Using Question Answers in Email/Document Templates
Table of Contents
Data Tags Overview
Task Information Tags
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…
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
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.
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.