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Forsta Action Management Support

All the topics, resources needed for Forsta Action Management.

  • Filters Overview

    Filters are used to decide when it is appropriate to create a case. Filters are used as part of configuring Triggers.For example, for a survey that asks cust...

  • Creating a Filter

    Creating a FilterFrom the Filters List, click the Create filter button to create a new filter.Provide a name for your filter.Select the data source (the surv...

  • Conditions

    Click the Add button to add this condition to your filter.A summary of the condition will be shown:At this stage you can:Add additional conditions by clickin...

  • Editing a Filter

    To edit an existing filter, from the Filters List select the filter name or click the icon.Editing a Filter used in a TriggerIf you attempt to make changes ...

  • Deleting a Filter

    To delete a filter, from the Filters List select the filter name, then from the Edit Filter window, select the Delete filter button.A dialog is displayed ask...