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New Idea

Make all user attributes accessible via placeholders

Related products:Freshservice
  • November 10, 2023
  • 3 replies
  • 136 views

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Currently only a subset of user (requester) attributes are available to be used as variables (placeholders) in automations.  This is particularly troublesome when you need to check multiple attributes.

All user attributes should be made available via placeholder for requester, actual_requester, requester.reporting_manager and actual_requester.reporting_manager.

Currently unsupported user attributes:

  • active
  • background_information
  • can_see_all_changes_from_associated_departments
  • can_see_all_tickets_from_associated_departments
  • created_at
  • department_ids
  • department_names
  • external_id
  • has_logged_in
  • is_agent
  • job_title
  • language
  • location_id
  • secondary_emails
  • time_format
  • time_zone
  • updated_at
  • vip_user
  • work_phone_number

Example use case:  “For this service request, skip the manager approval step if the manager submitted the request for the user, the requester is a VIP, or if the request is submitted on behalf of a VIP (actual_requester).

Because the vip status of a user is not available via placeholders, you can not use this hypothetical Build Expression to make all three checks:

'{{ticket.actual_requester.reporting_manager.id}}'=='{{ticket.requester.id}}' || '{{ticket.actual_requester.vip_user}}'=='true' || '{{ticket.requester.vip_user}}'=='true'

You CAN use the basic match expression for VIP checks:
 

 

However you can’t do the “Did the manager submit this ticket” check, so you end up with two separate workflow branches that do the same thing and have to be maintained.

Making all user attributes available via placeholder would solve this issue

3 replies

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  • Skilled Expert
  • February 29, 2024

Please do the same for Approval requests and notifications


mbutler
Top Contributor ⭐
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  • Top Contributor ⭐
  • February 29, 2024

This would be awesome - you can grab these items from the API, but I’m a firm believer that if the API covers it, then the workflow automator should as well. I shouldn’t have to make an API call from the workflow automator to the FreshService API - it’s great functionality, but those properties should just be included.

Great idea!


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  • Skilled Expert
  • March 1, 2024

This would be awesome - you can grab these items from the API, but I’m a firm believer that if the API covers it, then the workflow automator should as well. I shouldn’t have to make an API call from the workflow automator to the FreshService API - it’s great functionality, but those properties should just be included.

Great idea!

Although you can retrieve them via API calls, you CANNOT when sending an Approval request via the built in Approval action in an workflow as it uses the Approval notification template and these extra parameters are not available there.