Workflow and Profile Questions
Table of Contents
Questions Overview
Workflow Questions
Profile Questions
Gather all the recent activity of a user on SwiftCase to help achieve a full overview of your teams performance.
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…
SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.