Adding custom fields to users Follow

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26 comments

  • Avatar
    Giovanni BERTHELOT

    Hey !

    Is it possible to collect the IP or at least, the country of the user with this method ?

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    Amie Brennan

    Hi Giovanni,

    At present there isn't any way you can automatically collect IP or country of the user and have it pushed through to a correspondingly custom user field on the user profile.

    You can however create a custom field for country or IP and then your agents can manually submit the details for this on the profile when needed or available to them. 

    Hope this helps with your query today. :)

    Best,

    Amie

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    Amy Barnes

    Is it possible to make a user field required for an agent to create a user?  I need to segment end users by internal, external and vendor and have those as user fields.  If users are created by sending an email, no control there but I'd like to require the field if an agent creates a user.  Possible?

     

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    Colin Piper

    @Amy, no there is no way through the GUI to make user fields mandatory and I cannot think of any app already in the marketplace that would do this successfully. However, if you had the time and/or capability you could create an app that checked the user field value when trying to submit a ticket. 

  • Avatar
    Kyle Handley

    How would we search a custom user field? e (see Searching custom user and organization fields). explains searching custom ticket fields, but not user fields

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    Anna Mae Alonzo-Casacop

     Hi Kyle,

    On the search bar, you can type in the value that your user fields contain. For example, if you have a dropdown user field and one of the value options in there is 'Need Data', you may type this text in the search bar and then click on 'Users'. This will then display your users who have the user field 'Need Data' on their profile:

    If your user field is a text field, you may type in there the text that you set on the text field.

    Hope this helps!

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    Bronson Coutts

    It would be great if end users had the ability to edit select custom user fields by editing their profile via the Help centre.

    Additionally to be able to register/create an account and be required to provide this data. We use Zendesk as our primary CRM as there is no other business need for anything else. So our users register using a html form that pushes the data to Zendesk, MailChimp and a couple of other places (dependant upon the details supplied during registration) via API. This makes edits and updates an interesting challenge ad most of the updates are done via agents using Zendesk but users can reregister and update their info, edit via mailchimp etc.

    So it would be great to keep all the edits to Zendesk and use the API and webhooks to update our non-core services.

  • Avatar
    Kyle Handley

    Hi Anna,

    How would I restrict the keyword search you detailed to only look for userfields instead of all keyword locations?

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    Justin Smith

    Hey Kyle,

    There are a number of user keyword operators you can use to search for data within your Zendesk account.  http://zdsk.co/29JwB97

    Using the function "type:user" will prevent all the ticket data from appearing, however looking under the user tab on a normal search will show you the relevant users which apply to the keywords that you entered.

    I hope that helps!

  • Avatar
    Don Wood

    I would like to add a phone number to the User record. Do I simply use a text field or can the regular expression be used? If so, how?

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    Jack Elver-Fiddimore

    Hello, 

    Is it possible to populate a numeric field via the API /a URL target extension?

    Thank you, 

    Jack

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    Jessie Schutz

    Hey Don!

    If you want to add the phone number from the agent interface, you don't need to add a custom field. In the User Profile click Add Contact and select Phone.

    If you want your end users to be able to add their phone number from the Submit a Request form in your Help Center, you can add a custom field for this really easily, as you'll see outlined in the article above.

    You'll have the option to use a regular text field, or you can use a Regular Expression - both of those are options for your custom fields.

  • Avatar
    Simon Peach

    Hi Guys,

    Is there any way to push a custom user field into a ticket automatically. The scenario is we'd like to add the users department to their user profile and we'd like this to be automatically to each ticket that they may create.

    If it is possible please can you advise me how this can be achieved.

    Many thanks,

    Simon

  • Avatar
    Justin Smith

    Hello Simon,

    When you say you'd like to push a custom user field into a ticket, are you wanting to have the value of that user field added to the description in the ticket?  Or are you wanting a custom User field to be reflected as well in a custom Ticket field?

    For either case, you would only be able to do this using a predefined custom user field such as a drop-down field or a check box.  If it's the latter situation above that you're looking to do, you'll need to make a custom Ticket field that corresponds to the values in that User field, and then make a trigger to set the Ticket Field value to whichever the User field value is set.  

    If you're hoping to have that field value populated into the ticket description, you would need to make a ticket field trigger such as like the first scenario and then also setup a macro that uses the a custom ticket field placeholder to populate that data into the Description box on the ticket.

    I hope that all makes sense, but let me know if I've misunderstood anything in regards to your question, or if there is anything I can clarify further.

  • Avatar
    Jon Allen

    Justin, I'm working on a similar idea to Simon's and I'm stuck.

    We'd like to have use a custom user field drop down AND have it show on each ticket. The two would update each other. I played around with your suggestions and didn't get anywhere.

    We're attempting to mark the "personality type" of the requester so we better know how to communicate with them. The agents may not remember to look at the user's info, but of course will always see the tickets. So it would be great if it showed in both places.

  • Avatar
    Yhkim

    Hi!

     

    When I add new user, on the popup window, custom field is not shown.

    How do I make custom fields shown on the popup window?

    There are just Name, Email, and Role.

    I have some custom fields on user, phone number, title,,,,, and so on, and I'd like to enter this info when I create new user.

  • Avatar
    Jessie Schutz

    Hey Jon!

    You'd be able to use Justin's solution to populate a custom ticket field based on a custom user field, but it's not possible to do it the other way - user profiles cannot inherit data from a ticket.

    Custom dropdown and checkbox fields generate a tag based on the selection you made. When you do this in a user profile, that tag automatically is added to any tickets that user submits.

    As Justin suggested, you can create a corresponding dropdown menu on your ticket form and set up a series of macros to set that ticket dropdown based on the user tag the ticket inherits. It'll require making sure someone sets the value in the user profile when a new user first submits a ticket, but once that's done the rest of the process will be automatic.

    Let us know if you need any clarification!

  • Avatar
    Jessie Schutz

    Hey Yhkim!

    It's not possible to display any additional fields on the Add User pop-up window. In order to populate those fields you'd need to go into the User Profile itself.

    I did some digging around in our Product Feedback forum, but I didn't find any threads about this. I'd recommend heading over there to share your suggestion and detailed use case to make sure our Product Managers see it!

     

  • Avatar
    Hannah Walker

    Is there no way to have end users select their data for a user field?

    At the moment, we have a custom ticket field for most tickets that requires end users to select their Service from a drop-down menu. It would be much simpler for end users to simply have to select their service once, which is stored as a user field.

    The two alternatives we seem to be looking at instead of this are either having to have end users repeatedly answering the same question every time they create a ticket (the system we are using currently) or having to have an agent check each ticket for if the user is new, and if so manually populating the user field "service" with the correct information. The second option would also require the back-cataloguing of the many end users that we have already.

    Is there any way of making this simpler for end users without adding extra workload to our agents?

  • Avatar
    Terry

    @Hannah

    At this time custom user fields are not editable by end-users.

    If you add a tag to end-user profiles tickets they submit will inherit that tag.
    You can match that tag to your custom ticket field values (dropdown) and it will get automatically set on that ticket because of that tag.  

    You can read more about this tag / ticket field interaction here: Understanding custom ticket fields, tags, and business rules.

     

  • Avatar
    Karyn Tooke

    Hi,

    I'm struggling to understand the difference between custom fields and custom user fields when both are "visible and editable for agents, but not end-users", what are the benefits?

    I'm exploring ways to offer internal company end-users to have permission to change the value of a custom field (a checkbox) but continue to restrict this functionality from external end-users.

  • Avatar
    Jessie Schutz

    Hi Karyn!

    Custom fields will be located in your tickets. User fields are located in an end-user's user profile in your agent interface.

    In both cases, they give you the option to customize the information that's captured for agent reference.

    Any tags that are added to the user profile (ie: via check boxes or drop-downs) will also be added to any tickets that user submits.

    Does that clear things up a bit?

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    Karyn Tooke

    Hey Jessie - Apologies just noticed this.. yes this is super helpful thank you!

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    Lester Madden

    Would be nice if there was an option to make the fields visible to the customer in their profile.

    We want customers to be able to tell us product and version information without having to add it to a ticket each time. Ideally they should put that into their profile

  • Avatar
    Amie Brennan

    Hi Lester,

    Whilst custom user profile fields are not currently visible to end-users, there is a workaround to this you could look at using. You can use triggers to map a custom ticket field to a custom user field. This would allow the end-user to submit the product and version info on the ticket at the time of submission and from there the corresponding field on the user profile would be updated automatically.

    Below is an example of a trigger which would achieve this for you, providing you already have both fields set up in your Zendesk. 

     

    You can also look at using our API as well for field mapping. :)

  • Avatar
    Lester Madden

    Thanks Amie  I'll give that a try

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