Activating custom ticket statuses

Fastpath: Admin Center > Objects and rules > Tickets > Ticket statuses

Note: If your Zendesk account was created after Jan 17, 2023, then custom ticket statuses are activated by default and you can begin creating new ticket statuses right away.

Zendesk supports a set of system ticket statuses which are used to help you manage your ticket workflows. Activate custom ticket statuses to create additional, more-specific ticket statuses.

Custom ticket statuses can help manage your ticket workflows, as well as indicate a more meaningful ticket status to your business and end users. Additionally, you can use custom ticket status attributes in your reporting (see Metrics and attributes for Zendesk Support).

Attention: Learn to create KPIs for custom ticket statuses in Explore. See Explore recipe: Creating KPIs for tickets by status.

Activating custom ticket statuses affects other features in your account. Make sure you understand how activating custom ticket statuses impacts your account, business rules, and the agent experience.

This article includes these sections:

• Activating and deactivating custom ticket statuses
• Understanding how custom ticket statuses impact your account
• Understanding how custom ticket statuses impact the agent experience

Related articles:

• Creating custom ticket statuses

Activating and deactivating custom ticket statuses

You must be an admin to activate or deactivate custom ticket statuses.

Note: Agent Workspace must be activated before you can activate custom ticket statuses. See About the Zendesk Agent Workspace.

To activate custom ticket statuses

1. In Admin Center, click Objects and rules in the sidebar, then select Tickets > Ticket statuses.
2. Click Activate custom ticket statuses.

   

   You may want to review your triggers, automations, macros, and views based on system ticket statuses and make sure you’re happy with how they were automatically updated.

   Now, you're ready to create custom ticket statuses (see Creating custom ticket statuses).

To deactivate custom ticket statuses

1. In Admin Center, click Objects and rules in the sidebar, then select Tickets > Settings.
2. In the Customize Ticket Statuses section, deselect Turn on.
3. Click Save tab.
4. Review your triggers, automations, macros, and views based on ticket statuses.

   You may need to make some adjustments. For example, any instances of the Status category and Ticket status condition in your triggers will be automatically converted to the Status condition.

Understanding how custom ticket statuses impact your account

Zendesk supports a set of system ticket statuses which are used to help you manage your ticket workflows. These system ticket statuses are used in your default triggers and other automations that are based on status changes in a ticket.

When you activate custom ticket statuses, the existing system ticket statuses — New, Open, Pending, On-hold (if activated), Solved, and Closed — become status categories.

A status category is a logical group of similar ticket statuses; it includes at least one default ticket status and can contain multiple ticket statuses.

Status categories, and the initial default ticket statuses inside of each status category, are named after the system ticket statuses. The example below shows your initial default ticket statuses organized into their respective status categories:

Custom ticket statuses are created within these status categories. For example, you could create a custom ticket status in the Open category that describe why a ticket is open, such as Open - New customer or Open - Existing customer:

You can change the default ticket status of a status category, if needed. Every ticket status, including both system and custom ticket statuses, belongs to a status category. You can’t create or edit status categories, and you can’t move ticket statuses from one status category to another.

The status category you use to create a new ticket status controls the state of the ticket and is dependent on the system ticket rules. All ticket statuses, including both system and custom statuses, are dependent on these rules.

When you activate or deactivate custom ticket statuses, the status of your tickets are automatically updated based on status categories. For example, if you created a custom ticket status called Open Investigating in the Open status category, assigned it to several tickets, but then deactivated custom ticket statuses, the status of all those tickets is changed to Open.

How custom ticket statuses impact existing business rules

When you activate custom ticket statuses, the ticket status conditions and actions in your existing triggers, automations, macros, and views are automatically updated from Ticket: Status to Ticket: Status Category. The Ticket: Status Category condition and action uses the default ticket status of the status category, where applicable.

In the example below, the default automation "Close ticket 4 days after status is set to solved", contains the condition "Ticket: Hours since solved" and action "Ticket: Status Closed":

Once you activate custom ticket statuses, the automation is updated to the condition "Ticket: Hours since status category solved" and action "Ticket: Status category closed":

After you've activated custom ticket statuses, you can review your existing triggers and other business rules. Edit the "Ticket: Status Category" condition or action to "Ticket: Ticket status" as needed.

Understanding how custom ticket statuses impact the agent experience

When you activate custom ticket statuses, you and your agents will see a variety of changes to other features, including:

• Selecting a status from the status picker in the ticket interface
• The appearance of ticket statuses in views
• Searching for tickets based on ticket statuses
• Tickets in the "Closed" state retain the solved status (see Solving a ticket with a custom status)
• Tickets in the “Closed” state appear in search results if your search terms are included in their subject line or comments. See Searching Zendesk Support data.