For the complete documentation index, see llms.txt. This page is also available as Markdown.

Using the Organization field

Learn how to use the Organization field

The Organization field can optionally be added to a Form and be visible to the users who submits a ticket.

The Organization field is available as a standard analytical field on the Dashboard, making it easy to track as a part of your statistics and KPIs. It is also visible on all ticket views in Slack and on the Web, as well as a filtering option.

The Organization field is a multi-purpose field that can help you with:

  • Tracking from what end-customer the ticket origins from.

  • Tracking from what department the ticket origins

  • Tracking from what team the ticket origins

Changing to a selection list

The Organization field can be changed from a single-line text field to a single-selection field. This enables you to manage the values which can be selected, maintaining consistency across submitted tickets.

To change the Organization field:

  1. Edit the Organization field

  2. Change the Field type

  3. Add the values of your choice to the Organization field.

  4. Save

Example use case:

Customer Support submits tickets to the Product & Engineering teams, where the Organization field is used to record the company name of the end-customer impacted.

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