Want to talk about it? Some entities support file attachments. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. For example, 'T20200615.0674.'. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. For detailed information, refer to The task or ticket stopwatch. This entity describes an Autotask Role. 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 section will be expanded if the note or time entry has at least one attachment. The current data is loaded when the section is first expanded. This entity surfaces the Autotaskversion number. About note types. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. In Autotask, you can create ticket categories that are identified as API-Only. This entity describes an Autotask Service Bundle added to a Recurring Service contract. 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 Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. function SendLinkByMail(href) { IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. This entity's purpose is to describe a Quote in Autotask. window.open(uri); [CDATA[*/ The entity header identifies the parent entity the note or time entry is associated with. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. Notes published . A cost is a billing item for products or materials. Create a Ticket in Autotask using Powershell 27 Aug 2015. /*WebhookUdfFields (RESTAPI). About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. The Add New Attachments section is always collapsed. This entity describes notes created by an Autotask user and associated with a Product entity. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Everything else looks correct! This entity is only used by multi-currency databases. This entity is only used by multi-currency databases. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. rev2023.3.3.43278. If it is selected, you can update the status of all incidents. This entity contains ticket associations for documents in Autotask. This check box is enabled when the Internal check box is selected. permission is required. This entity describes an Autotask Resource. ChangeApprovalBoard must reference an active Change Approval Board. In Autotask, sales orders are associated to Opportunities. This entity is only used by multi-currency databases. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. 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. 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. The function of this entity is to describe the resources associated with a Company Team. The allowed actions are specific to the field. For example, although the client can create certain resources, not all resources accept a create call. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. The integration user's security level must allow impersonation of the resource. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. 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 . The ticket must be associated to either the contact's account or any of its child accounts. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. If setting equals 'Always', the API will always require the QueueID value. ConfigurationItemWebhookExcludedResources. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity describes list items added to a check list on an Autotask ticket or task. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Tickets with no TicketType specified are set automatically to Service Request. If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Need troubleshooting help? Associates a Skill with a Resource to provide information about the skills or abilities of the resource. 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. Tickets define service requests within the Autotask system. Visit the Ideas forum! Open the Kaseya Helpdesk. This entity contains the attachments for the TimeEntries entity. window.open(uri); This entity contains attachments for the Tasks entity. This entity's purpose is to describe a geographic area where billing items have the same tax rate. Click on the context menu bar to the left of the Standard category the, click Edit. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. function SendLinkByMail(href) { If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. From the Autotask Home page toolbar, select Help. Thanks for contributing an answer to Stack Overflow! Creating titles using key words will allow you to find notes later in lists and searches. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. Cost items can be billable or non-billable. Implementing the time entry portion wouldn't be terrible. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. [CDATA[*/ This entity describes the Resource and Role through the Queue association. This entity's purpose is to describe a deliverable item that represents a pre-defined unit of work performed for a set price and billed at regular intervals; for example, a 'Disk Backup' performed for one computer. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. The status code getting printed here is 401! I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. 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. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. 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. [CDATA[*/ For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. A project defines and organizes a group of related tasks, events, and documents. This entity contains the attachments for the CompanyNotes entity. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. 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. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Can airtags be tracked from an iMac desktop, with no iPhone? Head on over to our Community Forum! This entity represents time off requests submitted by Autotaskusers. This entity allows you to track the progress of the opportunity and generate sales forecasts. 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. This entity's purpose is to describe a Resource - Role - Department relationship. This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. This entity is only used by multi-currency databases. /*]]>*/Want to tell us more? This entity describes an Autotask project task assigned to a service call. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Making statements based on opinion; back them up with references or personal experience. This entity describes the pricing and costing tiers for a specific billing product on the Product table. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. The following table describes the standard Autotask field objects for this entity. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. 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. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. } IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. 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 Work Type billing (or allocation) code that has been excluded from a Contract. The value you select will be set as the status of the parent entity when the dialog box or page is saved. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). This entity's purpose is to describe a record of approval for a ticket change request. REST API supportability and query thresholds If you find a defect in the API. Also create Note/Attachment(s) on # incident(s). The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Any entities or attachments that the account creates will be attributed to "APIUser." Create Ticket Note. Update Status on {#} incident(s) (tickets only). Phases allow users to break projects into sub-groups of project tasks. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. This entity describes an approved and posted billable item in Autotask. 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 Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Gettings 721 tickets based on a title filter: "Title eq hello!" } Refer to Adding and managing attachments. From the main navigation menu click Admin/Features & Settings. Review the setting of the Internal Only check box. function SendLinkByMail(href) { This entity describes an Autotask SubscriptionPeriod. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. This entity's purpose is to describe a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. But does anyone know what should be used to create a ticket? All active note types of the category Task are available, plus the current selection even if it is inactive. 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. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity represents company (account)categories in Autotask. This entity describes a cost associated with an Autotask Ticket. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? You can only create it; you cannot query or update it. This entity contains the attachments for the Resources entity. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. A place where magic is studied and practiced? An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. This entity's purpose is to describe a Contact associated with a ContactGroup. 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. For more information, check out the Datto/Autotask page about this module too. /*

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