How do they work?

Core Workflows are evaluated by priority. If 2 workflows have the same priority by alphabetical order by name. Workflows are evaluated in alphabetical order, by name.

Because of the way Core Workflows works all changes to attributes are checked with the application server – please see Limitations for possible issues.

Below we’re talking about settings that have an impact and are not self-explanatory.

Object

Choose the object context you want to run the workflow in. This will decide on your available conditions and actions.

Tipp

You will be able to use objects that are in relation to your selection in your conditions.

This means:
Ticket objects also have access to the ticket customer.

Context

Choose in which situation the workflow is applied. Contexts can be combined to reduce workflows.

Creation Mask

Once selected your conditions and actions will affect all applicable creation masks.

Edit Mask

Once selected your conditions and actions will affect all applicable edit masks.

Conditions

Zammad decides in between selected and saved conditions. These can be combined wherever needed.

Tipp

🤓 Combining conditions allows „OR“-selections

However, note that each condition type counts as and selector and can’t overrule the other condition type.

Every attribute can be used once per condition type.

Warnung

⚠ Restrict on role basis if needed ⚠

By default, unless configured in conditions, workflow rules are evaluated for all roles. This also affects your customers! 🙀

Selected Conditions

These conditions only match if they’re active in selection. This applies for drafts (active selection) and currently saved values.

Saved Conditions

These conditions only apply if they’re saved within the database regardless of the current value or selection of the field.

Bemerkung

Keep in mind that the value has to be available in the situation where you need it. Otherwise the condition won’t match.

Action

Which actions should we run on the relevant fields? The possible actions depend on the object type, however, usually you can at least change the visibility and whether the field is mandatory.

Bemerkung

🚧 Actions are not available for relations

Let’s say you’re working in ticket context. While you can have customer conditions, you can’t adjust objects with actions in that scope.

That’s because this wouldn’t have any impact on the ticket dialogue. All ticket attributes (state, owner, …) are available.

Warnung

Please also have a look at our Limitations to be safe from surprises.

Available Operators

Bemerkung

The availability of operators depends on the object type and scope.

Hinweis

🧐 Actions can cause confusion

Please note that actions may or may not restrict API based access to attributes. We’re displaying the following icons for your overview to understand these limits better. 👀
api This icon indicates the action affects the API.
ui This icon indicates the action only affects the web interface.
show ui

Display the field in question. Allows setting of values.

hide ui

Hide the field in question however, technically still allows setting the field.

Warnung

The field is not gone and still contains any value it provides! You may want to consider remove instead.

remove ui api

Entirely removes the field. The field value cannot be changed / set.

Warnung

This field’s value is being unset in case it’s set! You may want to consider hide instead.

set mandatory ui api

Sets the field to mandatory.

set optional ui api

Sets the field to optional.

add option ui api

Allows adding options to tree selects or selects.

Bemerkung

This requires options to be hidden beforehand (remove option). It allows to use existing configured values.

remove option ui api

Allows removing options from tree selects or selects.

Bemerkung

It allows to use existing configured values.

set fixed to ui api

Reduces the available options by your selection.

Tipp

This may indirectly reduce your workflows in terms of add option and remove option. 🤓

fill in ui

Allows population of string and integer fields with your value.

fill empty ui

Allows population of string and integer fields with your value if the field is empty.

select ui

Select a specific value within a select, tree select or boolean fields.

auto select ui
Helps the user on tree selects and select fields:
If the field has one option to select only and has no value yet, the value is automatically set.

Warnung

This option only works if you have one value and acts passively with more options.

set readonly ui

Allows you to display an attribute as read only.

unset readonly ui

In case a workflow set the field in question to read only, you can undo this with above option.

Stop after match

Stop evaluation of other, following workflows that would match otherwise.

Default: no

Priority

You decide at which point your workflow is evaluated. Priorities are sorted descending – this means that a workflow matching can stop matching in specific situations.

Default: 500