Rollout starts | Rollout ends |
---|---|
November 15, 2021 | November 18, 2021 |
Zendesk is rolling out some visual changes to how admins create and manage custom fields for users and organizations.
What's changing?
The User fields and Organization fields pages in Zendesk Support and Admin Center have been updated to look and feel more like the modernized Ticket fields page. This change provides a consistent look and feel to custom field management across Zendesk. See before and after, below, for more details.
Before: The legacy experience
In the legacy admin experience for custom user fields and organization fields, the list of field types appeared in a gray box on the right side of the page and the list of existing custom fields was on the left.
To create a new custom field in the legacy experience, you clicked on the field type and dragged it onto the list, entered the required information, and clicked Create field. Editing, re-ordering, deactivating, and cloning custom user and organization fields was done directly from the list on the left of the page.
After: The improved experience
Now, you can use the standard interface experience for creating and managing objects. If you want to create a new custom field, use the Add field button. You can search by field name or filter by field type. You can use the options menu icon () to access a list of actions you can take for an existing custom field.
Although you could always drag and drop to re-order your custom fields, we've made the process of doing that more visible. You can use the Edit order button, then drag your fields into the desired order and save your changes.
For more information, see:
- Adding custom fields to users
- Adding custom fields to organizations
- Managing custom user fields
- Managing custom organization fields
Why did Zendesk make this change?
Zendesk is working to create a more cohesive and consistent experience around custom fields of all types. This is the first step towards that goal. Now custom ticket fields, custom user fields, and custom organization fields all have the same interface experience for creation and management.
What do I need to do?
You don't need to do anything. This update is automatically rolling out to all accounts.
2 Comments
Fantastic to see this!
Nice work! Do automations next please!
Please sign in to leave a comment.