To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Refer to Adding and managing attachments. ServiceLevelAgreementPausedNextEventHours. If an unsupported entity receives a request to update a field that contains Rich Text, the API will update the text-only version of the field and overwrite the data in the Rich Text field with plain text. To learn more, refer to The Rich Text editor. The AllocationCodeID field must reference a Work Type allocation code. Is it possible to rotate a window 90 degrees if it has the same length and width? How to handle a hobby that makes income in US. If there is no Contract Service or Bundle SLA, then check the Contract. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Thanks for your feedback. To learn more, see our tips on writing great answers. window.open(uri);
/**/Want to tell us more? This entity describes an Autotask service call and its relationship to four other service call related entities. If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product.
REST API: User-defined fields (UDFs) - Autotask The API can complete a ticket that has one or more incomplete 'Important' Checklist items. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Visit the Ideas forum! From the pull-down menu, This entity describes an Autotask Task. For more information about fields marked as picklists, review our Understanding picklists article. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Thanks for contributing an answer to Stack Overflow! On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity contains the categories that hold Knowledgebase articles in Autotask. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. This entity describes an Autotask SubscriptionPeriod. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. When querying, a small number of entities contain fields that you cannot query. Also create Note/Attachment on # incident(s) (tickets only). How do I align things in the following tabular environment? I have taken the Resource location "15" from the below page on autotask because while creating the api user I have selected the location as "Headquarters". A Department is an association the application can use to manage resources, especially when assigning project tasks. Incidents on Change Request tickets will not be updated. The purchase approval option is available through Autotask procurement. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. These are referred to as Reference fields. Only form templates that are available to all selected tickets categories can be selected. This entity manages the tags associated with tickets in Autotask. This entity contains checklist items related to documents in Autotask. IssueType and SubIssueType are never required in the API. Saves the note or time entry and closes the dialog box. The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared.
Create an API account in Autotask - Partner Docs When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. This entity represents aliases for ticket and article tags in Autotask. Most of the values were taken from an existing ticket. }
It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. }
The returned body will be super useful going forward if you can get it though! A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. This entity's purpose is to describe a line item associated with an Expense Report entity. Autotask administrators create UDFs in the Administration Settings of the Autotask system. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. [CDATA[*/
It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Append to Resolution on # incident(s) (tickets only). Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity describes results and information for a survey generated by Autotask. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . ChangeInfoFields are available regardless of whether they are Active or Inactive. [CDATA[*/
/*]]>*/Want to tell us more? This entity describes an approved and posted billable item in Autotask. This entity represents the daily availability, hours goal, and travel for a resource. This entity contains the attachments for the ExpenseReports entity. It allows you to create, query, and update expense line items through the API. Ticket.Source is not required; however, in the UI the Source field defaults to 'Other', so for tickets created through the UI, the value for Ticket.Source is never Null. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. If you close without saving, the attachments will not be uploaded or attached to the parent entity. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. ConfigurationItemWebhookExcludedResources. All text formatting and images will be lost. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. The entity header identifies the parent entity the note or time entry is associated with. Refer to Running a global notes search. You can make this a default setting. If it is selected, the note is created with the Internal & Co-managed publish type. window.open(uri);
The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. This entity contains the attachments for the TaskNotes entity. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. This entity describes visual identifiers that you can use to categorize and search for Companies. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. Can Query is not included because non-queryable fields are listed under a separate heading. In Autotask, sales orders are associated to Opportunities.
Autotask: Ticketing and Asset Tracking Integration /*]]>*/Want to tell us more? This entity enables you to decrease inventory counts associated with the InventoryProducts entity. QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. This entity defines a user-defined field (UDF) in Autotask. As you save each attachment, it will appear on the attachment grid. I am using CyberDrain PowerShell module but I am clearly missing something. If selected, the text entered into the Summary Notes or Description field will be added to the end of the Resolution field of the ticket. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. To learn more, refer to The Rich Text editor. /*]]>*/Want to tell us more? If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts.
Create Ticket using API : r/Autotask - reddit.com UDF changes are included in the criteria for updating LastTrackedModificationDate. 2. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. Open the Datto Help Center. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Can airtags be tracked from an iMac desktop, with no iPhone? NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. Visit the Ideas forum! Implementing the time entry portion wouldn't be terrible. It mirrors the fields found on the. This entity's purpose is to describe a billing Role that has been excluded from a Contract. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. The resources then have access to the account data when their security level allows account access at the Mine level.
Create a Ticket in Autotask using Powershell Making IT work This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Thanks for your feedback. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. The id field belongs to each entity and acts as the unique identifier. This entity describes an Autotask Project. Only the incidents of problem tickets will have their status updated. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). This entity contains the attachments for the ContractNotes entity. The ticket must be associated to either the contact's account or any of its child accounts. This includes the category field itself. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Refer to Web Services APIsecurity settings. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. Available in the UI only when the installed module is enabled. The change request approval process is part of the Autotask Change Management feature set. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies.
Integrating with Autotask - IT Glue ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Come try it. LOB security is respected in the API. This entity contains the attachments for the TicketNotes entity. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). This entity is only used by multi-currency databases. NOTE Not all entities use UDFs. API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. If there is no Asset SLA, then check the Contract Service or Bundle SLA. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets If you open this dialog box or page from the Edit Ticket page, this check box will not appear. Verify you support email. Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. }
Create Ticket Note. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Refer to Time Entry/Note Quick Edit Fields. The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). A ticket can have additional assets even if there is no primary asset. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Refer to API-only Ticket Categories. Update Status on {#} incident(s) (tickets only). This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. For detailed information, refer to The task or ticket stopwatch.
Refer to
WebhookExcludedResources (REST). The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. If the Contract Service or Bundle is associated to an SLA, then use that ID. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article.