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Custom field based on assigned agent


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  • Observer
  • 26 replies

Can I have a custom field appear based on the agent assigned ?  The custom field would only be visible to the agent.  For example a toggle asking if the ticket required an on site solution.  Then a custom view could be made to show all the tickets that required the tech to be on site.

Best answer by Kathryn Carter

https://community.incidentiq.com/ideas/custom-field-based-on-assigned-agent-4827

 

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6 replies

JustinRaynor_iiQ
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  1. You would be able to create this custom field and when making the field definition, you can use “OnOff” as the Field Type which will serve as a toggle. To make this visible to only Agents and Admins, you’ll leave the “Requestor Visible” option unselected.
  2. Once created, you’ll apply this option to the ‘Tickets’ tab in Custom Fields to apply this custom field to your desired tickets
  3. When the ticket is opened, the working agent will be able to adjust this custom field. I want to note that agents and admins with the permission to view tickets at this location would also have access to see this custom field.
  4. You’ll able to be able to filter on this custom field value in the ticket view and can also apply a filter based on agent.

 

Here’s our documentation on setting up Custom Fields for addition reference: 

https://community.incidentiq.com/administration-83/managing-custom-fields-247

 


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  • Author
  • Observer
  • 26 replies
  • August 14, 2024

I can apply it to certain types of ticket, or issues, or locations, but specific agents, correct?  It can’t be available based on the assigned agent, right?


JustinRaynor_iiQ
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amac wrote:

I can apply it to certain types of ticket, or issues, or locations, but specific agents, correct?  It can’t be available based on the assigned agent, right?

That’s correct, there’s not an option to apply this custom field for specific users.


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  • Author
  • Observer
  • 26 replies
  • August 14, 2024

Bummer.

Thanks for the response.


Kathryn Carter
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  • Community Manager
  • 9631 replies
  • August 14, 2024

@amac Thank you for submitting your question to our community! 😄

You can add this to our idea exchange here: https://community.incidentiq.com/ideas


Kathryn Carter
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  • Community Manager
  • 9631 replies
  • Answer
  • August 22, 2024

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