Using Freshservice

Hi everyone,I’m considering attending the upcoming Independent Sponsor Conference and wanted to get some feedback from those who have participated before. How valuable do you find the networking opportunities and panel discussions?Are there particular sessions that stand out for learning about deal sourcing or fundraising strategies? I noticed that McGuireWoods is hosting one of the key networking events. Does anyone have experience with their involvement or the kind of connections made there?I’d love to hear tips on making the most of the conference, especially for first-time attendees seeking meaningful industry contacts.

Hey everyone! 👋With the launch of Community 2.0, the layout, navigation and support model have all changed (more targeted product areas, new events calendar, deeper SME engagement). community.freshworks.com+1I’m curious: What one change in the new structure has helped you the most in discovering answers or engaging with peers? What’s one frustration or barrier you’ve hit because of the redesign? How do you think the community could evolve further to support your learning, networking or product-use cases? Would love to hear real experiences—both wins and “still needs work” moments. Let’s compare notes and help each other navigate the new setup!

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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?

Most Windows operating system users are anticipating the Windows 12 Release Date and are curious to know about its features and experience.   The most recent version currently in use is Windows 11, and users are anticipating Windows 12. It is anticipated that the new version will be more sophisticated and integrate AI.   Microsoft hasn't, however, confirmed when this new version will be officially released. As a result, every piece of information that circulates online is either leaked or humorous.  It is expected to be released in late 2025 or early 2026, based on predictions from industry experts and a variety of online sources.  

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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?   

I’m trying to use the API to attach a file to a ticket.  I have tried images and PDFs. The file gets attached to the ticket but is broken when viewed in Freshservice. When I get the ticket attachment details using the API, the attachment content-type is “application/octet-stream” instead of “image/jpeg” for the jpg image I tested but correctly set as “application/pdf” for the PDF I tested.  But neither file types work correctly. Image is broken, PDF document is blank.The file size, according to Freshservice, is always some bytes larger than they actually are locally.  For example, with a very small image that is 1252 bytes locally, Freshservice reports the size as 1702 bytes. Here is the example payload for the small image I’m testing with: --------------------------S1SJJcLLQQJrNanXChw123Content-Disposition: form-data; name="attachments[]"; filename="test1.jpg"Content-Type: image/jpeg????JFIF?????ExifMM*?i&?\?p??52??522024:05:0

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. 

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Hi all,I was reviewing the contact page of a managed IT services firm and noticed they offer email, phone, and office addresses across multiple locations.I’m curious, when trying to Contact Pegasus Technologies, which method tends to get the fastest, most helpful response (email form, direct email, phone, or visit to office)?Also, are there best practices or red flags to watch for in how they structure their Contact Us page (for example, missing details or vague how did you hear about us fields)?

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?   

We have been using FreshService for about a year.  One of our outside vendors that works on our security system uses Jira Service Management, so we’ve had some exposure to that system recently. One of the really handy features of Jira has been the ability to “@mention” our coworkers (other agents). This is helpful in that I can say someone’s name in an internal reply and it calls their attention to the ticket via an email.It appears that FreshService does not have this ability. I know I can create a “private” note, but even this doesn’t let me clearly and easily “tag” someone in the ticket…  I have to put them in the “to” line.I searched the community, and I saw an old feature request for this, but I can’t even upvote it, as it says voting is closed.  It gives no indication of why it’s closed (that I can tell?)  Maybe this means the feature has been implemented and I just need to know how to turn it on?

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.

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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.

Guys, I’m really wondering if I’m the only one who’s seriously annoyed with the way notifications pop up and block parts of the screen?  Like, I’ll update a ticket, and i get a flyover announcement that I updated the ticket.  I delete a task, and see a notification that the task was deleted.  So if I delete several tasks, I get several notifications that just bloody sit there and block the entire upper right quadrant of the screen!  Every time I go into the admin section lately, I get a flyover menu to select a workspace.  But I am not using workspaces, so there’s only one choice, and it won’t go away until I make a selection.How can I turn these things off, or reduce the amount of time they’re displayed?  The helpdesk is not able to give me any help.In the words of Freddie Mercury:  “I’m going slightly mad” 

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