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自定义字段 提供了一种存储关于工单、用户和组织的更多信息的方法。自定义字段对所有团队成员可见,并可用于业务规则和报告。
本文章包含以下主题:
访问自定义字段页面
在字段页面上重新排序自定义字段
自定义工单字段在字段页面上的顺序决定了其在各个地方的显示顺序:
- 自定义用户字段 的顺序决定了活跃的自定义用户字段在用户个人资料中的显示顺序。
- 自定义组织字段 的排序决定了您活跃的自定义组织字段在组织资料中的显示顺序。
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自定义工单字段 排序会影响字段在管理中心业务规则页面上的排序方式,以及工单在专员工作区中批量更新的时间。如果您的帐户只有一个工单表格,则对该页面上的自定义字段重新排序也会导致您表格上的字段重新排序。如果您的帐户可访问多个工单表格,对工单字段重新排序不会改变其在工单中的显示顺序。
例如,假设您有一个名为“美国地区”的自定义字段,并对工单字段重新排序,使该字段在工单字段页面置顶。当您创建触发器和其他业务规则时,此字段将首先显示在条件下拉菜单的自定义字段列表中。而且,如果您批量更新工单,该字段的位置也会受到影响。
创建触发器和批量更新工单时如下所示:
更改自定义用户字段顺序
- 打开工单、用户或组织的自定义字段页面 。
- 单击操作,然后选择编辑顺序。
- 单击相应行并将其拖入所需的顺序,或使用行上的箭头在列表中上下移动相应行。
- 单击保存。
导出自定义字段列表
如果您想在其他应用中使用自定义字段数据,可以将其导出到逗号分隔值 (CSV) 文件。
导出自定义字段
- 打开工单、用户或组织的自定义字段页面
- 单击 操作 ,然后选择 下载 CSV。
字段数据已导出,并存储在您计算机的下载文件夹中。
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如对翻译准确性有任何疑问,请以文章的英语版本为准。
15 条评论
Kelsey Baines
I have created a new numeric custom field called Delivery Number (ID:34906138114061)- I want to pull the value of the field into the body of a comment using a macro on the ticket. Can someone please provide the code I would need to use on the macro with the ID listed above?
Can I also please get confirmation if the user must first enter the Delivery Number first (does the ticket need to be saved) and then select the Macro for the Delivery Number to be entered into the comment section - Or if the user selects the Macro and then enters the delivery number value ino the custom field, will the comment update with the value?
0
Robson Rodrigues
Is there a way to populate custom fields via the API while bypassing mandatory field requirements?
0
Gabriel Manlapig
Hi David,
This should populate immediately after saving the new field values. If you just added new field values to a custom user field, you may need to refresh your web browser / page in order to see the changes.
We hope that helps. Thank you!
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David Oehler
In Zendesk Admin Center, when adding more Field Values in a custom User Field, how long should it take for the updates to show up in the Agent View? Is it automatic or is there a manual step required to publish/update? The User Field was previously created, but the new Field Values are not showing in the Agent view.
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Gabriel Manlapig
Hi Ann,
We hope you're having a great day! Upon checking, you've already submitted another ticket and are currently in touch with one of our customer advocates. They recommended using this placeholder instead:
{{ticket.assignee.custom_fields.booking}}
We recommend keeping the conversation going by replying to the ticket if you have any more questions or need further clarification. Thank you!
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Ann Babler
I am trying to create a Macro for our Agents to insert their bookings link. {{ticket.assignee.custom_fields.booking.title}} seems like it would be the correct format but it just comes up blank. Is there another way to do this? Field key is booking
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Jupete Manitas
But we wanted share the community tip with everyone - Turning nested field options into usable placeholders with dynamic content.
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Edzi Melodias
When using custom fields as placeholders, is there a way we can select which nested field to be displayed when using the macro? i.e.
Camera::Camera 1
Camera::Camera 2
When a macro is used for this custom field, it would only show Camera1/2? Thanks!
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Bree Lewis
Can custom fields be marked as read only? We have an integration with SFDC and we don't want the agent to have the ability to edit these fields.
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Gabriel Manlapig
Here's an article that provides an explanation as to the effect of altering or deleting a dropdown field values.
Understanding how creating, deactivating, or deleting ticket fields impacts tickets
I hope that thelps. Thank you!
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