, 11:00pm UTC](https://community.process.st/t/how-to-run-workflows-from-form-responses/771 "2025-04-21T23:00:53Z")
Hey, there Community! :wave: If you’ve created some forms, here’s how you can take them to the next level. If you haven’t yet, this is your sign to get started! :nerd\_face: Watch this 4-minute video to learn how you ca… --- ## [Dynamically Update Data Sets!](https://community.process.st/t/dynamically-update-data-sets/1838)
**Author:** [@kdesilva](https://community.process.st/u/kdesilva)\ **Replies:** 2\ **Last updated:** [March 19, 2025, 9:35pm UTC](https://community.process.st/t/dynamically-update-data-sets/1838 "2025-03-19T21:35:21Z")
Want to supercharge your Process Street dropdowns with external data? :glowing\_star: It’s easier than you think! Process Street’s Data Sets are awesome for keeping your workflow data in one spot. But they’re not really … --- ## [How to run Workflows on custom dates](https://community.process.st/t/how-to-run-workflows-on-custom-dates/1824)
**Author:** [@Jessica\_Osorio](https://community.process.st/u/Jessica_Osorio)\ **Replies:** 1\ **Last updated:** [February 6, 2025, 9:04pm UTC](https://community.process.st/t/how-to-run-workflows-on-custom-dates/1824 "2025-02-06T21:04:17Z")
Hello Community! Ever needed to run a workflow not on a specific day of the month but on something like the third Friday, or a few days before the first Thursday of the month? In this video, we’ll show you how to set u… --- ## [How to copy content easily from one checklist to another? (or merge checklists?)](https://community.process.st/t/how-to-copy-content-easily-from-one-checklist-to-another-or-merge-checklists/1797)
**Author:** [@grheffron](https://community.process.st/u/grheffron)\ **Replies:** 4\ **Last updated:** [November 8, 2024, 7:17am UTC](https://community.process.st/t/how-to-copy-content-easily-from-one-checklist-to-another-or-merge-checklists/1797 "2024-11-08T07:17:50Z")
I split a huge checklist into two. Now I want to put those those back together. How can I easily get content back into a single checklist, without having to copy and paste every individual element, and re-upload dozens o… --- ## [How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy](https://community.process.st/t/how-to-use-a-data-set-record-id-in-a-workflow-run-link-to-ensure-data-accuracy/1795)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [October 30, 2024, 12:24pm UTC](https://community.process.st/t/how-to-use-a-data-set-record-id-in-a-workflow-run-link-to-ensure-data-accuracy/1795 "2024-10-30T12:24:06Z")
Here’s how you can use a Record ID from a view in a Data Set to pull information from one Workflow to another, using a Workflow Run Link. Learn more about creating Workflow run links and pre-filling form fields using … --- ## [How to use data sets and conditional logic to supercharge your workflows](https://community.process.st/t/how-to-use-data-sets-and-conditional-logic-to-supercharge-your-workflows/1788)
**Author:** [@Jeff](https://community.process.st/u/Jeff)\ **Replies:** 0\ **Last updated:** [October 18, 2024, 2:56pm UTC](https://community.process.st/t/how-to-use-data-sets-and-conditional-logic-to-supercharge-your-workflows/1788 "2024-10-18T14:56:53Z")
Process Street’s Data sets are a great way to store data once and utilize it in many workflows. When you combine datasets and conditional logic you can take your workflows to the next level by triggering conditional beh… --- ## [How to Use Data Sets to prevent data input errors and simplify task assignments](https://community.process.st/t/how-to-use-data-sets-to-prevent-data-input-errors-and-simplify-task-assignments/1787)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [October 17, 2024, 8:40am UTC](https://community.process.st/t/how-to-use-data-sets-to-prevent-data-input-errors-and-simplify-task-assignments/1787 "2024-10-17T08:40:18Z")
Want to learn how using Data Sets with Workflows can prevent manual data entry errors, speed up completion of Workflow runs and dynamically assign team members to tasks? Jeff from our Solutions team walk you through how… --- ## [🤖 How to use Process Street AI Task to format your dates](https://community.process.st/t/how-to-use-process-street-ai-task-to-format-your-dates/1013)
**Author:** [@Brenda\_Chan](https://community.process.st/u/Brenda_Chan)\ **Replies:** 1\ **Last updated:** [October 12, 2024, 1:54pm UTC](https://community.process.st/t/how-to-use-process-street-ai-task-to-format-your-dates/1013 "2024-10-12T13:54:57Z")
Hey Process Streeters! Do you want your date to appear in a specific format, like DD MMM YYYY instead of the default MMM DD YYYY? You can set up an AI Task to do that! :robot: Then, you can use the formatted dates … --- ## [⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate](https://community.process.st/t/how-to-use-process-street-api-to-find-data-set-record-using-a-value-via-power-automate/951)
**Author:** [@Brenda\_Chan](https://community.process.st/u/Brenda_Chan)\ **Replies:** 0\ **Last updated:** [June 28, 2024, 10:20am UTC](https://community.process.st/t/how-to-use-process-street-api-to-find-data-set-record-using-a-value-via-power-automate/951 "2024-06-28T10:20:06Z")
Hey Process Streeters! Did you know that Process Street has API endpoints for Data Sets? Check them out here. You can list Data Set records based on a Data Set, get the Data Set record based on the Record ID, and more. I… --- ## [How to automatically create a Google Calendar meeting through Process Street & Zapier](https://community.process.st/t/how-to-automatically-create-a-google-calendar-meeting-through-process-street-zapier/558)
**Author:** [@beth](https://community.process.st/u/beth)\ **Replies:** 5\ **Last updated:** [June 15, 2024, 12:20pm UTC](https://community.process.st/t/how-to-automatically-create-a-google-calendar-meeting-through-process-street-zapier/558 "2024-06-15T12:20:52Z")
Hi Process Streeters! Did you know there’s a fantastic, efficient way to create Google Calendar meetings through Process Street and Zapier? Once this automation is setup, you and your team can just complete the task in… [Next page](https://community.process.st/c/how-to/23.md?page=1)