Adding custom fields to organizations

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<div class="note fastpath" style="margin-right: 0px;">
<span class="fastpathtitle">Location: </span> <span class="ph" id="topic-1__organization_fields_ql">Admin Center &gt;
People &gt; Configuration &gt; Organization fields</span>
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Similar to adding custom
fields to tickets, you can add <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838961562" target="_blank">numerous types of custom fields</a> to organizations to store additional
details. Any custom org fields you create apply to all organizations. You can use custom
organization fields in triggers, automations, placeholders, search, SLAs, and reporting.</div>
<p class="p">Administrators and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agents in custom roles with
permission</a> can create and edit custom fields for
organizations. Custom org fields are visible to agents, but not end users. </p>
<p class="p">You can also add <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408822051866" target="_blank">custom fields to users</a> and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883152794" target="_blank">custom fields to your tickets and support request
forms</a>.</p>
<div class="p">This article contains the following topics:<ul class="ul" id="topic-1__ul_ynw_gzg_htb">
<li class="li"><a class="xref" href="#topic_r5c_gf3_wk">Creating custom organization fields</a></li>
<li class="li"><a class="xref" href="#topic_nvz_fzg_htb">Cloning custom organization fields</a></li>
</ul>
</div>
<div class="p">Related articles:<ul class="ul" id="topic-1__ul_n2k_htg_htb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4420210121114" target="_blank">Using custom fields</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838961562" target="_blank">About custom field types</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4410724977306" target="_blank">Managing custom organization fields</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4409148741786" target="_blank">Recipe for the customer-centric company: Collect customer insights and
act on them</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_r5c_gf3_wk">
<h2 class="title topictitle2" id="ariaid-title2">Creating custom organization fields</h2>
<div class="body">
<p class="p">Administrators and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408882153882" target="_blank">agents in custom roles with permission</a> can create
any custom field type for an organization, except credit card.</p>
<p class="p">The following video gives you an overview of how to create custom
fields for organizations:</p>
<p class="p"><iframe allowfullscreen="true" controls="controls" height="225" src="https://fast.wistia.net/embed/iframe/inzoxbzvrs" width="400"></iframe></p>
<p class="p">Creating custom fields for organizations [1:40]</p>
<div class="p">
<strong class="ph b">To add a custom organization field</strong><ol class="ol" id="topic_r5c_gf3_wk__ol_mst_est_kc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_r5c_gf3_wk__d7e641" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Click <strong class="ph b">Add field</strong>.</li>
<li class="li">Select a <strong class="ph b">field type</strong>, then enter a <strong class="ph b">Display name</strong>.<p class="p">When naming custom
fields, don't use reserved system or feature names such as "channel." These names are
reserved by Zendesk and won't work in custom fields.</p>
</li>
<li class="li">Verify that the <strong class="ph b">field key</strong> is the value you want it to be.<p class="p">This field is
populated by the field name, but you can edit it. You can't change the field key after
the custom field is created. The field key can be used to reference the custom field
in placeholders and the API.</p>
<p class="p">Avoid field keys that overlap with system fields,
such as <strong class="ph b">id</strong>, <strong class="ph b">name</strong>, <strong class="ph b">tags</strong>, <strong class="ph b">details</strong>, and
<strong class="ph b">notes</strong>.</p>
</li>
<li class="li">(Optional) Enter a <strong class="ph b">Description</strong> for the custom field. This is visible to admins
only.</li>
<li class="li">Set any other options for your field, depending on the type.<ul class="ul" id="topic_r5c_gf3_wk__ul_dqz_z24_htb">
<li class="li">
<strong class="ph b">Field option</strong> (checkbox fields only, optional):<p class="p">Enter a tag to apply to a ticket when the checkbox is selected.</p>
</li>
<li class="li">
<strong class="ph b">Field validation</strong> (regex fields only):<p class="p">Enter a regular expression to create an input mask to validate entry.</p>
</li>
<li class="li">
<strong class="ph b">Field values </strong> (drop-down and multi-select fields): <ul class="ul" id="topic_r5c_gf3_wk__d8e29">
<li class="li">Enter Field options to include in the list. Click the <strong class="ph b">X</strong> to remove a
value.<p class="p">You can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408836502682" target="_blank">bulk import</a> field values if
you have a large number to add. </p>
</li>
<li class="li" dir="ltr"> Click <strong class="ph b">Sort ascending</strong> or use the <strong class="ph b">drag-and-drop</strong> icon
(<img class="image" id="topic_r5c_gf3_wk__d8e50" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/drag_and_drop_handle.png" width="16">) to manually reorder the field
values.</li>
<li class="li">To create a nested drop-down list, separate categories and values with a
double colon (::). See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408829395738" target="_blank">Organizing drop-down
lists</a>.</li>
</ul>
</li>
<li class="li">
<strong class="ph b">Related object</strong> and <strong class="ph b">Set a filter</strong> (lookup relationship fields
only)<p class="p">Select the type of object to relate, and optionally define filters that
restrict possible values for the field. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4591924111770#topic_kmz_wl3_ttb" target="_blank">Adding lookup relationship
fields</a>.</p>
</li>
</ul>
</li>
<li class="li">Click <strong class="ph b">Save</strong> or, to create another custom field, click the drop-down icon and
select <strong class="ph b">Save and add another</strong>.<p class="p"><img class="image img-screenshot" id="topic_r5c_gf3_wk__image_ajv_5kc_cdb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ticket_fields_save_menu.png" width="200"></p>
<p class="p">New fields are active
by default and are added to all organizations.</p>
</li>
<li class="li">If needed, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4420210121114#topic_wnt_bz5_dfc" target="_blank">reorder your custom organization fields</a>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_nvz_fzg_htb">
<h3 class="title topictitle3" id="ariaid-title3">Cloning custom organization fields</h3>
<div class="body">
<p class="p">Administrators and agents in custom roles with permission can create new custom fields
from scratch or clone existing organization fields and modify them as needed.</p>
<div class="p">
<strong class="ph b">To clone a custom organization field</strong><ol class="ol" id="topic_nvz_fzg_htb__ol_ly4_v1h_htb">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" id="topic_nvz_fzg_htb__d7e641" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_people_icon.png">
<strong class="ph b">People</strong> in the sidebar, then select <strong class="ph b">Configuration &gt; Organization
fields</strong>.</span></li>
<li class="li">Hover over the row of the organization field you want to clone, then click the
option menu icon (<img class="image" id="topic_nvz_fzg_htb__image_yhn_4dh_htb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/uc_options_icon.png">) and select <strong class="ph b">Clone</strong>.<p class="p">A detailed view of the
organization field's settings is displayed.</p>
</li>
<li class="li">Edit the <strong class="ph b">Display name</strong> and <strong class="ph b">Field key</strong> so that they are unique.<p class="p">The
field key is populated by the field name, but you can edit it when creating the
custom field. You can't change the field key after the custom field is created. The
field key can be used to reference the custom field in placeholders and the
API.</p>
</li>
<li class="li">Set any other options for your field, depending on the type.</li>
<li class="li">Click <strong class="ph b">Save</strong>.<p class="p">New org fields are active by default and are added to all
organizations.</p>
</li>
<li class="li">If needed, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4420210121114#topic_wnt_bz5_dfc" target="_blank">reorder your custom organization fields</a>.</li>
</ol>
</div>
</div>
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