Unanswered questions

Team As we are currently using Freshservice to create laptop requests, I’d like to understand whether it’s possible to generate PR and PO reports directly from the same portal after approval.Could you please confirm if this feature is available or if any configuration is required?

Hi everyone 👋I’m just getting started with Freshworks and I’m planning to onboard a small team of 5–10 users. I’d love to learn from experience — What’s worked best in your team for training new users so they adopt Freshworks smoothly? Any pitfalls or mistakes you’d recommend avoiding when first rolling it out? Do you use a particular onboarding process or checklist (internal doc, staged rollout, live training, etc.) that made the transition easier? If you’ve done this before, I’d appreciate any tips or sample flows — especially for small teams.Thanks in advance! Looking forward to hearing your experiences.

There is an automatic workflow configured to close all incoming mails with an Out of Office message. Based on certain key words either in Subject or Body, the ticket gets closed. What will be the scenario if a user sends an email to IT support email, and the requester had kept his supervisor in CC.As per the process, the ticket is created in the system and a technican is assigned. But if the supervisor is on leave and there is an Out of Office mail from him to all recipeitns, includign IT support, the system triggers the workflow and closes the ticket. How to avoid such situations. Kindly explan any work around or a better aprpoach

Hello,I would like to ask if it is possible to make some adjustments to the filter section in the Ticket List.At the moment, there are several filter fields that our organization does not use, and when we need to filter tickets, we have to scroll a lot to find the fields that are relevant to us.It would be very helpful if we could: Remove unused fields Reorder or move fields to reflect our operational priorities This would make ticket searches much faster and more efficient for our team.Additionally, some users need to filter by multiple categories at the same time, but since the current control is a combo box, it only allows selecting one category at a time.This makes filtering quite inconvenient in daily operations.I am attaching an image related to the first request (filter customization).If you need further details, I am happy to provide them.Thank you in advance for your attention and support.Kind regards,  

Is it possible to sync Dashboards and Filters to the Sandbox and vice versa?

Anyone know if its possible to modify the form fields after submission?For example, we have start date and department.If they choose incorrectly, they will have to cancel and resend.When you edit the ticket, the description box is empty.  Wondering if there is a way for us to just edit the fields necessary after submission.

Hi everyone,I am trying to set up email triggers in Freshdesk to automate responses based on certain ticket conditions. However, I'm unsure how to create custom triggers that would match specific keywords in the subject line. Could anyone guide me through the process or provide some examples of custom trigger setups?Any help would be appreciated. Thanks!

I am looking forWhen we raise a hardware request such as a laptop and enter all the required details, the request goes for approval. Once it is approved, I would like to generate a PO report in PDF format. Is it possible to set this up in the Freshservice helpdesk ticketing tool?

Hello,when my users make a service request to return IT items the system automatically generates a document. but my whole servicedesk and user portal is in Dutch. but the generated reply is in English and so is the email that the users receive.i can't find the setting to change this. it's really important for my users to receive this in Dutch.See attached image of the automated response from the system. 

Create rule from mailbox to always create new ticket, regardless of subject or header.  Need new ticket every time.  Is there a way to create a rule for this?

Our team noticed that our custom Freshworks URL is searchable on Google or other search engines.How can we prevent our portal from appearing in public search results?

How do I configure Freshservice to use the SLA assigned to a Service listed as an Impacted Service in an Incident?  I do not see Impacted Service as a Trigger option on an SLA in Admin → SLA and OLA Policies.In our previous ITSM system we setup SLAs related to the Services, and then selected the Service in the “Affected Service” field - this related the SLA to the Incident based on the Service affected. Can anyone help?

Hi there,Just a question to create a discussion: we are looking for an tool to easily create API Documentation. We are very impressed by the way the Freshdesk API is documented. Does someone know which tool Freshworks uses to create these API documentations pages? If not, any other experiences with great tools to create API documentation?https://developers.freshdesk.com/Kind regardsJos van den End

Hi I’m Anjali Reddy, running a textile business. Seeking the Hinduja Swiss Bank contact number for account-specific questions or assistance.      

How do I make it so the knowledge base is only for agents. We don't want it for customers. 

I’m looking for a way (workflow or alert) to auto create an incident or service request that's attached to the contracts > contractor feature when a contract is set to expire. 

Hello All,I created one ticket in Fresh desk by using template and then i reply to my customer from the ticket which i have created in freshdesk.Now my customer using their ticketing system and he replied to me by adding their ticketing number in subject line they why new tickets are getting generated ? 

I am trying to re-order my solution articles manually but currently this doesn’t seem to be working.I can select to order them as “created by” or “A-Z’ etc. But when I select Manually it reverts back to default ordering and I can move the articles but they “snap” back to where they originally were.For context I have Admin and Agent permissions.Any help or known issues would be appreciated. I haven’t found any answers searching so far.

I'm trying to create a contact for a user (employee), but every time I try, it says that their email is already being used by another contact. When I click to see which contact it is, none appear. I've already searched using filters for deleted contacts, deactivated contacts, etc., and neither that contact nor any other contact with that email exists. Could you guys help me?

Curious if anyone has utilized the Tenable Connector App within Freshservice. We are working with the app in our Sandbox and attempting to configure the Recipe’s, but are running into exceeding the 500 tasks allotted.  For testing, we are wanting to trigger creating a ticket for Critical notifications from Tenable. I’ve been scouring the web and Youtube to see if any further explanation of how to configure these aside from setting the Task window to once a week to run the recipe.Any insights or helpful places to look would be appreciated.  

I was having weird effects with seemingly random keyboard shortcuts being activated. After weeks of aggro I finally happened to look at the list of shortcuts and realized why - they use a combination of normal letters without an interrupt key. No ALT or CTRL. So being a fast typist kicks off a shortcut any time I type a ‘g’ and then another letter after it. This particularly happens when typing a reply to a customer and I often lose a bunch of what I had typed. Blecch. My only workaround for this is to disable the shortcuts entirely.It would be really nice to be able to use some shortcuts. Could they be changed to properly use an interrupt key? Or be modifiable by user?

Are there any widgets or steps on how i can make the status page visible when staff access the self service portal? Ideally i would like to see fif this can be linked to the service catalog

Hello, I am currently redesigning our user portal and service catalog.Is there any way to create, within a service request, a dynamic list that automatically suggests and provides access only to users belonging to specific groups, based on the requester's groups or other requester attributes ?

Freshservice has released the ability to archive custom fields in a service item. I was hoping this would improve the agent experience when updating existing service items but was left disappointed. I am reaching out to the community to see if anyone has come up with a unique way of handling this.Problem:I want to keep historical data for service items easily accessible in the ticket so it can be referred to at all times in the state it was submitted. This is important to ensure we have an accurate record of what the requester selected, particularly around on and offboarding.Archiving Fields:  I understand that the field is referenceable in analytics, but it does not help our requirements where agents need quick access to point in time information.Service Item MaintenanceThe workaround is cloning items here; however, this has the knock-on effect of needing to update business rules and workflows to point to the new item. Given there is no looping in workflow, I have a silly amount of no

Hello Freshdesk Support Team, We are experiencing a limitation with the Freshdesk API v2 that is impacting our integration and reporting capabilities. Issue Summary: We cannot access thread conversations (Private Threads, Forward Threads, Discussion Threads) that exist within ticket notes via the API, even though these threads are visible and functional in the Freshdesk web interface. Current Situation:  What Works:  We can successfully retrieve main conversations using: GET /api/v2/tickets/[id]/conversations We can see private notes and public notes - The web interface shows all threads correctly  What's Missing: Thread conversations nested within notes are not returned by the conversations endpoint - Multiple replies within a Private Thread appear as a single note in the API response We lose the thread hierarchy and individual messages within threads   Technical Details: 1. API Endpoint Being Used: - GET /api/v2/tickets/[ticket_id]/conversations 2. Expected Behavior:  AP