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 behavior in the workflow, from information in the dataset!
An example of how this might be useful is in an employee onboarding use case where one member of your team with workflow edit permissions builds a workflow and a different member of your team (who doesn’t have workflow edit permissions) adds information to an employee onboarding dataset that contains a list of job titles and the apps needed for each job title. When the workflow is used, someone can select a job title from a dropdown linked to the dataset, and the appropriate app setup tasks in the workflow will be shown or hidden, based on information in the dataset.
Steps to recreate:
- Create a data set containing job titles and the applications needed for each job title.
- Create a workflow that contains a dropdown connected to a dataset. Make sure the dropdown displays the job title in the dataset
- Add hidden form fields in the workflow for each app. Use default values to auto-fill the hidden form fields with the app information from the dataset.
- Set up conditional logic on the hidden form fields to show the appropriate tasks based on the values in the hidden form fields.