Creating and Editing Questions
Table of Contents
Workflow Questions Overview
Workflow Questions
Profile Questions
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
Learn how to create new users on your SwiftCase app, to enable your team, clients, or suppliers to access their tasks.
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.
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.
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…
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.