Is it possible to hide ticket forms in guide for signed in users based on a user's segement or tag? | The place for Zendesk users to come together and share
Skip to main content
Feedback submitted

Is it possible to hide ticket forms in guide for signed in users based on a user's segement or tag?

Related products:Knowledge
  • April 26, 2023
  • 2 replies
  • 11 views

Administration

Hi there, 

Our signed in Guide users have multiple user segments, for example "segment_a", "segment_b", "segment_c". 

There is also multiple forms that are relevant only to a particular segment and shouldn't be visible to users in other segments. 

Let's say we have forms:
- "form_a1"
- "form_a2"
- "form_b1"
- "form_b2"
- "form_c1"
- "form_c2"

So, when user which belongs to "segment_a" and doesn't belong to segments "segment_b" and "segment_c" opens "submit a request" page the forms "form_b1", "form_b2", "form_c1", "form_c2" shouldn't be accessible to that user. 

I would be extremely helpful if someone has any idea how this could be achieved. 

2 replies

Matthew14
  • Newcomer
  • April 26, 2023

Sounds like you might be looking for this article - https://support.zendesk.com/hc/en-us/community/posts/4408867947930-Tip-How-to-Show-Hide-HTML-content-based-on-user-tags - in this case you could use tags referencing the segment on the users, instead of the native segmentation.


  • June 27, 2023

The article above doesn't answer the question.

I have the same general use case.

  • Forms 1-4
  • External Users of Segment A
  • External Users of Segment B
  • Segment A users can see/use Forms 1,2
  • Segment B users can see/use Forms 1,2
  • My internal agents have visibility across both User Segments