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Itay Banner
Joined May 04, 2023
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Last activity Apr 15, 2024
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Latest activity by Itay Banner
Itay Banner commented,
+1
I added a custom “follow up” date to tickets. But I can't create a view and set it to display tickets with “follow up” date of “today” or “the past week” etc. This indeed seems like a trivial feature expected from every professional platform when working with dates. Everyone else supports it.
View comment · Posted Apr 15, 2024 · Itay Banner
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Itay Banner commented,
Christopher Kennedy Just did, thanks.
View comment · Posted May 30, 2023 · Itay Banner
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Itay Banner commented,
Hi all, can anyone please share what would be the best way to preview a template before activating it?
View comment · Posted May 30, 2023 · Itay Banner
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Itay Banner commented,
Hi! I'd like to be able to sync an external calendar so I don't need to manually create national holidays from time to time. Is there a way to automate that?
Also, do you have a doc with all the available filters? For example, I'd like to know how to write the condition "Is on holiday".
View comment · Edited May 30, 2023 · Itay Banner
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Itay Banner commented,
Jacquelyn Brewer I'm having the same issue as Levente Nagy and I feel trapped in a vicous circle.
My use case: I run a website agency. I have clients (organizations) for whom I manage websites (one or more). Each site is either hosted on my server or externally.
My objective: I want to be able to see, under each organzation, which websites I manage for them and where they're hosted.
What I did:
- In the Admin Center, under Objects and rules > Custom objects > Objects I Createad a custom object called "website" with 2 properties: URL and external_hosting (checkbox).
- In the Admin Center, under Objects and rules > Custom objects > Relationships I Createad a relationship between website (source) > zen:organization (target).
- I even created the reverse relationship: zen:organization (source) > website (target).
What I tried to do then:
In the Admin Center, under People > Configuration > Organization fields, I tried to create a lookup field to manage the custom object records for the organization. I expected to be able to see my custom object available to select in that same dropbox marked in red in Levente Nagy's post.
What are we missing, then?
What's the right way to manage relationships with custom object records in the interface? or is it just an API feature? If there is a way, please can you provide a detailed documentation, as the current articles you linked to are not helpful.
View comment · Edited May 04, 2023 · Itay Banner
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