How to add a Previous Task Search

Click on the ‘Forms & Actions’ tab to configure the status page. This will display a blank box with an ‘Available Actions’ bar on the right-hand side.
Drag and drop the ‘Previous Task’ action from the Available Actions into the blank box.

previous tasks.png

In the content box, add any text you want to appear before the Previous Tasks search.
Add a question in the ‘Question’ box and SwiftCase will return Tasks with the same answer to the question.
In the ‘Visible to’ box you can add users who you want to be able to view the ‘Previous Task’ search function. Internal Users can see the content by default.
Under ‘Visibility Rules’ you can hide the ‘Previous Task’ function until question(s) from forms are answered by clicking the ‘Add Question’ button and adding a question. You can add more than one question and also add a specific answer, so the box will only show after this specified answer.