Creating Custom Ticket Layouts in Zendesk
How can I create a custom ticket layout in Zendesk?
Creating a custom ticket layout in Zendesk is a straightforward process. First, ensure you have admin access and the Zendesk Agent Workspace activated. Navigate to the Admin Center, click on Workspaces in the sidebar, and select Agent tools > Layouts. From there, you can create a new layout by clicking 'Create layout'.
Once in the layout builder, you can name and describe your layout, and decide if it should be the default for all agents. Customize your layout by adding, removing, resizing, and moving components. When you're satisfied, preview your layout with real ticket data and save your changes. For more detailed steps, check out theoriginal Zendesk guide.
More related questions
What are the differences between system and optional components in Zendesk layouts?
In Zendesk layouts, components are categorized as either system or optional. System components are integral to the ticket layout and cannot be removed, though they can be moved to the context panel. These include the conversation thread, customer…
How do I add or remove components in a Zendesk layout?
Adding or removing components in a Zendesk layout is simple with the layout builder. To add a component, open a layout for editing and use the Components area on the right side of your screen. Select the component you want to add and drag it into…
Can I resize and move components in a Zendesk layout?
Yes, you can resize and move components in a Zendesk layout to better fit your needs. Open a layout for editing and select a component in the canvas area. A list of actions will appear, allowing you to move, resize, or replace the component. You…
How can I stack components in a Zendesk layout?
Stacking components in a Zendesk layout is a great way to save space. To stack components, open a layout for editing and select the component you want to stack. Drag it below or above another component until a blue target icon appears, then release…
How do I manage components in the context panel of a Zendesk layout?
Managing components in the context panel of a Zendesk layout allows you to customize the ticket interface further. In the Admin Center, go to Workspaces > Agent tools > Layouts, and select the layout you want to edit. In the layout builder, click…
Can I undo or redo changes in a Zendesk layout?
Yes, you can easily undo or redo changes while editing a Zendesk layout. If you make a mistake, simply click the undo icon at the top of the layout to revert the change. Similarly, you can click the redo icon to reapply a change. This feature is…
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