Guides

Learn more about forms & actions and how to add them to your workflows.

Guide on how to add an API Request Button to a Status.

Guide on how to add a Document Upload action to a Status.

Guide on how to add JavaScript to the Status.

Guide on how to add a 'List Child Task' action to a Status.

Guide on how to add a List Documents action to a Status.

Guide on how to add a URL Button to a Status.

Guide on how to add an On Hold box to a Status.

Guide on how to add a Previous Task Search to a Status.

Guide on how to add a Failed Appointment box to the Status.

Guide on how to add a Document Generation Button to a Status.

Guide on how to add Manual Allocation to a Status.