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October 14, 2019
Question

Add Text Custom Field Value as a Tag?

  • October 14, 2019
  • 14 replies
  • 73 views

Hey!

    I'm currently on the professional plan, without the productivity pack included.  When I create a custom text field, I don't see a way to have the inputted value be added to the ticket as a tag without manually doing so which kind of defeats the intended purpose in my use case.  So in short, I'd like the following to occur:

1) Agent adds "LY005555" to custom text field

2) Upon submission, that field's contents gets added to the ticket tag section for reporting. 

Any thoughts on creative workarounds?  Thanks!

14 replies

January 29, 2024

Hi!

I have requested help from ZD support with this case, but right now the HTTP target sections are obsolete. They tell me I have to set up a Webhook, but I don't know how to do it. I need the free text and numeric fields of the forms to be added as tags. Can someone help me with the steps to follow for this specific case? Thank you

Brandon Tidd
User Group Leader
January 30, 2024

Hello!

This process involves creating a Webhook in Zendesk and then using a Trigger to send data to that Webhook. Here's a step-by-step guide:

### Step 1: Creating a Webhook
1. **Go to Admin Center:** Access your Zendesk Admin Center. This is usually found at `[your-subdomain].zendesk.com/admin`.
2. **Navigate to Webhooks:** In the Admin Center, click on the **"Apps and Integrations"** icon (it looks like four small squares) and then select **"Webhooks"**.
3. **Create New Webhook:** Click on **"Add webhook"**.
4. **Configure Webhook:**
   - **Name:** Give your webhook a descriptive name.
   - **Endpoint URL:** This is the URL where the data will be sent. 
   - **Request Method:** Select **"POST"**.
   - **Request Format:** Choose **"JSON"**.
   - **Authentication.** This is your admin credentials to run the webhook


5. **Save Webhook:** Click on **"Create"** to save your webhook.

### Step 2: Setting up a Trigger to Use the Webhook
1. **Go to Triggers:** In the Zendesk Admin Center, go to **"Objects and rules"** > **"Business rules"** > **"Triggers"**.
2. **Add New Trigger:**
   - Click on **"Add trigger"**.
   - Name the trigger appropriately.
3. **Configure Trigger Conditions:**
   - Under **"Meet ALL of the following conditions"**, set conditions that must be met for the trigger to fire. For instance, you could use **"Ticket: Is...Updated"**.
   - Under **"Meet ANY of the following conditions"**, add any additional conditions if needed.
4. **Configure Trigger Actions:**
   - Choose **"Notify active webhook"** from the actions dropdown.
   - Select the webhook you created.
   - In the JSON body, you can map the free text and numeric fields to be sent as tags. For instance:
   
     {
       "tags": [
         "{{ticket.ticket_field_<field_id>}}",
         "{{ticket.ticket_field_<another_field_id>}}"
       ]
     }
     
     Replace `<field_id>` and `<another_field_id>` with the actual field IDs from your form.

5. **Save Trigger:** Click on **"Create"** to save your trigger.

If you need more detailed help or have specific questions about any of these steps, feel free to ask!

Brandon Tidd, Zendesk Guru
Chris216
March 20, 2024

Thank you @brandon12 This worked but I had one question for you. I noticed that when i set this trigger to fire based on the condition that the field in question was present it fired 33 times in a few seconds. Am I missing something to only make it fire once? 

Brandon Tidd
User Group Leader
March 20, 2024

Hey @chris216

Adding an ALL condition for Ticket is Created or Ticket is Updated should solve for this.

Brandon

Brandon Tidd, Zendesk Guru