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Guides

How to use Moving Rules to automate your business with SwiftCase

When you’re configuring a status, you can set moving rules which determine which status the task moves to. Questions Answered If you’d like the a task to progress to another status dependent on the...

Dr. Adam Sykes

Dr. Adam Sykes

Founder & CEO

April 27, 2018
3 min read

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

Questions Answered

If you’d like the a task to progress to another status dependent on the answer of a specific question, the “Questions Answered” moving rule should be used.

You should first determine which status you’d like the task to move to once a certain question has been answered which is set by the “Move to” drop-down. Then, using the question drop down, select the relevant question that you’d like to be answered. If it is a specific answer is required, check the “Specific Answer?” checkbox and type the answer into the Answer box.

If you’d like multiple questions to be answered to move a status click the “+Add Question” button.

Button Clicked

The “Button Clicked” moving rule enables a task to move status based on whether a button has been clicked. You should specify which status you’d like the task to move to then type the button key which you set in the “Forms & Actions” part of the Status.

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About the Author

Dr. Adam Sykes
Dr. Adam Sykes

Founder & CEO

Help to Grow: Digital Approved Vendor

Founder & CEO of SwiftCase. PhD in Computational Chemistry. 35+ years programming experience.

View all articles by Adam →

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