You can edit custom ticket fields to update the title and description, configure access permissions and display information, and configure and organize ticket field values. You can also activate or deactivate ticket fields as needed or delete them entirely. For standard or other protected ticket fields, some of these tasks might not be allowed.
You must be an administrator or an agent in a custom role with permission to update ticket fields.
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Editing ticket fields
You can edit some or all of the details in both custom and standard fields. Not all ticket fields can be edited.
To edit a ticket field
- In Admin Center, click Objects and rules in the sidebar, then select Tickets > Fields.
- Hover over the row of the field you want to edit, then click the option menu icon () and select Edit.
- Update the options as needed.
If you are editing a drop-down field, see Altering drop-down fields to understand how changing or removing field values affects tickets.
Non-editable options are either dimmed or will not respond to mouse clicks. - When your changes are complete, click Save.
Reordering ticket fields
The order of your custom ticket fields on the Fields page determines the order in which they're displayed in several places. This includes the Business rules pages in Admin Center and when you bulk update tickets in Agent Workspace.
For example, let’s say you have a custom field named "US region" and you reorder your ticket fields so that this field appears at the top of the Ticket fields page.
On the Triggers page, this field will appear first in the list of custom fields in the Conditions drop-down.
The position of this field is also affected on other Business rules pages in Admin Center, such as automations. Additionally, if you bulk update tickets in Agent Workspace, the position of this field is affected.
To change the order of custom ticket fields
- In Admin Center, click Objects and rules in the sidebar, then select Tickets > Fields.
- Click Actions and select Edit order.
- Click and drag the rows into the order you want or use the arrows on each row to move them up or down in the list.
- Click Save.
Deactivating and reactivating ticket fields
Deactivated ticket fields are moved to the Inactive fields list on the Ticket Fields admin page. Deactivated ticket fields will no longer appear in the ticket form for your tickets. Deactivating ticket fields will alter Closed and Archived tickets. Any data lost from the deactivated field can be recovered again by reactivating the ticket field.
To deactivate a custom ticket field
- In Admin Center, click Objects and rules in the sidebar, then select Tickets > Fields.
- Hover over the field you want to deactivate, then click the options menu icon () and select Deactivate.
- Click Deactivate to confirm you want to deactivate the custom field.
The custom ticket field moves to the Inactive tab and no longer appears in your ticket forms. The deactivated ticket field is also removed from tickets with a status of closed and archived.
To reactivate a custom ticket field
- In Admin Center, click Objects and rules in the sidebar, then select Tickets > Fields.
- Find the custom ticket field on the Inactive tab, click the option menu icon
() and select Activate.
The custom ticket field moves to the Active tab and appears in your ticket form.
Deleting ticket fields
You can delete any custom ticket fields created by you. However, standard ticket fields cannot be deleted, and those created via business rules can only be deleted by editing the business rule. Additionally, you can't delete an active ticket field; you must deactivate it first.
Deleted ticket fields will no longer appear in the ticket form for your tickets. Deleted ticket fields will also alter Closed and Archived tickets. If you delete a custom ticket field, you will not be able to recreate or recover the field or its data. If you want to preserve the field data, it is recommended that you deactivate the field instead.
To delete a custom ticket field
- In Admin Center, click Objects and rules in the sidebar, then select Tickets > Fields.
- Click the Inactive tab. If your ticket field is active, you'll need to deactivate it first.
- Hover over the row of the field you want to edit, then click the option menu icon () and select Edit.
- Click the option menu icon () at the top of the page, then select Delete.
- Click Delete to confirm the deletion.
The field is removed from your ticket fields list.