Workflow: Create a view of checked or unchecked ticket fields

In this tutorial, you'll learn how to use Zendesk Support to create a view of your tickets based on a checked ticket field.

The workflow includes the steps below:

• Step 1: Add a tag in the settings of your ticket field
• Step 2: Generate ticket data with the checked field
• Step 3: Create your view from that tag

You can add custom fields with a checkbox type to views if they possess a tag. For this reason, follow the steps below:

Step 1: Add a tag in the settings of your ticket field

To edit your custom field:

1. Access the edit page of your ticket field
2. Under Field option > Tag (optional) enter a tag of your choice, for example tag_field_name
   • If a tag name already appears, move to step 2
     
3. Click Save
4. Access the edit page of your ticket form to verify that your field already appears
5. If you see the ticket field under Available ticket fields, click + next to its name > Save

Step 2: Generate ticket data with the checked field

To generate ticket data with that field:

1. Create or edit a customer ticket
2. Select the ticket field from step 1
3. Click Submit as to save your changes

Step 3: Create your view from that tag

To create a view of tickets with that checkbox:

1. Create a view
2. Under Conditions, click Add condition
3. Enter the name of your ticket field, select Is > then Checked or Unchecked
   
4. Below Formatting options and Columns, click Add column > enter the name of your ticket field > select it
5. Drag that field to the top of your column list
6. Click Save
7. In Support, open your views. The view appears on the left.
8. If the wrong tickets appear, compare them and adjust your view conditions