Install the app from the Zendesk Marketplace.
Before you start
Your ticket forms need at least one lookup relationship field. To show custom object records, set up the custom objects first.
Install the app
- On the Marketplace listing, click Install and choose the plan that fits your team. Check the listing for the current prices.
- Choose the Zendesk account to install the app in.
- Choose Views start expanded:
- On (default): every lookup field card opens with the linked record’s fields showing.
- Off: cards start collapsed, and agents open the ones they need. Useful on forms with many lookup fields.
- Choose Enable error logging:
- On (default): crash reports go to our error tracking service (Sentry, EU region) so we can fix faults you hit. Error messages and stack traces only. Email addresses and record ids are removed.
- Off: nothing is sent.
- Optionally, restrict the app to some roles or groups.
- Click Install.
Check that it works
In Zendesk Support, open a ticket whose form has a lookup field with a value. Click the Apps icon in the ticket sidebar and find Lookup Fields Viewer. It shows a card for every lookup field.
Don’t see the app? Check that the ticket’s form has a lookup field. On forms without one, the app hides itself.
You can change the settings later in Admin Center under Apps and integrations > Zendesk Support apps > Lookup Fields Viewer.