Adding custom fields to users

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51 Comments

  • Jessie Schutz
    Zendesk team member

    Thanks for sharing those detailed steps, Darren!

    0
  • Anastasia Zikouli

    Hello,

    Is it possible to use HTML in custom fields?

    Or is there a way to have a value which contains a link inside?

    0
  • Jessie Schutz
    Zendesk team member

    Hi Anastasia! Welcome to the Community!

    HTML won't render in a custom field. Can you give me more information on what you're trying to do with your ticket fields?

    0
  • Duc Nguyen Lorenza

    Is there custom field type of multiple selects? For example, A user belongs to multiple practices. Please give me suggestion for that. Thanks!

    0
  • Juergen Wagenbach

    Hi

    We want to offer our customers the chance to provide additional information directly in their end user account profile. This means these custom fields must be visible for the end-user and the content of the fields must be editable by the end-user.

    Up to now there are just the mandatory fields "Name" and "Email" and the optional fields "photo", "phone" and "Description" present by the editable end-user profile. Our idea is to add additional optional fields like "Company", "Department", "Job title", "Address", "Country" which are offerd by the "Account / My Profile / Edit Profile" and the content of each field can be edited and updated by the end-user itself.

    We see such additional optional information by other systems normally as part of the user profile which can be edited by the end-user without the need for an action by the agent and also not linked to a support ticket. On one hand we quite often do not know about all this data. On the other hand we want to keep it on our customer's choice what details they finally wants provide to us.

    Is there a way to add custom fields to end-user profiles which can be actually checked and edited by the customer (= end-user) themselves?

    Kind regards
    Juergen

    0
  • Dan Ross
    Community Moderator

    Hi Juergen,

    The only way I can think of this being possible would need to be built with the API to do so. You’d need to capture the logged in user’s ID and then allow them to submit a form with the data you want to collect. From there, you can map the input from the user to User Custom Fields in Zendesk.

    Of course, this creates security implications as you need to make sure that they logged in user can only read/write the info associated with their ID, and not any user's ID. You'd also want to make sure your Help Centre theme only shows this tool to Logged in Users.

    0
  • Aitor Ardila

    Hello,

    I've created some custom fields for the users profile. How can i read in javascript the custom user field of the logged in user from the Helpcenter? 

    For example, to obtain the user's email i can use: var email = HelpCenter.user.email

    However, I cannot see my custom fields inside the HelpCenter object.

    I've found a workaround which is using tags but then this has some limitations: cannot have spaces, cannot define the field's type...

    Thank you in advance!

    0
  • Pedro Rodrigues

    Any plans to add multi-select fields for users? :-)

    0
  • Brett Bowser
    Zendesk Community Team

    Hey Pedro,

    Nothing on the roadmap currently. Appreciate you linking your feedback post though!

    I'll pass this along to the appropriate team.

    Cheers :)

    0
  • Jason Dell

    Hi Zendesk,

    We use the Zendesk Guide to make the following available to our community: Knowledge Base, Community Forum and Tickets.

    We would like to collect additional information from our users. For example, we work with universities around the world and would like to have them provide the dates large applications open.

    It seems like we should be able to accomplish this via custom fields that can be updated by customers on their profile tab.

    However, in reading this thread it doesn't sound like customers can complete custom fields. 

    Can you think of any other options? Is this maybe in the works?

    Thanks for your thoughts/feedback.
    Jason

    0
  • Nicole S.
    Zendesk Community Team

    Hey Jason -

    Custom Ticket Fields are only available in Ticket forms right now, so you're correct, this would not help you with users updating things via their profile in Guide.

    Is the goal for this information to be shared from one user to another, or from a user in to your company? Is it more important that the info be displayed in the Guide Profile or that it's something you could, say, pull a list of or something on the admin side?

    0
  • Kamolchanok Jittrepit

    Can I create report all customers detail in Explore?

    0
  • Erika Camille Sundian
    Zendesk Community Team

    Hello Kamolchanok Jittrepit,

    Can you be more specific on what kind of customer detail are you looking for in a report?

    0
  • Kamolchanok Jittrepit

    Hi Erika Camille Sundian, Customer details such as location address or mobile number.

    0
  • Nicole S.
    Zendesk Community Team

    Hi Kamolchanok -

    Explore doesn't currently contain the datasets for that kind of customer data. However, it is something that is being considered to be added in the future. I'll mark your post as product feedback.

    0
  • Chuck Yocum

    I want to group my fields into sections.
    ------Security-----

    Field 1
    Field 2

    Field 3

    -----Blah------

    Field 1

    Field 2

    Field 3

     

    Is there any way to add a separator?

    1
  • Phil Williams
    Community Moderator

    Do you mean on the public view or the agent view? If agent then I'm reasonably sure that you can't add separators. For the public view, the way I could think of doing this would be hard coding the request form and effectively reverse-engineering it.

     

    There isn't a simple solution I'm afraid.

    0
  • Jay Shaktawat

    Is there a way where we can pass this custom user field or organisational field value obtained in zendesk support to Zendesk Chat. Where it can set as as tag or something.

    I need this user field information to be passed to Zendesk chat bot associated with same account.

    Please point me in the right direction.

    0
  • Brandon Tidd
    Community Moderator

    Hi Jay Shaktawat - according to this post, your desired action may not be possible natively at this time.

    That said, Zendesk is always listening so there's always a chance this could be updated in the future!

    Brandon

    0
  • Rishabh Kumar

    I want to update the custom user field Manager for 100 users with value 'John Doe'.  I am using below script but that is not working. Could anyone advise what change I need to make for my script?

     

    curl https://domain.zendesk.com/api/v2/users/create_or_update_many.json ^-d "{\"users\": [{\"name\": \"User9\", \"email\": \"user9@testuser.com\", \"Manager\": \"John Doe\"}]}" ^-H "Content-Type: application/json" -X POST ^-v -u abc@abc.com:Password

     

    0
  • Bryan - Community Manager
    Zendesk Developer Support

    Hi Rishabh Kumar. I posted some ideas over in the cross post made at https://develop.zendesk.com/hc/en-us/community/posts/360001644288-Updating-custom-user-fields-on-User-object-via-API?page=1#community_comment_360014096673. Check those out and see if the info there helps.

    0

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