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  • ✨What's New in Enate
  • Latest Updates
    • Marketplace
      • Integration Changes - Release Notes
      • EnateAI IDP - Enhanced Invoice Field Detection
      • EnateAI AI Analyst - Iterate Prompt with AI
      • EnateAI - Document Classification
  • 2024.1
    • 2024.1 Changes Overview
      • Incoming Email Processing - Logic Changes
      • New Feature: EnateAI - AI Analyst (Beta)
      • Improvements for Unhandled emails
        • New Feature: Unhandled Email Alert on Work Manager Homepage
        • New feature: Bulk Delete Unhandled Emails
        • New Feature: Create New Email Routes from the Unhandled Emails Page
        • New Feature to see Deleted Emails: Deletion Audit view
        • Enhancements to Unhandled Emails Filter
      • New Feature: Extension Properties
      • Email Processing Logic Changes
      • New Feature: Forecasting Feature for Cases
        • Estimated Effort Enhancements
        • Record Count Enhancements
      • New Feature: Sentiment Analysis Report
      • New Fields on Users, Customers and Contracts
      • New Feature: Creating a Work Item from an Existing Email
      • New Feature: Option for Client Privacy Policy On Login page
      • Email Signature Optimisation
      • New Feature: Content in Client Emails - 'Expression of Intent' Instructions
      • Other Changes/Enhancements
      • Release Notes
  • 2023.5
    • 2023.5 Changes Overview
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Enhancements to Incoming Email Processing
        • Rules when setting up WildCard Routes
        • Wildcard Email Routes - Runtime Scenarios
      • New Feature: Binary Data Storage Options - 'Bring Your Own Bucket'
      • Enhanced Quickfind support for Internal References containing '.' decimal points
      • Release Notes
  • 2023.4
    • 2023.4 Changes Overview
      • New Feature: Approval Flows
      • New Integration: Auto-tagging email attachments
      • New Feature: Link Tags
      • EnateAI for IDP - Document Extraction
        • Document Extraction from AzureAI
      • New Integration: Document Data Extraction from Infrrd
      • Change to Homepage Grid Display Rules
      • New Feature: User Availability Insights
      • Enhancement: More Flexible Mandatory Data Fields
      • Enhancement: Further Advanced Search Capabilities
      • Enhancement: Highlight Expiring Schedules
      • New Feature: Original Requester Contact Tag
      • New Option for Email Processing
      • Release Notes
  • Changes Overview
    • Recent Changes
  • Older Versions
    • Changes Overview - Older Versions
      • 2023.3 Changes Overview
        • New Feature: User Roles
        • New Feature: Embedded Reports
        • New Integrations - EnateAI for Email
        • New Data Capture Options
        • Views Page Enhancements & New Export Views to Excel Feature
        • Password Policy & SSO Setup in Builder
        • Other Enhancements
        • Release Notes
      • 2023.2 Changes Overview
        • Move to Multi-Page Application
        • New Feature: Focus List
        • Better Work Item Tracking Data
        • New Marketplace Integrations
        • Ability to End a Case Early
        • Supporting Currencies
        • Custom Card Localisation Option
        • File & Link Deletion on Files Tab
        • Release Notes
      • 2023.1 Changes Overview
        • Conditionality Based on an Action's Checklist
        • Bypassing Peer Reviews
        • Ability to Merge Branches
        • Allocation Method Changes
        • Plus Addressing Improvement
        • Release Notes
      • 2022.6 Changes Overview
        • Improvements to Working Between Teams
        • New 'View All' Section on Email Inbox
        • Handling of unprocessed emails
          • Unprocessed Emails Further Specifics
        • Merging Ticket Improvements
        • Custom Card Improvements
        • Email Processing Logic Changes
          • Plus Addressing
        • Email Routes Page Adjustments
        • RPA & OCR Integrations Moved to Marketplace
        • Release Notes
      • 2022.5 Changes Overview
        • Converting a Ticket into a Case Improvements
        • Bulk Create Enhancements
        • Improved Linked Work Item Options
        • Richer Checklist information
        • CHANGE TO EMAIL CONNECTOR - Fallback Email Route
        • Other Builder Changes
        • Application Credentials
        • Preparations for Self Service
        • Release Notes
      • 2022.4 Changes Overview
        • New Email Views
        • Ability to write draft emails
        • Other Email Improvements
        • CHANGE IN BEHAVIOUR - automated Ticket acknowledgement
        • Send Automated Emails for Cases
        • Ability to Link Existing Work Items
        • Improvements to Linking Work Items
        • Contact Tag Enhancements
        • Work Reassigning Improvements
        • Enhancements to Views
        • Case Short Description Added to Actions
        • Daylight Saving for Triggers
        • Incoming Email Routing Improvement
        • Other Enhancements
        • Release Notes
      • 2022.3 Changes Overview
        • Notifications Improvements
        • Files Tab in Tickets, Actions & Cases
        • Time Tracker Card Improvements
        • Timeline Improvements
        • Auto-creating External Contacts
        • Other Work Manager Changes
        • Improvements to Contact Tags
        • Release Notes
      • 2022.2 Changes Overview
        • Work Manager Changes
          • Searching for Files in Quickfind
          • Deleting an Email Attachment
          • Updates to Ticket
          • New Homepage Grid Columns
          • Further Work Manager Changes
        • Builder Changes
          • 'Global' Agent option
          • Localisation Configuration Improvements
          • Graph API Mailbox Improvements
          • Option to exclude local checklist when cloning a Case
          • Further Builder Changes
          • Dashboarding Improvements
          • 'Per Connector' Email Deduplication Option
        • Release Notes
      • 2022.1 Changes Overview
        • Release Notes
      • 2021.2 Changes Overview
        • Working with Linked Work Items
        • Sharing Emails between Linked Work Items
        • Release Notes
      • 2021.1 Changes Overview
        • Work Manager
          • New Page - Contact Management
          • Scheduling Emails and Using the Outbox Page
          • Streamlining of States
            • Case State Specifics
            • Action State Specifics
            • Ticket State Specifics
          • Home Page Grid Improvements
          • Improvements to Views
          • Enhancements to the Start Case Feature
          • Peer Review Action Enhancements
          • 'Trigger External API' Action Improvements
          • 'Wait for Sub-Cases to Complete' Action Improvements
          • Improvements to 'ABBYY FlexiCapture' Actions
          • 'Send Email' and 'Send Email and Wait' Action Improvements
          • Converting a Ticket into a Case Improvements
          • Timeline Improvements
          • Further Work Manager Changes
        • Builder
          • Service Matrix Changes
          • New Case Configuration Features
          • New Ticket Configuration Features
          • New Screen - Service Line Information
            • Creating New Ticket Types in a Service Line
            • Creating New Case Types in a Service Line
            • Creating New Action Types in a Service Line
          • Using multiple Case process for a Single Trigger
          • User Groups & Permissions
            • Setting Permissions
            • Migration of Existing Permissions
          • Improvements to Editing Steps for a Case Type
          • Showing Deleted Items
          • Viewing Activity History
          • Viewing Cases Linked to a Schedule
          • Cloning Objects
          • Easier Adding of Ticket Categories
          • Easier Copying of Data
          • Adding New Contact Tags
          • Grouping Companies under a Parent Company
          • External Contact Scoping
          • Easier Viewing of Cases Linked to a Schedule
          • Further Builder Changes
        • Overview of Enate Online Help
        • Release Notes
      • 2020.1 Changes Overview
  • FURTHER INFO
    • Feedback
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On this page
  • Adding Multiple Supplier Companies
  • Share Enate Analytics Option
  • Adjusting Height of Info Section in the Case Process Screen
  • Saving Service Line
  • Peer Review Checklist
  • Override Due Date Option
  • Automated Failure Retry Pattern
  • Miscellaneous changes from previous Beta release

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  1. Older Versions
  2. Changes Overview - Older Versions
  3. 2021.1 Changes Overview
  4. Builder

Further Builder Changes

v2021.1

PreviousEasier Viewing of Cases Linked to a ScheduleNextOverview of Enate Online Help

Last updated 3 years ago

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Adding Multiple Supplier Companies

As part of system-level settings you now can define one or more Supplier (Service Provider) companies (this replaces the previous approach where this option was presented in the customer data popup of the Service Matrix page).

Share Enate Analytics Option

This option, found in the General Settings section, helps Enate capture analytics such as user insights, product-related data and trends which will help us to improve our services. Data captured will NOT include any personal identification information.

Note: This option is switched ON by default, but it can be switched off if desired.

Adjusting Height of Info Section in the Case Process Screen

You can adjust the height of the Info Section. Your preference will be saved when you switch between Cases and when you next log in.

Saving Service Line

Your last selected service line will be saved when you return to the Service Matrix Screen from other sections in Builder, and also after you logout and log back in.

Peer Review Checklist

The 'Peer Review Checklist' column is where you can configure the checklist for the peer reviewer in a Peer Review Action.

You are able to configure both Global and Local checklists. Global checklists can be configured in the Service Line screen, see here for more information.

If you do not want a peer review checklist to appear in Work Manager for a peer reviewer in a Peer Review Action, you can do this by leaving the peer review checklist blank in Builder.

Override Due Date Option

If the Allow Override option is set to “Yes” or “On Creation Only” in the Due Date Settings for the Case, then users in Work Manager will be able to override the Due Date of a Case when they start a Case from the Ticket Screen or Case screen.

If the Allow Override option is set to “No” in the Due Date Settings for the Case, then users in Work Manager will not be able to override the Due Date of a Case when they start a Case from the Ticket Screen or Case screen.

Automated Failure Retry Pattern

You can set the number of times the system will automatically retry to send an email by using the slider. This can be set up to a maximum of 10 times.

You will see the time intervals that the system will automatically retry to send the email which increase exponentially with each retry.

Once the system has retried sending an email 10 times, it will no longer retry sending it automatically, but you can still retry sending the email manually, i.e. by clicking the 'Retry' icon.

Miscellaneous changes from previous Beta release

  • The history of when a Work Item is in a Queue is now exported to the warehouse for reporting and analysis.

  • User Session history is exported to the warehouse for reporting and analysis.

  • The members of a Queue are now exported to the warehouse for reporting and analysis.