Support Import

Creating Cases on Enate

Once logged into Enate with a User that has the appropriate permissions, the Create Case on Enate Action can be used.

This Action accepts multiple Input values:

The above four values must be known to the User and must correspond to an existing Customer, Contract, Service and Process in the User's Enate account.

  • Case Title; a User-defined value to name the new Case.

  • Email Address; must correspond to an existing contact email in the User's account.

The Action will store the created case as a Custom Object. This is important, as this Custom Object is required to perform subsequent operations on the Case.

To add files or update the Case on Enate, the User must first retrieve it using the Get Case from Enate Action.

This Action requires the Case GUID to be entered as Input. The GUID is an attribute of the Custom Object created by the Create Case on Enate Action and can be entered as %EnateCreatedCase.GUID%.

When the Get Case from Enate Action runs successfully, it will create another Custom Object for the Enate Case.

The Add File to Enate Item Action can be used to add a  file to an Enate Case, Action or Ticket. The Enate Item is specified by entering the Custom Object in the appropriate field in the Action's Input.

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Additionally, this Action requires these Input values:

  • the filepath of the file to upload

  • a note describing the uploaded file

The Update Case on Enate Action is used to update the Case once the file has been added. This Action accepts two Input values:

  • the Enate Instance

  • the Enate Case Custom Object

Having created the Case, added a file to it and updated it, the User can end the session. To achieve this, the Logout from Enate Action is used. This Action requires as Input only the Enate Instance. (See the Authentication on Enate article for more details.)