Is it possible to hide ticket forms in guide for signed in users based on a user's segement or tag?
Hi there,
Our signed in Guide users have multiple user segments, for example "segment_a", "segment_b", "segment_c".
There is also multiple forms that are relevant only to a particular segment and shouldn't be visible to users in other segments.
Let's say we have forms:
- "form_a1"
- "form_a2"
- "form_b1"
- "form_b2"
- "form_c1"
- "form_c2"
So, when user which belongs to "segment_a" and doesn't belong to segments "segment_b" and "segment_c" opens "submit a request" page the forms "form_b1", "form_b2", "form_c1", "form_c2" shouldn't be accessible to that user.
I would be extremely helpful if someone has any idea how this could be achieved.
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Sounds like you might be looking for this article - https://support.zendesk.com/hc/en-us/community/posts/4408867947930-Tip-How-to-Show-Hide-HTML-content-based-on-user-tags - in this case you could use tags referencing the segment on the users, instead of the native segmentation.
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The article above doesn't answer the question.
I have the same general use case.
- Forms 1-4
- External Users of Segment A
- External Users of Segment B
- Segment A users can see/use Forms 1,2
- Segment B users can see/use Forms 1,2
- My internal agents have visibility across both User Segments
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