Allow end users to update fields after ticket is created

20 コメント

  • Deepesh Chaudhary
    コメントアクション Permalink

    We want to provide our user with a flag which they can choose to escalate the case. This can happen after the case has been created and for some reason user wants to escalate the case. For this user(customer or staff) edits the case and checks the escalated flag and we can create triggers so when this happens we notify our support org. once things are brought to normal, customer and our support team should be able to de-escalate the case by unchecking the flag.

    also key to feature would be to able to report on it and have a history as to find how many cases were ever escalated.

    1
  • Serge Payette
    コメントアクション Permalink

    Hi Donna,

      Ditto here, I looked again and again and - unfortunately - that feature doesn't exist with Zendesk Plus license.

    1
  • Carl Giardina
    コメントアクション Permalink

    I've noticed this same request raised in multiple threads dating back to 2013. It would seem to me that allowing users to edit/update ticket fields should be part of the standard architecture.

     

    We have a ticket flow that requires 2 user engagements, and it's disappointing learn that we'll have to setup multiple forms and track and consolidate at least 2 tickets for each user request;

     

    Has anyone learned of an alternative?

    1
  • Dan Duncan
    コメントアクション Permalink

    Yes, I agree.  I am particularly interested in the Subject field.  We may have a customer who wants to edit the subject but they have no way of doing this themselves.  

    0
  • Brandon Peck
    コメントアクション Permalink

    We have the same need. There are additional pieces of discrete information we need our End Users to provided incrementally as we work through resolving a ticket. As others mention above, we also have many cases where our End Users would like to change or append fields from the initial submission (and their doing so would help drive the correct workflows and notifications on our end). Not being able to update those discrete fields after submission prevents us from measuring some key metrics; results in tickets not being able to be routed to the correct "workflow", notifications, and triggers; as well as adds overhead to our Agents when they need to update the discrete fields based on information provided by our End Users through comments.

    1
  • Johanne Leveille-Schirm
    コメントアクション Permalink

    We have the same request - I actually was surprise today when I tested this and realized that end user could not edit the Subject field - which they provided in the first place. They should be able to edit all fields (except for previously submitted comments) that they were asked to complete.

    2
  • Zach Johnson
    コメントアクション Permalink

    +1 Why can't end-users update ticket fields if a field needs to be changed? Obviously this should be configurable (editable/not editable) when the ticket field is created.

    2
  • Matthew Benn
    コメントアクション Permalink

    Has anyone figured out a workaround? I've searched the internet, ZenDesk App Marketplace, Zapier, and the Community here, so far there does not seem to be a way to do this. 

    1
  • lphrr
    コメントアクション Permalink

    Has anyone learned of an alternative?

    1
  • Mike Pociask
    コメントアクション Permalink

    Yes, you can create a trigger to allow updates. It's not an ideal workaround, but it does work...

    The way we set things up was anytime a particular string of text was entered in a comment, to increase (or decrease) the priority. The text string we chose was a keyword preceded with a number sign/hash (#) - ex: #urgentpriority, #lowpriority

    Where this workaround gets clunky is that you need a trigger for every option in a particular field....

    1
  • Sonja
    コメントアクション Permalink

    Has this been addressed by Zendesk ?  Hard to believe this is not an option!

    1
  • David Gordon
    コメントアクション Permalink

    How can we raise visibility of this request? Are any moderators watching this thread who can help us get this prioritized? We have a need for this, which has been requested by a strategic customer of ours. Thanks.

    1
  • Nicole - Community Manager
    コメントアクション Permalink

    Hey David - 

    There are a couple of ways to increase visibility of Product Feedback: 

    1) Outline the problem you're trying to solve in specific detail. This gives our product teams the most insight into what's going on and how they might build something to solve the problem. 

    2) Share impact information, i.e. how frequently the problem happens, how many incidents of the problem there are, how much time/money it costs you. 

    3) Up vote the original post. 

    For more information, you can read through how to share your product feedback

    These practices help our PMs understand the problem behind the request, the size and scope of it, and how many of our customers it potentially impacts. 

    There are many factors taken into account when planning what developments to devote our resources to. Some of those include feasibility, number of users impacted, and how that development would impact other things already in process, to name a few. We cannot guarantee any specific idea shared in the Product Feedback Community will be built, and we cannot share specific timelines. Threads with lots of detailed comments and a high number of votes do, however, have the greatest visibility. 

    We do very much value our customers' feedback, and are working to make the Product Feedback Community a better space of collaboration and communication. 

    Thanks for participating! 

    0
  • David Gordon
    コメントアクション Permalink

    Hi Nicole,

    Thanks for the response. I assume you folks have a system for tracking Enhancement Requests. Can you tel me if this is already in that system? If not, can you add it please, so that it is visible at some level? 

    Regarding impact, we have customers who would like to add additional team members to CC from within the Support Portal, which is not allowed after the ticket is submitted. They also would like to modify the Priority, which would then allow us to set up an escalation trigger. Lastly, they would like to modify certain other fields for their own tracking and reporting purposes, which again is not possible.

    Impact: Workflow improvements will help us scale our support services, and without knowledge that some of our concerns will be addressed, we will likely need to investigate alternatives to see if we can better meet our customers' needs long term.

    Thanks for your attention.

    Dave

    1
  • Radoslaw Hofman
    コメントアクション Permalink

    Hey, any decision if it will be implemented or ETA?

    1
  • Peter Rifkind
    コメントアクション Permalink

    Any word on this feature request?  Is there an alternate workflow that anyone can suggest?

    0
  • David Shedd
    コメントアクション Permalink

    This is so unfortunate. One of the most critical functions to any support these days is an online customer knowledgeable/portal. It is also important that the client can take the control into their hands and not have to wait on a support rep to make changes to their ticket. Due to this limitation we must continue in this hybrid world of manually updating tickets for clients between email and an online support system. Here are just 2 business cases for the development team at Zendesk.

    Ticket Creation and Priority Setting

    We have been providing our clients an email address to our support for years to open a support case. We ask our client several questions as part of the ticket creation process that helps us determine priority, as well as potential support paths. This typically requires a lot of back and forth between the client and the support rep via email to figure out the urgency of their request. You can enable these questions/fields on the ticket creation page in the customer portal, which dramatically speeds up this process. Furthermore the portal will make article suggestions to the client which could solve their questions eliminating any support need at all. The holy grail.

    However if a client still emails a support email address without this information, we cannot have it create the case and simply point them to a link to update these critical fields in the portal after ticket creation. We have to fall back on old ways of taking the case in, contacting them, and having our support reps fill in these fields manually to prioritize their ticket, as the fields are not editable in the portal after ticket creation. If we change our support email to a bounce back email saying please go to the portal and add your request there, this will make them unhappy, as they need to recreate the wheel. If they recreate the wheel and make a mistake in the process of choosing the wrong value and they cannot correct this, you will have mad customers on your hands (this has happened to us).

    Ticket Escalation

    In our older support system, our clients could edit the priority field in the portal after ticket creation to escalate their ticket if the issue had become more critical. They cannot do that now, as they cannot edit their field. They need to contact us, we need to do it manually, etc.

    PLEASE FIX THIS!!!! 

    1
  • Nicole - Community Manager
    コメントアクション Permalink

    Thanks for the detailed feedback, David.

    We're continuing to collect use-cases and votes, as the Support product team is looking into improvements to the ticketing workflow.

    1
  • James Pitcher
    コメントアクション Permalink

    +1 on this, simply I would like the option on each field whether the customer can edit this field once the ticket has been logged, this will allow the customer to edit the subject, or raise/lower the priority.

    0
  • Pascal Turmel
    コメントアクション Permalink

    Pretty basic feature. A Customer should be able to self serve and update the priority of a ticket simply by toggling the field in the Zendesk Portal as opposed to add a comment to request someone to do so...

    0

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