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Managing Custom Object Records - Frequently asked questions

Discover answers to common questions about managing custom object records in Zendesk. Learn how to efficiently handle records and optimize your workflow.

Frequently asked questions

How can I view a custom object record in Zendesk?

To view a custom object record in Zendesk, you need to navigate to the Custom objects section in Support. Once there, select the custom object from the list, which is organized alphabetically. You can then scroll or search for the specific record…

What steps are involved in editing a custom object record?

Editing a custom object record in Zendesk is straightforward for those with the right permissions. First, go to the Custom objects section in Support and select the object whose record you want to edit. Find the record by scrolling or searching,…

How do I delete a custom object record in Zendesk?

Deleting a custom object record in Zendesk is a permanent action that removes the data from your account. To delete a record, navigate to the Custom objects section in Support, select the relevant object, and find the record you wish to delete….

Who can manage custom object records in Zendesk?

In Zendesk, both admins and agents with the appropriate permissions can manage custom object records. This includes viewing, editing, and deleting records. It's important to ensure that you have the necessary permissions to perform these actions,…

What happens to lookup fields when a custom object record is deleted?

When a custom object record is deleted in Zendesk, lookup fields retain their values even though they appear empty in the agent workspace. This means that while the record itself is permanently removed and cannot be recovered, any associated…

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