Workflow Builder – Workflow Configuration
Workflow Builder Overview
Task Settings
Customise Listings
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How to add a form to a status
With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.
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…
How to update User Permissions (internal admin)
Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.
