How do I....?

Hi All, Just wondering if anyone has a sampler code to add a “Go to Agent Portal” button or something like it on the ServiceDesk homepage? Something like the below - Thanks in advance. 

Hi everyone,We’ve set up the following workflow:Agent A creates a ticket. An automatic email is sent to Requester B.The issue is that when Requester B replies to that email, instead of their reply being added as an update to the original ticket, a completely new ticket is created.Does anyone know how to fix this behavior so that replies from the requester are correctly added to the existing ticket instead of generating a new one?Thanks in advance for your help!

Does anyone utilise Freshservice for the kind of scenario wherein the ticket is initiated by an agent and requires a requester’s input?  If so, what is your approach?   An example of such a scenario: Conducting a user account review for a system, so an IT system owner (an agent) will ask department heads (requesters) to review a list of user accounts and the permissions assigned, confirming that they are correctSome approaches I thought of:Initiating a ticket and sharing it with a requester?Initiating a ticket on the requester’s behalf and setting the status to ‘Pending’ ? Any ideas are welcome, thanks !

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I feel like it used to be very straightforward to get assistance with this software. We clicked on the question mark button in the agent interface and could raise a support case with Freshworks support. This morning I’m just trying to open a case about an audit issue and there seems to be no way to do this anymore. Its concerning that a company that builds support software seems to be losing their way in terms of how to actually deliver support. Has Freshworks removed enterprise support from their enterprise customers or has someone just moved my cheese? How do I open a case with them? 

Hello, when a requester requests a service for someone else - and this person (mail address) is not yet a requester (account) - a new requester account gets created automatically. How can I disable this behaviour? Our requesters base on Active Directory. If requests can create requesters by themselves our workflows break (those users don’t exist in our AD for example) etc. and we loose control. That is a very big problem. Does anybody know how this works?Greetings

Please, someone tell me that I can export the DAYS and DAYS worth of work I did in Analytics / reporting from our Sandbox into our new Production environment.  I spent at least a full work week on Analytics over the past 6 months while I was building out our entire Production Environment and cannot fathom that I won’t be able to move them from the Sandbox to our new Production. Custom objects too? We cannot export custom objects to production?  Someone please tell me that I am just missing something. We are slated to GO LIVE on MONDAY with Training and this is going to have me working around the clock between now and then.

If I have a freshservice setup with three workspaces: ITHRFacilities Currently the service desk has the standard “Raise an issue” card, and if the requester selects it, they go to the ticket form, where they have to select the workspace in a dropdown. I would like instead to have a widget that has an clickable image or button that says “Raise an HR ticket”, “Raise an IT ticket”, “Raise a facilities ticket”. These will go straight to the specific workspace version of the form.   

FreshService within Edge, on Win11: When you add one or two columns in the list view (whether it is tickets, changes or anything alike) the list becomes too wide for viewing. This causes a horizontal scroll bar. However, this scroll bar is displayed below the lowest item, which in many cases (with more than approx 30 items) out of view.  This on top of that the list is scrolled using the main scrollbar of Edge of the site, and the List Filtering has it's own vertical scroll bar, makes that we now have 3 scroll bars (two vertical ones next to each other, and one scroll bar out of sight). The result is:if I want to see more content (vertically) i have the outer vertical scroll bar if i want to set other filters, but do not want to scroll the list content, i have the innter vertical scroll bar if it want to see more content (horizontally) i have to first scroll the outer vertical scroll bar all the way down, then s

Hi all looking for a way to cleanup the shop a bit. i have tons of items - mostly with long nameis there a way to change the layput like with a CSS?a list-view wo be great for the shop  

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I want to configure our company servicedesk shared mailbox (Microsoft 365) in Freshservice without entering credentials. I want to use Oauth2.0 to achieve that but cannot find the option while configuring that mailbox in Freshservice. Is this because we have version 2025.R05L.04? In what version does Oauth2.0 become available? We have a starter plan.

I am starting on our portal and I am seeing 2 different things. On the preview I can see all the cards that I want on our live portal page, but when I save and publish it does not show the same cards on the live portal page. I have checked permissions and those are set. A few of these are the default cards that are on the page to begin with.

Are child tickets supposed to close when the parent ticket’s status moves to closed? Is there a way to keep this from happening?We created an onboarding service item some time ago (before the onboarding module was available, something we will be moving to). We bundled other service items within this ticket, having them create child tickets when selected. We noticed recently that when the parent ticket’s status moves to closed, the child ticket, regardless of its status, automatically moves to closed as well. Our Closure Rules look to be set up correctly for service requests. Is there a way to keep the child ticket open when a parent ticket is closed?

I have a Use case where i have to have managers/ directors and above in the same group to be able to access a specific Catalog item. My problem is that some of these folks are Agents in Freshservice, so i cant place them in a requestor group where i would be able to manage them as a single group. Does anyone have a method where i can create a combined group for these users?   

How does the “request for” field become updated in an onboarding journey?If I send a ticket to IT to create the new company email address for a new hire then how does IT update that company email address in the onboarding journey?

I’ve been racking my brain around this. We use Freshservice for our internal staff and therefore require all users to log in before submitting tickets. Recently, we started using custom cards to make specific URL redirects more readily accessible to our staff.What I couldn’t figure out is how to hide these custom cards from the non-logged in users. Here is what it now looks like for both logged in and non-logged in users as well as the custom code we used to accomplish this. Mind you, I’m not a coder and used Copilot to accomplish this so there might be a better way, but this allowed us to accomplish what we needed:Logged In User Non-Logged In User

I have a requirement to allow submission of a service catalog item only to senior leadership based on job title ( Director and above). I can create a requestor group for this but the snag I have is that some of our senior leadership are ALSO agents in various workspaces. Creating the requestor group by job title, does not show those senior leaders who are agents in the requestor group.  Is there a workaround where agents who meet the job title/position criteria can be a member of a requestor group? I already know that workspaces prevent the creation of a global Agent group (which seems.. restrictive) so I’m looking for a creative solution without having to place a senior leadership group in EVERY workspace just so I can surface a Catalog Item. Any/All ideas welcome, TIA.

Hello Fresh Community, I submitted a request to FS support for guidance on removing the menu links for “Onboarding requests” & “Offboarding requests” from FS home URL page. These links are towards the bottom of the page next to “Open Tickets”. I was told by FS support they do not support the removal of these menu links and that I would require to hire a service implementation partner to assist. In my opinion, going through lengthy discussions and paperwork with a third-party vendor was not on my mind to simply remove/hide these links from my org’s user base. Does anyone know how I can get remove these links?   

We have on-call schedules created and they are working fine. However, for one of our Workspaces, we have a group that would like the Agent Group to be notified of Urgent/High incidents during business hours to all agents of that group.  The way the on-call schedules are made up, only one agent group can be assigned to one On-Call Schedule and within that schedule I cannot make separate condition of business hours vs. non-business hours.  Is this something that can be looked at as an enhancement?  We have a workflow that directs incidents matching Urgent/High priority and differentiates the hours of business vs. non-business hours. We don’t want to notify those who are not designated as on-call for non-business hours during the night. Thank you for any guidance. 

I have a Use case where i have to have managers/ directors and above in the same group to be able to access a specific Catalog item. My problem is that some of these folks are Agents in Freshservice, so i cant place them in a requestor group where i would be able to manage them as a single group. Does anyone have a method where i can create a combined group for these users?   

I’m running into an issue (self imposed really) of syncing workflows from sandbox to production where we have endpoints specified in sandbox (ex: companyname-dev.freshservice.com) but when syncing into production, it should not have -dev on the end.Conversely, when I create a sandbox if I run a test ticket, this could mean that tickets in production are being manipulated despite the request coming from the sandbox environment. Is there a way that I can use the environment name as a placeholder in the URL for web requests at least for FS stuff? For example: {{instance.name}} as a placeholder being put ahead of .freshservice.com so that when in sandbox it’s using whatever that instance name is vs when in prod it’ll be in prod.

We are thinking of adding our Device/Asset Terms and conditions into FreshService and have seen an article about creating a Document Template and linking this to a Service Request however I would like to know if and how others are doing this? I have managed to create the template and the service request but don’t see how the process would work to get the end user to “accept” the terms and conditions and some how record their acceptance or acknowledgment. I’m also aware that we have the ability to add an e-signature for the user to sign the document but this will require us purchasing additional licensing for this. Is anyone using this function of FreshService in a similar capacity? I would love to hear how others have their processes set up.

Service Catalog field properties allow for conditions to filter data sources.  However, there is no “Is Not” operator.  Any ideas how we can filter the field data source to exclude records? In our Service Catalog, we have a form for ERP access.  There are several divisions within our ERP system and several regional security groups that must approve depending upon which divisions are selected. We prompt the requester for their Home Region, then display all divisions available within that home region.  We are using a custom object which contains the divisions and their respective regions. On the Division multi-select field properties, we have created a condition where the Division Region is the Home Region the requester selected on the form.We would also like to display a separate multi-select field with all divisions NOT within the selected Home Region to allow them to select others, which require different levels of approval.  As men

We have been looking at ideas on how to make the customers journey to raising tickets more efficient and, ultimately for them, less time consuming.One thought was to put a QR sticker on each asset for the end user then to scan using a mobile device to auto raise a ticket.Process would be:Scan QR code User is taken to a screen where they are able to answer a few, short, closed questions for the IT team to get a high level understanding of the issue (e.g. Screen Broken, Keyboard Broken/Unresponsive, Loss of Power, Poor Performance etc) Ticket is then raised, against the both the user and, most crucially, against the asset that is having the issue.  Ticket is then routed to the correct team dependant on the workflow behind each answer.My question for here is… is this possible? Has anyone done anything like this with Freshservice before? If so, how. TIA