How to add, edit and delete custom fields on Zoho Desk? [+Video]
Before setting up your data migration to Zoho Desk, create custom fields since they cannot be created automatically. Here’s how you do it.
How to create custom fields in Zoho Desk
Step 1. Log into your Zoho Desk and click the Setup icon at the very top of a page. The icon is placed next to your profile picture.
Step 2. Under Customization, choose Layouts and Fields.
Step 3. Select the field list. Then click on Create Or Edit Fields.
Step 4. From the Add Field Section on the right, use the drag-and-drop technique to move a field of your choice to the module section on the left. You can rename the field and set Field Properties for it. Note that Zoho Desk does not allow changing the field type. When moving custom fields you should be aware that some specifications are required. For instance, for Date/Time – current or needed date and time, for Email – Email addresses.
Step 5. Press on a Gear icon. Let’s work on the following features.
5.1. Mark as required can be used to make any custom field mandatory.
5.2. In set permission define which function will be allowed to perform by staff members in your company. Note that only when a certain field is marked as Read & Write for everyone, it can be made mandatory.
5.3. There is a Tooltip tool, which may show hints. But, it can only be set to Pick List, Multi-Select Pick List, Checkbox, Date, and Date/Time.
Step 6. If you are satisfied with the outcome, press Save Layout.
How to edit custom fields on Zoho Desk
Step 1. Log into your Zoho account and click the Setup icon at the very top of a page. The icon is placed next to your profile picture.
Step 2. Under Customization, choose Layouts and Fields.
Step 3. Select the field list. Then click on Create Or Edit Fields.
Step 4. In the right corner, click on Create or Edit Field.
Step 5. Make the needed changes concerning mandatoriness, providing hints and name.
Step 6. If you are satisfied with the outcome, press Save Layout.
How to delete a custom field in Zoho desk
Step 1. Log into your Zoho account and click the Setup icon at the very top of a page. The icon is placed next to your profile picture.
Step 2. Under Customization, choose Layouts and Fields.
Step 3. Select the field list. Then click on Create Or Edit Fields.
Step 4. Choose between two options:
4.1. Choose the field you want to delete and click on the Gear icon and press Remove Field. This way the field will be permanently deleted. Keep in mind that once deleted, it can not be restored. Also, you can not delete basic fields, only to remove them from a certain layout.
4.2. Use the drag-and-drop technique to move the unwanted field to the Unused Fields section. It does not delete it forever, just removes it from a certain department layout and not from Zoho Desk. You can restore it, by using the same technique to move it to the required section.