The ability to create custom fields for a ticketing system is instrumental in tailoring the system to the organization’s unique needs, improving data accuracy, and enhancing overall efficiency in managing customer interactions and support tickets.Documentation Index
Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
Use this file to discover all available pages before exploring further.
Note: A User with Manage Permission Rights can perform this action
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head over to the Modules category
- Click on Tickets
- Locate the All Detail Form Fields Section
- Click on the Add New Field option
- A popup will appear displaying a list of essential and useful field types to choose from. You can search for a field using the search bar.
- Choose the Field Types.
- Once you’ve selected a field type, provide the following details for the field:
- Field Label Name - Specify the field name for clear and easy identification
- Internal Name - Enter Internal Name for API integrations
- Section - Select the Section you wish the Field to fall under
- Help Text - Add the Help Text to provide additional information to help your teammates to understand the purpose of the field *
- Once you have added the details, you can select,
- Appear in quick creation form: To display this field in the quick creation form.
- Appear in global search results: To allow searching the field via global search.
- Do not allow duplicate values: To prevent the creation of a duplicate Ticket.
- Required: If the Field should be mandatory.
- Visible to the customer within Tickets: If the field should be visible to the customers
- Once done, Save the details.
