About custom field types Follow

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20 comments

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    Stephen Roman

    Is there a way to pull a custom numeric field, which is used as a reference number, into a GoodData report?

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    Ash (Edited )

    What is the default max character length for both the Text field and Multi-Line Text field?

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    Jessie Schutz

    Hi Ash!

    There isn't really one cut-and-dried answer to this question, and our recommendation is going to vary depending on what your use case is. I'm going to open a ticket for you so we can get some more information on this!

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    Giovanni Cattani

    Please add additional input types for 'email', 'tel' and allow for us to add additional HTML attributes such as maxlength, minlength, spellcheck, autocorrect.

    We can add and change input types and add additional HTML attributes by using jQuery for the customer-facing ticket forms but it's not possible to do this with the Agent view.

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    Colin Piper

    @Giovanni. You can achieve some of this with the regular expression field type. Have you looked at this one?

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    Evan Gadol

    @Jennifer - If I want to use one of my custom fields in my actions ("Perform these actions:") how do I edit the list? I want to add a custom field that I can change via macro.

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    Jessie Schutz

    Hey Evan!

    The only custom fields that can be used in macros are drop down fields or check boxes. Free text fields unfortunately can't be used. But, as long as the fields you want to use in the macro are drop downs or check boxes, the field name will appear in the actions drop down when you're building your macro.

    Hope that helps!

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    Mindaugas Verkys

    What is Length of Text vs Multiple-Line text? 

    Also I saw that text field it's possible to find in the GoodData, but I can't find Multiple-line field. 

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    Madison Davis

    Hi Mindaugas! There isn't a black-and-white answer to the length restriction on these fields, so I'm going to pull our conversation into a Support ticket, where we can discuss a bit further. 

    Multi-line text fields are not synced to GoodData at all, unfortunately - more on that here

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    Mindaugas Verkys

    Thank you

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    Susie
    Is it possible to add a custom numeric field, which we use as a reference number, into a GoodData report? We do not need the sum of this number, we need the actual value to show up in the report.
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    Madison Davis

    Hey Susie! In that case, I'd recommend using a single-line text field. Single-line text fields are synced to GoodData as Attributes (whereas numeric fields are synced as Facts, and must be aggregated). For anyone curious, more on how custom fields are synced to Insights can be found here: Reporting on custom fields in Insights

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    Susie (Edited )

    Thanks Madison, but I have just been told that we need both... value and sum of the values.. is that possible?

    My manager wants to set up a couple Value/Velocity reports:
     
    -  One showing current Value [customer numeric field] distribution and total for open tickets
    -  One showing Velocity for last seven days for tickets where action was taken. Velocity is the sum of all the Value assignments.
       

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    Vlad Grubman

    We have a custom ID field created as numeric for our CRM integration. Turns out this was a mistake as we have some IDs containing alpha-numeric combination. Is there a way to change the type of the field?

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    Megan Howell

    Vlad,

    I'm sorry to be the bearer of not-so-awesome news, but there is no way to edit or change a field type - the only way would be to create a new field and use that instead of the numeric field - I am sorry! 

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    Stephen Fleming

    Hi,

    I was wondering was it possible to create a dropdown box on an Organisation, that contains a list of the agents we currently have?

     

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    Jessie Schutz

    Hey Stephen!

    You can do this by adding a custom field, but you'll need to add each agent to the list manually. Can you give me some more information on what you're trying to accomplish by doing this? Maybe we can come up with something better.

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    Stephen Fleming

    Hi Jessie,

    Each of our customers have an Account Manager and Technical Architect assigned to monitor the status of the project. We would like to have a field on the customers organisation page for both of these fields.

    If possible, I would like to be able to populate this with our pre-existing agents and then have a trigger setup to automatically cc the Account Manager and Technical Architect on any incoming tickets. Currently, we have individual triggers for every organisation we create. This would cut down on the number of triggers we would need.

    Is this something that would be possible?

    Best regards,

    Stephen

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    Ted Nieblas

    Has there been any updates to Stephen's question? We have the exact same issue and I have dozens of triggers to CC agents to tickets. Having the ability to assign these agents to the organization would allow me to use a single trigger to set these values and all I would need to do to update who receives the updates is to update the fields on the Org.

    This should work like the "User-Picker" in Jira.

     

    Regards,

     

    Ted Nieblas

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    Rebecca

    Hi Steven and Ted - 

    At this time, org and user fields are not able automatically populate a list of agents in your Zendesk; this would need to be created and maintained manually. Sadly, there is likely not a better method beyond triggers to add agent CC's with default functionality. 

    You could possibly add the agent to the organizations and setup the agent to be able to see all organization tickets. They could then go into Help Center and follow all organization tickets to get automatically emailed about all org tickets if you are on a plan that includes the help center end-user portal. 



    Here's the setting in the user profile: 

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