Working with ticket tags

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12 Comments

  • Katherine Hunt

    Hello,

    I would like to be able to modify the location of the tags field, and limit its visibility to certain ticket types. Is that possible?

    Thank you!

    1
  • Devan - Community Manager
    Zendesk Community Manager

    Hello, @...,

    What you've described wouldn't be possible on a ticket type basis. I will share this with our moderator team and see if anyone has a possible workaround to suggest. You can also share this feature request in our feedback forums so our developers can consider it for future updates.

    Best regards. 

    1
  • Katherine Hunt

    Thanks Devan!

    0
  • Jed Hollander

    Hello folks,

    with regards to triggers and tags, is it possible to add a tag of the name of the assignee each time that assignee changes?

     

    TYIA

    0
  • Dave Dyson
    Zendesk Community Manager

    Hi Jed,

    The only way I think you could really do that would be to create a trigger for each agent, so when the Assignee is changed to that agent, you add a tag with that agent's name. I can't say I'd recommend that, as it doesn't scale well and could be a challenge to maintain.

    Can you talk about why you'd want to do that? It's possible this Explore recipe might give you the information you're looking for: Explore recipe: Total number of assignments

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  • Jed Hollander

    Hi Dave thanks for responding. The use case is that I need to capture the name of every agent that the ticket is assigned to. If I can do that through an explore recipe that will help I think

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  • Jed Hollander

    @... could you provide me the steps for that trigger so I can check it out?

     

    Thanks.

    0
  • Dave Dyson
    Zendesk Community Manager

    Hi @...,

    Such a trigger would look like this:

    • Under Conditions, you'd add Assignee Changed to [the name of a specific agent]
    • Under Actions, you'd add Add tags [a tag for that agent]

    For example:

    You'd need to create one of these triggers for each of your agents.

    Hope that helps!

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  • Elspeth Mogol

    Hello, 

    Is there any way to keep existing tags (tied to the requester) when the requester is changed? 

    We cater to our stores (light agents) and customers (end users) and when we receive a request from one of our stores, a tag is automatically added because the tag is associated with the light agent but we do use the same ticket to email our customers. As a result, the store tags are removed automatically. Is there any way to keep the store tags? Thank you. 

     
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  • Austin Killey
    Zendesk Customer Care

    Thanks so much for reaching out @..., and great question as well:

    Would these light agent/store user tags all happen to be pretty unique, or are there some fairly common ones being used across multiple users? If it's the latter, this might be a good setup for some triggers, where you could use conditions like "Requester Is Changed" and "Tags > contain at least one of the following > user tag here" to have those triggers look for these tickets where the requester is later swapped.  For those trigger actions, that's where we could add actions of "Add tag > user tag here" to automatically add those tags back into the tickets.

    If these store user tags are pretty unique, how would you feel about keeping these light agents in place as the ticket requesters, and instead CCing your customers?  You'd be able to retain all of a store's user tags on a ticket, and your customers could be involved in the tickets by modifying your trigger email notifications to notify both the requester & CCs.  

    Alternatively, side conversation child tickets might be another option! You could keep the store light agent users as the ticket requester, but also be able to spin off side tickets to email your customers in a separate but connected ticket.  This way, both of your communications to the stores and to your customers would effectively be "tied together."

    Thanks again for reaching out Elspeth, and let us know if there's anything else we can help out with!

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  • Elspeth Mogol

    Hello Austin, 


    Thanks for your reply. I was in contact with Zendesk Customer support regarding this and they were not able to provide a definite resolution. 

    With regards to your question, the tags are unique for each store. We have over 100 stores and each of those stores has unique tags, so we have over 100 tags. Does this mean we have to create over 100 triggers? 

    As for the side conversation child tickets, unfortunately, we cannot use this to email our customers as we cannot send satisfaction surveys from there unless we can? 

    Appreciate your help. Thanks.  

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  • Yumin Tsai

    Hello, 

    If I add tags to our tickets, is it possible to filter the tickets with tags and time configuration? For example, is it possible to check how many tickets have been tagged with tag A in the past 3 months? Thank you.

    0

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