Working with ticket information¶

Note

Please note that this is not a full command list, if you’re missing commands, feel free to ask over at the Community.

Get the RAW mail that Zammad fetched¶

The following command will help you to check on received EML-files Zammad fetched. This comes in handy if you delete Mails upon fetching and you need to check the EML-file itself.

To get the first articles EML-file, you can use the following command. In our example the ticket number in question is 101234.

>> Ticket.find_by(number:'101234').articles.first.as_raw.content

If needed, you can also get the raw content of later articles (you’ll need to find the correct article though). Again, we expect 101234 to be our ticket number. In the first step we get all article IDs of the ticket, from the list we get, we can then get the articles content.

>> Ticket.find_by(number:'101234').article_ids
=> [4, 3, 2]
>> Ticket::Article.find(3).as_raw.content

Note

If you just use Ticket::Article.find(3) you can see further information (like who sent the mail, when we fetched it, …).

Update all tickets of a specific customer¶

Warning

Please note that this action can be expensive resource wise, if you have many tickets, this might slow down Zammad.

>> Ticket.where(customer_id: 4).update_all(customer_id: 1)

Priorities¶

Ticket priorities help your agent to see how important a customer request is. Priorities are not available to customers and, Core wise, have no impact on how Zammad handles a ticket. You can however adjust Zammad’s behavior with e.g. triggers, SLAs and schedulers.

Not sure what priorities are available in the system? Either have a look in any ticket or run the following command.

>> Ticket::Priority.pluck(:name)

Adding priorities for tickets¶

Ticket priorities come with several attributes, however, the most relevant as of now are: name, default_create and ui_color.

Warning

default_create allows you to define the default priority Zammad should use during ticket creation. However - on default installations this is the priority 2 normal.

You cannot have more than one priority as the default_create priority!

Note

ui_color defines the CSS class to use. On default installations you can either use low-priority (light blueish) or important (redish). This affects how Zammad displays the ticket titles in overviews.

>> Ticket::Priority.create(
      name: '4 super high',
      default_create: false,
      ui_color: 'important',
      created_by_id: 1,
      updated_by_id: 1
   )

Change priority¶

If needed you can also set priorities to inactive or rename them if they don’t fit your desired scheme. Renaming would look like so:

>> Ticket::Priority.update(name: '1 high')

Get ticket state types¶

This will show all state types needed for creating new ticket states.

Tip

😖 What are state types?

Zammad uses state types to know what it should do with your state. This allows you to have different types like pending actions, pending reminders or closed states.

State types also indicate the color scheme to be used. You can learn more about that in our user documentation.

>> Ticket::StateType.pluck(:id, :name)

Above will return both, the type ID and name - e.g.: [[1, "new"], [2, "open"], ....

Add new ticket state¶

Note

🤓 Missing States you just created?

You might want to use Ticket::State.pluck(:id, :name) to get a listing of all available ticket states.

Tip

🙈 ignoring escalations

You can use ignore_escalation: true, to ignore possible SLA calculations (pending reminder and pending close do this by default).

Non-Pending states¶

A state that’s not a pending state (e.g. open, closed). Just replace 'open' by whatever you need (like closed).

>> Ticket::State.create_or_update(
     name: 'Developing',
     state_type: Ticket::StateType.find_by(name: 'open'),
     created_by_id: 1,
     updated_by_id: 1,
   )

Pending reminders¶

A pending reminder state that will send a reminder notification to the agent if the time has been reached.

>> Ticket::State.create_or_update(
     name: 'pending customer feedback',
     state_type: Ticket::StateType.find_by(name: 'pending reminder'),
     ignore_escalation: true,
     created_by_id: 1,
     updated_by_id: 1,
   )

Pending Action¶

A pending action that will change to another state if “pending till” has been reached.

>> Ticket::State.create_or_update(
     name: 'pending and reopen',
     state_type: Ticket::StateType.find_by(name: 'pending action'),
     ignore_escalation: true,
     next_state: Ticket::State.find_by(name: 'open'),
     created_by_id: 1,
     updated_by_id: 1,
   )

(optional) Disable date and time picker (pending till) for pending states¶

Starting with Zammad 5.0, Core Workflows automatically handles displaying the “pending till” field for pending states. Below snippet is not required and is only relevant if you don’t want to create a workflow within the UI of Zammad.

Replace pending customer feedback with the pending state of your choice.

>> CoreWorkflow.create_if_not_exists(
      name:               'remove pending till on state "pending customer feedback"',
      object:             'Ticket',
      condition_selected: { 'ticket.state_id'=>{ 'operator' => 'is', 'value' => Ticket::State.find_by(name: 'pending customer feedback').id.to_s } },
      perform:            { 'ticket.pending_time'=> { 'operator' => 'remove', 'remove' => 'true' } },
      created_by_id:      1,
      updated_by_id:      1,
   )

Make new states available to UI¶

Before being able to use the new states within the WebApp, you need to run the following commands to make them available.

Warning

Please do not replace anything below, state_id is a named attribute which is correct and shall not be replaced!

>> attribute = ObjectManager::Attribute.get(
     object: 'Ticket',
     name: 'state_id',
   )
>> attribute.data_option[:filter] = Ticket::State.by_category(:viewable).pluck(:id)
>> attribute.screens[:create_middle]['ticket.agent'][:filter] = Ticket::State.by_category(:viewable_agent_new).pluck(:id)
>> attribute.screens[:create_middle]['ticket.customer'][:filter] = Ticket::State.by_category(:viewable_customer_new).pluck(:id)
>> attribute.screens[:edit]['ticket.agent'][:filter] = Ticket::State.by_category(:viewable_agent_edit).pluck(:id)
>> attribute.screens[:edit]['ticket.customer'][:filter] = Ticket::State.by_category(:viewable_customer_edit).pluck(:id)
>> attribute.save!

Limit available states for customers¶

Tip

Core Workflows allows you to achieve below described behavior any time without any issues. No need to use the console if you don’t want to!

By default Zammad allows customers to change Ticket states to open and closed. If this does not meet your requirenments, you can adjust this at anytime. The below example shows how to restrict your customer to only close tickets if needed:

>> attribute = ObjectManager::Attribute.get(
     object: 'Ticket',
     name: 'state_id',
   )
>> attribute.screens['edit']['ticket.customer']['filter'] = Ticket::State.where(name: ['closed']).pluck(:id)
>> attribute.save!

Hint

If you want to allow several different states for customers, you need to provide the state names as array - like so: ['closed', 'open', 'my-amazing-state'] (instead of ['closed']).

You can check the current active states that customers can set like so:

>> ObjectManager::Attribute.get(
     object: 'Ticket',
     name: 'state_id',
   ).screens['edit']['ticket.customer']['filter']

The above will return one or more IDs - if you’re not sure which state they belong to, you can check the state name with the following command. (Ensure to replace {ID} with your returned ID(s))

>> Ticket::State.find({ID}).name