SwiftCase

Author Archives: Kristy Sykes

How to change a users password (Internal Admin)

To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.

How to add JavaScript

Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

How to add an On Hold box

The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more … Read More

How to add a user email (Internal Admin)

Add a User’s email to their account so they can send and receive emails through SwiftCase! Adding an Email Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal … Read More

How to add a URL Button

Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

How to add a List Documents action

Adding a List Documents action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.

How to add a form to a status

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 Note: To discover how to create your … Read More

How to get to the Workflow Builder page

The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.

Moving Rules – Button Clicked

The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving … Read More

How to create a Document Template

Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific … Read More