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