Skip to main content

Create custom Ticket fields

Jay
  • Updated

Add customized fields according to your company’s process for ticket management.

Every company has its own way of going about resolving customer requests and attending to feedback. The processes might vary for different industries. Here’s a proper solution to handle tickets your way.

Let’s get started on how to add custom fields for ticket management.

1. Log in to your SurveySparrow account and click the Settings icon.

2. Under Ticket Management, click Ticket Fields.219_1.png

You can see the default ticket fields available for Ticket management.

3. Click Add Field to view the supported field types.219_2.png

4. Choose a field type from the available list.219_3.png

Now, let’s dive deeper to learn about how these fields function for you to choose the right field for your needs.

Text field

The text field will allow you to enter single-line or multiline texts. By default, the text field is configured to accept single-line text input.

To configure multiline text input, enable the “Support multiline text” toggle.219_4.png

Sample screen while creating a ticket219_5.png

Dropdown field

With the dropdown field, you can add a list of choices to choose from. Enter the choices, one on each line. Then, click Add Choices.219_6.png

Once the choices are added you can drag and drop to rearrange them.219_7.png

If you would like to delete a choice, you can hover over the corresponding choice and click the delete icon.219_8.png

Sample screen while creating a ticket219_9.png

Multiselect field

The Multiselect field enables you to choose multiple choices from a list of available options. Similar to the dropdown field, add the choices one on each line and click Add Choices.219_10.png

Once added, you can drag and drop the choices to rearrange them.219_11.png

If you would like to delete a choice, you can hover over the corresponding choice and click the delete icon.219_12.png

Sample screen while creating a ticket219_13.png

Date field

The date field will allow you to select a date relevant to your requirement. You can choose a data format of your liking.219_14.png

Once you choose a date format, click Add Field.219_15.png

Sample screen while creating a ticket219_16.png

Nested field

Thinking of displaying choices based on a previous selection? Nested fields are here to help you out! 

By default, you have two levels. Based on the choice selected in the first level, relevant choices will be shown next. If you need to have another level of choices to be shown, click Add Level.219_17.png

Add relevant label names to the fields for your best comprehension. The sequence of adding choices to different levels starts from Level 1. Add the choices to be displayed at Level 1 and click Add choices. 219_18.png

Select a choice on Level 1 to add its corresponding choices to Level 2.219_19.png

Add the choices one on each line. Once you complete adding choices to Level 2. click Add Choices.219_20.png

Now, select a choice on Level 2 to add its corresponding choices to Level 3. 219_21.png

Add the choices one on each line. Once you complete adding choices to Level 3. click Add Choices.219_22.png

You can hover over the choices and choose to edit or delete them by clicking the corresponding icons and confirming the same.219_23.png

You can choose to delete the third level by clicking Remove level.219_24.png

Sample screen while creating a ticket219_25.gif

5. Click Add Field button to confirm adding the new field.

If needed, you can choose to drag and drop the fields to rearrange them.219_26.gif

You can edit or delete a custom field by clicking the corresponding icons and confirming the same.219_27.png

Tips

  • You can add different choices to the default Status field.
    • Click the edit icon against the Status field219_28.png
    • Click Add Choices.219_29.png
    • Add the additional choices and click Add Choices button.219_30.png
    • You can choose to drag and drop the choices to rearrange them. Once done, click the Update field button.219_31.png

  • You can ensure users fill custom ticket fields that are vital by making them mandatory. Enable the toggle against the Mandatory property of a ticket field to configure the same.219_32.pngSample screen while creating a ticket219_33.png

Note

  • When a ticket field’s choice is updated after creating tickets, it will automatically be updated for those tickets.
  • By default, the custom ticket fields will NOT be mandatory fields.
  • The Internal Name will be automatically generated when a custom ticket field is created. It can be noted by clicking the code icon of a ticket field’s label to access the same during API calls.
    • Once a custom ticket field is created, the internal name will remain the same even if the label name is updated later.219_34.png

Well, that’s all the flexibility that custom ticket fields bring in to cater to your specific needs. Please reach out to us if you have any questions. We are just a chat away!

 

Related articles

Comments

0 comments

Please sign in to leave a comment.