Contents

With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow.

Adding a Form to a Status

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 Form action from the Available Actions into the blank box.

Workflow builder showing a Form action with questions sidebar and drag-and-drop configuration

This will display a Form box in the blank space. To the left of the Form box will be a sidebar with different Questionswhich you can drag and drop into the blankFormspace. Note: You can add more than one Question into the Form.
Click theAdd Panelbutton in the left-hand corner of the form box if you want to split the form up into different panels.
To make the form only available to read, check the Read Only checkbox. If the Form has panels, you can make the Form into a Multi Step Form by checking the Multi Step Form checkbox. A multi-step form splits the form up across multiple pages. It is useful if your form is quite long.
If you want to give the form a Heading, you can add this in theHeading Content.
Decide who the form is visible to by adding or deleting user types (e.g Internal, Client, etc.) in theVisible to:box.
Under Visibility Rules you can hide the questions until other question(s) from the forms are answered, by clicking the Add Question button and adding a question. Note: You can add more than one question.

Note:

To discover how to create your own custom questions,view our guide.

SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.

Contents

With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow.

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 Form action from the Available Actions into the blank box.

Workflow builder showing a Form action with questions sidebar and drag-and-drop configuration

This will display a Form box in the blank space. To the left of the Form box will be a sidebar with different Questionswhich you can drag and drop into the blankFormspace. Note: You can add more than one Question into the Form.
Click theAdd Panelbutton in the left-hand corner of the form box if you want to split the form up into different panels.
To make the form only available to read, check the Read Only checkbox. If the Form has panels, you can make the Form into a Multi Step Form by checking the Multi Step Form checkbox. A multi-step form splits the form up across multiple pages. It is useful if your form is quite long.
If you want to give the form a Heading, you can add this in theHeading Content.
Decide who the form is visible to by adding or deleting user types (e.g Internal, Client, etc.) in theVisible to:box.
Under Visibility Rules you can hide the questions until other question(s) from the forms are answered, by clicking the Add Question button and adding a question. Note: You can add more than one question.

To discover how to create your own custom questions,view our guide.

SwiftCase helps operations teams streamline their processes with powerful workflow automation, case management, and AI-powered communication tools.