Creating and Editing Questions
Table of Contents
Workflow Questions Overview
Workflow Questions

Profile Questions


Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents.
Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as many Client Staff to a Client as you want, by repeating the steps above
Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.