Add categories (subviews, dropdown view) function to Views

Planned


Posted Feb 09, 2021

PLEASE VOTE IF YOU NEED CATEGORIES (SUBVIEWS, DROPDOWN VIEW IN VIEWS 


Currently, the first 12 shared views are accessible in the Views list. Which might not be enough if you need more subviews/categories.

I will provide examples of the categorized Views and then explain the benefits of it. 

 

Examples of the categorized Views

In our case, we have multiple brands added to Zendesk.
Each brand has different categorized Views, based on:

  • Channels
  • Language
  • Topic (usually filtered by tags which work on particular keywords)
  • Help Center submit forms

These first-level categories can be also categorised in their subcategories. For instance, Topic can be categorized in:

  • Access issues
  • Subscriptions
  • Refunds


This is how our Views look in one of the apps from the marketplace (14 brands are connected here):

Depending on the product, the brand View might have multiple subfolders within it. 

This is how our View of the categorized brand looks like:

So, here one brand View has multiple categories with 4 depth category levels.


Why is it beneficial to categorize?

  • It helps to onboard agents faster when you allow them to start familiarizing with the product by topic;
  • Some products have agents who work only with one topic, thus helping to improve efficiency. 
  • It helps to analyze tickets from the help centre easier when we can dedicate agents to work only with the tickets from the help centre. 
  • It helps to categorize tickets by issues, which require special attention from more experienced agents. 
  • Categorization by language also allows choosing the agents with skills needed for the language or the specification of the market.
  • Agents can migrate to provide help to other products based on category. 


Since Zendesk has a categorization option for macros with :: which allows creating multiple category depth levels, the same functionality could be implemented for subviews option.

Additional to it, the same function of ordering (as trigger categories) could be used in Views too. 


p.s.
We, of course, could use the third-party app but currently, it lags, has quite many glitches and not everything gets along with Zendesk (has not enough consistency).

Let's see how many of us need it, give a vote if you feel a lack of it.

Thank you! 


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106 comments

Hello @Björn Jensen,

This feature is currently available in our Early Access Program. We'd love to have you join us in this exclusive testing phase. If interested, please sign up using this link

Looking forward to your participation!

If you prefer to wait for General Availability  we are planning to release it in the mid August. 

 

 

0


Hi @Zendesk Product,
any update on this?

The issue is known since 2015.

Thank you! 🙏

0


Hi Agnieszka,

 

Thanks so much for confirming. That sounds perfectly reasonable - we are very deliberate in who has access to certain Views, so having additional space for more Views isn't necessarily a problem. 

 

I think this is going to have a huge benefit for multiple teams within my company. 

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Hi Stephen,

 

Thank you for signing up for the EAP. If you choose not to categorize certain items, you won't encounter significant UI changes. You might notice some minimal adjustments to spacing and margins, but these changes should be quite subtle. 

 

However, please be aware that the Views Limits will be updated, and this change will be apparent regardless of whether categories are created or not.

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Hi Agnieszka, 

This is tremendous news! Very excited to see movement on this topic. 

I have signed up - I wanted to check, will there be significant difference in the Views UI if something is not added under a sub-folder? 

The reason I ask, is I want to understand if this will have a major impact on teams we do not start adding views to sub-folders for.

0


Invitation to Early Access Program for Views Categorisation

 

We are thrilled to announce that our latest Early Access Program (EAP) for Views Categorisation is nearing launch, and we are extending an invitation for you to be a part of it. This program will provide a select group of users with an opportunity to experience and provide feedback on our newest features before they are released to the general public.

 

As we are committed to creating the best possible experience for our users, we deeply value the insights that come from real-world use. Your feedback will play a critical role in shaping the final version of the product.

 

Please note that while we are eager to involve as many participants as possible, spots in the EAP are limited We will accommodate applicants on a first-come, first-served basis and also ensure a diverse representation of users. If you are not selected for this round, we will inform you by email. 

 

If you're interested in joining and willing to actively provide feedback, please sign up via the following link

 

In joining, you can look forward to:

- Views Categorisation by syntax parsing

- Increased Views limits to 100 shared and 10 personal Views

 

 

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Hello everyone, listening to your feedback we are currently working on the categorization feature for Views. To be able to deliver the best experience for all of you we would love to talk about your needs in more detail. 

If you would like to participate in a meeting with us, please provide some details here  so we can contact you directly.

I am grateful for your interest and engagement in conversation with us.

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Will the limit to 30 vies then be deprecated? Because when we can group them i have an overview independent from how many views i have.

Would be also a huge benefit!

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Hello everyone, thank you for your continued engagement on this thread and expressing your interest in this feature request. We understand the frustration that comes with not having the features you want prioritized in the time frame desired; and thank you for your patience as we worked to get this the attention it deserved.

With that being said I am excited to share that we will be working on categorization this year to address this issue. We're on a path to provide a more flexible views experience for you all and appreciate your patience and understanding as we work to develop this feature. We will continue to update this thread as we have more information to share. Our teams will continue to monitor any further feedback as well. Thank you again!

2


Official

Hello everyone, thank you for your continued engagement on this thread and expressing your interest in this feature request. We understand the frustration that comes with not having the features you want prioritized in the time frame desired; and thank you for your patience as we worked to get this the attention it deserved.

With that being said I am excited to share that we will be working on categorization this year to address this issue. We're on a path to provide a more flexible views experience for you all and appreciate your patience and understanding as we work to develop this feature. We will continue to update this thread as we have more information to share. Our teams will continue to monitor any further feedback as well. Thank you again!

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