Zaak sync

Zaak sync configures how Valtimo propagates case changes to the linked zaak in the Zaken API, scoped per case definition. The sync is one-way (Valtimo → Zaken API) and currently covers two synchronisations:

• Behandelaar sync — when the dossier assignee changes, Valtimo creates (or updates) a behandelaar rol on the linked zaak with betrokkeneType = medewerker, using the roltype URL configured per case definition.

• Note sync — when a note is added, updated or deleted on a case, Valtimo creates, updates or deletes the corresponding ZaakNotitie on the linked zaak.

Both toggles are stored per case definition, so different case types served by the same Zaken API plugin can have different sync behavior.

Configuring zaak sync

Navigate to Admin > Cases > {Case name} > [ZGW] > [Zaak-synchronisatie] to configure the synchronization settings. Toggle behandelaar sync and pick the roltype that should be used for the behandelaar rol, toggle note sync, and (when note sync is enabled) set the subject (onderwerp) that will be used when creating a ZaakNotitie.

Behandelaar sync details

• The behandelaar rol is created with betrokkeneType = medewerker. The Keycloak username (truncated to 24 characters, the OpenZaak medewerkerIdentificatie.identificatie limit) is used as identificatie. The user's last name is used as achternaam; if it is unavailable the username is used as a fallback.

• The roltype is selected per case definition (stored as roltypeUrl on the sync configuration). It should point to a roltype with omschrijvingGeneriek = "behandelaar" on the linked zaaktype, because cleanup on reassign filters existing rollen by that generic description — choosing a non-behandelaar roltype will leave previous rollen in place.

• On reassign, Valtimo deletes the previous GZAC-managed behandelaar and creates a new one with beginGeldigheid = today. OpenZaak's built-in audittrail (/zaken/{uuid}/audittrail) records both events.

Note sync details

• Triggered by Valtimo NoteCreatedEvent, NoteUpdatedEvent and NoteDeletedEvent.

• The configured noteSubject is sent as onderwerp; the note content is sent as tekst. The user that created the note in Valtimo is propagated to aangemaaktDoor on create.

• Valtimo keeps a ZaakNotitieLink between the local note and the remote ZaakNotitie so updates and deletes hit the right resource.