Workflow Builder – Status settings
Table of Contents
Overview
The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
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.
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.