워크플로우: 트리거 작업으로 사용자에게 태그를 추가하는 방법

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Hubert C

2025년 1월 07일에 편집됨

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      Alik Fedorenko

      We are also running into the need to automatically tag users when an organization is assigned to a user.

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      Victoria Thrash

      Christine Diego the issue is that triggers only work when there is a ticket. we need to be able to update users regardless if there is a ticket. 

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      Christine Diego

      Hi Support Admin,
       
      At the moment, there's no trigger action that can add a tag on the user profile, however you can use the custom user field option and use it on the trigger to add a user tag on the user profile. The trigger will add the tag to the user and any subsequent tickets from that user. 
       
      You can also post this as a feature request in feedback forum. Our Product Team reviews this forum regularly and it has inspired many of the enhancements we've made to Zendesk over the years.

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      Support Admin

      Hello Christine Diego,

      No, I did not try the custom field approach because it won't work for assigning a user to a user segment. That assignment is only based on "real" tags (no support for user fields). In other words, this method doesn't accomplish what the title says.

      All this method does is to provide a way to initiate a trigger based on a custom user field (sort of the wrong direction ;-) ).

      So is there another way to add a user to a user segment via a trigger?

       

       

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      Christine Diego

      Hi Support Admin,
       
      Unfortunately, there's no trigger action that will allow you to add tags on the user profile. Tags are added to tickets via triggers. Have you created the custom user field as mentioned on the article and trigger? Please take note that the trigger will fire when a ticket has been created. 

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      Support Admin

      Sorry, but I am not seeing how this adds a tag to the user profile. Are some steps missing?

      My use case (as it is for many others) is to trigger off the user tag to assign a user to user segment (which only works off tags, and not any other fields), for example, to control visibility to articles.

      How can automatically add a tag to the user profile?

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