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Zoho Desk

Custom Field (Desk)

Custom fields in Zoho Desk add business-specific data to tickets and contacts, enabling targeted automation, routing, and custom reporting.

A custom field in Zoho Desk is a user-defined data field added to ticket, contact, or account records beyond the default fields. Custom fields capture business-specific information needed for routing, reporting, or SLA calculations.

Types of Custom Fields

Zoho Desk supports multiple custom field types: single-line text, multi-line text, dropdown (pick list), number, date, checkbox, and email. Each type is suited to different data. A dropdown field for ‘Product Line’ ensures consistent data entry across all agents.

Using Custom Fields in Automation

Custom fields are available as conditions in workflow rules, assignment rules, and SLA policies. A custom field called ‘Customer Tier’ can trigger different SLAs, route tickets to specialist teams, and filter reports by customer segment.

Custom Fields in Reports

Once data is captured in custom fields, it can be used as report dimensions. A report grouped by a ‘Region’ custom field shows ticket distribution across geographies. This turns operational data into business intelligence specific to your industry.

Example: A medical device company adds custom fields to Zoho Desk tickets: ‘Device Model’ (dropdown), ‘Serial Number’ (text), and ‘Warranty Status’ (dropdown). Assignment rules route tickets to the correct product team based on Device Model, and reports show which device models generate the most support tickets.
What is a Custom Field in Zoho Desk?

A custom field is a user-defined data field added to ticket, contact, or account records to capture business-specific information. Custom fields can drive automation rules, SLA policies, and reports tailored to your operations.

What types of custom fields are available in Zoho Desk?

Zoho Desk supports text, multi-line text, dropdown, number, date, checkbox, and email custom field types. Dropdown fields enforce consistent data entry, while text fields allow free-form input for unique identifiers.

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