Practical Zendesk Administration, 2nd Edition

Chapter 6. Fields and Data Capture

When your customers submit a support ticket, they’ll use fields to describe their problem. For example, the Subject field describes the problem briefly, and the Description field provides further details that are used to solve the request. When the agent receives the ticket, he’ll want to judge the severity, then forward it to the right people to solve it. This will involve use of the Priority, Group, and Assignee fields. Sometimes, the standard fields in Zendesk aren’t sufficient to describe the issue succinctly, or there is a situation where a customer should be prompted to enter more specific details about her issue. If this is the case, custom fields can be used to capture new information. This section covers the various types of fields in Zendesk, including each of the fields mentioned here.

Data Capture Lifecycle

When customers open the ticket submission page on a default Zendesk instance, they will be prompted to enter a subject and description only. The screen that most end users see is shown in Figure 6-1.

As an administrator, you are able to add custom fields (covered ) to the ticket submission page, which will prompt users to enter additional information about their requests. This process is often valuable because custom fields can remind the user about the information agents might find useful to solve a request. Figure 6-2 shows an example of a ticket submission form with custom fields included.

You’ll notice that this screen has some optional ...