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Using Checkbox Fields in Zendesk Automations

Learn how to use checkbox fields in Zendesk automations and views, and the importance of tags.

How can checkbox fields be used in Zendesk automations and views?

Checkbox fields in Zendesk can be used in automations and views, but only if they are set to add a tag when checked. This is because the presence of a tag is necessary for checkbox fields to be recognized in these contexts.

If your checkbox doesn't add a tag, it won't appear as an option for use in automations and views. This requirement ensures that checkbox fields can be effectively integrated into your ticket management workflows.


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What custom ticket fields can be used in Zendesk business rules and views?

Custom ticket fields in Zendesk can be used in various business rules and views, but their availability depends on the field type. For instance, drop-down and multi-select fields are versatile and can be used across all business rules and views….

How do drop-down fields work in Zendesk business rules and views?

Drop-down fields in Zendesk are highly flexible and can be used across all business rules and views. They allow you to select from a predefined set of values, making them ideal for consistent data entry and easy condition setting. In business rules…

Can multi-select fields be used in Zendesk views and business rules?

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Why are text fields limited in Zendesk business rules?

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What are the limitations of using date fields in Zendesk triggers?

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Can lookup relationship fields be used in Zendesk views and triggers?

Yes, lookup relationship fields can be used in Zendesk views and triggers. These fields allow you to choose from a filtered list of users, organizations, and tickets, helping to establish relationships within your account. In triggers, lookup…

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