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Zack McCarty's Avatar

Zack McCarty

Joined Aug 24, 2022

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Last activity Aug 24, 2022

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Latest activity by Zack McCarty

Zack McCarty commented,

CommentTicket customization

Michael M. Adams

 

Can you shed some light on how you are using the organization lookup field? I recently submitted this product feedback and am wondering if you might have figured out how to achieve this

 

https://support.zendesk.com/hc/en-us/community/posts/4887954391066-Auto-Populate-Ticket-Form-with-Lookup-Fields-without-having-to-submit

View comment · Posted Aug 24, 2022 · Zack McCarty

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Zack McCarty created a post,

Post Feedback - Ticketing system (Support)

The launch of lookup fields are exciting, but they seem a little useless given that you have to "submit" a ticket in order for it apply. 

We are using a lookup field on tickets for looking up an organization. Each organization represents a unique location that we service, and one requester can be associated to hundreds of different locations (organizations)

We want to populate the ticket with the correct data from the organization by simply changing the lookup field, and having a trigger that updates the ticket. This is difficult today, because you would have to change the lookup field, submit the ticket, and then GO BACK to the ticket.

We accomplish this now by changing the organization of the requester, and using a trigger to populate the ticket with the correct data. I would love it if we could do this with the lookup fields and have it bring in the organization data

Posted Aug 24, 2022 · Zack McCarty

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