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Getting Started

Getting Started

  • 153 Posts
  • 286 Replies
153 Posts
M
Apprentice
modismosApprentice
asked in Getting Started
Issues with Attachments During New Ticket Creation

Hi everyone,I've recently started using Freshservice and encountered a frustrating issue when trying to add attachments while logging a new ticket. Here's what's happening:Issue Description:When users log a new ticket in Freshservice, they enter their ticket details and try to add an attachment (text, JPEG, or DOC files). After selecting the file and returning to the "Log New Ticket" screen, the "Log Ticket" button is greyed out, preventing ticket creation. Users can only successfully create a new ticket if they do so without an attachment. They can then add the attachment later by editing the newly created ticket.Steps Taken So Far:Checked File Sizes: The attachments are well within the allowed size limits. Form Rules: No specific form rules that could be causing this issue have been identified. Support Contacted: Freshservice support initially couldn’t replicate the issue but later confirmed it is a bug that has been escalated to the development team.Request for Assistance:I'm reachi

1622
K
Top Contributor
J
Apprentice
jamurkinApprentice
asked in Getting Started
Workflow not triggered by Change being updated or created

Hi, I have a workflow that should be triggered by a Change item being updated or created, but it doesn’t seem to be working. At the moment, the flow should simply trigger a webhook (specifically a Power Automate flow), with it sending some of the form information for further processing. I’ve tried creating a new change and then updating its status, but nothing appears in the Execution Logs page. Any help would be appreciated.

632
J
Apprentice
E
Apprentice
Ethan_KrauseApprentice
asked in Getting Started
Onboarding Request tasks rather than tickets

Hi All,New to FreshService and just exploring the HR Onboarding Requests, pretty cool feature. Just wondering if it’s possible for the request to generate tasks under 1 ticket, instead of multiple child tickets?

620
E
Apprentice
D.DORTIES
Apprentice
D.DORTIESApprentice
asked in Getting Started
Tickets movements tracking

Hi !I am an brand new user of Freshservice and I would like to set up an export to track ticket movements.Ideally this export should contain :- the ticket number- the date of the group change- the source group- the destination groupHas anyone managed to do this?  

520
D.DORTIES
Apprentice
Joo
Apprentice
JooApprentice
asked in Getting Started
How do we generate the most common search words from Freshservice

The objective is to understand end-user behavior on their most used keywords to refine CX and work on better knowledge article.

160
Joo
Apprentice
AndyRussell
Skilled Expert
AndyRussellSkilled Expert
asked in Getting Started
Request for a Change card on customer portal

 Hi, we’re customizing our portal for our staff and all seems to work OK except if we ‘unhide’ the Request for a Change card it doesn’t become visible in the preview and doesn’t show up when published. All the other cards turn on and off the cards as expected.  Anything obvious we’re likely to be missing.  See image below.thanksAndy

2122
AndyRussell
Skilled Expert
eeha0120
Skilled Expert
eeha0120Skilled Expert
posted in Getting Started
Which is the next step in Dark Mode? Neo Portal, isn't it?

Have you enabled Dark Mode in your instances? How about switching to Neo portal for a quick check or setting or changing your password or resetting your 2FA?That makes a huge visual impact, right?I guess the next step in Dark Mode should be Neo.Do you agree?In case you do, here’s the Idea in order you could vote on it:Dark Mode in Neo portal | Freshworks Community Regards,

470
eeha0120
Skilled Expert
N
Apprentice
NewUserOfFreshApprentice
asked in Getting Started
What is the idea of FreshService we do not understand

 Problems with FreshService We are currently evaluating FreshService and have a trial version installed. FreshService is being compared to HaloITMS used elsewhere in our organizatoin. Most of our evaluation time has been spent on FreshService, and we have a desire to choose it, which has previously been communicated to FreshWorks and FreshWorks' Norwegian partne, i.e 99% probably that we would chose FreshService. However, we have encountered some "logical flaws" in FreshService that we need to figure out. These may be due us not fully understanding what Freshworks has intended as best practices in use of FreshService or not knowing the product well enough. Main Issues: We want users (requestors) to be able to report an issue (ticket) as either an incident or a service request.   When registering an incident (typically a fault situation), a simple form should be filled out. It should be possible to paste images into a rich text field. We can solve this “out of the box” with the report

1322
eeha0120
Skilled Expert
Yooji
Top Contributor
YoojiTop Contributor
asked in Getting Started
Moving tickets to other workspaces and the visibility for the previous agent

Hello everyone :)is it possible to move a ticket to another workspace and then adding the previous agent as a watcher?I didn’t see an option to do that nor does the workflow automator seem to allow this.We’ll have agents for each workspace and they’re supposed to be confined in their respective workspaces; so straight up giving them access to the other workspaces is unfortunately not an option for us.edit:In the workflow automator we can set an action to add specific watchers to the ticket after it is moved to another workspace, but we need it to auto-pick the agent that originally grabbed the ticket.

7254
Yooji
Top Contributor
T
Top Contributor
tony.sTop Contributor
asked in Getting Started
Calendar is formatted differently for the same field

Hey,this is a somewhat strange behaviour. We have a ticket field where the requester can enter a date to let the agents know at which day they can work on the ticket. Basically a desired date for when the work could be done.Now I had a discussion with one of the requesters, because he put in the wrong date and then complained. This happened a few times. After some talking he told me that the date format is american (week starting on sunday). We use the calendar where the week starts on monday.After finding the root of the wrongly entered dates I figured this should be an easy fix. The strange thing I discovered is that the same field is formatted differently depending on if you look at it as requester or as agent. This is true for all our agents and all requesters. I couldn’t find any option to change this. First I thought it was a personal account setting, but all accounts have set everything to german.The following two pictures is from the same ticket showing the same ticket field fi

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E
Skilled Expert
D
Apprentice
dudaleApprentice
asked in Getting Started
Change Management for Seperate Workspaces please help!

Hi Everyone,I’m an IT Service Delivery Manager, experienced with Cherwell ITSM, Zendesk, and a Jira Service Desk administrator in a previous life. I’m new to using Fresh Service, I’ve had some training, albeit limited to certain modules and certain features.My question that I’d like to ask is:I have 2 workspaces, one for “IT” which serves as the primary workspace. We have created a new workspace “Asset Management” because there is another entity in our group of companies that wishes to use Fresh too. We believe that there is a lot of benefit of them joining the fray, so I create a workspace for that business. I have also created a seperate CAB for the new workspace to utilise and added the relevant agents from that business who I want to be members.What I’m wanting to do is to have a Change Management Process for the IT workspace that I have, and then to have another seperate Change Management Process for the new workspace I have created. For clarity, when I refer to Change Management

2961
Daniel Söderlund
Skilled Expert
M
Skilled Expert
manovadesSkilled Expert
posted in Getting Started
Client Script on Servite Item

Is there a way, I can use Client Script, or UI script on a Service item/Service Catalog.I want to fill in data based on fields, dependent fields, and add custom logic. Thanks!

361
Daniel Söderlund
Skilled Expert
Z
Skilled Expert
zachscottSkilled Expert
asked in Getting Started
Data Retention

Hello community, I would normally go to the support team for this but seeing how they are a bit delayed at the moment (hoping everyone is ok), I thought I would reach out here to see if anyone has posed this question before. Does anyone happen to know how long data resides on the FS servers once something has been deleted? I know it says once we delete a ticket and remove it from trash, it is unrecoverable. However, I am curious how long it takes to actually remove it from the AWS server. Thanks in advance for any insight anyone can provide!Zach

5742
Z
Skilled Expert
Vishal Nema
Community Manager
Vishal NemaCommunity Manager
published in Getting Started
Reminders for upcoming Freshservice upgrades and deprecations

Follow-up to our “Notices for new upgrades/migration activities” communication sent in May 2023.The following deprecation is complete and should have been actioned by now. If not, please read through it carefully and take the necessary action as soon as possible.Deprecation of Alert endpointsWith the introduction of Alert Management Systems 2.0, the entity ‘Alert Profiles’ was deprecated and replaced with ‘Monitoring Tools’. To maintain consistency across endpoint URLs, we updated the URLs associated with the alert profiles.During this entity change, the format of the endpoint URL was updated from ‘https://accountname.alerts.freshservice.com/alert_profiles/alert_profile_id/integrations/integration_id/alerts’ to ‘https://accountname.alerts.freshservice.com/integrations/integrationID/alerts’.After January 23, 2024, old endpoint URLs in the format https://accountname.alerts.freshservice.com/alert_profiles/alert_profile_id/integrations/integration_id/alerts configured in your monitoring to

5350
Vishal Nema
Community Manager
michaelmartel
Skilled Expert
michaelmartelSkilled Expert
asked in Getting Started
Security Logs

Are logs available for agent permission changes? I found the logs for requestor updates but can’t find logs for changes to agents’ permissions.

1785
zachary.king
Skilled Expert
Chris S.
Skilled Expert
Chris S.Skilled Expert
asked in Getting Started
add button or menu option?

Hi, I got a question from a customer who asks if it possible to add a direct link to the change calender from within the menu, or from within the dropdown menu at the top right.Is there any possibility to add a menu button in the left menu?Or to add a menu-item to the “My Work” dropdown? Looking forward to hear from you! GreetZ!Chris.

3263
zachary.king
Skilled Expert
M
Skilled Expert
martin.jSkilled Expert
asked in Getting Started
Best Practice for support mailbox cleanliness

We use the feature of ‘Delete emails from server after fetching’ for our custom mailbox email channels (they are Microsoft 365 mailboxes) to try and keep the inbox empty/clean. However, I have noticed that the SENT ITEMS does not get cleaned out, and so for many of our groups/mailboxes, these emails contain a lot of sensitive information.Just seeing what other people do to keep these mailboxes empty / sanitised.Cheers

1850
M
Skilled Expert
K
Apprentice
ksuper18Apprentice
asked in Getting Started
Deep Links when using your own domain

The last topic I can find about the ability to use deep links to launch the mobile app from and email ticket link was that it was not possible if your portal was using your own domain. (support.companyname.com)Has that changed?We hesitate to implement and market the mobile app to our user base without this ability.

1091
stevemc
Top Contributor
zachary.king
Skilled Expert
zachary.kingSkilled Expert
asked in Getting Started
How to handle the termination of requesters and reusing of email addresses

I am curious how others are handling this scenario ---What do you do when an email address gets reused over time?  For example John Smith joins our company and then leaves in 2021.  Then a different John Smith gets hired in 2023, and we've since deleted his mailbox. In freshservice we already have a John Smith as a requester using the “Email Address” we would assign to the new John Smith (our schema is first_name.last_name@domain.com).Deactivating the requester when they leave the company would make sense and preserve ticket data but yet that would still prevent us from adding a new requester with the same email address.Forgetting the user does free us up to use that email address again but then we have ticket data that no longer has the old Requester’s name associated with it but a “Forgotten User” designation.So I ask again, how are you all handling this situation and what are some best practices based on the fact that email addresses in the real business world do get reused from tim

7624
eeha0120
Skilled Expert
S
Skilled Expert
shannon.mejiaSkilled Expert
asked in Getting Started
IT Only Requestor Group

I want to make a service item visible only to IT, but IT aren’t requestors, so I cannot figure out how to make an IT Only requestor group.  Any help?  It seems like this would be a common thing and I am just missing it.

1392
S
Skilled Expert
M
Apprentice
Maxime MoreauApprentice
asked in Getting Started
Don't send a notification on specific case

Hi everyone,Little question for a little problem, is it possible to disable the notification in a specific case ?I mean, for example, we have the closed notification, but in our workflow, we put something on the conversation part in the same time.It send an other notification for “update” and we have 2 mail for our user.Is it possible do disable this one only for this case ?Have a nice day !

4571
eeha0120
Skilled Expert
ironman
Apprentice
ironmanApprentice
asked in Getting Started
Disabling all email Notification triggers in sandbox instance.

Hi Team, I have a problem that causes the requester in the sandbox instance to receive a notification. Even if all email notifications have been turned off. Could you let me know what functionality needs to be stopped from being notified to the requesters . Regards,Gobinesh.R

1581
zachary.king
Skilled Expert
michaelmartel
Skilled Expert
michaelmartelSkilled Expert
asked in Getting Started
Requestor Change Email

I want to send a notification email when the requestor on the ticket is changed. What trigger can I use in the Condition widget in the Workflow Automator? Is there a different way to do this?

932
michaelmartel
Skilled Expert
T
Contributor
TecDragonContributor
asked in Getting Started
FreshService Desperately needs

Better task management, I should be able to add open tasks to my view of open tickets so that I have a single place to manage my work.  Currently you have to flip back and forth and the ‘tasks’ is hidden in a button on the top right, it isn’t even an option to put it in the list on the left.  Maybe an ‘activities’ button that would show all tickets and tasks.The way it is, is horrible and inefficient, tasks assigned to me by other techs just get forgotten about. 

561
eeha0120
Skilled Expert
M
Skilled Expert
maloktSkilled Expert
asked in Getting Started
Show Business Hours on Portal

Is there a way to show our business hours on the portal?  It only shows the phone number in the header:<div class="helpdesk-number {{ternary portal.contact_information 'ficon-phone' ''}} hide-on-mobile"> {{{portal.contact_information}}} </div> 

581
eeha0120
Skilled Expert

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