The Status field is required on all tickets and project tasks, regardless of category. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. The purchase approval option is available through Autotask procurement. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). Find centralized, trusted content and collaborate around the technologies you use most. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. [CDATA[*/
Is it possible to rotate a window 90 degrees if it has the same length and width? The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. This entity describes an Autotask Ticket. When updating a field that has Rich Text, the APIwill return the text-only version of the field. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity is only used by multi-currency databases. All fields are read-only. What is a word for the arcane equivalent of a monastery? Update Status on {#} incident(s) (tickets only). }
Click New; Tip - click the images to make them larger It is only available through the REST API. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. create - Autotask The value you select will be set as the status of the parent entity when the dialog box or page is saved. This entity surfaces the Autotaskversion number. Refer to the About entity fields section of this article for more information. This entity describes an Autotask Company. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. This entity describes an Autotask Inventory module Purchase Order. This entity represents the daily availability, hours goal, and travel for a resource. This entity contains notes for documents in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Append to Resolution on # incident(s) (tickets only). But does anyone know what should be used to create a ticket? This entity describes an Autotask Service added to a Recurring Service contract. All active note types of the category Task are available, plus the current selection even if it is inactive. 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. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. This entity's purpose is to describe a cost associated with an Autotask Project. I am using CyberDrain PowerShell module but I am clearly missing something. Creating titles using key words will allow you to find notes later in lists and searches. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Thanks for your feedback. . IssueType and SubIssueType are never required in the API. You can select a different note type from the drop-down list. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. It describes whether a Product on the Price List uses the internal currency or an external currency, and if it is external, lets you set the price in that currency. Provide feedback for the Documentation team. For detailed information, refer to The task or ticket stopwatch. These are referred to as Reference fields. This entity describes an Autotask ticket assigned to a service call. Some fields on Entities require an id to a parent Entity. Thanks for your feedback. Need troubleshooting help? This entity describes the Resource Role and Department association. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. Every attempt gives me a 500 server error. The returned body will be super useful going forward if you can get it though! A subreddit for users of Autotask Professional Services Automation tool. The following table describes the standard Autotask field objects for this entity. 5. Any entities or attachments that the account creates will be attributed to "APIUser." Enter your API credentials and then click Connect. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. Create Quote. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. function SendLinkByMail(href) {
This entity describes detailed information about on-hand. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. 4. For example, although the client can create certain resources, not all resources accept a create call. From the pull-down menu, Visit the Ideas forum! The id field belongs to each entity and acts as the unique identifier. Tickets with no TicketType specified are set automatically to Service Request. It has code to get popular entities like accounts, tickets, contacts etc. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. Press question mark to learn the rest of the keyboard shortcuts. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. This entity describes an Autotask Opportunity. Be aware that some field data, such as picklist values and user-defined fields, may vary between Autotask implementations and cannot be provided in this document. Come try it. Autotask creates a ticket. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. Resource access URLs for all entities appear in the next section of this article. An inventory product represents a set of stocked items that share a product and a location. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. }
For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. 4. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. This entity describes an Autotask Shipping Type. This will populate the LOB field with that selection when creating any entities where LOB can be applied. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity describes an Autotask Service Bundle added to a Recurring Service contract. Select OK to apply; Setup Extension Callout. This entity records existing associations between tags and Knowledgebase articles in Autotask. To complete the attachment process, you must save the note or time entry. The template corresponding to the speed code will be highlighted automatically. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. This entity contains the attachments for the ExpenseReports entity. Resources receive assignment to one or more roles through their department and queue associations. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. The allowed actions are specific to the object. [CDATA[*/
If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. UDF changes are included in the criteria for updating LastTrackedModificationDate. Gettings 721 tickets based on a title filter: "Title eq hello!" This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. You may also update UDFs for entity types that allow update and create. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. It allows developers to use the API to implement multi-tier approval for Autotask time entries. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. A place where magic is studied and practiced? window.open(uri);
Is there any way for you to see what the response from Autotask is? The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. Can airtags be tracked from an iMac desktop, with no iPhone? In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. This entity describes an Autotask service call and its relationship to four other service call related entities. permission is required. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. Create a new record or update an existing record in your app. The function of this entity is to describe the tax rate for a specific billing item. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. The Ticket entity can have no more than 300 UDFs. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. I use the Powershell API to create tickets based on an Excel spreadsheet. Adding or editing an API user - autotask.net /* Create an account to follow your favorite communities and start taking part in conversations. Refer to Adding and managing attachments. Thanks for your feedback. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. This entity is only used by multi-currency databases. Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the . [CDATA[*/
The AllocationCodeID field must reference a Work Type allocation code. If it is selected, the note is created with the Internal & Co-managed publish type. }
Refer to. Namely the VS solutions are here. Asking for help, clarification, or responding to other answers. This entity describes an Attachment in Autotask. Open the Kaseya Helpdesk. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This entity describes visual identifiers that you can use to categorize and search for Companies. Saves the note or time entry and closes the dialog box. Configure automatic ticket creation for Workplace Manager - Datto Autotask: Line of Business (LOB) Key Things to Know [CDATA[*/
A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. This entity describes notes created by an Autotask user and associated with a Task entity. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. The name of the user who is filling the role is added to the role name. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. It mirrors the fields found on the. On notes that can become a notification email, attachments can be included. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. 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. Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages This entity contains the attachments for the CompanyNotes entity. [CDATA[*/
We then put time entries in through Autotask. The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. It represents any organization with which you do business. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. This entity is only used by multi-currency databases. Only form templates that are available to all selected tickets categories can be selected. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. I am trying to create a ticket in autotask using the below python code: Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API. The RMA ticket category cannot be edited through the API. This entity describes an Autotask Notification, as listed in the Notification History page. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. This object describes list items added to a check list on an Autotask ticket. Tickets and project tasks share the same list of statuses. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. [CDATA[*/
Action. Any unsaved changes in those areas will be kept. /*]]>*/Want to tell us more? Refer to WebhookFields (REST API). 2. The function of this entity is to describe the resources associated with a Company Team. Thanks for contributing an answer to Stack Overflow! The API-only user's security level must allow impersonation on the entity type. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. They are also not exposed in the API or LiveReports. . It determines a customer's total taxes on billing items. Visit our SOAPAPIlifecycle FAQ article to learn more. This entity describes an Autotask Invoice. This entity describes an Autotask Payment Term. Head on over to our Community Forum! This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Visit the Ideas forum! Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. The stopwatch starts running as soon as you open the task, ticket or time entry page. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Every resource is associated with a location. 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 represents associations between, This entity represents articles associated with. Incidents on Change Request tickets will not be updated. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. Refer to Note Titles. /*]]>*/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. Want to learn about upcoming enhancements? ChangeInfoFields are available regardless of whether they are Active or Inactive. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. /*]]>*/Want to tell us more? [CDATA[*/
Each entity type object contains an array of properties that describe instances of the entity type. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Adding a note to a task or ticket - Autotask Autotask REST API resources Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. That InstalledProduct must also reference a Product that is EligibleForRma. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. To learn more, refer to The Rich Text editor. It describes whether a Service on the Price List uses the internal currency or an external currency, and if it is external, lets you set the price in that currency. Everything else looks correct! With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. This entity provides a method to track cost items generated from an Autotask Quote. This entity's purpose is to describe a modular component that can be added to any ticket or task. This entity describes an Autotask Task. This entity represents time off requests submitted by Autotaskusers. For example, 'T20200615.0674.'. The API user security level has access to contact impersonation for tickets. How do I connect these two faces together? Autotaskwill automatically assign the record number that follows the prefix. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. You can only associate it with a Quote entity. Set up a mailbox in Autotask. This entity's purpose is to describe a serial number associated with an Inventory Item. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity contains attachments for documents in Autotask. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. The ticket category controls which fields appear here and in what order. Integrating with Autotask - IT Glue window.open(uri);
Review the setting of the Internal Only check box. 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.