Agents can view and edit related legacy objects in Zendesk by using the Custom Objects app within a ticket. They can select a source or target of a relationship type and then choose the specific object they want to display. This allows agents to see details of related objects and, if they have the necessary permissions, edit the object's details to keep data current.
To view or edit an object, agents need to select the 'Apps' option from the upper-right toolbar in a ticket, expand 'Custom Objects', and choose a relationship type. They can then click on a result to see the object details and use the edit icon to make changes to the object's attributes.
The legacy Sunshine Custom Objects app was an early access program that allowed agents to view custom object records related to ticket requesters. This app was never made generally available and is no longer accepting customer requests. It enabled…
To filter available records in the legacy Sunshine Custom Objects app, agents can use the Filter tab within the app. This feature allows agents to specify queries to identify particular object records of interest, which can help in managing and…
Yes, agents can create new relationships in the legacy Sunshine Custom Objects app by using the Filter tab to identify unrelated object records that should be linked to a ticket requester. This feature allows agents to enhance the data connections…
The legacy Sunshine Custom Objects app offers several benefits, including reduced solve time and higher customer satisfaction scores. By bringing custom object records into the context of a ticket and requester, the app minimizes the need for…