Adding Lookup Relationship Fields to Zendesk Tickets
How can I add a lookup relationship field to tickets in Zendesk?
Adding a lookup relationship field to tickets involves creating fields that point to custom objects, allowing agents to preview related records without leaving the ticket. For example, you can create fields for Software requested, License Assigned, and Project, each pointing to their respective custom objects. This integration improves agent efficiency by surfacing relevant data directly in tickets.
More related questions
How can I manage assets using custom objects in Zendesk?
You can manage assets in Zendesk by using custom objects, which help streamline agent productivity by providing all necessary information directly in the ticket. Custom objects can replace external systems for managing assets like hardware or…
What is the workflow goal for using custom objects in Zendesk?
The workflow goal is to make the process of managing software requests more efficient by maintaining records of approved software and licenses within Zendesk. This allows you to reference custom objects in business rules to assign tickets to the…
How do I plan a custom object workflow in Zendesk?
Planning a custom object workflow involves identifying the details you need to capture for each object and understanding how these objects relate to others in your account. It's crucial to sketch out a plan before starting to save time in the long…
How do I define custom objects to represent assets in Zendesk?
To define custom objects, use the data gathered during planning to create them in the Admin Center. For example, to create a Software custom object, you need to enter details like Name, Description, OS compatibility, Needs approval, and Status….
How do I import asset data into Zendesk?
To import asset data into Zendesk, you can bulk import existing data using spreadsheets. Modify your planning spreadsheets by removing unnecessary rows and ensuring column headings match the custom object's field names. Export the spreadsheet as a…
How can I configure triggers to use custom objects in Zendesk?
Configuring triggers involves creating conditions and actions that leverage custom data to route tickets and notify stakeholders. For example, you can create an Approvals trigger to assign tickets to project managers and a Notifications trigger to…
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