Suite | Team, Growth, Professional, Enterprise, or Enterprise Plus |
Support | Team, Professional, or Enterprise |
You can add custom fields for tickets, users, and organizations.
About custom fields
- You can use drop-down list, multi-select, and checkbox custom fields that generate tags in automations, macros, triggers, reports, and views (see Understanding custom ticket fields, tags, and business rules).
- As placeholders in macros, ticket comments, and notification messages (see Placeholders for custom fields).
- Lookup relationship fields can be used in triggers and views (see Using lookup relationship fields in triggers and views.
- In reporting (Professional and Enterprise plans) (see Reporting with custom fields).
- In search (see Searching custom user and organization fields).
Custom user and organization fields are visible only to team members. End users can't see them. However, admins can make ticket fields visible to end users in addition to team members.
About custom field types
The following table details the types of custom fields you can add. In addition to these, you can create lookup relationship fields.
Types | Description |
---|---|
Drop-down | This field enables you to create a list of options for users to select. Each
option is a combination of a title and a tag. The title is displayed to users and
the tag is used as a ticket property that you can use in business rules. You can
create up to 2,000 values in a custom drop-down list, with a maximum length of 255
characters per field. You can select which field appears as the default option in the drop-down list or choose to not display a field value as a default.
Note: Configuring a default option in a drop-down list only applies
to new tickets that are created by agents through the Agent Workspace or
created by users wherever the ticket form is displayed. If you change an
existing ticket form to one that contains a drop-down list with a default
option, the default option is not displayed.
You can organize drop-down list options into categories (see Organizing drop-down list options). |
Multi-select | This field allows users to choose multiple options from a predetermined list.
You can create up to 2,000 values in a custom multi-select list. You can organize options into categories (see Organizing drop-down list options). ![]() |
Text | This is a simple single line text input. The character limit for this field is 65,536. |
Multi-line | This is a multiple line text input. The character limit for this field is 65,536. |
Checkbox | This is used to capture a Yes/No value. Enter a tag to be added to the ticket
when the checkbox is selected. Use the tag to filter your views, triggers, and
automations. |
Numeric | This is for simple numeric input (no decimals). Values entered in custom
number fields for organizations, users, and custom objects can't exceed 12 digits.
There are no restrictions on the length of values in custom number fields for
tickets. |
Decimal | This is for numbers that contain decimals. |
Date | Custom date fields allow your users to select a date from a date picker.
Users can choose the current date or any date in the past or future.
Community tip! Colin shows how to use custom date fields to set reminders for tickets. Check it out in our community forums. If you use webhooks or other methods to change a custom date field in tickets, do not include hours or a timezone. It will cause an error.
Note: The formatting of the field
value and calendar differs based on the language selected in a user's profile.
However, the date is always saved in the
YYYY-MM-DD
format. |
Credit card | This field allows users to enter a credit card number. Only the last four
digits are visible to agents and stored by Zendesk.
Note: Credit card fields are not supported in user and organization
fields.
|
Regex | You can enter a regular expression to create an input mask to validate
proper entry of numbers in fixed patterns (telephone numbers, zip codes, social
security numbers, etc). Here's a regular expression for a U.S. social security number. This expression requires three sets of numbers (0-9 only) in a pattern of 3-2-4 and each separated by a dash: \b[0-9]{3}-[0-9]{2}-[0-9]{4}\b Other common regular
expressions include:
Regular expressions can't exceed 255 characters. For more information about regular expressions, see Regular Expressions Language - Quick Reference on the Microsoft website. Zendesk uses Ruby to process regular expressions, which might vary slightly from other language implementations. For differences, see Using Regular Expressions with Ruby on the regular-expressions.info website. |
Lookup relationship | Custom lookup relationship fields allow admins to define custom relationships
that can exist between tickets, users, organizations, and custom objects. Team
members can then establish those relationships while working on tickets, editing
user profiles, editing organizations, or managing custom objects. See Using lookup relationship fields. |
75 comments
Gab
Since Zendesk doesn't have calculated fields or business rule actions to do field calculations, you'd need something like a HTTP target to initialize this followup field based on the value of the delivery date field.
Take a look at this Community article I found that has a similar concern: Email Trigger based on custom date field
I hope this works for you.
0
Federico Costa
Hello!
I am writing to suggest adding a new condition for relational fields. It would be very beneficial if, in the case of relational fields for Organizations, there was an option to filter so that it only shows individuals belonging to that organization.
Organization / Is / <Actual organization>
Or something like that :)
1
qiang huang
I have two date type fields, Start Date and End Date
All displayed in the End User's request Form
I hope to achieve this effect, where the user selects a start date and the end date is automatically set to 3 months after the start date
Trigger seem to only increase or decrease from the current date
I tried using JavaScript, but in web pages, the Date type is an input tag of text type, not data type,I tried to set the value, but it didn't work
Is it possible to achieve it
0
Gabriel Manlapig
There isn't a native custom password type field or feature that will perform this validation to determine whether the inputs of the two fields are the same. However, I found this community Q&A post with custom JS in your Help Center theme that checks the custom field values before form submission.
For reference, please see below post:
New Request Page: Match validation based off 2 custom fields
Also, to access and edit the JavaScript in your help center, see Customizing the CSS or JavaScript.
I hope this helps. Thank you!
1
qiang huang
Thank you, Gabriel
I have another question
Is there a password type field, even if it is not a password type, I want to verify whether the inputs of the two fields are the same. Only when they are the same, can I submit the form. Can I implement it? Where should I write JavaScript or?
0
Gabriel Manlapig
As of this time, it is not possible to pre-set or add a default value for a custom text field. A dropdown field only allows for the setting of a default value.
I've taken a look and found that other users are discussing similar needs here:
Specific examples, details about impact, and how you currently handle things are the most helpful things to share to help our product teams understand the full scope of the need when working on solutions.
We truly value customer feedback and your voice and votes in the product feedback topics in the community help influence future Zendesk functionality. Thank you!
2
qiang huang
Hi, may I ask if anyone knows how to add default values to the Text field, or is there a field similar to a label type(Only display some fixed values and cannot be edited)
0
Katie Edwards
Hi Heather Rommel FedRAMP,
Thanks so much - that's a huge help!
0
Heather Rommel
Hi Katie Edwards,
In that scenario, you'd leave "agents can edit" checked and solve for that a different way. Yes, something has to be checked there!
Depending on your use case, you might want to 1. not add the field to the form and only use the triggers/automations to set the field.
2. add it to the form but use the Zendesk Field Manager app to hide or set the field as read only except for Admins https://www.zendesk.com/marketplace/apps/support/223753/ticket-field-manager/
Hope this helps!
2
Katie Edwards
Hi there,
I have a custom drop-down ticket field that is populated by a set of triggers. Ideally, I would like to make this only editable by ZD Admins as we don't want Agents to be able to edit this, but the only options I can see are attached below.
I cannot uncheck the 'Agents can edit' option. Any advice?
Thanks very much!
0
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