Overview


In this section, you will find information about:

  • how to assign a webform

Table of content


 

Step-By-Step


Open Activities

It is possible to assign tasks to users directly from the Webform

 

These tasks have a priority, a due date, a close date and free text fields to capture the action and the result

 

To create a new task, the user clicks on "New Task" on the Open Activities
Activity History

All the activities linked to the Webforms are monitored in this related list.

These activities include:

  • Tasks
  • Emails
Case Comment
This related list can be used to provide an overall comment on the Webform
Case History
Changes made to the Webform are tracked in this related list 
This allows to better understand who did what and when
Google Docs & Attachments 
Documents can be attached to the Webform in 2 different ways 
  • Add Google Doc: add an existing document from its Google Drive URL
  • Attach a file: add a document from your computer

 

 

 

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