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How to add JavaScript
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.
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Add 2 Factor Authentication to a User account
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.
Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow.
How to add a user email (Internal Admin)
Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin . Note: Please note that you will have to enable access to third party applications…
Automated Events – Create Reminder
The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only triggered once the required conditions are met. Adding a Create Reminder Automated Event Click the Automated Events tab on the Status to which you want to create a reminder. Drag and drop the Create Reminder automated event into…
Creating your first Workflow
Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and modify workflows- without any need for code or coding knowledge! With the Workflow Builder, you can: Build custom forms and actions Add automated events Add statuses Decided when and how your workflow moves status with…