Setting Values in Zendesk Lookup Relationship Fields
How do I set values in lookup relationship fields on Zendesk tickets?
To set values in lookup relationship fields on Zendesk tickets, start by typing the record's name in the lookup field. Autocomplete suggestions will appear as you type.
Once you find the correct record, select it to set the field's value and associate the record with the ticket. This process enables the record preview functionality, allowing you to view related records directly in the ticket view.
More related questions
How can I view related object records in Zendesk tickets?
You can view related object records in Zendesk tickets using the record preview panel. This feature allows you to see details about records related to the ticket you're working on without leaving the ticket view. The record preview is part of the…
What are lookup relationship fields in Zendesk tickets?
Lookup relationship fields in Zendesk tickets allow you to associate data with other objects, such as users, organizations, or custom objects. These fields enable the record preview functionality. To use lookup relationship fields, your account…
How can I preview related records in Zendesk tickets?
To preview related records in Zendesk tickets, click the Record preview icon next to a lookup relationship field with a valid value. This allows you to see the first 20 fields with values for the record. If you need to view more than 20 fields or…
What should I do if the record preview icon is not visible in Zendesk?
If the record preview icon is not visible in Zendesk, ensure that a valid value is set in the lookup field. The icon only appears when this condition is met. Additionally, check that your account has at least one custom object and that your ticket…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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