Archiving values in dropdown and multi-select ticket custom fields
Agents can now archive a specific value in a dropdown or multiselect ticket custom fields. This is particularly useful when they want to retain the value in existing tickets while restricting its use in the future. The archived value can be unarchived at a later time if needed, making it available. Available Plans…
Configure display order for custom fields
You can configure the ticket/contact fields order by using the “Reorder” option present beside the search bar in each tab. The order which is configured here will be the order in which the ticket/contact custom fields will be displayed in New ticket form, ticket details page and contact detail page. Clicking the …
Reports: Custom Fields
Custom Fields report enables you to view all of the statistics related to Custom Field usage in your helpdesk. With a quick glance, you can identify how often certain ticket or contact custom fields are being used and which custom field-values are being used the most. Applicable Plans: ✖️ Mighty ✖️ Fantastic ✔️ Ente…
Add help text to custom fields
Help texts provide assistance on how/what data should be filled in the field. You can add a help text to both ticket and contact custom fields by either editing an existing field or during field creation. Note : As of now, the help text is visible only to the agents and will not be seen from the customer portal.…
What are contact group custom fields?
Similar to ticket fields and contact fields, contact group fields are custom fields that can be created for contact groups in your helpdesk. These can be used to store information about the contact’s organization(organizational fields) which holds true across all the tickets raised by the contact. Applicable Plans: …
Set custom fields via Smart Rules using Zapier
Introduction: While HappyFox currently doesn't allow you to set or clear custom fields using Smart Rules directly, this can be achieved using HappyFox Webhooks and Zapier. In the following example, the custom field 'Remarks' is set as 'RMA approved' if the ticket is moved to 'Open' status. Requirements: * A live …
Manage Asset Custom Fields
Asset Custom Fields help to add additional properties to the various Assets in your inventory. Available in Enterprise or higher pricing plan. Note: " NAME " and "DISPLAY ID" form a part of the default fields, and hence cannot be modified or removed. Asset Custom Fields displayed in Ticket Details Page: …
Using API to Set Multiple-Option Custom Fields
HappyFox allows users to create both Ticket & Contact custom fields. These custom fields can be of different types ranging from Text, Number, Date to Multiple-Option. In this article, let us explore how a Multiple-Option custom field can be set via API using PHP. Sample Multiple-Option custom field An imp…
Create Ticket/Contact custom fields
Custom fields can be used to store additional information about a ticket/contact. Custom fields are of two types * Ticket custom fields: These are used to collect more information about the ticket, the issue type of the ticket, etc. * Contact custom fields: These are used to collect more information about the co…
What are contact custom fields?
Contact custom fields let you collect additional data about your customers, like Customer Type, Current Plan, Permanent Address, etc apart from the basic information such as email or phone number. Contact custom fields can be later used to create ticket queues, filters or run reports on. Available on all subscripti…
