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
          • Plus Addressing in Emails
        • 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
  • Group of Related Work Items
  • Linked Work Items

Was this helpful?

Export as PDF
  1. Work Manager
  2. Work Manager
  3. Working with Linked Work Items

Related Group vs Linked Work Items

PreviousSharing Emails between Linked Work ItemsNextWorking Between Teams

Last updated 2 months ago

Was this helpful?

Group of Related Work Items

Related work items are a tightly connected group of items which, while they behave according to their own specific configuration, do have an active impact on their 'parent' work item - specifically the parent work item will not complete until all of its 'children' have completed first.

Communications will be shared automatically between work items in the related group so they are always visible, and when you reply to an email in one work item, the reply can be seen in all the other work items.

Additionally, files, links, defects, smart cards, and contacts are also shared automatically between all the work items in the group, so updating for example a file in one work item will update the file in all the other work items in the related group as well.

Groups of Related work items include:

  • A Case and its Actions

  • A Case and its Sub Case(s)

  • The remaining Ticket and other 'resolved' Tickets if multiple Tickets have been merged

  • A 'child' Case and its parent Ticket if a Ticket has been converted to a Case

Note that for split Tickets, a snapshot of the files, links, defects, smart cards, and contacts of the parent are to its child Tickets, so updating for example a file in one work item will not update the file in all the other work items in the related group. However, the parent Ticket, which will have moved to a state of Waiting, will not complete until all of its 'child' Tickets have completed first. Also note that if the parent Ticket receives an incoming email, it will be copied to its child Tickets rather than shared.

Linked Work Items

When work items don't have an active impact on each other (i.e. they're not part of a Related Work Items group) but there's still a loose connection between them and you want to be able to quickly jump to one from another, you should use the Linked Work Item feature in Enate.

Work items with a 'Linked' relationship behave according to their own specific configuration and do not need to wait for the other to complete before they can complete themselves. You can easily link two or more work items together at any time and it's a very useful, flexible way of loosely connecting together items so people in e.g. different departments can stay easily up to date on how other work connected to the Ticket/Case they're working on is going.

Communications will also not be shared automatically between linked work items, but you can choose to copy a snapshot of the communications in one work item to a work item it is linked to.

Note that you also have the option to share emails between linked work items -

Additionally, the files, links, defects, custom data, and contacts will not be shared automatically when launching a new linked work item, but you can choose to copy a snapshot of them. Any updates made to these will not be reflected in the other linked work items.

Using this type of connection is useful if e.g. a Case’s due date is not dependent on some other piece of work being completed (e.g. by a different department), but it's still considered useful for people working on either one to remain aware of activity on the other and, importantly, to have a quick point of accessing the other.

Work Items can be linked together in the following ways:

  • A Case or a Ticket launched directly from within an existing Case or Ticket.

  • Manually adding a link from a Case/Ticket to another existing Case or Ticket.

Work items with a linked relationship will show in the in Cases and Tickets.

💻
see here for more information on how to share emails between linked work items.
'Linked Work' tab