Customizing The Workflow

The workflow in Swifting can be tailored for any customer.

Here are some examples of things that may be customized:

  • Field order and the fields to display when editing a certain type of activity.
  • Add or remove custom fields on any type of activity.
  • Drop-down list options on custom fields.
  • Activity types that might be added below a certain type of activity.
  • Create new types of activities.
  • The icon of an activity type.
  • Initial values of an activity type.
  • Expression that determines if the activity can be saved.
  • Calculate field values from other fields in the same or other activities.
  • Adjust field values on save, when delivered or periodically.
  • Customized email notifications.
  • Extract values from databases or other web services.

If you would like to tailor your workflow or have any questions, please contact us at: support at swifting dot com.