Deactivate field values instead of deleting them
2019년 1월 23일에 게시됨
What is the problem?
I have custom drop-down fields, like product and root cause, that contain values that have become outdated. If a field option becomes outdated and I want to remove it from the drop-down list, I don't have an option to disable the field value other than deleting the field value.
Why is it a problem?
Since I use a third-party reporting tool that allows us to store data from Zendesk and our other systems in a central location, It's important that I don't delete these legacy drop-down field values. I've found that when a field value is deleted, our reporting tool is no longer able to associate the values tag with the drop-down field where it previously existed. This means reporting against legacy values becomes very difficult.
Deleting old values from a drop-down field also makes it difficult to have a full understanding of what values were previously configured under that drop-down field. I would have to maintain a list outside of Zendesk.
How I solve the problem today.
In order to maintain these legacy values without deleting them, I had to get creative.
For example, we now have two product drop-down lists: (1) a product list that's visible on the help center ticket submission form which contains a list of currently supported products; (2) a product list that contains all products, legacy and supported products. The second product field is only visible to agents.
For reports that reference the product field, we report against the second product field which contains all products.
To make sure a ticket has the appropriate product selected on the second product field (the field used for reporting) I created a series of triggers that updates the second product field when a value is selected on the first product field.
This method has worked fine for the product field because the list of values is relatively small. But now I've received requests from management to update drop-down fields that contain a much larger list of values (ie root cause). Using triggers to sync two root cause fields would be very cumbersome and time-consuming.
How I would ideally solve the problem.
Each value in a drop-down field has an option to be flagged as inactive. The value would still exist under that field but only visible from the admin menu and API queries. Flagging the value as inactive would hide the value when viewing the drop-down field from a ticket form for both agents and end users.
How big is the problem?
Maintaining data and building accurate reports is a high priority for our organization. Adding/removing values from ticket fields is already an issue that requires careful consideration. Making it more complicated by having to dance around field configuration limitations makes it that much more difficult. It is an issue that's very high on our list of things that we think should be improved in Zendesk.
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댓글 41개
Joel Hellman
This is a pain. As OP states, removing fields will destroy your Explore reports, and looking at old tickets, will give a bad UX.
We use a custom private app to hide some fields in Zendesk Support as a workaround. Not great to maintain, and really should be built into the product. Our workaround only works because we don't use guide or built in web widget, the workaround would become very complicated if use those.
Zendesk, this is a hard problem for you customers to work around.
Would love for this to be prioritized.
Part of Zendesk's USP is building powerful solution using custom fields, yet we lack this basic support for maintaining the lifecycle of our custom fields.
I have no idea why this is not yet in the product. Is the request not "sexy" enough? AI is cool, but I also want Zendesk to nail the basics.
3
Raul Daniel Trejo
Hey everyone! My team has a custom solution to this problem. We have custom fields in our ticket submission form, and we also have some values that we don't want to display to our users.
In the following code block the value in pointer1=$('.request_custom_fields_+field_id) is the class assigned to the dropdown div. Replace "field_id" with the id of the dropdown you wish to hide values in.
Replace the the "tag" values in the private_options array, for the values that you wish to hide in the dropdown, you can find these by going to the field in Zendesk Admin page. (It must be the tags and not labels).
It's not a beautiful solution, but I hope it helps someone out there!
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Luke Hutchings
The issue continues to grow for our team. We cycle through products often.
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Jay K
1263169420950 Sorry to hear this doesn't solve your problem... Not sure why ZD hasn't prioritized a solution for this...
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Jay K
1263082116169 Will you get this information added to a HC article? Seems like a BIG gap in knowledge sharing with your customers.
cc: 1266008449550
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Chris Fassano
1263213804249 - We do use this app. But it's only helpful for hiding field values from agents. It doesn't hide field values from customers on the ticket submission form. This is why I have two product fields. One product field for the ticket submission form that only contains the current values. The second product field thats visible to the agent and contains all current and historic values. The ticket field manager app is configured to hide values on the second field that would otherwise be deactivated.
For each of the field values on the first field, I have a trigger that sets the corresponding value on the second field.
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Dave Dyson
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Jay K
Not sure why none of the moderators recommended this app or why none of the HC content writers or managers have included instructions on how to use this app, which was built by ZD?
We use this app https://www.zendesk.com/marketplace/apps/support/223753/ticket-field-manager/ to hide picklist values we no longer want agents to use. Works well..
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Elizabeth Churchill
I too would like the ability to deactivate values in custom fields instead of deleting them. A team member recently updated a field value. I'm guessing that means I cannot get data associated with the old field value. I have a workaround of placing an X or OLD before the "archived" field value but as previously mentioned this will get cumbersome. It's disappointing to hear that Zendesk has no plans to fix this.
1
Chris Fassano
1265060203909 - I use the "Ticket is created" condition. You would only want to use "Ticket is updated" as a condition if you want the trigger to fire for updates that occur after ticket creation.
Meet ALL of the following conditions
Ticket is created
Webform product field is Product A
Action
Internal facing product field = Product A
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