Export a list of Users as a .csv file
Table of Contents
Overview
User Listings
The Search Form
Similar Posts
How to add a form to a status
With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.
Moving Rules – Expert Allocated
The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule
How to add a List Documents action
Adding a List Documents 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.
How to create a Document Template
Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific to that Task. With SwiftCase you can automate the information gathering process by adding information…
How to add a URL Button
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.