Want to supercharge your Process Street dropdowns with external data? 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 meant to replace a real database (yet). Here’s what I mean:
Updates take forever. Manually updating Data Sets is a chore, especially with stuff like client lists or product inventories that change all the time.
Validation’s light. No fancy error-proofing means duplicates or wonky data can sneak in simply from human input error.
Query tools? What are those? You get basic filters, but nothing like the deep dives a database can handle.
I’ve put together a guide to tackle these challenges. Take a peek and let’s level up your data game!
Check Out My Full Process Street Help Guide:
Optimize Data Management with Data Set Automations - Process Street Help Center