Layouts and Fields
Creating Formula Fields
Managers and support agents often require quick access to key metrics, such as the time remaining before a ticket becomes overdue or the calculated costs associated with services. Manually extracting and calculating these metrics can be ...
Color Coding of Picklist ValuesÂ
Picklist fields provide a predefined set of values for users to select from. This ensures consistent and standardized data entry across the system. It also enables grouping and filtering of similar records. For example, in the Tickets module, ...
Encrypting Standard Fields in Zoho Desk
This feature is released in a phased manner and will be available only to those who request for it. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. Businesses are ...
Regex in Layout and Validation Rules
Regular expressions (regex) are a sequence of characters that define a pattern. They are used to find and match similar patterns in a piece of text. In other words, regex is a set of strings that holds a particular pattern. It is commonly used to ...
Creating Custom Lookup Fields in Zoho Desk
The ability to establish connections between different sets of data is crucial in any business. For example, in the hospitality industry, departments like sales, marketing, and bookings can derive essential insights from customer data if it is linked ...
Creating nested picklist fields
Record Creation forms are used to collect and display data. The more organized, clean, and streamlined these forms are,the more efficient the data collection process will be. A nested picklist is a type of picklist field that can help you build ...
Encrypting Custom Help Desk Fields
Just as we lock our money and restrict access to our property in the physical world, we must secure our personal information that is held by businesses and government agencies. We need a virtual lock that prevents identity thieves from stealing our ...
Understanding Layouts and Layout Rules
Creating Layouts Layouts control the organization of fields and related sections on the module page of a department. Each department can have its own layout that consists of both default and custom fields. They also determine which fields are ...
Creating Validation Rules
Go to any website with a registration form, and you will notice that they provide you feedback when you don't enter your data in the format they are expecting. For example, when the phone number field on a form is not filled in or does not contain 10 ...
Understanding Fields and its Properties
Fields are are an essential part of modules which are used to capture information about Tickets, Customers, Organizations, Products etc. Depending on the type of data that are stored, fields are of different types such as Date, Date/Time, Picklist, ...
Working with Custom Fields
In Zoho Desk, custom fields help you capture and organize information that may not be covered by default system fields. Because custom fields are user-defined, they can be tailored to meet the specific needs of your business and industry. For ...