In this section, you will find information about:
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Open Activities | ||
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It is possible to assign tasks to users directly from the Webform |
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These tasks have a priority, a due date, a close date and free text fields to capture the action and the result |
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| To create a new task, the user clicks on "New Task" on the Open Activities | ![]() | |
| Activity History | |
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All the activities linked to the Webforms are monitored in this related list. These activities include:
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| Case Comment | |
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| This related list can be used to provide an overall comment on the Webform | ![]() |
| Case History | |
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| Changes made to the Webform are tracked in this related list | |
| This allows to better understand who did what and when | ![]() |
| Google Docs & Attachments | |
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| Documents can be attached to the Webform in 2 different ways | |
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