Update Zammad Roles to Default

• Automated Role Updates: Set a default role for all active Zammad users.
• User Exclusion: Define specific user IDs to exclude from role updates.
• Role Fetching: Retrieve all available roles from Zammad.
• Excel Export: Generate an Excel file containing all Zammad roles for easy review.
• Configurable: Easily set Zammad API credentials, base URL, default roles, and excluded users via the 'Basic Variables' node.

1. Configure Basic Variables:

   • Update the zammad_base_url and zammad_api_key in the Basic Variables node with your Zammad instance details and API key.
   • Set the default_roles to an array of role IDs (e.g., [2, 3]) that you want to assign to users.
   • (Optional) Populate exclude_zammad_users_by_id with an array of user IDs that should not have their roles updated.

2. Trigger the Workflow:

   • Click the 'Test workflow' button on the When clicking ‘Test workflow’ node.

3. Workflow Execution:

   • The workflow will first fetch all roles using the Get all Roles node.
   • It then fetches all users via the Get all Users node.
   • For each user, the If node checks if the user should be excluded or if they are active.
   • If the conditions are met (user is active and not excluded), the Update Users to default Role(s) node will update their roles using a PUT request.
   • Simultaneously, the Zammad Univeral Role Object node processes fetched roles. The Filter Roles if needed node then passes these roles to Convert to Excel Roles to generate the Zammad_Roles.xlsx file.

Node Explanations:

• When clicking ‘Test workflow’: Manual trigger to start the workflow.
• Basic Variables: Centralizes configuration for Zammad URL, API key, default roles, and excluded user IDs.
• Get all Roles: Retrieves all available roles from the Zammad API.
• Zammad Univeral Role Object: Structures the data for each fetched role.
• Filter Roles if needed: A conditional node that currently has minimal filtering logic but could be expanded.
• Convert to Excel Roles: Converts the processed role data into an Excel (.xlsx) file.
• Get all Users: Fetches all user data from Zammad.
• Zammad Univeral User Object: Restructures user data for easier processing.
• If: Filters users based on exclusion lists and their active status.
• Update Users to default Role(s): Sends a PUT request to update the role_ids of qualifying users.