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Guide for Forms&Actions
Forms And Actions | 2 months ago

Guide for Forms&Actions

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

How to add an API Request Button
Forms And Actions | 3 months ago

How to add an API Request Button

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

How to add a Document Upload action
Forms And Actions | 3 months ago

How to add a Document Upload action

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

How to add JavaScript
Forms And Actions | 3 months ago

How to add JavaScript

Guide on how to add JavaScript to the Status.

How to add a 'List Child Task' action
Forms And Actions | 3 months ago

How to add a 'List Child Task' action

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

How to add a List Documents action
Forms And Actions | 3 months ago

How to add a List Documents action

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

How to add a URL Button
Forms And Actions | 3 months ago

How to add a URL Button

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

How to add an On Hold box
Forms And Actions | 3 months ago

How to add an On Hold box

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

How to add a Previous Task Search
Forms And Actions | 3 months ago

How to add a Previous Task Search

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

How to add a Failed Appointment box
Forms And Actions | 3 months ago

How to add a Failed Appointment box

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

How to add a Document Generation Button
Forms And Actions | 3 months ago

How to add a Document Generation Button

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

How to add Manual Allocation
Forms And Actions | 3 months ago

How to add Manual Allocation

Guide on how to add Manual Allocation to a Status.