The ability to create custom fields for a ticketing system is instrumental in tailoring the system to the organization's unique needs, improving data accuracy, and enhancing overall efficiency in managing customer interactions and support tickets.
Note: A User with Manage Permission Rights can perform this action
To create a new custom field for the Tickets module,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head over to the Modules category
- Click on Tickets
- Locate to the All Detail Form Fields Section
- Click on the Add New Field option
- A popup will appear displaying a list of essential and useful field types to choose from. You can search for a field using the search bar.
- Choose the Field Types.
- Once you've selected a field type, Provide the following details for the field:
- Field Label Name - Specify the field name for clear and easy identification
- Internal Name - Enter Internal Name for API integrations
- Section - Select the Section you wish the Field to fall under
- Help Text -Add the Help Text to Provide additional information to help your teammates to understand the purpose of the field
- Once you have added the details, you can select,
- Appear in quick creation form: To display this field in the quick creation form.
- Appear in global search results: To allow searching the field via global search.
- Do not allow duplicate values: To prevent the creation of a duplicate Ticket.
- Required: If the Field should be mandatory.
- Visible to the customer within Tickets - If the field should be visible to the customers
- Once done Save the details.
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