Using Question Answers in Email/Document Templates
Table of Contents
Data Tags Overview
Task Information Tags
Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.
The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
Internal Admins can control what Workflows their Team Members can and cannot see by editing their Workflow Visibility. Follow the steps below to manage Workflow Visibility.
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.