How to Create a Custom View in Zendesk
How can I create a custom view in Zendesk?
Creating a custom view in Zendesk is a great way to organize your tickets based on specific criteria. To create a view, navigate to the Admin Center, click on Workspaces in the sidebar, and select Agent tools > Views. From there, click 'Add view' to start setting up your custom view.
You'll need to enter a title and description for your view, and decide who will have access to it. You can set conditions to filter tickets, such as status, type, or priority, and arrange the columns to display the information you need. Once you're satisfied with the setup, click 'Save' to create your view. For more detailed steps, check out theoriginal Zendesk guide.
More related questions
What are the different types of views in Zendesk?
Zendesk offers three types of views: default, shared, and personal. Default views are standard and created when you open a Zendesk Support account. Most can be edited or deactivated, except for the Suspended and Deleted tickets views. Shared views…
How do I add conditions to a Zendesk view?
Adding conditions to a Zendesk view allows you to filter tickets based on specific criteria. When creating or editing a view, you can add conditions by selecting a field, operator, and value for each condition. For example, you might set a…
Can I clone an existing view in Zendesk?
Yes, you can clone an existing view in Zendesk to create a copy that you can modify for other purposes. To clone a view, go to the Admin Center, click on Workspaces in the sidebar, and select Agent tools > Views. Hover over the view you want to…
How can I manage the visibility of views in Zendesk?
In Zendesk, the visibility of views is managed by setting who has access to each view. When creating or editing a view, you can choose to make it available to any agent, agents in specific groups, or only to yourself as a personal view. If you have…
What are the best practices for setting up views in Zendesk?
When setting up views in Zendesk, it's important to follow best practices to ensure they are effective and efficient. Start by clearly defining the purpose of each view and the criteria that tickets must meet to be included. Use conditions to…
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