Replies posted by stevemc
Its been over a year and still no ability to bulk add entries to FD Contacts or Companies form entries. @freshwork team, this seems like an important capability. For myself I’d be fine with a REST API but I think other users would want the bulk add and edit feature as was suggested was “on the way” by Hemmanth above.
Aishwarya’s answer is a perfectly valid answer but not what I was hoping for. I think adding ability to set default while populating the form and then allowing the submitter to change the value before submitting the form would be a good enhancement to the platform.i.e. there really should be a default value for any form fields.
Hello Steve, Greetings from the Freshworks Community. I understand your concern, however, there is no option as of now to edit a field at the time of creation but not afterwards. If the field permission is set as “Read-only”, it will not let the user edit even while creating the record. It would be helpful if you can share more details on why you would be requiring this option to check with the development team for further enhancements based on the feasibility. I hope this helps. Do reach out to us at email@example.com in case of further queries, our team will be glad to help you out. Thanks for the quick response. I suspected as much so I have started to explore using a custom app to create and update the records - thus I can expose only the fields I want to have exposed. Here is a bit more detail on my need in case its helpful to the engineering team:I created a Training module which is used to track customers who obtain training The sales owner creates a training record
Understood, but it seems that misses my point. My point is that the current user interface / workflow is confusing and by the mis-use of labels it may lead to data issues. It is exactly my point that if a name does not match, you end up with the default sales owner which means that you may have exported 1000s of records, each with valid and different sales owners. And then upon import all the sales owners get changed to a single person which would be a significant data loss if not identified and corrected right away. I hope this i clear to me. IMO this would be at least a P2 if not a P1 bug.
Thank you for considering this mater. I would like to point out that a user creating an workflow may not refer to the API document you referenced. Further. the user interface does not suggest anything other than provide an “API key”. If the user interface in for the workflow asked for “Authorization header” then I think the confusion would be omitted.
Feature Request: SLA Reminder time/Resolution time escalation to be based on the priority feature request
That's an interesting workaround but I think it would only work if “Priority” was an option as one of the Conditions set at the top of the SLA. Also would need to disable 3 of the 4 priorities in each SLA so that they don’t trigger and do not result in generating invalid SLA compliance reports. Below is my workaround for now. Maybe it may help others to do the same...I developed a set of Time trigger automations for each priority and trigger as follows. As a side benefit, this solution also addressed a need I had to escalate to group (current SLA actions just have “Notify Assigned Agent” and not “Notify Assigned Group” ) Configured in SLA Configured in Automation Priority Recipient 1st Response Resolved 1st Response Resolved Low Agent 3d 21d 30m (SLA) + 24h 2h (SLA) + 96h Low Group None None 4h 48h Medium Agent 1d 7d 30m (SLA) + 2h 2h (SLA) + 48h Medium Group None None 1h 24h High Agent 4h 3d 30m (SLA) + 1h
Yes, I’m looking for the same. There used to be an “Ideas” forum in FreshDesk Community for this. I don’t see this any longer. @freshdesk , is there a recommendation for how customers can submit feature requests? Update: Looks like it just moved. I found this when clicking on the “Community” dropdown at top of https://community.freshworks.com/https://community.freshworks.com/freshdesk-ideas-10007
The above answer did help me arrive at a solution but I found it was missing some steps as described below to get to that point.Go to Analytics. Click “New Report”. Give report a name Drag in a Charge under the “New” tab on right panel Click pencil icon on the newly created chart and Save. Give name and pick the module you want to export (i.e. Deals) and submit Click Add metric and leave “Deals” “Total” selected as shown below. Add filters or group by as needed. Click Apply and then go to “Underlying Data” in 2nd page of report to see the tabular data and edit columns using the gear icon at top right. @Aishwarya Parthasarathi , I have one doubt. My view does not look like yours. I see “Number” at top (not “Tabular”) and I get the summary page. What are the steps needed to get something more like your view? I have tried many variations. Is there a guide that clearly describes all the capabilities of the Analytics tab? I can’t seem to find help articles that discuss creating
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