The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set, and the allocation will trigger once certain conditions are met. Adding a Auto-allocate automated event Choose from the Allocation Sets from the Allocation Set(s) dropdown options. This will determine who gets automatically allocated. Check…

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.

The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow

So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…