Adding custom fields to organizations

What's my plan?

Quick Look: Admin Center > People > Configuration > Organization fields

Similar to adding custom fields to tickets, you can add numerous types of custom fields to organizations to store additional details. Any custom org fields you create apply to all organizations. You can use custom organization fields in triggers, automations, placeholders, search, SLAs, and reporting.

Administrators and agents in custom roles with permission can create and edit custom fields for organizations. Custom org fields are visible to agents, but not end users.

You can also add custom fields to users and custom fields to your tickets and support request forms.

This article contains the following topics:

• Creating custom organization fields
• Cloning custom organization fields

Related articles:

• Using custom fields
• About custom field types
• Managing custom organization fields
• Recipe for the customer-centric company: Collect customer insights and act on them

Creating custom organization fields

Administrators and agents in custom roles with permission can create any custom field type for an organization, except credit card.

The following video gives you an overview of how to create custom fields for organizations:

Creating custom fields for organizations [1:40]

To add a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Click Add field.
3. Select a field type, then enter a Display name.
4. Verify that the field key is the value you want it to be.

   This field is populated by the field name, but you can edit it. You can't change the field key after the custom field is created. The field key can be used to reference the custom field in placeholders and the API.

   Avoid field keys that overlap with system fields, such as id, name, tags, details, and notes.

5. (Optional) Enter a Description for the custom field. This is visible to admins only.
6. Set any other options for your field, depending on the type.
   • Field option (checkbox fields only, optional):

     Enter a tag to apply to a ticket when the checkbox is selected.

   • Field validation (regex fields only):

     Enter a regular expression to create an input mask to validate entry.

   • Field values (drop-down and multi-select fields):
     • Enter Field options to include in the list. Click the X to remove a value.

       You can bulk import field values if you have a large number to add.

     • Click Sort ascending or use the drag-and-drop icon () to manually reorder the field values.
     • To create a nested drop-down list, separate categories and values with a double colon (::). See Organizing drop-down lists.
   • Related object and Set a filter (lookup relationship fields only)

     Select the type of object to relate, and optionally define filters that restrict possible values for the field. See Adding lookup relationship fields.

7. Click Save or, to create another custom field, click the drop-down icon and select Save and add another.

   

   New fields are active by default and are added to all organizations.

8. If needed, you can reorder your custom organization fields.

Cloning custom organization fields

Administrators and agents in custom roles with permission can create new custom fields from scratch or clone existing organization fields and modify them as needed.

To clone a custom organization field

1. In Admin Center, click People in the sidebar, then select Configuration > Organization fields.
2. Hover over the row of the organization field you want to clone, then click the option menu icon () and select Clone.

   A detailed view of the organization field's settings is displayed.

3. Edit the Display name and Field key so that they are unique.

   The field key is populated by the field name, but you can edit it when creating the custom field. You can't change the field key after the custom field is created. The field key can be used to reference the custom field in placeholders and the API.

4. Set any other options for your field, depending on the type.
5. Click Save.

   New org fields are active by default and are added to all organizations.

6. If needed, you can reorder your custom organization fields.