SwiftCase

How to add a Failed Appointment box

Adding a Failed Appointment box

  1. 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.
  2. Drag and drop the Failed Appointment action from the Available Actions into the blank box.

  • In the Visible to box you can add users who you want to be able to view the Document Generationbutton. Internal Users can see the content by default.
  • Under Visibility Rules you can hide the Failed Appointment box until question(s) from forms are answered by clicking the Add Question button and adding a question.

Note:

You can add more than one question and also add a specific answer, so the box will only show after this specified answer.

Comments are closed.