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Making statements based on opinion; back them up with references or personal experience. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Thanks for contributing an answer to Stack Overflow! When querying, a small number of entities contain fields that you cannot query. 4. create - Autotask All fields are read-only. 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. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Create an API account in Autotask - Partner Docs On the incidents, the Internal Notes are created as a reply to the Summary Notes. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. /* 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. [CDATA[*/
This entity allows you to track the progress of the opportunity and generate sales forecasts. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. This object describes general information for a survey generated by Autotask. Saves the note or time entry and closes the dialog box. This entity represents associations between assets and documents in Autotask. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. This entity represents ticket tag groups in Autotask. This entity is only used by multi-currency databases. All text formatting and images will be lost. /*Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket function SendLinkByMail(href) {
To learn more, refer to The Rich Text editor. A WorkTypeModifier entity modifies a given Work Type BillingCode. Refer to WebhookUdfFields (RESTAPI). Available in the UI only when the installed module is enabled. It was a requirement for soap though as the other reply says. Only the incidents of problem tickets will have their status updated. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. 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. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. If the ticket is created from a Datto RMM alert and the Autotask ticket category has a Due Date and Time configured, then we will clear the DueDateTime field on the alert supplied by Datto RMM, and apply the default from the Autotask ticket category. Ticket - Autotask This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. Security: This check box is available even if users do not have permission to edit tickets. 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. /*]]>*/Want to tell us more? Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. In Autotask, you can create ticket categories that are identified as API-Only. Does anyone have sample code for how to create a ticket using the REST API. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Create an account to follow your favorite communities and start taking part in conversations. Access to version 1.6 will deactivate in Q4 2024. /* While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Calculated in hours only. If setting equals 'Always', the API will always require the QueueID value. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. 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. This entity describes an Autotask Quote Item. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This section will be expanded if the note or time entry has at least one attachment. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. 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). Review the setting of the Internal Only check box. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). The Entities list provides a link to additional information about the entity and its standard Autotask fields. permission is required. 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). Is there a proper earth ground point in this switch box? 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[*/
/*]]>*/Want to tell us more? This object describes notes created by an Autotask user and associated with a Asset entity. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Refer to Autotask Integration and Monitors. This entity describes an approved and posted billable item in Autotask. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Enter your API credentials and then click Connect. Visit the Ideas forum! This entity describes an Autotask Notification, as listed in the Notification History page. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. 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. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Which actions can be performed on the entity. Integrating with Autotask - IT Glue Click New; Tip - click the images to make them larger [CDATA[*/
Open the Kaseya Helpdesk. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity contains the attachments for the TicketNotes entity. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. This entity describes DNSrecords associated with Assets in Autotask. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. All users can view attachments they uploaded. Head on over to our Community Forum! But does anyone know what should be used to create a ticket? Open the Kaseya Helpdesk. Create Tickets in autotask using REST api in python ChangeApprovalStatus can only be set to Requested or Assigned. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). 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. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. /*]]>*/Want to tell us more? The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Click on Service Desk/Ticket Categories. If the Contract is associated to an SLA, then use that ID. This entity contains attachments for the Projects entity. 3. As you save each attachment, it will appear on the attachment grid. This entity's purpose is to describe a Quote in Autotask. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. These are referred to as Reference fields. This entity contains the attachments for the TimeEntries entity. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Visit the Ideas forum! On create(), Priority must be an active priority. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. This entity describes an Autotask Service added to a Recurring Service contract. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. 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. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. Asking for help, clarification, or responding to other answers. Press question mark to learn the rest of the keyboard shortcuts. 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. 5. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. This entity describes an Autotask Shipping Type. This entity describes detailed information about on-hand. This entity contains the attachments for the ConfigurationItems entity. Autotaskwill automatically assign the record number that follows the prefix. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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. The API currently exposes the following entities. Such ticket categories are hidden everywhere you select a ticket category . This entity contains the attachments for the TaskNotes entity. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. When an inventory product is manually created, stocked items are also created. 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. You cannot change a resource's ticket number prefix once created. REST API supportability and query thresholds If you find a defect in the API. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. /*Configure automatic ticket creation for Workplace Manager - Datto 4. Want to learn about upcoming enhancements? What could be the reason? This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Refer to The Rich Text editor to learn more. The template corresponding to the speed code will be highlighted automatically. About note types. It allows you to configure tiered or volume pricing for the billing product. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. 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. This entity describes an Autotask Ticket. Tickets define service requests within the Autotask system. Also create Note/Attachment on # incident(s) (tickets only). This entity contains the attachments for the ConfigurationItemNotes entity. You can modify the ticket category to ensure that the section is expanded when the time entry or note is first opened and that required fields are completed. The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. 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. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. It outlines the steps that must be performed to complete the ticket or task. 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 . AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub This entity is only used by multi-currency databases. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. Have an idea for a new feature? 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? 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. /*]]>*/Want to tell us more? It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Invoice templates define the appearance and content of an invoice generated by Autotask. You can only create it; you cannot query or update it. Head on over to our Community Forum! The RMA ticket category cannot be edited through the API. /*]]>*/Want to tell us more? 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. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Is it possible to rotate a window 90 degrees if it has the same length and width? Phases allow users to break projects into sub-groups of project tasks. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. Task & Ticket Statuses - Autotask The REST API permits you to retrieve values for all entity UDFs via the query method. window.open(uri);
When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. A cost is a billing item for products or materials. This entity describes an Autotask Contact. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. To verify and configure these settings perform the following steps. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. 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. 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". According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. This entity describes an Autotask Time Entry. This data will not change during update operations. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. /*
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