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New Idea

Enable Data Source Option For Custom User Fields

Related products:Freshservice
  • October 7, 2024
  • 0 replies
  • 92 views

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Note: Developed into an idea via this question here:

 

When adding Custom User Fields, particularly on Agents, it would be useful if we were allowed to use an existing ‘Data Source’ type when setting these up:

 

In my scenario it would prove useful when exploring the concept of a Primary Agent Group for all Agents where any Agent may be a member of multiple Agent Groups but you would like one to be their default Agent Group for Automation purposes.

I am sure there are other scenarios that would benefit from this, particularly if the Data Source is set to a Custom Object table.

Other Examples I can think of off the top of my head that could be more easily leveraged if Data Source was made available:

  • Automatically set a Delegate for Approvals when an Agent is recognised as being Unavailable
  • Automatically set an Agent as Unavailable when they are marked as being on leave via data in a Custom Object table
  • Automatically assign an Agent’s tickets out to a wider Agent Group if an Agent is marked as on leave

What does everyone else think?