Category: Workflow Builder

How do I set up "My Account"?
How do I set up "My Account"?

To set up my account you should log into your Swiftcase account and click on “My Account” at the bot...

Introducing the Workflow Builder
Introducing the Workflow Builder

Over past few months we’ve been working hard behind the scenes to create our latest feature, the Wor...

How do I view revisions of a Task Workflow?
How do I view revisions of a Task Workflow?

To view all previous versions of a task workflow click Admin on the left-hand menu and select Workfl...

What is each Action Type?
What is each Action Type?

When specifying the action of each status there are a number of options which can be selected. The f...

What are question types?
What are question types?

When creating a new question within the Workflow Builder there are number of different questions typ...

What are moving rules?
What are moving rules?

When you’re configuring a status, you can set moving rules which determine which status the task mov...

What are automated events?
What are automated events?

When creating a status within the Task Workflow Builder there are a number of Automated Events whic...

How do I create, edit or delete an email template?
How do I create, edit or delete an email template?

Creating a template When creating your own tasks using the workflow builder, one of the options a...

How do I edit a pre-existing Task Workflow?
How do I edit a pre-existing Task Workflow?

If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand me...