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Automated Events - Create Reminder
Automated Events | 2 days ago

Automated Events - Create Reminder

This guide will show you how to use the 'Create Reminder' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a reminder based on time factors or questions answered.

Automated Events - Create User
Automated Events | 2 days ago

Automated Events - Create User

This guide will show you how to use the 'Create User' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically create a user based on time factors or questions answered.

Automated Events - Generate Document
Automated Events | 2 days ago

Automated Events - Generate Document

This guide will show you how to use the 'Generate Document' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically generate a document based on time factors or questions answered.

Automated Events - Send Email
Automated Events | 2 days ago

Automated Events - Send Email

This guide will show you how to use the 'Send Email' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically send out an email based on time factors or questions answered.

Automated Events - SMS
Automated Events | 2 days ago

Automated Events - SMS

This guide will show you how to use the 'SMS' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically send out an SMS based on time factors or questions answered.

Automated Events - Amber Alert
Automated Events | 2 days ago

Automated Events - Amber Alert

This guide will show you how to use the 'Amber Alert' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically change its RAG status based on time factors or questions answered.

How to add statuses
Workflow Builder | 2 days ago

How to add statuses

This guide will outline how to add different statuses when building a Workflow. These statuses help to outline each sub-process needed to complete the Task, as well as clearly show the progress of the Task.

Automated Events - Change Product Status
Automated Events | 2 days ago

Automated Events - Change Product Status

This guide will show you how to use the 'Change Product Status' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will move status automatically based on time factors or questions answered.

Automated Events - Red Alert
Automated Events | 16 days ago

Automated Events - Red Alert

This guide will show you how to use the 'Red Alert' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically change its RAG status based on time factors or questions answered.

Automated Events - Auto-allocate
Automated Events | 16 days ago

Automated Events - Auto-allocate

This guide will show you how to use the 'Auto-allocate' automated event. Discover how to add and set up this automated event to your workflows, so your workflow will automatically allocate one of your team members to a task based on time factors or questions answered.

Viewing a Task page
Guides | 16 days ago

Viewing a Task page

A run-through on viewing the task on your SwiftCase system.

Support Ticket Workflow
Default Workflows | 16 days ago

Support Ticket Workflow

Guide on how to create and use the Support Ticket workflow.