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Feature update: Make it easier to restrict availability of custom statuses by form or group
Posted Mar 14, 2025
Please give a quick overview of your product feature request or feedback and note who in your org is affected by this issue [ex. agents, admins, customers, etc.]. (2-3 sentences)
Update custom status configuration process so that either the default form config is for not all forms (similar to which brand a form applies to), or so that can more quickly be removed from forms by admins. Also, a setting to restrict which groups can access the custom statuses would be helpful.
What problem do you see this solving? (1-2 sentences)
Removing custom statuses from forms takes a long time when you have a significant number of forms. When you want to restrict usage of those statuses, you need to review each form individually to remove them.
Agents are able to select statuses that may not apply to them and may cause problems with reporting, views, triggers, and automations - negatively impacting our customers as well.
When was the last time you were affected by this lack of functionality, or specific tool? What happened? How often does this problem occur and how does this impact your business? (3-4 sentences)
Whenever adding custom statuses
Are you currently using a workaround to solve this problem? (If yes, please explain) (1-2 sentences)
Clicking through each form over and over
What would be your ideal solution to this problem? How would it work or function? (1-2 sentences)
Set the initial form availability to ‘none’ then add the statuses to applicable forms individually. Also, update the ‘ticket statuses by form’ page to allow you to use CTRL+click to open each form in a new tab.
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Shawna James
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!
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