Enate Help
What's New in EnateEnate WebsiteEnate AcademyFeedback
English
English
  • Hi, welcome to Enate Help
  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • User Roles in Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contacts Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unhandled Emails
          • Creating New Email Routes from Unhandled Emails
          • Viewing Deleted Emails
          • Unhandled Emails Further Specifics
        • Blocked Email Addresses
      • Using Multiple Tabs
      • Focus List
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
        • Creating a Work Item from an Existing Email
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Defects Card and Recording Defects
        • Timeline
        • Files Tab
        • Time Tracking
        • Forecasting for Cases
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • Processing a Ticket
        • The Ticket Screen
        • Processing a Ticket
        • Merging a Ticket into another Ticket/Case/Action
        • Splitting a Ticket
        • Converting a Ticket into a Case
      • Processing a Case
        • The Case Screen
        • Processing a Case
        • Manually Launching An Action
        • Reworking a Case
        • Sub Cases
      • Processing an Action
        • The Action Screen
        • Processing an Action
        • 'Wait for Sub Cases to Complete' Actions
        • 'ABBYY FlexiCapture' Actions
        • 'Document Extraction' Actions
        • 'Peer Review' Actions
        • 'Send Email' and 'Send Email and Wait' Actions
        • 'Trigger External API' Actions
        • Approval Actions
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Reports
        • Team View Report
        • User's Overview Report
        • Sentiment Analysis Report
        • User Insights Report
      • User Availability Insights
        • The Insights Popup
        • Main Insights Page
        • Main Insights Page: Team Leader Features
        • The User Insights Report
      • Advanced Search
      • User Settings
        • Email Signature Optimisation
      • Test Mode
      • Multilingual Support
      • Appendix
        • How to enable spell check in Enate
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • Builder
    • 🛠️Builder
      • Navigating Builder
      • Service Lines Screen
        • Creating New Ticket Types in a Service Line
        • Creating New Case Types in a Service Line
        • Creating New Action Types in a Service Line
      • Service Matrix Screen
        • Screen Overview
        • Creating and Editing Customers
        • Creating and Editing Contracts
        • Creating and Editing Services
        • Adding new Tickets & Cases
        • Ways to Create Work Items in Work Manager
        • Process Grouping Work Items
      • Ticket Configuration
        • Cloning from existing Ticket settings
        • The Ticket Screen
        • Adding a Ticket Category Row & Settings
        • Configuring Ticket Attributes
        • Setting a Ticket Live
      • Case Configuration
        • Creating a New Case Process
        • Case Screen Overview
        • Case-level Settings - Case Info Tab
        • Adding Actions to a Case
          • Manual Actions
          • Peer Review Actions
          • Send Email Actions
          • Send Email and Wait Actions
          • Start Case Actions
          • Approval Actions
          • Trigger External API Actions
          • IDP Data Extraction Actions
          • ABBYY OCR FlexiCapture Actions
          • Wait for Sub-Cases to Complete Actions
          • Adding Ad-hoc Actions
          • Adding Action Checklists
        • Case Conditionality
          • Case Conditionality - Formatting Examples
          • Conditionality Based on an Action's Checklist
          • Conditionality – Advanced Mode C# Tips
        • Merging Branches in a Case
        • Ending a Case Early
        • Setting a Case Live
      • Email Mailbox Configuration
        • Email Connectors
        • Email Routes
        • Microsoft Office 365 Email Integration with Enate via Graph API model
        • Setting up your Email Infrastucture
          • Inbound Email Setup
          • Outbound Email Setup
        • Incoming Emails - Processing Logic
          • Wildcard Routes for incoming BCC Emails
          • Wildcard Email Routes - Possible Scenarios
          • Subsequent Email Responses - Scenarios
        • Email Processing Modes - Options
        • Email Receipt & Deduplication
        • Dealing with Incoming Out of Office Emails
        • Enate via Graph API model
      • Email Template Configuration
        • Default Email Templates
        • Creating New Email Templates
        • 'Reply Instructions' Email Template - 'Expression of Intent' Instructions
        • Viewing Where Email Templates Are In Use
        • Comparing & Merging Email Templates
        • Canned Response Configuration
      • Custom Data and Custom Card Configuration
        • Creating Custom Data Fields
        • Creating a Custom Card
        • Importing / Exporting Custom Cards
        • Advanced Custom Cards
        • Linking Custom Cards to Cases / Tickets / Actions
        • Quickfind with Custom Data – Configuration and Rules
        • Extension Properties
      • Schedules and Triggers
        • Schedule Setup
          • Creating a Schedule Structure
          • Creating a Schedule
          • Linking a Schedule to a Case
        • Schedule Behaviour for Auto-Launching Cases
        • Triggers
          • Creating a New Trigger
          • Editing an Existing Trigger
          • Viewing Cases Launched by Triggers in Work Manager
      • Shared, Standardised Settings – ‘Flavours’
        • Due Date Flavours
        • Allocation Flavours
        • General Settings Flavours (Action Only)
        • Follow Up Settings
        • Exception Activities – Creating and Cloning New Flavours
      • Case and Ticket Configuration Validation
      • Approval Flows
      • Integrations - Marketplace
      • User Management
        • Service Agents
        • Robots
        • Self Service Users
        • User Groups & Data Permissions
        • User Roles & Feature Access
        • Application Credentials
      • Working Calendar Management
      • Adding Localizations
      • Viewing Deleted Items
      • System-Wide Settings
        • General Settings
        • Defect Parties
        • File Tags
        • Office 365 Integration
        • Suppliers
        • Queues
        • Contact Tags
        • Departments
        • Locations
        • Cost Centers
        • Password Policy
        • SSO Settings
        • Approval Settings
        • Privacy Policy Display
      • Maximum Limits in Enate
      • Useful Links
      • Validation Codes
      • Administration
        • Enate System Setup Requirements / Whitelisting
        • Binary Data Storage Options - 'Bring Your Own Bucket'
        • Files: Anti-Malware Scanning
        • Activities Audited in Enate
        • 2021.1 Engine Descriptions
        • Open Source Components
        • SSO Configuration
  • EnateAI
    • EnateAI
      • EnateAI for Email
        • Enate AI - Email Classification
        • EnateAI - Email Data Extraction
        • Enate AI Sentiment Analysis
        • EnateAI - 'Thank You' Email Evaluation
        • Email Connector-level control over Email Integrations
      • EnateAI - Document Classification
      • EnateAI for IDP - Document Extraction
      • EnateAI - AI Analyst (Beta)
        • AI Prompts
          • Bank File Reconciliation
          • Investment Case Content Creation
          • Credit Card Statement Reconciliation
      • Set Confidence Thresholds for your Integrations
  • Enate BI
    • Enate Data Dictionary
  • Integrations
    • Enate Integration Services powered by SnapLogic
      • SnapLogic Overview
        • Using SnapGPT to help you in SnapLogic
      • iPaaS Patterns
      • Build your Pipeline - Enate Integration Pattern 1
      • Enate Integration Services FAQs
      • Resources and Links
    • Enate Integrations
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Auto-classify emails - Email Classification
      • Auto-populate Custom Cards with Email Info - Email Data Extraction
      • Analyse sentiment in emails - Sentiment Analysis
      • Auto-evaluate 'Thank You' emails -Thank You Email Evaluation
      • Auto-tag email attachments - Document Classification
      • Auto-extract document data - Document Extraction
      • Set up a Bot status monitor in Power Automate
      • Integrate third-party WebApps by Iframe with Enate's Advanced Custom Cards
      • Extract Emails & Attachments to SharePoint with Power Automate
      • Auto-notify other apps of new Cases, Tickets & comms with Enate's Webhooks
      • Auto-populate row data into an Enate Case with UiPath
      • Create a Webform that turns requests into Tickets with Enate's APIs
      • Default Current Date & Time into a Field with Enate's Advanced Custom Cards
      • GPT Providers
      • APIs
        • API Changes
        • API Enums
      • ABBYY FlexiCapture
        • Setting up Enate & ABBYY Integration
        • How ABBYY FlexiCapture Actions Work At Runtime
      • Webhooks
        • How to work with Enate's Webhooks
        • List of Enate's Webhooks
        • API Webhook Subscription
        • Webhook Troubleshooting
      • UiPath
        • Setting Up Enate & UiPath Integration
        • Enate UiPath Activity Libraries
        • Enate & UiPath Orchestrator Synchronization
          • UiPath Synchronization V4
          • UiPath Cloud Synchronization V3
          • UiPath Cloud Synchronization V2
          • General Questions and Issues, Debugging and Troubleshooting
      • UiPath Communications Mining
      • Blue Prism
        • Setting Up Enate & Blue Prism Integration
        • Enate Blue Prism Connectors
      • Automation Anywhere
        • Getting Started with Automation Anywhere
      • Power Automate
      • Advanced Custom Card Code
        • Custom Card Validation
        • Custom Card HTML
        • Custom Card CSS
  • WHITE PAPERS
    • Enate White Papers
  • Implementation
    • Enate Implementations
    • Enate Academy Training Courses
  • 📙Glossary of Enate Terms
  • 💬Feedback
Powered by GitBook
On this page
  • Switching to Test mode
  • Test Mode Explanation
  • Defining Different Managers and Members of Queues in Test Mode
  • Switch Robots between Live and Test
  • Test Contacts - Separate test contacts in the system
  • Warning - Do Not Use Production Email Addresses when creating Test Contacts

Was this helpful?

Export as PDF
  1. Work Manager
  2. Work Manager

Test Mode

How to use Enate's Test mode to check your config changes before setting them live.

PreviousEmail Signature OptimisationNextMultilingual Support

Last updated 1 month ago

Was this helpful?

Switching to Test mode

If your user account is set to allow you to access test data, you can switch your Work Manager environment over to ‘Test Mode’. This link is available in the user dropdown on the right of the header bar.

Test Mode Explanation

Once you are running in test mode you will only see test data; allowing you to create and run test work items through test versions of processes to verify them before setting live, all without affecting live production data.

As a visual reminder, the header bar is set to red when you are in Test mode.

Defining Different Managers and Members of Queues in Test Mode

Test mode functionality allows you to set a different manager for a Queue when running in Test mode vs. Live mode.

Example: Consider Manager 1 who has access to live mode and is responsible for managing two Queues, Funding and Master Case Queue.

In Test Mode, the same two Queues can be managed by another user who has Team Lead and Test Mode permission – see below example where Manager 2 has been set to be in charge of the Queues in Testing Mode.

Switch Robots between Live and Test

It is possible to switch a robot so that it can run in test mode or live mode. Specifically, two new activities have been added to the activity libraries for UiPath, Automation Anywhere and BluePrism (and the standard APIs adjusted so this can be called generically) as follows

  • Set Live Mode

  • Set Test Mode

These Actions allow you to flip a robot between test and live states. Once a robot has been flipped into Test mode, subsequent activity calls which the robot might make, e.g. ‘Get more work’ and ‘Create Ticket/Case etc.’ take place within that context of Test mode, getting and creating only test work items. The robot should be switched back to Live mode once the process is set to live, so ensure it is then creating live work items.

Test Contacts - Separate test contacts in the system

Enate supports the creation of separate Contact records in Test Mode, i.e. any contact records you create in Test mode will be accessible only to Test Mode users (and contacts created in live mode will be accessible only to Live mode users). This helps to ensure that emails from test work items are not accidentally sent to production users, and vice versa.

Warning - Do Not Use Production Email Addresses when creating Test Contacts

IMPORTANT: Do NOT create Test Contact records using information (specifically email address) for people you will be using in normal production. If you create a Contact record while you are in Test mode this will be created as a Test Contact, and ALL emails arriving into the system from that email address will create a Case/Ticket in Test Mode. This would result in incoming production emails creating work test work items which would not be visible by production users. If you have created a production Contact record as a Test Contract record in error, you should edit the Test contact by changing the email address, then switch back to normal production mode to create the desired normal Contact record.

💻