Custom Fields and Attachments

Ticket Custom Fields

Ticket Custom Fields allow you to tailor your ticket data to your specific needs. With these fields, you can more effectively track and manage your case management process.

Creating Ticket Custom Fields

To create a custom ticket field, follow these steps:

1. Go to the Tickets tab and select the Custom Fields page.

2. Choose the "New Custom Field" button.

3. Name your Custom Field, and add any Custom Field options that you require.

Adding Custom Fields to a Ticket

Once you have created your Custom Field, you can add it to a ticket in two ways:

1. In the Ticket: Choose the "Add Ticket Custom Field" button, then select the field name and value you wish to add.

2. In an Action: Create a LogicLoop Ticket action subscription, go to advanced settings, and click "+ Add Custom Field". Choose the field name and value you wish to add.

Editing and Deleting Custom Fields

If you need to edit or delete a custom field, follow these steps:

1. Go to the Tickets tab and select the Custom Fields page.

2. To edit a custom field, click the edit pencil next to the Custom Field you wish to change. You can then change the field name or options as needed.

3. To delete a custom field, click the trash can next to the Custom Field you wish to remove. Note that this will remove the field from all tickets that have it.

Ticket Attachments

Ticket Attachments allow you to enrich your tickets with an image that provides more information or context. Tickets support up to five attachments, and attachments support image file types.

Upload Attachment

To upload an attachment, select the "Click to Upload" button next to Attachment.

View Attachment

To view a ticket's image attachment, click on the image and it will open full-size in a new tab. You can also click the download button next to the image to download it on your local device.

Delete Attachment

To delete a ticket's image attachment, click on the delete button next to the attachment.