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! 


195

106

106 comments

Hola Salvador Vázquez, espero que te encuentres bien.

¿Tenes alguna novedades de este desarrollo? ya pasaron 10 meses y no tenemos noticias, creo que tampoco estamos pidiendo una función tan compleja ;)

Se supone que las vistas están creadas para que podamos optimizar nuestro trabajo y no poder agrupar e incluso tener limitación de vistas, genera una carga operativa en nuestras tareas diarias que podría evitarse.

Gracias, 

 

1


Hello! any updates of this feature? Perhaps we can see a lot of views this year?

0


Hi Zendesk team.  Do you have an update on the progress of this work please?

4


I'm scared to read Zendesk's moderators or members answers. What kind of technical debt is this to take obviously 10 months "just to" prompt more views? I agree with the comment that says there are 2 different subjects,. Solving the first one which is increasing the number of views with a single level should be a quick win, not a 10 months issue. 

I think I'm getting used to this, every time I face a problem, I read a X months old article with the same kind of answers. I'd like to see how looks the roadmap as it seems a lot of things are in it.

4


Please implement this feature!

0


Yes, this is very needed!

0


Looking forward to when this improvement arrives! Thanks ZD team

0


This is exactly the functionality that we currently badly need as a multi-brand account !

It is really time to be able to enjoy it with the native Zendesk views (which are nevertheless great), without having to go through a paid third-party application.

Just being able to display more than 12 views would be a big step forward ...

+ 10000

0


Hello,

Are you able to give a more precise time frame for this, rather than "Many months yet".
This kind of functionality is important for the smooth work of our team.

I need to decide if it makes sense to wait for you or just go with a Marketplace app.
(Which, let's be honest, seems like a better solution in any case)

1


Hi Nathan and Jonathan, 

I can confirm that adding more views is non-trivial. As Salvador indicated, there's some extensive backend infrastructure work required in order for us to enable either additional views or grouping them. 

-3


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