Workflow Builder – Status settings
Table of Contents
Overview

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.
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…
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.
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
Learn how to update a users profile information on SwiftCase and ensure that your team, clients and suppliers have key information at hand.
Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team Member in SwiftCase Connecting a User’s email to SwiftCase In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so…