Forms & Fields

• Tags in Kayako

  Introduction A tag is, by definition, a label attached to someone or something for the purpose of identification or to provide other information. This is also true for tags in Kayako. In this article,...

• Setting Custom Field Values Automatically Based on Another Field's Value

  Overview You cannot set dependencies on custom fields within the fields itself. But the trigger automation can be used to automatically select or set a value for a certain custom field based on anothe...

• Maximum Limit for Adding Options to a Custom Field Type

  Overview If you attempt to add more than 100 options on a custom field, the error You can not link more than 100 options to a field. comes out.  Diagnosis  When adding options to custom fields, there ...

• Managing the Fields in the Conversation Submission Form

  Overview Re-ordering or rearranging the fields in the conversation submission forms is a common question we get from customers. Or, if a certain field is not showing up on the form, you may need to ad...

• Managing Custom Fields

  Overview As you start to build up your collection of custom fields, you may need to change which fields are enabled or disabled, make adjustments by editing the fields, or even delete or remove some a...

• Making a Field Visible and Editable to Customer in Your Forms

  Overview If a field does not show up in the form in your Help Center, that field is either not added to the form or not visible to the customer. Kayako gives you lots of flexibility for how you collec...

• Making a Field Mandatory in Submission Forms

  Overview In Kayako, you can create custom fields and make them required or mandatory to be filled out when creating conversations via the Help Center. This article provides instructions on how to make...

• Editing or Modifying System Fields

  Overview Kayako comes with default system fields, such as Type, Priority, Status, etc. These fields are always present in every form although some of them are hidden to customers or end-users by defau...

• Customize Button Missing from the Top of Your Kayako Help Page

  Overview After making some modifications to one of your templates the Customize button is missing from the top of your help center, preventing you from making further modifications. You would like to ...

• Configuring Regular Expression Fields

  Overview The Regular Expression field is a field type that only permits users to enter values that match the 'regular expression' specified in the field.      Diagnosis A regular expression (RegEx) de...