How do I....?

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?

How can I configure Freshservice so that an Incident uses the SLA assigned to a Service selected as the Impacted Service?I do not see “Impacted Service” available as a trigger condition when creating SLA or OLA policies under Admin → SLA and OLA Policies.In our previous ITSM tool, SLAs were tied directly to Services. When an Incident was created, selecting a Service in the “Affected Service” field automatically applied the related SLA to that Incident.Is there a way to achieve similar behavior in Freshservice?Any guidance would be appreciated.

In our use case, agents perform key activities—for example, the IT team creating a user’s email address or the HR team creating an employee ID.  While there is an option to add a stakeholder, the dropdown consistently shows “No options available.” Is this expected behavior, or could this be a bug?

I am trying to force a selection for Source. Users leave the default selected, and all the tickets source is phone.  I want to use a business rule to force a selection.  In the ticket form I need to make a custom field “Select” the default, but it seems that phone as default cannot be changed.

Hello, Suddenly the New Requestor option is unavailable. When going to Admin then requestors the New Requestor button will show briefly then disappear. This happens in FireFox, Chrome, and Edge. It is only happening on one device. Any suggestions on what might be causing this?

I’m creating an integration to create Freshservice tickets using phone call data. This service is intended to live outside the Freshservice platform but I cannot find documentation for using OAuth with the APIs.I saw on a community post that Freshservice APIs now support OAuth flow. The article directed me to your documentation at https://api.freshservice.com/#intro. However, only api key authentication is mentioned.Can someone share the steps I need to take to implement my integration using OAuth authentication flow?

I was interested in upgrading from the growth plan. I was trying to find a price difference and when I click next it said I ordered the product. I instantly sent an email to Freshdesk and called.  I told them that it was an accidental purchase, and I want refunded my money and put back on the growth plan. All I keep getting is the same email asking what the issue is with my pro plan and how they can help. They are intentionally avoiding refunding me my money. To me it seems like a poor business decision to lose $10,000 a year in business from us over trying to hoard a couple $1000 but it's your decision to make. I cannot get any answers from anyone on email, and they have stopped answering my phone call.I can't believe I have to go resort to filing with my credit card and blasting my experience all over the Internet.  Even trying to make this post is difficult. They don't have any subforums for billing

I work at a fairly small company (about 100 employees) and I’m trying to come up with a better way for us to loan out laptops to our users.  They’ll periodically need if they’re traveling or if we’re troubleshooting their current device.  I’ve already created a service item and added the fields we want.  However, I’m wondering if there’s any way to remove or hide the default “location” field.Since we’re such a small organization, we don’t have multiple locations.  I’d like avoid our users having the fill this in or at least have it auto-populate.  I’ve included some images below of what I’m referring to.  Does anyone have any ideas or know how I can hide this field?  I attempted to use the Business Rules for Forms, but I couldn’t get it to work with the default “Location” field.  I only see the option to hide at

We are starting to use Device42 to import a full list of our assets and, so far, we’ve had a good experience with it. However in order to make the most of the ‘Impacted Services’ feature in the Change module, we want to be able to link our assets to Services (Applications within Device42) so that, for example, when a server is the subject of a change, the owners of any application relying on that server are automatically added as change approvers.An Asset can be manually linked to a Service within Freshservice but this is not practical given the numbers of Services and Assets that we have. Performing a regular sync operation via the Device42 app options screen in Freshservice does not import any Asset/Application relationships pre-mapped within Device42.Has anyone else had this problem? I’d be grateful for any guidance on how we might manage it.

I am trying to implement custom scripts specifically on the offboarding page for the second part of the process(Reclaim Assets). Our imported assets have a naming standard, usually follow PREFIX-Serial#. We want to make it easy for the user to complete the form by changing the displayed name from the above to Laptop without actually changing the asset name in our inventory. I know how I can achieve this using JS but unsure where I can put the custom script under portal designer :(I’ve tried footer page and have had no luck. I assume this page is a public page and scripts implemented under portal designer do not apply? But than again, I have to sign in to access the page so I assumed this was not the case. 

Hi All, I am facing an issue while using the Approvals feature in the Freshservice mobile app. Earlier, all past approval comments were visible on a single page. Currently, we need to expand each approval group individually to view the comments, which makes the approval process cumbersome for approvers. Is there any workaround or setting available to restore the earlier view or simplify this process? Regards,Amulya S.

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 referen

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?(Note: moved from inadvertent posting on Freshdesk)

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?

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.

How can we set up an automator to email a particular agent when a CSAT is submitted below a certain threshold?  Under “EVENT”, you can add “ticket is updated” and “Customer Satisfaction Rating is….” ----but the non-editable qualifier is “When any of these events occur” - and I need this to be ALL As a “CONDITION”, I do not see anything regarding CSAT. Thanks. 

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 f

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

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?