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Question

Adding custom object information to agent ticket creation form

  • November 17, 2023
  • 3 replies
  • 157 views

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Hello! 

 

We are looking for a way to have the information related to a custom object appear when that custom object is selected when an agent is creating a ticket. Similar to how a contact details are displayed when selected. Ideally the custom object info would show up below the contact details

 

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3 replies

Jebas
Contributor
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  • Contributor
  • 84 replies
  • November 21, 2023

Hi @kcargill ,

Good day to you!

Yes, that’s possible. Please check this article:
https://support.freshdesk.com/en/support/solutions/articles/50000004941-custom-objects-portals

I believe this resolved your concern. Please reply back to this thread for any queries!


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  • Author
  • Apprentice
  • 1 reply
  • November 27, 2023

So just to clarify, I only want this information to be viewable by the agent when they are creating a ticket for a user. We dont want the customer to be able to view the custom info. 

 

thanks! 


Jebas
Contributor
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  • Contributor
  • 84 replies
  • November 29, 2023

Hi @kcargill , 

Good day to you!

Sure, You can use “Look up” to associate Custom objects with Tickets. 
https://support.freshdesk.com/en/support/solutions/articles/50000004226-understanding-associations-in-custom-objects


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