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Configuring cards to view additional information in the Agent Workspace



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Colleen Hall

Zendesk Documentation Team

Edited Aug 28, 2024


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37 comments

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Colleen Hall

Zendesk Documentation Team

Hi Viktor Hristovski , can you please check if the ticket requester has values for all of the fields you configured? Only fields with a value will display in the essentials card.  Fields without a value are hidden.

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Hello - Why is the Notes Field an option but the Details Field not? I have been using an app for a long time due to the Essentials Card not having this field and now with this new functionality it appears to still not be included? Thank you

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Are we able to add the Copy function (button) to other fields besides the e-mail shown in the user essential cards? 

I couldn't find that Option, but for our use case, copying the external ID would help the agents a lot

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We would like to have the option to show organization card ( not only end user card) on the agent workspace.

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How can we get certain Organizational data to show up in the essentials card?

 

we have diff tiers of support for diff organizations and I can't figure out how to translate the company relevant info to the user essential card. Any tips?

 

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After configuring my custom object card, which view(ticket/user/organization/custom object/etc) displays the card?

 

In this article - Announcing configurable custom objects cards 

it says “Custom objects cards appear in the record preview panel in the Agent Workspace.”

 

So if I create an custom object called “Organization Aliases” that has a 1 to many relationship from organization to the object records(organization lookup in the object record). Where should the card for this custom object show up?

 

I'm just hoping that custom object cards are not limited to an 1 to 1 relationships(lookup field has to exist in the ticket record)  and only in tickets. 

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Hi, 
Are there plans to have an Organisation Essentials Card? 

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