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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
      • 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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  • Overview
  • How to merge branches
  • Specifics of merging parallel branches
  • Specifics of merging conditional branches

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  1. Older Versions
  2. Changes Overview - Older Versions
  3. 2023.1 Changes Overview

Ability to Merge Branches

PreviousBypassing Peer ReviewsNextAllocation Method Changes

Last updated 2 years ago

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Overview

We've added the ability to merge branches in your Case workflow processes to help you streamline the creation of your business Case flows.

Sometimes creating a business process can leave you with many different routes that you want to lead onto the same action depending on the criteria of the step. By using this new merge feature you will be able to choose different Actions to end in the same outcome.

Watch the following video to find out more:

How to merge branches

You can choose to merge together parallel branches or conditional branches.

To merge multiple Actions together, click on the menu of one of the Actions you want to merge and select 'Merge', then 'Add'.

In the following pop-up select the other Actions you want to merge it with from the list of Actions that are available for merging.

Then select which Action you want them to be merged into - you can either choose from an existing Action type or you can choose to create a brand new Action type for this.

The merged Action will then appear in the flow.

Note that you can only merge together Actions within the same step.

Specifics of merging parallel branches

If you are merging together Actions from parallel branches, the merge Action will wait for all of its the predecessor Action to complete before it can start.

Specifics of merging conditional branches

If you are merging together Actions from conditional branches, the merge Action will start when one of the conditional branches has been completed.