Viewing Related Object Records in Zendesk Tickets
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 context panel and is closed by default. It only supports custom object records and requires that your account has at least one custom object. Additionally, your ticket form must have an active lookup relationship field pointing to a custom object, and a valid value must be set in the lookup field. Once these conditions are met, you can select a related record to preview its details directly in the customer context panel.Learn more
More related questions
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 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…
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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