Building Extensions #3: Setting up the development environment and building extensions for Zoho Desk
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Welcome back, Developers! With our previous post on the basics of extensions and the scope of building them,
Can an Advanced Web Form update an existing ticket in Zoho Desk?
We are creating a blueprint for a process and after a certain transition we send the customer a notification that includes a link to an advanced web form. Can we somehow get this advanced web form to update the existing ticket? If not, how would
Add Tags to Execute On in Workflow Rule - Automation and in Argument as Custom function input
Hello, 1. We have a use case in which we need to trigger workflow automation when tag(s) are added to a ticket in Desk. So, we need the tag field to be added to the "Field Update" option under "Execute on" section of the workflow setup, 2. Add tag field
Option to filter test tickets from Default ticket views
Hi Team, Hope you're all well. I was wondering if you would consider a feature on Default Ticket views: The option to filter out on some fields such as Subject or Account to start with? Right now all Default views ( see list below) are polluted with
Custom Function - Searching Keywords in Latest Email Reply from Customer
Hi All, I got provided from ZoHo Support the below sample custom function to use for ZoHo Desk. This function is supposed to search for specific keywords within a customer's most recent email reply to a ZoHo Desk ticket and then send out an email alert
Search function not working in Zoho Desk
Hi there, I'm finding the search function in Zoho desk is not showing all tickets related to search even though we know they are there. Potentially not picking up key words or searching through the whole database. Can this please be looked at by dev
Add Comments to Tickets via Zoho Desk "Update record" Integration Task
Dear Zoho Desk Team, I'm writing to request a new feature for the Zoho Desk "Update record" Integration Task: the ability to directly add comments to tickets within the integration workflow. Current Challenge: Currently, adding comments to tickets within
Automation #12 - Automatically add comments to tickets when criteria matches
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips to optimize
How to approve portal access requests
Good Morning all, I cannot for the life of me find where to approve requests for portal access for users. Can someone please let me know where this is? Thank you
The value passed for the 'orgId' parameter is invalid.
When i try to run get OrganizationFields API using invoke API i got this error { "errorCode": "UNPROCESSABLE_ENTITY", "message": "The value passed for the 'orgId' parameter is invalid." } Here is my API: https://desk.zoho.in/api/v1/invoke?orgId=849345046
How to search tickets using custom fields
Hello everyone, I'm trying to use deluge on Zoho CRM to find all tickets from our customers. We identify they using a custom field on Zoho Desk called "id_ideris". Here's what I did: id_ideris = 13238; mp = Map(); submp = Map(); submp.put("cf_id_ideris",id_ideris.toString());
Delay in Ticket showing on Zoho desk after notification of new ticket
There have been delays between notification of a new ticket and it showing up in Zoho desk. Is this a known issue?
Zoho-Desk Extension Installation Error
Hi, Upon logging into Zoho Desk and clicking on the provided extension URL, which used to open without issue, I am now encountering an error. Your assistance with this matter would be greatly appreciated. Error MessageError Message: Something went wrong
Set tags and ticket informations for email tickets
Hello everyone, Is it possible to define tags or other information for tickets opened via the email channel? For example: defining an email subject as "Some subject #tagNameA #tagNameB" could result in a ticket with the title "Some subject" and with two
Allow Merging Tickets via Contacts and Accounts Modules
Dear Zoho Support Team, I'm writing to request a new feature: the ability to merge tickets directly from the Contacts and Accounts modules in Zoho desk. Current Limitation: Currently, Zoho desk doesn't allow merging tickets from the Contacts and Accounts
Scheduled Ticket
Create a periodic ticket and that an agent is assigned with the respective client. Regards, Victorino
Custom contact field on the help center form
Hello, I'm looking for a way to add a custom contact field to the help center form. How would I do this? Thank you in advance for the help! Kind regards, Luuk Schalk
Duplicate Ticket when send email.
Good Day, When reply made in new email and send to zoho desk with subject "[## ticketnumber ##] subject" it returns a new ticket in zoho desk, but when agent reply to the ticket even if it is a new email or reply with this subject format "[## ticketnumber ##] subject" it will be a new thread to a ticket which is what I want. I hope it will solve. Thanks.
Get Info (alert) for SLA accounts when creating / editing a ticket
Hi, I tried to program an info / alert, while creating or editing a ticket, when an account has an SLA. Since I couldn't find any relationship to the SLA database, I added a decision field to accounts. A workaround could be if the account also has products
Can a client close a ticket from an auto response?
Hi, We are looking to set up auto replies to customers when they raise a ticket. Within this reply we would like to include a link for the client to click if they need to close the ticket before we get back to them. This sometimes happens whereby the
change account of the ticket without changing the contact profile
Sometimes third parties (such as accountants) send us e-mails regarding more than one of our customers (accounts). To handle this, we need to be able to choose what account is related to a ticket, without changing the contact profile. Do you have
Unable to do multi-year reports or take a full ticket backup
We simply need to export ALL the tickets on our Zoho Desk portal but are unable to. It is a basic GDPR requirement (UK Data processing) and we need to be able to do this by LAW. Another reason is that we sometimes need to see all tickets in one place
Zoho Desk adding whitespace when updating agent email signature via API
Hi Zoho Desk team, I'm having a problem updating an agent email signature using the API (see endpoint). Zoho Desk is adding extra space in the header of the email signature. Note that the original HTML signature does not have these whitespaces. I'm using
Limit Status Change Options
How can I limit which statuses can be selected from different statuses outside the Blueprint? When our team first configured our Zoho system we used the Blueprint but a couple months later they stopped using it and it's out of date, so that's not an option.
Multiple Tickets from Same Contact
Hi, We have noticed our customers sending multiple emails to us (multiple tickets created). If I have a ticket open in front of me. How can I check from the same view if there are more tickets from this user. Dinar
Navigating email templates just got a lot easier!
Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's why
Autocomplete email addresses of Agents when CC or Forwarding
When replying to or forwarding a message, many times we wish to include another member of our team, either by CC/BCC, or forwarding the message directly to them. The system auto-completes the email addresses of customers, but we are forced to type the
Hide Default reports
Hi. I'm trying to hide the default reports so the team can see only the custom reports we made. How can I acomplish that?. I know how to create a folder and assign permissions to it, but I can't (or don't know how to) do anything with the existing default
Provide same functionality to CC field as for other ticket fields
Issue I'm not able to do much with the CC field for Help center users, as it is a somewhat special field today. It is not visible amongst other ticket fields and it can only be activated at a specific place: Settings > Customization > General Settings
Different Questions
Hi! This post is more or less for the Zoho Team. But I would also like to hear the community to different topics (especially the firefox regarding ones). Thats why I write it in the forums. When will it be possible to switch to 24h time-format? You sell
Take Zoho Survey directly from Zoho Desk Contact
Within CRM the integration provides users to take a survey directly from a Contact (see attached). Is there similar functionality within Zoho Desk.
Some tickets have a large amount of text in the Description field
I recently noticed a phenomenon where some tickets have a large amount of text in the Description field, which appears to be email content. Some tickets have it, while others don't. It seems that this might be due to emails with excessively long content?
Access-Control-Allow-Origin Problem
Hi there, I try to use create ticket and get tickets web services. I can get tickets of my specific users with these URLs without problem. https://desk.zoho.com/api/v1/contacts/search?email=:email https://desk.zoho.com/api/v1/contacts/:id/tickets But
PRIVATE THREAD
Whenever I want to reply to a thread, I see 'Send-private thread'. what does it mean please?
The Article "Custom Sort" option is no longer working.
The custom sort option was working in the past but now it will sort by last modified even though custom sort is enabled. I have included a screenshot.
Explore ticket extensions conveniently using the extension starter pack
Hello everyone! Navigating through different pages to find the right extension for different ticket management activities can be a bit inconvenient. It can also be challenging for new users to pick the right extension for their requirements. For example,
AGREGAR NUEVO CENTRO DE AYUDA
Estimados, Finalmente hemos logrado crear los subdominios, pero de momento al configurar se tiene el siguiente mensaje " Se encontró un carácter no válido en el nombre del Centro de ayuda. " he intentado colocar el nombre sin espacios y con un solo nombre
Automate reminder emails for tickets with status "Waiting for Customer" and then auto-close after X days
Currently our "Waiting for Customer" status is configured to show in the Open Tickets view, so our agents can follow up (remind) customers that we're waiting on something for them. This clutters the agent's "My Tickets" queue however, and also makes it
Round Robin - option to consider agent work schedules
In our company, we use a Round Robin rule via sequential assignment to split incoming tickets across multiple agents. All these agents work full-time, but we may have part-time agents in the future. It would be great if there was a feature to specifiy
OAuth token error
Hi, Im getting errors trying to generate OAuth token : curl -X POST -H 'Content-Type: application/x-www-form-urlencoded' -H 'Accept: application/json' -d 'grant_type=client_credentials&scope=Desk.tickets.CREATE&client_id=1000.xxx&client_secret=xxx' 'https://accounts.zoho.eu/oauth/v2/token'
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