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Set Ticket Field Options

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Customize dropdown and dependent field options based on ticket field values.
Published by Freshworks(about 7 months ago)
Free
1.8k
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The Set Ticket Field Options app allows administrators to control which dropdown or dependent field options Freshdesk agents can access based on predefined conditions. Key Features: 1) Conditional Field Customization: Show specific dropdown values based on another field’s value. For example, If the “Type” field is set to “Technical Query,” only “Dev Team” and “L2 Team” are shown in the “Group” field. 2) Page Compatibility: Customize fields on Ticket Details, New Ticket, and New Email pages. 3) Rule Prioritization: When multiple matching rules exist, the last listed rule in the app settings is applied. 4) Rule Limit: Supports up to 100 rules to meet diverse customization needs. 5) Avoid Conflicts: Prevent overlapping or conflicting rules for the same target field to ensure smooth operations. Important Notes: - Refresh the New Ticket and New Email pages after applying or clearing templates to see changes. - Ensure source and target values differ in “Match All of the Below” configurations. This app streamlines agent workflows by tailoring dropdown options to specific ticket scenarios, improving accuracy and efficiency.

App Details

Categories
Administrative & Project ManagementProductivity, Utility & WorkflowsTicketing & Automation

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App Details

Categories
Administrative & Project ManagementProductivity, Utility & WorkflowsTicketing & Automation

Marketplace Resources

1. Enter your Freshdesk URL and API Key. Then click ‘Verify Your Freshdesk Account’. 2. Choose your desired fields from the dropdown menu. 3. On the left side, choose a field value and on the right side configure the field values to be shown. 4. Click Add Rule to show field values based on another field dropdown value. 5. Hit Install.

App Details

Categories
Administrative & Project ManagementProductivity, Utility & WorkflowsTicketing & Automation

Marketplace Resources

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App Details

Categories
Administrative & Project ManagementProductivity, Utility & WorkflowsTicketing & Automation

Marketplace Resources

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