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Asking for help, clarification, or responding to other answers. For example, 'T20200615.0674.'. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. It also tracks the resource and date &time each step was completed. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. If an association is removed from a resource and that pairing is set as the default, that default is not removed. 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. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). 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. } How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Such ticket categories are hidden everywhere you select a ticket category . Thanks for your feedback. The company handles all billing for the business unit. If you select a different note type, keep in mind that it might be set to a different Publish option. Namely the VS solutions are here. In Autotask, the account team associates resources with an account. Log into Autotask and navigate to the menu on the left and click on Admin The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). I use the Powershell API to create tickets based on an Excel spreadsheet. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Adding or editing an API user - autotask.net This entity represents checklist libraries related to documents in Autotask. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. 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. For more information about fields marked as picklists, review our Understanding picklists article. Complete the New Attachment dialog box. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. Configure automatic ticket creation for Workplace Manager - Datto On create(), Priority must be an active priority. This section will be expanded if the note or time entry has at least one attachment. I am using CyberDrain PowerShell module but I am clearly missing something. In Autotask, you can create ticket categories that are identified as API-Only. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Attachment in Autotask. This entity describes results and information for a survey generated by Autotask. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. The status code getting printed here is 401! Autotask REST API resources Gettings 721 tickets based on a title filter: "Title eq hello!" This entity describes the Resource and Role through the Queue association. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity represents documents associated with Knowledgebase articles in Autotask. Notes published to All Autotask Users are visible to customers. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. 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. [CDATA[*/ function SendLinkByMail(href) { It determines a customer's total taxes on billing items. } They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. 'Mine + Accounts' will be treated as 'None.' Each of the entities inherits from the Autotask base class Entity. This entity contains notes for Knowledgebase articles in Autotask. Refer to WebhookExcludedResources (REST). The ticket SLA is defaulted in using the following logic: Check the asset. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This entity describes an Autotask SubscriptionPeriod. This entity describes an Autotask Role. This entity describes an Autotask Department. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. They are saved as replies to the note or time entry they are added to. Refer to Creating Knowledgebase articles from tickets. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. It describes whether a Role Hourly Rate 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. 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. Press question mark to learn the rest of the keyboard shortcuts. /*]]>*/Want to tell us more? 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. All text formatting and images will be lost. You can only create it; you cannot query or update it. This entity surfaces the Autotaskversion number. /*Ticket - Autotask update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. Setting Up the Autotask API Integration with CloudRadial The fields that do appear show the following differences: A Keep Current option is available and is the default. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. The entity header identifies the parent entity the note or time entry is associated with. IssueType and SubIssueType are never required in the API. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. 3. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. } function SendLinkByMail(href) { If the ticket type = Change Request, then ChangeApprovalType is set to the default value. The Ticket entity can have no more than 300 UDFs. The configurationItemType associates one or more user-defined fields with assets of the same type. 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. The Note Type field defaults to Task Summary. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Visit the Ideas forum! If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. UDF changes are included in the criteria for updating LastTrackedModificationDate. Update Status on {#} incident(s) (tickets only). Autotask API Ticket Creation with PowerShell : r/Autotask - reddit If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. To learn more, see our tips on writing great answers. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. 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. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This selection opens a page that contains a subset of the fields documented above. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. For more information, refer to Time Entry/Note Quick Edit Fields. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity manages the tags associated with tickets in Autotask. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. 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. Provide feedback for the Documentation team. This entity describes detailed information about on-hand. It allows developers to use the API to implement multi-tier approval for Autotask time entries. The ticket category controls which fields appear here and in what order. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. window.open(uri); function SendLinkByMail(href) { This entity defines a user-defined field (UDF) in Autotask. This entity describes an Autotask Notification, as listed in the Notification History page. You can select a different note type from the drop-down list. Every attempt gives me a 500 server error. Open the Datto Help Center. A cost is a billing item for products or materials. If you have not clicked the Get current Status link, it will be the date and time you opened the page. In Picklist, an inactive TicketCategory displays in italic text. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. } Have an idea for a new feature? Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. This entity describes an Autotask Subscription. You use it to override your company's standard role rate for labor tracked against the contract. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. If no TicketCategory is passed in, the API will use the logged in resource's default category; if the resource does not have a default category, the API will use the Company's system default ticket category. Each entity type object contains an array of properties that describe instances of the entity type. 2. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The AllocationCodeID field must reference a Work Type allocation code. window.open(uri); It has code to get popular entities like accounts, tickets, contacts etc. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity represents associations between, This entity represents articles associated with. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Cost items can be billable or non-billable. This entity contains attachments for the Opportunities entity. Append to Resolution on # incident(s) (tickets only). Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. Quote Items define a line item added to an Autotask Quote. Billable cost items appear in Approve and Post. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. A resource must have at least one role assignment. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? Incidents on Change Request tickets will not be updated. About N-able N-central integration with Autotask This entity describes an Autotask Time Entry. If setting equals 'Always', the API will always require the QueueID value. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. 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. function SendLinkByMail(href) { This entity represents aliases for ticket and article tags in Autotask. 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. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Provide feedback for the Documentation team. Refer to Webhooks (REST API). This entity's purpose is to describe a record of approval for a ticket change request. This entity describes an Autotask Contract. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Only the incidents of problem tickets will have their status updated. Security: This check box is available even if users do not have permission to edit tickets. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Everything else looks correct! You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Available in the UI only when the installed module is enabled. 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 An API user is a special type of account required for communication with the Autotask API. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. 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. Access to version 1.6 will deactivate in Q4 2024. Open the Kaseya Helpdesk. A resource can be associated with multiple LOBs; entities cannot. A resource must have at least one role assignment. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Calculated in hours only. A Department is an association the application can use to manage resources, especially when assigning project tasks. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) Create an account to follow your favorite communities and start taking part in conversations. [CDATA[*/ LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. A cost is a billing item for products or materials. window.open(uri); This entity represents the categories for documents in Autotask. Saves the note or time entry and opens a new dialog box. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This check box is enabled when the Internal check box is selected. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. The function of this entity is to describe the tax rate for a specific billing item. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. DocumentConfigurationItemCategoryAssociations. 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. ChangeApprovalStatus can only be set to Requested or Assigned. Tasks are associated with a Project and define work that must be done. Visit our SOAPAPIlifecycle FAQ article to learn more. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. What could be the reason? LOB security is respected in the API. This entity describes notes created by an Autotask user and associated with a Task entity. Saves the note or time entry and closes the dialog box. } This entity contains the attachments for the ContractNotes entity. via the API and attached to the OnPlus Service Desk queue. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. . The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Task & Ticket Statuses - Autotask To verify and configure these settings perform the following steps. 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 Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. The status field describes how close a ticket is to resolution, or how close a task is to completion. Can Query is not included because non-queryable fields are listed under a separate heading. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. All fields are read-only. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Refer to Time Entry/Note Quick Edit Fields. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). This resource describes key business details for the Autotask Company 0, the Autotask user's company account. Notes have a property called Note Type. This entity's purpose is to describe a Contact associated with a ContactGroup. Click New; Tip - click the images to make them larger The id field belongs to each entity and acts as the unique identifier. You can create additional mailboxes, but you won't be able to activate them. Refer to Adding and managing attachments. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. The assets associated with Knowledgebase articles are recorded in this entity. This entity describes an Autotask ticket assigned to a service call. Need troubleshooting help? 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. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. Want to talk about it? Open the Kaseya Helpdesk. function SendLinkByMail(href) { This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. A project defines and organizes a group of related tasks, events, and documents. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. /*Greg Maffei Family, Robert Levine Cabletron Net Worth, Articles A
Asking for help, clarification, or responding to other answers. For example, 'T20200615.0674.'. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. It also tracks the resource and date &time each step was completed. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. If an association is removed from a resource and that pairing is set as the default, that default is not removed. 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. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). 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. } How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Such ticket categories are hidden everywhere you select a ticket category . Thanks for your feedback. The company handles all billing for the business unit. If you select a different note type, keep in mind that it might be set to a different Publish option. Namely the VS solutions are here. In Autotask, the account team associates resources with an account. Log into Autotask and navigate to the menu on the left and click on Admin The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). I use the Powershell API to create tickets based on an Excel spreadsheet. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Adding or editing an API user - autotask.net This entity represents checklist libraries related to documents in Autotask. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. 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. For more information about fields marked as picklists, review our Understanding picklists article. Complete the New Attachment dialog box. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. Configure automatic ticket creation for Workplace Manager - Datto On create(), Priority must be an active priority. This section will be expanded if the note or time entry has at least one attachment. I am using CyberDrain PowerShell module but I am clearly missing something. In Autotask, you can create ticket categories that are identified as API-Only. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Attachment in Autotask. This entity describes results and information for a survey generated by Autotask. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. The status code getting printed here is 401! Autotask REST API resources Gettings 721 tickets based on a title filter: "Title eq hello!" This entity describes the Resource and Role through the Queue association. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity represents documents associated with Knowledgebase articles in Autotask. Notes published to All Autotask Users are visible to customers. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. 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. [CDATA[*/ function SendLinkByMail(href) { It determines a customer's total taxes on billing items. } They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. 'Mine + Accounts' will be treated as 'None.' Each of the entities inherits from the Autotask base class Entity. This entity contains notes for Knowledgebase articles in Autotask. Refer to WebhookExcludedResources (REST). The ticket SLA is defaulted in using the following logic: Check the asset. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This entity describes an Autotask SubscriptionPeriod. This entity describes an Autotask Role. This entity describes an Autotask Department. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. They are saved as replies to the note or time entry they are added to. Refer to Creating Knowledgebase articles from tickets. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. It describes whether a Role Hourly Rate 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. 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. Press question mark to learn the rest of the keyboard shortcuts. /*]]>*/Want to tell us more? 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. All text formatting and images will be lost. You can only create it; you cannot query or update it. This entity surfaces the Autotaskversion number. /*Ticket - Autotask update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. Setting Up the Autotask API Integration with CloudRadial The fields that do appear show the following differences: A Keep Current option is available and is the default. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. The entity header identifies the parent entity the note or time entry is associated with. IssueType and SubIssueType are never required in the API. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. 3. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. } function SendLinkByMail(href) { If the ticket type = Change Request, then ChangeApprovalType is set to the default value. The Ticket entity can have no more than 300 UDFs. The configurationItemType associates one or more user-defined fields with assets of the same type. 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. The Note Type field defaults to Task Summary. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Visit the Ideas forum! If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. UDF changes are included in the criteria for updating LastTrackedModificationDate. Update Status on {#} incident(s) (tickets only). Autotask API Ticket Creation with PowerShell : r/Autotask - reddit If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. To learn more, see our tips on writing great answers. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. 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. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This selection opens a page that contains a subset of the fields documented above. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. For more information, refer to Time Entry/Note Quick Edit Fields. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity manages the tags associated with tickets in Autotask. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. 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. Provide feedback for the Documentation team. This entity describes detailed information about on-hand. It allows developers to use the API to implement multi-tier approval for Autotask time entries. The ticket category controls which fields appear here and in what order. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. window.open(uri); function SendLinkByMail(href) { This entity defines a user-defined field (UDF) in Autotask. This entity describes an Autotask Notification, as listed in the Notification History page. You can select a different note type from the drop-down list. Every attempt gives me a 500 server error. Open the Datto Help Center. A cost is a billing item for products or materials. If you have not clicked the Get current Status link, it will be the date and time you opened the page. In Picklist, an inactive TicketCategory displays in italic text. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. } Have an idea for a new feature? Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. This entity describes an Autotask Subscription. You use it to override your company's standard role rate for labor tracked against the contract. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. If no TicketCategory is passed in, the API will use the logged in resource's default category; if the resource does not have a default category, the API will use the Company's system default ticket category. Each entity type object contains an array of properties that describe instances of the entity type. 2. Reddit and its partners use cookies and similar technologies to provide you with a better experience. The AllocationCodeID field must reference a Work Type allocation code. window.open(uri); It has code to get popular entities like accounts, tickets, contacts etc. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity represents associations between, This entity represents articles associated with. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Cost items can be billable or non-billable. This entity contains attachments for the Opportunities entity. Append to Resolution on # incident(s) (tickets only). Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. Quote Items define a line item added to an Autotask Quote. Billable cost items appear in Approve and Post. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. A resource must have at least one role assignment. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? Incidents on Change Request tickets will not be updated. About N-able N-central integration with Autotask This entity describes an Autotask Time Entry. If setting equals 'Always', the API will always require the QueueID value. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. 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. function SendLinkByMail(href) { This entity represents aliases for ticket and article tags in Autotask. 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. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Provide feedback for the Documentation team. Refer to Webhooks (REST API). This entity's purpose is to describe a record of approval for a ticket change request. This entity describes an Autotask Contract. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Only the incidents of problem tickets will have their status updated. Security: This check box is available even if users do not have permission to edit tickets. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Everything else looks correct! You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Available in the UI only when the installed module is enabled. 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 An API user is a special type of account required for communication with the Autotask API. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. 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. Access to version 1.6 will deactivate in Q4 2024. Open the Kaseya Helpdesk. A resource can be associated with multiple LOBs; entities cannot. A resource must have at least one role assignment. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Calculated in hours only. A Department is an association the application can use to manage resources, especially when assigning project tasks. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) Create an account to follow your favorite communities and start taking part in conversations. [CDATA[*/ LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. A cost is a billing item for products or materials. window.open(uri); This entity represents the categories for documents in Autotask. Saves the note or time entry and opens a new dialog box. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This check box is enabled when the Internal check box is selected. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. The function of this entity is to describe the tax rate for a specific billing item. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. DocumentConfigurationItemCategoryAssociations. 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. ChangeApprovalStatus can only be set to Requested or Assigned. Tasks are associated with a Project and define work that must be done. Visit our SOAPAPIlifecycle FAQ article to learn more. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. What could be the reason? LOB security is respected in the API. This entity describes notes created by an Autotask user and associated with a Task entity. Saves the note or time entry and closes the dialog box. } This entity contains the attachments for the ContractNotes entity. via the API and attached to the OnPlus Service Desk queue. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. . The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Task & Ticket Statuses - Autotask To verify and configure these settings perform the following steps. 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 Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. The status field describes how close a ticket is to resolution, or how close a task is to completion. Can Query is not included because non-queryable fields are listed under a separate heading. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. All fields are read-only. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Refer to Time Entry/Note Quick Edit Fields. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). This resource describes key business details for the Autotask Company 0, the Autotask user's company account. Notes have a property called Note Type. This entity's purpose is to describe a Contact associated with a ContactGroup. Click New; Tip - click the images to make them larger The id field belongs to each entity and acts as the unique identifier. You can create additional mailboxes, but you won't be able to activate them. Refer to Adding and managing attachments. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. The assets associated with Knowledgebase articles are recorded in this entity. This entity describes an Autotask ticket assigned to a service call. Need troubleshooting help? 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. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. Want to talk about it? Open the Kaseya Helpdesk. function SendLinkByMail(href) { This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. A project defines and organizes a group of related tasks, events, and documents. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. /*
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