YakDesk Docs

How to add a custom ticket field in YakDesk

Growth and AgencyOwners and admins

Some details come up in almost every ticket, like the customer's plan, order number or data source. A custom field gives that detail its own place on the ticket, so agents can fill it in, and you can filter tickets by it.

Before you start

  • A Growth or Agency plan (tickets are included)
  • An Owner or Admin role in YakDesk

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Transcript

Record structured details on every ticket, like which data source a customer uses.

In Tickets, open Settings and scroll to Custom fields. Enter a label, and choose a type: text, select, number or date.

For a select field, list the choices, separated by commas. Optionally, tick required on portal, so customers answer it when they open a ticket.

Select Add field. The field is listed with its key, which you can use to filter tickets.

Steps

  1. Name the field ▶ 0:07

    In Tickets, select Settings. Under Custom fields, enter a Label and choose a Type: text, select, number or date.

    Custom field form with the label Data source and the select type

  2. List the choices ▶ 0:16

    For a select field, enter the Options (select, comma-sep). Optional: select required on portal to make customers answer it on your help portal.

    Options Postgres, MySQL, BigQuery, Snowflake, CSV entered and required on portal selected

  3. Add the field ▶ 0:26

    Select Add field. The field appears in the list with its key. To filter tickets by it, type field.data_source: Snowflake in the ticket search.

    Custom fields list showing Data source with its key field.data_source
ResultThe field is listed under Custom fields with its key, and appears on every ticket.

Next steps

Updated 2026-11-09