Hide Custom Fields (App)

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Hide Custom Fields provides an APP that enables the visibility of individual custom fields to be switched on or off in the Ticket forms used by an Agent.

This is useful when a custom field is used to hold background or system information that is of no relevance or value to the Agent, should not be editable via the UI and/or would otherwise unnecessarily clutter up the page.

Configure the Hide Custom Fields App

*Note: if you haven't already done so, before attempting to configure this App please familiarize yourself with the section of this manual describing the deployment and configuration of Apps.

Once deployed and installed the Hide Custom Fields App (1) can be configured (2) and utilized from within the CloudSET Apps Library.

*Note: the configurator can also be invoked from within the CloudSET Widgets Library (3) where it is know as Hide Custom Fields and Tags, since the configuration settings will apply to the use of the corresponding Widget in Web Portal.

Select the Custom Fields to Hide

For each custom field (1) it is possible to opt to unconditionally hide the field (2) in all Ticket forms by selecting the corresponding checkbox (3).

Note: this should not be confused with the functionality provided by the Conditional Fields (App, Widget).

Remember to click the Save button (4) to apply the settings otherwise they will be lost when navigating away from the configurator.

The Save button will briefly change to display the text Saving... and any errors will be reported back in the dialog.

If no errors are reported, simply close the dialog (5), otherwise contact Coherence Design for support.

Close the dialog once the mappings have been saved (5).

*Note: at this time it isn't possible to hide tags in the Agent Interface and so these parameters (6) and (7) will currently have no effect on the Ticket forms.

However, this functionality will be rolled out for the Agent Interface once the capability has been deployed by Zendesk.

See the Hide Custom Fields App in Action

Notice that the custom field named "Country" (1) is no longer visible in the Ticket form (2), although it does still exist hidden from view.

Hide Custom Fields (App)

Sub Banner

Hide Custom Fields (App)

Hide Custom Fields provides an APP that enables the visibility of individual custom fields to be switched on or off in the Ticket forms used by an Agent.

This is useful when a custom field is used to hold background or system information that is of no relevance or value to the Agent, should not be editable via the UI and/or would otherwise unnecessarily clutter up the page.

Configure the Hide Custom Fields App

*Note: if you haven't already done so, before attempting to configure this App please familiarize yourself with the section of this manual describing the deployment and configuration of Apps.

Once deployed and installed the Hide Custom Fields App (1) can be configured (2) and utilized from within the CloudSET Apps Library.

*Note: the configurator can also be invoked from within the CloudSET Widgets Library (3) where it is know as Hide Custom Fields and Tags, since the configuration settings will apply to the use of the corresponding Widget in Web Portal.

Select the Custom Fields to Hide

For each custom field (1) it is possible to opt to unconditionally hide the field (2) in all Ticket forms by selecting the corresponding checkbox (3).

Note: this should not be confused with the functionality provided by the Conditional Fields (App, Widget).

Remember to click the Save button (4) to apply the settings otherwise they will be lost when navigating away from the configurator.

The Save button will briefly change to display the text Saving... and any errors will be reported back in the dialog.

If no errors are reported, simply close the dialog (5), otherwise contact Coherence Design for support.

Close the dialog once the mappings have been saved (5).

*Note: at this time it isn't possible to hide tags in the Agent Interface and so these parameters (6) and (7) will currently have no effect on the Ticket forms.

However, this functionality will be rolled out for the Agent Interface once the capability has been deployed by Zendesk.

See the Hide Custom Fields App in Action

Notice that the custom field named "Country" (1) is no longer visible in the Ticket form (2), although it does still exist hidden from view.

Hide Custom Fields (App)

Sub Banner

Hide Custom Fields provides an APP that enables the visibility of individual custom fields to be switched on or off in the Ticket forms used by an Agent.

This is useful when a custom field is used to hold background or system information that is of no relevance or value to the Agent, should not be editable via the UI and/or would otherwise unnecessarily clutter up the page.

Configure the Hide Custom Fields App

*Note: if you haven't already done so, before attempting to configure this App please familiarize yourself with the section of this manual describing the deployment and configuration of Apps.

Once deployed and installed the Hide Custom Fields App (1) can be configured (2) and utilized from within the CloudSET Apps Library.

*Note: the configurator can also be invoked from within the CloudSET Widgets Library (3) where it is know as Hide Custom Fields and Tags, since the configuration settings will apply to the use of the corresponding Widget in Web Portal.

Select the Custom Fields to Hide

For each custom field (1) it is possible to opt to unconditionally hide the field (2) in all Ticket forms by selecting the corresponding checkbox (3).

Note: this should not be confused with the functionality provided by the Conditional Fields (App, Widget).

Remember to click the Save button (4) to apply the settings otherwise they will be lost when navigating away from the configurator.

The Save button will briefly change to display the text Saving... and any errors will be reported back in the dialog.

If no errors are reported, simply close the dialog (5), otherwise contact Coherence Design for support.

Close the dialog once the mappings have been saved (5).

*Note: at this time it isn't possible to hide tags in the Agent Interface and so these parameters (6) and (7) will currently have no effect on the Ticket forms.

However, this functionality will be rolled out for the Agent Interface once the capability has been deployed by Zendesk.

See the Hide Custom Fields App in Action

Notice that the custom field named "Country" (1) is no longer visible in the Ticket form (2), although it does still exist hidden from view.

Hide Custom Fields (App)

Sub Banner

Hide Custom Fields (App)

Hide Custom Fields provides an APP that enables the visibility of individual custom fields to be switched on or off in the Ticket forms used by an Agent.

This is useful when a custom field is used to hold background or system information that is of no relevance or value to the Agent, should not be editable via the UI and/or would otherwise unnecessarily clutter up the page.

Configure the Hide Custom Fields App

*Note: if you haven't already done so, before attempting to configure this App please familiarize yourself with the section of this manual describing the deployment and configuration of Apps.

Once deployed and installed the Hide Custom Fields App (1) can be configured (2) and utilized from within the CloudSET Apps Library.

*Note: the configurator can also be invoked from within the CloudSET Widgets Library (3) where it is know as Hide Custom Fields and Tags, since the configuration settings will apply to the use of the corresponding Widget in Web Portal.

Select the Custom Fields to Hide

For each custom field (1) it is possible to opt to unconditionally hide the field (2) in all Ticket forms by selecting the corresponding checkbox (3).

Note: this should not be confused with the functionality provided by the Conditional Fields (App, Widget).

Remember to click the Save button (4) to apply the settings otherwise they will be lost when navigating away from the configurator.

The Save button will briefly change to display the text Saving... and any errors will be reported back in the dialog.

If no errors are reported, simply close the dialog (5), otherwise contact Coherence Design for support.

Close the dialog once the mappings have been saved (5).

*Note: at this time it isn't possible to hide tags in the Agent Interface and so these parameters (6) and (7) will currently have no effect on the Ticket forms.

However, this functionality will be rolled out for the Agent Interface once the capability has been deployed by Zendesk.

See the Hide Custom Fields App in Action

Notice that the custom field named "Country" (1) is no longer visible in the Ticket form (2), although it does still exist hidden from view.