How to add a form to a status

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 list on the left-hand side.
Drag and drop the Form action from the Available Actions into the blank box.

A status's form in the workflow builder, with the questions on it and the question list beside it.

This will display a Form box in the blank space. On the left of the Form box is a list of Questions which you can drag and drop into the blank Form space. Note: You can add more than one Question into the Form.
Click the Add Panel button at the top right of the form area 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 the Heading Content.
Decide who the form is visible to by adding or deleting user types (e.g Internal, Client, etc.) in the Visible 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.

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 list on the left-hand side.
Drag and drop the Form action from the Available Actions into the blank box.

A status's form in the workflow builder, with the questions on it and the question list beside it.

This will display a Form box in the blank space. On the left of the Form box is a list of Questions which you can drag and drop into the blank Form space. Note: You can add more than one Question into the Form.
Click the Add Panel button at the top right of the form area 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 the Heading Content.
Decide who the form is visible to by adding or deleting user types (e.g Internal, Client, etc.) in the Visible 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.