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Multi-select in user profiles & organizations
Planned
Posted May 09, 2019
I'd like to have the ability to create custom multi-select fields for users and organizations (also, reporting capabilities on these fields, too!)
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51 comments
Official
Shannon Anahata
Hi group! Thank you so much for this feedback and plus ones. I am excited to share that this capability is absolutely on our radar, and toward the top of our priority list for custom fields. No exact delivery date that I can share today, but please keep your eye out in 2022.
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Ashwin Raju
Multi-select fields are available now !!!
https://support.zendesk.com/hc/en-us/articles/7537006572058-Announcing-support-for-multi-select-custom-fields-for-users-organizations-and-custom-objects
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Ashwin Raju
An update - We will be launching this feature next month - for users, orgs and custom objects..
I'll be presenting this feature along with a lot more features this week in this event
https://usergroups.zendesk.com/events/details/zendesk-zendesk-community-events-presents-exploring-custom-objects-post-relate-deep-dive/
Come check it out
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Juana Espinosa
Do we have any news?
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Ashwin Raju
Francisca - The team is currently working on it. We should have this released in the second half of Q2 or earlier.. The only call out I'd make is that we might have to build reporting on this field type as a fast follower feature.. But hey - progress instead of perfection :)
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Ashwin Raju
hi Bobby.. I had responded to someone around dynamic filters earlier today here
https://support.zendesk.com/hc/en-us/articles/5914453843994/comments/6891648393242
We are looking to release it next week hopefully.
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Juana Espinosa
Hello! Do we have any news about that?
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Bobby Koch
Ashwin Raju was the dynamic filtering set up yet?
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James Peterson - Eastern Logic
+10 on this. We are working with clinics that can have different types of specialties, and one clinic could have multiple specialties. Using a checkbox field for each speciality would be too cumbersome (a hundred potential options), so our best course of action may just be to use a notes field, which seems less than ideal. @aswhin, Any update on when this feature might be ready for EAP?
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Ashwin Raju
hi Bobby.. Update - We are targeting to release the feature in first half of Q2. Having said that there may be limitations around Reporting and Sandbox copying when we release the feature initially
For your use case, I have a better solution with custom objects..
Copy your Opportunities in Salesforce to a custom objects called "Purchases". Associate each purchase to the customer using a Lookup field..
Question 1- where do I find my organization purchases?
Answer - You will find them in the Related lists in Organization?
Question 2 - When Bobby from Bobby's company is initiating a request, you want a drop down which will show up only the purchases made by Bobby's company.
Answer - In a couple of weeks, we are releasing dynamic filters on lookup fields.. With that feature, an Admin can setup a filter like
In "Associated Purchase" lookup field in a ticket pointing to Purchases object, only show the Purchases made by the Ticket's Organization.
Limitation of this solution is - You cannot select multiple purchases in the ticket. If you need that capability you have 2 choices:
1) use forms to show up additional lookup fields. This solution can still work there
2) Use multi-select fields - this solution will not work there.. You will get a static list of all products
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Bobby Koch
Ashwin Raju
Question for you -
1. Any update on the above?
2. Here is my use case
-- My company sells software, a few types.
When customers reach out to us, we want to track their organization name.
- we would also like to find a way to store each of their purchases so that agents select which is relevant, to that specific company, when they reach out. Example:
Org A "Raju's Company" - purchased Word, Excel, and Powerpoint
Org B "Bobby's Company" purchased Word and Excel
When we both create tickets, I want the agent, on your ticket, to only select between Word, Excel, and Powerpoint. On my ticket, in the same drop-down, I want them to only have Word and Excel as options.
Is this possible? The source of truth is Salesforce (org = account, purchases = opps) if that is relevant.
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