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Autofill requestor name

Answered


Posted May 18, 2021

Hi,

The business asks us to have the requestor name auto-filled i the form with the logged user name . 

Does someone has an idea or already done it before on ticket creation ?
Thank you.

/Olivier


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3 comments

image avatar

Brett Bowser

Zendesk Community Manager

Hey Olivier,

We just released a new feature for setting up pre-filled forms on your account which may help get you what you're looking for. Check out this article: Creating pre-filled ticket forms

I hope this help :)

1


Nice, thanks  : )
Good tip indeed.

I will make use of this thread to ask anther question.
Being new to ZD, I thought/expected that the default view for agents (ticket list) was the same than for users ... but it seems it is not  : )

That a user is actually redirected towards the Help Center page after login.
Is it possible to make the user land on the "new request" page of that Help Center (Guide) section? Moreover, we only want to let him/her see his/her tickets. We do not want to show the Help Center and keep it as simple as possible.
So a user logs in -> sees "new request" -> can see his their tickets, that's it.

Could you point a direction for doing this, please ? I am not finding much stuff about such a behaviour.
Thanks.

wkr,

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image avatar

Ahn Letran

Zendesk Customer Care

Hello, Olivier!

This can be achieved by custom codes through Guide themes. You can go to Guide Admin > then Theme (eye icon) > customize your current theme. Edit your code under home_page.hbs by adding <script>
window.location.replace("https://{subdomain}.zendesk.com/hc/en-us/requests");
</script>.

Check this out and let us know if you need further help!

Ahn L. | Customer Advocacy Specialist

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