# \#data-sets **URL:** https://community.process.st/tag/data-sets/57.md [Latest](https://community.process.st/latest.md) · [Categories](https://community.process.st/categories.md) · [Tags](https://community.process.st/tags.md) --- ## [📅 Default Values Are Now Available for Date Form Fields](https://community.process.st/t/default-values-are-now-available-for-date-form-fields/1940)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [November 17, 2025, 2:46pm UTC](https://community.process.st/t/default-values-are-now-available-for-date-form-fields/1940 "2025-11-17T14:46:18Z")
Save time by skipping manual date field entry by using default values in your date form fields. You can pull dynamic values from Data Sets or other parts of your workflow using variables in the date field settings. D… --- ## [⚡ New API Release: Data Set Sync with CSV](https://community.process.st/t/new-api-release-data-set-sync-with-csv/1928)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [October 2, 2025, 1:25pm UTC](https://community.process.st/t/new-api-release-data-set-sync-with-csv/1928 "2025-10-02T13:25:47Z")
We’ve shipped a new API endpoint that makes it a cinch to import data into Data Sets via CSV. This opens up powerful automation use cases for keeping external systems in sync with Process Street. What it doesImports rec… --- ## [\[Code Tasks\] 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… --- ## [Using Code Tasks to Filter Dropdowns Without the Conditional Logic Chaos](https://community.process.st/t/using-code-tasks-to-filter-dropdowns-without-the-conditional-logic-chaos/1875)
**Author:** [@kdesilva](https://community.process.st/u/kdesilva)\ **Replies:** 0\ **Last updated:** [April 22, 2025, 5:18pm UTC](https://community.process.st/t/using-code-tasks-to-filter-dropdowns-without-the-conditional-logic-chaos/1875 "2025-04-22T17:18:11Z")
Process Street doesn’t support native dynamic filtering for dropdowns based on earlier selections. That’s fine for simple workflows. But it’s a problem when you’re dealing with large data sets, clients, or product catego… --- ## [Smarter Filtering with Power Automate + Process Street Data Sets](https://community.process.st/t/smarter-filtering-with-power-automate-process-street-data-sets/1866)
**Author:** [@kdesilva](https://community.process.st/u/kdesilva)\ **Replies:** 0\ **Last updated:** [April 18, 2025, 10:16pm UTC](https://community.process.st/t/smarter-filtering-with-power-automate-process-street-data-sets/1866 "2025-04-18T22:16:52Z")
Hey everyone! If you’ve ever wanted to filter a Data Set using the Process Street API or Power Automate, I just put together a guide that walks through the whole setup. This shows how to dynamically query Data Sets in … --- ## [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 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… --- ## [✨ ICYMI: We've upgraded Process AI & added a couple of great new features!](https://community.process.st/t/icymi-weve-upgraded-process-ai-added-a-couple-of-great-new-features/1036)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [September 11, 2024, 9:10am UTC](https://community.process.st/t/icymi-weve-upgraded-process-ai-added-a-couple-of-great-new-features/1036 "2024-09-11T09:10:27Z")
:wave:t4: Hi all! We’ve made some great improvements to our :sparkles: Process AI :sparkles: features, so if it’s been a while since you checked them out, or if you’re new to Process Street, now’s a great time to go tak… --- ## [Calling all Data Sets users!](https://community.process.st/t/calling-all-data-sets-users/1035)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [September 9, 2024, 3:21pm UTC](https://community.process.st/t/calling-all-data-sets-users/1035 "2024-09-09T15:21:55Z")
:wave:t3: I’m looking to gather as many use cases for Data Sets as possible to share in some internal training sessions. :grey\_question: Do you have an interesting use case you’d be happy to share? :grey\_question: How … --- ## [Data Sets are out of Beta, with some stellar updates! 🎉](https://community.process.st/t/data-sets-are-out-of-beta-with-some-stellar-updates/1030)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 2\ **Last updated:** [September 6, 2024, 5:28am UTC](https://community.process.st/t/data-sets-are-out-of-beta-with-some-stellar-updates/1030 "2024-09-06T05:28:50Z")
Check out this video to see all the updates. TLDW: We’ve moved Data Sets to the main navigation and Universal New button for easier access You can add (or create new) data sets from dropdown widgets in the Workflow … --- ## [⚡️ 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… --- ## [Data Set Automations Updates](https://community.process.st/t/data-set-automations-updates/707)
**Author:** [@monica.t](https://community.process.st/u/monica.t)\ **Replies:** 0\ **Last updated:** [October 23, 2023, 10:06am UTC](https://community.process.st/t/data-set-automations-updates/707 "2023-10-23T10:06:19Z")
With Data Set automations, you can add a new Data Set record via incoming webhooks. You can also run workflows from a Data Set saved view when: A record is created A record is updated A record matches specific conditio… --- ## [How to use Data Sets](https://community.process.st/t/how-to-use-data-sets/495)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [January 17, 2023, 12:24pm UTC](https://community.process.st/t/how-to-use-data-sets/495 "2023-01-17T12:24:04Z")
You can now use Data Sets to create a seamless, accurate flow of data into (and from) your workflows and out into other tools. Watch this video to learn how to: Create Data Sets Create linked dropdowns in your workflo…