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Define custom fields for Help Desk tickets

Define custom fields for Help Desk tickets

2 min read
I. Intro
🔖
Who can perform these steps: Help Desk administrators.
You can define custom fields for Help Desk tickets to ensure that agents have all the information they need to resolve support tickets. Custom fields also make it easier for agents to classify and analyze tickets.
II. Steps
💡
Important: Ticket fields do support multiple users editing online at the same time, the data will change after each save, and simultaneous operation by multiple users may cause data loss. Therefore, avoid multiple users editing at the same time.
Add custom ticket fields
In the Help Desk admin console, click Settings > Ticket Fields. Then, click Add Field in the upper-right corner.
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If you select the Single-line Text field type, specify the field name and select whether the field is required when closing a ticket. Then, click Save Changes.
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If you select the Drop-down field type, specify the field name and drop-down items. Choose whether a single item or multiple items can be selected, and whether the drop-down field is required when closing a ticket. Then, click Save Changes.
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If you select the Cascader field type, specify the field name and drop-down items, choose whether a single item or multiple items can be selected, and choose whether the field is required when closing a ticket. Then, click Save Changes.
Note: When you add a cascader field type for the first time, by default three levels of drop-down items are displayed for configuration.
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Manage custom ticket fields
To deactivate, modify, or delete ticket fields, you can select the corresponding actions in the Action column on the right side of the field list.
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III. FAQs
How can agents use custom ticket fields?
On desktop devices
After a user finishes interacting with an agent, a ticket containing the custom ticket field will be displayed in the agent's desktop app for the agent to fill in. Agents must complete required fields, if any, before ending a service.
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On mobile devices
To end service on an agent's mobile app, the agent needs to go to the End Service page, and then fill in the ticket as necessary, including any required fields.
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How can agents view the information that is specified in the custom fields that are defined in Ticket Center?
In Ticket Center, click Field Settings in the upper-right corner and ensure that the custom fields that you defined are selected.
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Then, when an agent clicks a ticket in Ticket Center and clicks Ticket Info, they can view the custom field information.
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Written by: Lark Help Center
Updated on 2024-12-24
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