Creating and Editing Questions
Table of Contents
Workflow Questions Overview
Workflow Questions
Profile Questions
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
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…
The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
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.