How to Share Smart Lists in Zendesk
How can I share my smart list with my team in Zendesk?
To share your smart list with your team in Zendesk, you have two main options. First, if you're an admin, you can create a smart list template that can be accessed by all users on the account. This allows your colleagues to add the template from their working center and view the filtered data based on their own data permissions. Alternatively, you can export the smart list to a CSV file and share it with someone outside of your account. This is useful for sharing specific subsets of data with third parties. For more details, check out the originalZendesk article.
More related questions
What are smart list templates in Zendesk?
Smart list templates in Zendesk are a way for admins to share smart lists with all users on the account. These templates allow users to quickly access a filtered list of data from their working center. It's important to note that the records…
Can I export a smart list from Zendesk?
Yes, you can export a smart list from Zendesk to share data with someone outside of your account. This feature allows you to filter for a specific subset of data and then export it as a CSV file. This is particularly useful for sharing data with…
Why might smart list records differ between users in Zendesk?
Smart list records might differ between users in Zendesk because they are based on each user's data permissions. When a smart list template is used, the data displayed is filtered according to what each user is allowed to see. This means that while…
How can admins create a smart list template in Zendesk?
Admins can create a smart list template in Zendesk to share a list with all users on the account. This involves setting up a smart list with the desired filters and then saving it as a template. Once created, users can add this template from their…
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