This entity represents associations between, This entity represents articles associated with. Want to learn about upcoming enhancements? /*]]>*/Want to tell us more? It also tracks the resource and date &time each step was completed. window.open(uri); This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. [CDATA[*/ This entity describes an Autotask SubscriptionPeriod. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Have an idea for a new feature? 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. 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 Block Hour Factor, an option used with Block Hour type Contracts. function SendLinkByMail(href) { You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. 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. For detailed information, refer to The task or ticket stopwatch. 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. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity allows you to track the progress of the opportunity and generate sales forecasts. To verify and configure these settings perform the following steps. 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. This entity records existing associations between tags and Knowledgebase articles in Autotask. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub 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. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. 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. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . If the Contract Service or Bundle is associated to an SLA, then use that ID. This entity contains the attachments for the ConfigurationItemNotes entity. Saves the note or time entry and closes the dialog box. 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. Each of the entities inherits from the Autotask base class Entity. A new inactive attribute value cannot be assigned. Refer to WebhookFields (REST API). Refer to Forwarding and modifying tickets. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. This entity contains the attachments for the CompanyNotes entity. The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity contains the categories that hold Knowledgebase articles in Autotask. Refer to the About entity fields section of this article for more information. To learn more, see our tips on writing great answers. Any existing Change Request tickets can be edited. Both the integration user and the API-only user must have security level permission to add or edit the entity. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. Open the Kaseya Helpdesk. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. Provide feedback for the Documentation team. The company handles all billing for the business unit. Visit our SOAPAPIlifecycle FAQ article to learn more. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. If it is selected, you can update the status of all incidents. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. Invoice templates define the appearance and content of an invoice generated by Autotask. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. It describes Price List information associated with a WorkTypeModifier entity. window.open(uri); This entity describes an Autotask Resource. This entity allows all items in a checklist library to be added to a ticket. Using notes in Autotask This entity describes a cost associated with an Autotask Ticket. The API currently exposes the following entities. 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. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Head on over to our Community Forum! This entity describes an Autotask project task assigned to a service call. It represents any organization with which you do business. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; function SendLinkByMail(href) { I am trying to create a ticket in autotask using the below python code: This entity describes an Autotask Shipping Type. Also create Note/Attachment on # incident(s) (tickets only). If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. This entity describes detailed information about on-hand. What is a word for the arcane equivalent of a monastery? They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Visit our SOAP API lifecycle FAQ article to learn more. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Click on Service Desk/Ticket Categories. This object describes notes created by an Autotask user and associated with a Asset entity. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. Thanks for your feedback. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Thanks for your feedback. Verify you support email. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity contains attachments for documents in Autotask. /*create - Autotask Want to learn about upcoming enhancements? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity defines a user-defined field (UDF) in Autotask. The allowed actions are specific to the object. Do new devs get fired if they can't solve a certain bug? If an association is removed from a resource and that pairing is set as the default, that default is not removed. This entity describes the Resource Role and Department association. This entity contains the attachments for the Resources entity. Create an account to follow your favorite communities and start taking part in conversations. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). The status code getting printed here is 401! 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. This entity describes the pricing and costing tiers for a specific billing product on the Product table. window.open(uri); If no asset or contract SLA, then check the Ticket Category. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. This section will be expanded if the note or time entry has at least one attachment. The id field belongs to each entity and acts as the unique identifier. Open the Kaseya Helpdesk. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Only the incidents of problem tickets will have their status updated. You can only associate it with a Quote entity. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. 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. /*]]>*/Want to tell us more? It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Thanks for your feedback. If you have not clicked the Get current Status link, it will be the date and time you opened the page. Asking for help, clarification, or responding to other answers. Available in the UI only when the installed module is enabled. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Some fields on Entities require an id to a parent Entity. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. 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 . This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. This entity's purpose is to describe a Country as defined in the Autotask CRM module. } 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. The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. 3. This object describes general information for a survey generated by Autotask. In Picklist, an inactive TicketCategory displays in italic text. This entity describes an Autotask Contact. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. That InstalledProduct must also reference a Product that is EligibleForRma. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. Thanks for your feedback. The change request approval process is part of the Autotask Change Management feature set. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. If the ticket category = 'RMA', the InstalledProductID is required. 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 serial number associated with an Inventory Item. This entity contains the attachments for the TaskNotes entity. DocumentConfigurationItemCategoryAssociations. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Form templates follow the limitations of the currently applied category and the user's security settings. Set up a mailbox in Autotask. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. Thanks for your feedback. Integrating with Autotask - IT Glue This entity contains ticket associations for documents in Autotask. This entity describes an Autotask ticket assigned to a service call. . The purchase approval option is available through Autotask procurement. This entity describes an Autotask Inventory module Purchase Order. The name of the user who is filling the role is added to the role name. This entity contains tag associations for documents in Autotask. This entity describes an Autotask service call and its relationship to four other service call related entities. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. 2. 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 there is no Contract Service or Bundle SLA, then check the Contract. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. 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. This object associates a Product entity with a PurchaseOrder entity. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. They are also not exposed in the API or LiveReports. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This entity is only used by multi-currency databases. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. About N-able N-central integration with Autotask Refer to. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. 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 Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. /*]]>*/Want to tell us more? [CDATA[*/ This entity describes an Autotask Department. 2. It allows you to configure tiered or volume pricing for the billing product. The integration user's security level must allow impersonation of the resource. But does anyone know what should be used to create a ticket? For example, when updating an entity, you may not be able to update all fields within the entity. This entity is only used by multi-currency databases. In Autotask, you can create ticket categories that are identified as API-Only. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. The function of this entity is to describe the tax rate for a specific billing item. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity describes an individual business unit that has an association with a company in Autotask. Click New; Tip - click the images to make them larger Here is the code I tried (after authenticating). I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Notes have a property called Note Type. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). Configure automatic ticket creation for Workplace Manager - Datto On notes that can become a notification email, attachments can be included. window.open(uri); 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. } } A resource must have at least one role assignment. /* To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. Refer to Running a global notes search. Thanks for your feedback. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Action. Autotaskwill automatically assign the record number that follows the prefix. Access to version 1.6 will deactivate in Q4 2024. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. This includes the category field itself. 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. Resource access URLs for all entities appear in the next section of this article. 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. To obtain extended information about entities and their field data, use the GET API call. A resource must have at least one role assignment. If you attempt to query these fields, you will receive an error message. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. Everything else looks correct! This entity describes an Autotask Role. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. import requests. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Mass ticket creation : r/Autotask - reddit This entity's purpose is to describe a geographic area where billing items have the same tax rate. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. This entity's purpose is to describe a billing Role that has been excluded from a Contract. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. 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. This entity's purpose is to describe a modular component that can be added to any ticket or task. This entity describes an Action Type assigned to a CRM Note or To-Do. /*
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