How can I force agents to fill mandatory fields before closing tickets?

How can I force agents to fill mandatory fields before closing tickets?

Zoho Desk enables you to set fields as required so that your agents are forced to enter their values before submitting a ticket. This applies to tickets that are manually created by your agents. But how can you enforce filling required fields when a ticket gets created through email or social channels? For such tickets will continue to have their required fields empty resulting in significant loss of data.

This is where Blueprint comes handy. You can create a blueprint rule to make your agents fill the required fields as part of the 'during' transition. This way your agents cannot move on the next state without filling in the required fields.



To learn more about creating a blueprint, click here.
    • Related Articles

    • What are the default ticket fields?

      Most often a ticket will contain the customer's name, email, subject and a description of the request. Apart from these, there are also a bunch of standard fields which your customers can choose to fill when they submit a ticket. For example, they ...
    • How to close tickets automatically?

      Using Supervisor rules, you can have Zoho Desk close tickets automatically after a certain period or when their status is changed. This means your agents won't have to lift a finger to remove old tickets out of their queue. It is particularly useful ...
    • Creating Ticket Templates

      A ticket template is a set of predefined field values that can be applied to a specific support request. It simplifies ticket creation by pre-filling the values when you manually submit a ticket. The template can include values for standard fields ...
    • Related Tickets by Custom Fields for Zoho Desk

      Being able to view tickets that have the same custom field value as the current ticket helps agents provide better, faster, and more personalized customer responses. For example, you might want to view tickets with a similar custom field value as ...
    • Can I hide fields from help center users when they submit a new ticket?

      Yes, you can choose to restrict access to specific fields within a ticket for your end users in the Help Center. Not just that, you can also make certain sensitive fields visible only to the administrators and not to agents. You can set these ...