Creating a Custom Card

Custom cards let you add custom content into your Tickets, Cases and Actions. You can instantly create cards of your custom data fields, or switch to Advanced mode to show richer content such as external systems and webforms.

To create a Custom Card that you are able to quickly auto-generate from an ordered list of the fields listed on the cards, select the Custom Cards section from the toolbar.

This will bring you to a list of all Custom Cards. This is where you can create, edit and delete Custom Cards.

You can also export and import Custom Cards - see here for more information:

Creating a Custom Cards

To find out how to create a Custom Card in Enate, you can watch the following video or read the information below.

Clicking the '+' icon on the top right of the page will give you the option to 'Add a Work Manager Card' or to 'Add a Self Service Card'. As the name suggests, Work Manager cards are used for presenting data to agents looking at work items in Work Manager; Self Service cards are used for presenting data to customers in Self Service, usually used to give end service recipients a view on their data for a service request they are submitting or reviewing via Self Service.

Clicking on either of these links will bring up the card details:

The screen will show you card header data to be filled in, plus two columns showing a list of custom data fields. The 'Added Fields' section on the left shows the fields currently added to the card (which will be empty for brand new card); the 'Available' section on the right lists all other custom data fields that are available in your system.

Adding Custom Card settings

You then need to configure the following information for the Custom Card:

Adding fields to the Custom Card

To add a custom data field to a custom card, you can click on a field from the 'Available' section on the right-hand side which shows a list of all the custom data fields in the system. This will add the field to the 'Added Fields' section on the left which shows a list of all the custom data fields which have been added to the Custom Card.

If you have many fields to choose from, you can click to filter the list by type of data or you can search for the field name itself.

Ordering fields on a Custom Card

After adding the desired custom data fields to your Custom Card, drag and drop the fields to modify the order in which you want your custom data fields them to display in Work Manager.

Making a field mandatory

You can choose if you want end users in Work Managers to have to fill in the field by selecting to make a custom data field mandatory.

To make a field mandatory, select a custom data field from the list of Added Fields on the left and click the '+' icon. This will open the Field Settings pop-up.

Click the 'Mark this field as mandatory' option and click 'Apply'.

The field will now be marked with an 'M' to show that it is mandatory.

Making a field read-only

You can choose if you want end users in Work Manager to be unable to edit the field by selecting to make a custom data field read-only.

To make a field read-only, select a custom data field from the list of Added Fields on the left and click the '+' icon. This will open the Field Settings pop-up.

Click the 'Mark this field as read-only' option and click 'Apply'.

The field will now be marked with an 'R' to show that it is mandatory.

Making table field read-only

When it comes to making a custom data table read-only, you cannot make the whole table read-only but you can make individual fields within the table read-only.

Showing/hiding a field based on conditions

You can also choose if you want to hide a custom data field from end users in Work Manager based on the value of another field on the card by selecting to Add Conditions. For example, you could choose to hide the field 'Type of hardware required' if the answer for the field 'Is hardware required' is no by adding the following condition:

Then if any one of these conditions are met, the field 'Type of hardware required' will not show on the Custom Card in Work Manager (this can happen instantly on field value change when users a changing field values).

To add a condition, a field from the list of Added Fields on the left and click the '+' icon. This will open the Field Settings pop-up.

Click the '+' option to add a condition and then select the field and the condition.

You can add a condition based on any of the existing custom data fields that have been added to a Custom Card and for all custom field data types.

The conditions you can add depend upon the type of custom field. See the following table for further information:

Showing & Hiding Table Fields

When adding conditions to determine whether a data table should be shown or hidden depending on whether certain conditions are met, note that the entire data table will either be shown or hidden - you cannot choose to show or hide individual fields within a custom data table. This includes any fields that you have selected as mandatory.

Creating New Fields within the Custom Cards Screen

You can easily create new custom data fields without leaving the Cards editing screen - simply click the 'add' icon above the list of system fields and fill in the required information in the resulting popup.

Advanced Custom Cards

If you wish your Custom Card to contain bespoke content, you can select the 'Advanced' option while editing the card. This will allow you to add HTML and Typescript.

See here for more information about Advanced Custom Cards: