This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. 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 . This entity describes DNSrecords associated with Assets in Autotask. A Department is an association the application can use to manage resources, especially when assigning project tasks. Refer to API-only Ticket Categories. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Available in the UI only when the installed module is enabled. Write. We then put time entries in through Autotask. This entity describes an Autotask Ticket. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. Have an idea for a new feature? Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. About N-able N-central integration with Autotask How do I connect these two faces together? /*]]>*/Want to tell us more? To obtain extended information about entities and their field data, use the GET API call. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. 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. Have an idea for a new feature? For detailed information, refer to The task or ticket stopwatch. 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. Click on Service Desk/Ticket Categories. The API user security level has access to contact impersonation for tickets. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. The Ticket entity can have no more than 300 UDFs. window.open(uri); This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. Resources receive assignment to one or more roles through their department and queue associations. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. This object associates a Product entity with a PurchaseOrder entity. 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. /*WebhookFields (REST API). This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. /*]]>*/Want to tell us more? How do I align things in the following tabular environment? 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. A new inactive ContactID value cannot be assigned on create() or update(). For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. You may also update UDFs for entity types that allow update and create. What could be the reason? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. You can only create it; you cannot query or update it. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. 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. 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. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. [CDATA[*/ If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 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. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Some users wanted a benchmark of the new API. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API 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. I am trying to create a ticket in autotask using the below python code: 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. This entity contains the attachments for the ConfigurationItems entity. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. It also tracks the resource and date &time each step was completed. [CDATA[*/ Every time i get a very helpful "Internal Server Error" message back, nothing else. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. This entity contains the attachments for the TaskNotes entity. The Note Type field defaults to Task Summary. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. 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. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. This entity represents company (account)categories in Autotask. /*]]>*/Want to tell us more? For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. An API user is a special type of account required for communication with the Autotask API. /*]]>*/Want to tell us more? To learn more, see our tips on writing great answers. If it is selected, the note is created with the Internal & Co-managed publish type. 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 ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. If the ticket category is associated to an SLA, then use that ID. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. On the incidents, the Internal Notes are created as a reply to the Summary Notes. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). . Need troubleshooting help? This entity represents the daily availability, hours goal, and travel for a resource. The REST API permits you to retrieve values for all entity UDFs via the query method. All text formatting and images will be lost. This entity contains the attachments for the TicketNotes entity. 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 describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. This entity describes an Autotask Subscription. A shipping type defines a carrier for a product shipment. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. /*]]>*/Want to tell us more? Every attempt gives me a 500 server error. Assets are Products with an association to a Company entity. 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". This entity describes an Autotask Allocation Code. This entity contains the attachments for the ContractNotes entity. This entity contains tag associations for documents in Autotask. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. If an association is removed from a resource and that pairing is set as the default, that default is not removed. When querying, a small number of entities contain fields that you cannot query. This entity describes the Resource and Role through the Queue association. [CDATA[*/ Incoming email processing - Autotask var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity is only used by multi-currency databases. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Want to learn about upcoming enhancements? TicketCategory - Autotask This entity describes an Attachment in Autotask. From the Autotask Home page toolbar, select Help. Setting Up the Autotask API Integration with CloudRadial Access to version 1.6 will deactivate in Q4 2024. If you send the content back, the Rich Text and all images that it contains will be lost. rev2023.3.3.43278. 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. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. permission is required. This entity describes an Autotask Payment Term. Select OK to apply; Setup Extension Callout. CreatorResourceID can return a ContactID. Refer to the previous bullet point. It mirrors the fields found on the. /*Task & Ticket Statuses - Autotask The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. function SendLinkByMail(href) { This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. This entity describes results and information for a survey generated by Autotask. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. This entity enables you to increase inventory counts associated with the InventoryProducts entity. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. Visit the Ideas forum! Creating titles using key words will allow you to find notes later in lists and searches. NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. You can only create it; you cannot query or update it. I use the Powershell API to create tickets based on an Excel spreadsheet. As you save each attachment, it will appear on the attachment grid. Thanks for your feedback. The RMA ticket category cannot be edited through the API. This entity contains notes for Knowledgebase articles in Autotask. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). This will populate the LOB field with that selection when creating any entities where LOB can be applied. Billable cost items appear in Approve and Post. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The resources then have access to the account data when their security level allows account access at the Mine level. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? How to Configure Datto (AutoTask) PSA - RocketCyber SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. There is no warning. Review the setting of the Internal Only check box. [CDATA[*/ var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The properties represent data fields. Refer to the About entity fields section of this article for more information. For additional information, refer to. Change request tickets are part of the Autotask Change Management feature set. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. window.open(uri); Some fields on Entities require an id to a parent Entity. window.open(uri); The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. For more information about fields marked as picklists, review our Understanding picklists article. } NOTE Not all entities use UDFs. To open the page, use the path(s) in the Security and navigation section above. 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. This entity describes an Autotask Task. 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. A new inactive attribute value cannot be assigned. This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. This entity contains notes for documents in Autotask. /* This entity is only used by multi-currency databases. Thanks for your feedback. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. This entity describes an Autotask Project. function SendLinkByMail(href) { Any unsaved changes in those areas will be kept. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Incidents on Change Request tickets will not be updated. Which actions can be performed on the entity. This entity represents a document in Autotask. It will not appear on the New Ticket Note or New Ticket Time Entry form. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. This field is not filterable for tickets in the API. 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 you attempt to query these fields, you will receive an error message. Access to version 1.6 will deactivate in Q4 2024. /*The Autotask REST API About note types. Autotask now allows Role to be inactivated. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. It represents any organization with which you do business. Where does this (supposedly) Gibson quote come from? Head on over to our Community Forum! If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. This entity provides a method to track cost items generated from an Autotask Quote. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. Tickets define service requests within the Autotask system. Click on the context menu bar to the left of the Standard category the, click Edit. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. This entity's purpose is to describe a modular component that can be added to any ticket or task. The name of the user who is filling the role is added to the role name. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. The entity header identifies the parent entity the note or time entry is associated with. 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. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Refer to Time Entry/Note Quick Edit Fields. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. Phases allow users to break projects into sub-groups of project tasks.
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