Earlier this week, you might have noticed that we were M.I.A. across social media and for good reason! We took Wednesday off from creating brilliant workflow management software to complete our Level 3 Emergency First Aid at Work course. The … Read More
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64-Bit Challenge: Get fit and raise money for good causes
After recently expanding our team, we’ve made the decision to open up an additional office over in the Baltic Triangle in Liverpool and we thought, to commemorate the occasion and stir up some healthy competition, we’d create the 64 Bit … Read More
Introducing the Workflow Builder
Over past few months we’ve been working hard behind the scenes to create our latest feature, the Workflow Builder. The tool enables you to both create your own and edit any pre-existing workflows quickly, easily and, most importantly, instantaneously! I … Read More
How do I view revisions of a Task Workflow?
To view all previous versions of a task workflow click Admin on the left-hand menu and select Workflow then Tasks from the drop down menus. You’ll be taken to a list of all Task Workflows created on your account. Find … Read More
What are each Action Type?
When specifying the action of each status there are a number of options which can be selected. The following article explains how to configure each action and how it appears once the task has been created. For the majority of … Read More
What are question types?
When creating a new question within the Workflow Builder there are number of different questions types which determine the answer that can be entered. The following article explains how to configure each question type and how they appear once published. … Read More
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 answer of a specific question, the … Read More
What are automated events?
When creating a status within the Task Workflow Builder there are a number of Automated Events which can occur once the task reaches a specific status. Send Email
How do I edit a pre-existing Task Workflow?
If you’d like to make any alterations to a pre-existing workflow, click on Admin on the left-hand menu and select Workflows then tasks:
Getting started with the Workflow Builder
We’ve recently introduced the capability for you to create your own workflows using our latest feature: the workflow builder. Accessing The Workflow Builder To access the workflow builder, you first need to have the correct permissions granted (these are set … Read More