Add Submit A Request for Agents

75 Comments

  • Official comment
    Benjamin Keyser
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    Hello, I'm Benjamin, and I work in the Product team for Guide.

    We currently don't have a feature planned on our roadmap that would support the Agent as User functionality being discussed here. However, this type of functionality is something we do get requests about...

    What are the most important use cases for this? ...  your feedback would be appreciated!

    1. Internal department wants to get tickets from employees who are agents

    2. Testing and training 

    3. Logging tickets on behalf of end users

     

  • Drew Story
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    Did anyone ever write a means to do this?  I would agree that this would make teaching our Light Agents how to use Zendesk simpler, too.

    6
  • Fabian Bellino
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    We would love for agents to be able to use Help Centre forms.  Over a quarter of our company are either agents or light agents so teaching them how to use forms away from Help Centre is just an extra step we dont need

    Agents can also submit tickets from within the agent interface without filling in all information.  If they use Help Centre, all fields must be filled in before submitting which is what we are trying to ensure

    Is this on the roadmap at all?

    6
  • Terry Waldron
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    The last comment on this from Zendesk was 8 months ago and we've seen nothing since , this issue isn't going away but I feel some of your customers may be.

    We use Zendesk for internal ticketing and service desks , we manage multiple activities through one instance so the ability for agents to create tickets through the standard webforms is critical for us.

    Please can you update us on the progress of a solution to this , its not very encouraging as a customer to have to post this request on a 4 year old thread , it doesn't say a lot for your turn around time.

    6
  • Fabian Bellino
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    After much digging around, we have been given this by our ZD AM

    https://yourcompany.zendesk.com/hc/en-us/requests/new?ticket_form_id=?????;preview_as_role=end_user

    where ????? is the form id

     

    Not sure why nobody else at ZD knew about this though?

    4
  • Thomas D'Hoe
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    Hi @Benjamin,

    I don't see why this is not yet picked up by your development team.

    The use case is really simple, when using Zendesk as an internal servicdedesk (HR, IT, Facilities, ...) in a single instance than an agent form Facilities could be and end-user for HR. So at that moment he needs to be the ability to create requests right from the ticketforms in the helpcenter.

    I don't see why it takes so much time to put this on the roadmap, because like you know it's not a problem to use ticketforms right from the webwidget (even when you are an agent). 

    Zendesk calls this a new feature, I call this a bug.

    So please wake up, this is something really needed and if not, Zendesk will lose a lot of clients.

    Ps: Like Zendesk is also using Zendesk for their internally business, I think even Zendesk is struggling whith the same problem. 

    4
  • Joel Hellman
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    H Drew. I haven't seen anything or found a ready-made solution. We didn't plan on teaching to use Zendesk for our Light Agents which are just consulting employees either. 

    My realization is that HC doesn't seem to be built for agents to use at all: 
    - 'My Activites' redirect to Zendesk UI
    - there is no way to submit tickets through HC
    - HC doesnt handle internal comments

    So I guess we have to think again. 

     

     

    3
  • Erin Boyle
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    Hey all,

    Just wanted to quickly chime in here. I do know there are use cases here where agents sometimes serve as both agents and customers (especially when used for internal teams). While we're aware of this request and understand the need, I also want to be up-front and let you know that improving Zendesk for this particular use case is not on the roadmap at this time.

    That being said, we'll keep this thread open so others with the same need can continue the conversation. It is, of course, possible that we might change our stance on this in the future.

    Best,
    Erin

    3
  • Kristin Woodard
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    We have utilized the "Preview as role = end user" URL switch, however, it requires the agent to have admin status on our Zendesk Instance. This switch is actually referring to the preview state an agent can access when creating/modifying the html of the portal. I cannot feasibly make every agent an admin on the portal, it defeats the purpose of security settings.

    We utilize Zendesk for more than just support requests. Users request equipment, mobile devices, etc through various Zendesk forms on our site. Many of our Agents are also managers who are expected to request equipment and devices on behalf of their employees. It is much more efficient to fill out a form rather than a ticket.

    I would love to see this redirect to the agent interface when attempting to access a form as an option rather than a forced setting. This would allow Zendesk to serve the folks who would prefer not to be redirected and still maintain the feature for those who love it.

    3
  • Brad
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    The inability for agents to use forms is a huge hurdle when using conditional fields.  We have complex forms to handle requests and reports that both end users and 30% of our agents need to use.  Additionally with SSO and company computers we can't just ask agents to logout.

    Without the ability to access the forms it makes it very difficult for many.  Zendesk please just add this as a setting in agent roles.

      

    3
  • Rebecca White
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    Bumping this up. 

    I find this a huge oversight as just because someone is an Agent doesn't mean they don't need to file a ticket.

     

    Yes, they could do it from within the support tool - but they shouldn't have to.  We have multiple forms and fields that agents regularly have to fill out and not allowing them to do it the same way others do is a huge problem.  We want to practice what we preach to end users so being able to have the same experience for all is huge.

     

    At least give us the option to "Show Submit a Request to Agents" so we have the choice.

    3
  • Benjamin Keyser
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    Thanks for that vote! The internal departmental use case is a really important one for Zendesk, and we're actively working on providing a better solution. We're currently in the process of identifying how to create a robust solution, and I'll come back to you here with more as the solution comes to light. 

    3
  • Kendall Chandler
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    Having the ability to access forms from the New Request page as an agent would also allow us to test conditional field form configurations prior to publishing them for end-users. We're able to set forms to Agent-Only, and make the configurations behind the scenes, but there's currently no way to test that the configuration is working without publishing the form to our customers. We're currently developing some complex forms, with integrations to PagerDuty, that we really need to be able to test prior to pushing to production. Currently the only solution is to set everything up in a sandbox, but as we all know Zendesk sandboxes can't push configuration changes to production, so you're effectively doing all of the work twice, and migrating the configuration introduces the possibility of errors occurring even after you've validated. The whole point of validating ahead of time is to avoid this, and this would be a simple solution.

    2
  • Wez Ireland
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    Hi Erin,

    First of all, I'd like to thank you for chiming in on this thread. The need in theory should be as simple as adding (or updating a permissions setting on the back end), since the button and functionality already exists.

    Our use case is that we have employees who are non-technical, that are required to do a small task in congruency with our tickets, and then reply that their bit has been done. Since they are non-technical, they do not need the full agent view when they submit their own requests, although, having both views for them will greatly help on the learning curve.

    By having this functionality, we'd get more corporate buy-in on the platform, and enable the organization to increase our agent count. Please consider this when evaluating the cost for man-hours vs. user-friendliness and total potential revenue.

    Cheers,

     ~Wez

    2
  • Thomas Elliot
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    Very disappointing to see the new Zendesk Guide rebrand come through while ignoring this feature requests. This seems like a very obvious interaction that should exist by default, allowing Agents to determine the best method of submitting requests for their workflow. 

    2
  • Candace Alexandres
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    I believe that there is a beta to allow agents to view the "Submit a Request" page. Can someone at Zendesk provide an update? 

    2
  • Fernando Duarte
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    @Jeffseed I would love to learn how you implemented Form Stack as the lack of this functionality may be the last straw that breaks the camel's back and forces me to migrate to a different incident management system all together

    2
  • John Sherlock
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    The lack of the basic functionality for agents to submit requests is a workflow blocker for our company. Our Zendesk instance is used to support multiple internal teams and issues, and we use different forms for different processes. Agents that solve certain tickets for one form may very well need to submit a request through a different form.

    The preview_as_role=end_user workaround in the URL no longer functions as it once did unless the HC preview is enabled, but that only seems to be possible for Team Leads and Administrators.

    This issue has been open for 4+ years. Is anyone from Zendesk prioritizing this functionality?

    2
  • Brad Rhodes
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    It's been more than 6 months since I posted here - are we any closer to this functionality being available? My company recently was forced into the theming update and after doing so, the hacky workaround we had used previously to provide Agents with a link to create tickets using the end-user form, no longer works - making this functionality vastly more critical than it was before.

    While griping persists about experience, I remain committed to the notion that the primary need here, is in allowing forms-owners to actually require data.

    There is a vast gulf between "require end users to complete before submitting" and "require agents to complete before solving" and in the gulf is a lot of frustrated consumers of forms, and creators of forms.

    Can we get a zendesk response to this please?

    2
  • Louis Tan
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    Hi Benjamin,

    The main use case for me on this request is that when Zendesk serves as helpdesk system in one company, there will be a lot of users who are agents but needs to submit a request.  While, the ticket submitting experience is totally different from end-user and agents, and there are chances to put wrong information and jump steps (for example, it allows agent to input any name in 'ticket submitter' field), the UI looks wired with lots of space wasted on the right side for 'subject' and 'description' but limited size of customized field. This can be solved via enable agent to submit ticket via end user view.  

    In short, one view for one certain task - ticket submission;  Right now there are two different ticket submission experience depends on roles. 

    2
  • Scott Patterson
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    Hi all,

     

    I agree with the other comments here, in that it doesn't seem like a major overhaul to fix (all the functions already exist, workarounds exist, and apparently a beta exists?), with a few very real use cases.

     

    Form Benajmin's list, we need this for #1 and #3

    Internal department wants to get tickets from employees who are agents

    Logging tickets on behalf of end users

     

    Another reason for us is with automation of tickets flowing between two Zendesk instances with sharing turned on, making sure the tickets are automatically shared with the right fields and the right details entered. Especially when fields can be set as 'required' by end users when submitting a form, but not required when an agent manually creates a ticket. This makes our automation and sharing of fields not have all the necessary details filled in for agents that create them manually.

    It's also not great for consistency to tell some users to submit forms some way, and other users to submit in another way, and having to give out different URLs depending on who we might be talking to. Having things simple and consistent for any users (or able to be turned on for any users) would work much better.

     

    Really hoping this gets added soon, seems like a lot of people that want to rely on this 'feature' and a lot of combined time spent on trying to work around something that isn't too complex of a problem.

     

    Thanks,

    -SP

    2
  • Ali Bagheri
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    I used the URL that includes preview_as_role=end_user, however a logged in agent hits that link and gets redirected to the internal agent form instead. I am having a hard time understanding why hiding the external-facing Ticket Form is a good idea or a feature... we've got office admins that are agents who fulfill office supply requests who at times also need to submit IT Support tickets. Submitting through the agent interface is a little awkward, and also creating tickets there does not enforce required field rules.

    1
  • Tyler Riti
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    We're in the same boat here. We use Zendesk for internal support and have a need to allow our agents to be able to submit tickets through the Guide.

    1
  • Kristin Woodard
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    Daniel has a great point! For those that do not use conditional fields in their forms, the web widget is a completely viable option! Unfortunately, we use conditional fields heavily in order to make our forms easy to use for our end users while still collecting the exact information necessary to fufill the request. Had the web widget included conditional fields functionality I would have encorporated the web widget into our support arsenal immediately.

    1
  • Fernando Duarte
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    The lack of this functionality that used to be available in Web Portal is why I did not migrate to Guide until I was forced to.

    1
  • Fernando Duarte
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    The  "preview_as_role=end_user" only works for agents, and not for light agents.

    1
  • Candace Alexandres
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    Hi All, 

    This was a sticking point for my company to sign up with Zendesk. They got us added to some sort of beta that allows agents (full and light) to use the Help Center forms just like end users. I didn't have to do any setup on my end. It's not something that I've seen advertised in the Zendesk Help Center, so I'd suggest raising a ticket and asking to be added to the beta. 

    Hope that helps! 

    1
  • Rebecca White
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    Candace,

     

    Can you provide more info about this? I put in a ticket with support and they said they couldn't find such a beta.

     

    Thank you

    1
  • Chris Peterson
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    We would absolutely love this feature. We use Zendesk for Internal tickets and teams, and have had to create triggers to close tickets that were submitted by agents without any of the fields filled out. Submitting tickets through the Help Center is a cleaner experience and would be much more preferable for our agents to use, especially since some of them can't seem to figure out how to correctly submit a ticket in the Agent view. 

    1
  • Jeffseed
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    I just wanted to add myself to this list.  We are wanting to roll Zendesk out to different departments in our organization, but having our ticket forms unavailable to new agents in different departments is a major hindrance.

    1

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