Ticket forms are used to support different request types.
What you can do with them depends on the plan you have.
Ticket forms in Zendesk can be updated automatically by combining the Add Tag action in the Ultimate Dashboard and a Zendesk trigger. To set this up, follow the steps below:
- In the Ultimate Dashboard, set up an Add Tag action at the intent level.
- Make sure this one comes before all other actions
- In Zendesk Admin Center, add a trigger.
- Name the trigger to match the intent
- Add a condition to make sure only tickets that have the desired tag are affected
- Add an action and select the form you'd like to update
Example
In this example, I would like to make sure all tickets regarding login issues are tagged and forms updated. Check out Zendesk Support Actions to learn more about actions.
- In the Ultimate Dashboard, set up an Add Tag action at the intent level to add a "login_problem" tag.
2. In Zendesk Admin Center, add a trigger.
-
- Name the trigger to match the intent
- Add a condition to make sure only tickets that have the desired tag are affected
- Add an action and select the form you'd like to update