Provide feedback for the Documentation team. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. This entity contains ticket associations for documents in Autotask. function SendLinkByMail(href) {
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. This is by far the best wrapper for the SOAP API. Notes published to All Autotask Users are visible to customers. This is an event a Zap performs. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. Provide feedback for the Documentation team. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. The allowed actions are specific to the field. When updating a field that has Rich Text, the APIwill return the text-only version of the field. This entity contains the attachments for the TimeEntries entity. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. Need troubleshooting help? Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. What is a word for the arcane equivalent of a monastery? The function of this entity is to describe the tax rate for a specific billing item. The status field describes how close a ticket is to resolution, or how close a task is to completion. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. What could be the reason? Phases allow users to break projects into sub-groups of project tasks. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. You cannot change a resource's ticket number prefix once created. function SendLinkByMail(href) {
The fields that do appear show the following differences: A Keep Current option is available and is the default. The change request approval process is part of the Autotask Change Management feature set. The properties represent data fields. Some users wanted a benchmark of the new API. 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. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. /*WebhookFields (REST API). For more information, refer to Time Entry/Note Quick Edit Fields. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. 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 Subscription. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. It allows you to create, query, and update expense line items through the API. On create(), Priority must be an active priority. window.open(uri);
RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. Refer to the About entity fields section of this article for more information. 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. Need troubleshooting help? If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. }
When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
TicketType must = Incident before the ticket can be associated with a ProblemTicketID. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Adding a note to a task or ticket - Autotask On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Have an idea for a new feature? This entity's purpose is to describe a Resource - Role relationship. Create Ticket Note. This entity describes an Autotask resource assigned to a task that is assigned to a service call. If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. I am trying to create a ticket in autotask using the below python code: 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. Open the Kaseya Helpdesk. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . In Autotask, you can create ticket categories that are identified as API-Only. 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. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The allowed actions are specific to the object. You can only associate it with a Quote entity. Logon to the Datto (AutoTask) PSA. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. If no asset or contract SLA, then check the Ticket Category. The DomainRegistrars entity contains WHOISdetails for Domain assets. If it is selected, the note is created with the Internal & Co-managed publish type. Form templates follow the limitations of the currently applied category and the user's security settings. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Tickets define service requests within the Autotask system. The API-only user's security level must allow impersonation on the entity type. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Wherever it is available, it tracks essential information about the record. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Namely the VS solutions are here. window.open(uri);
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)
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). This entity's purpose is to describe a Quote in Autotask. Ticket - Autotask }
The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. 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 contains the attachments for the TicketNotes entity. You may also update UDFs for entity types that allow update and create. From the main navigation menu click Admin/Features & Settings. Every attempt gives me a 500 server error. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. 2. Enter your API credentials and then click Connect. The function of this entity is to describe the mapping of the contact to the contract billing rule. A billing item may or may not be included in an invoice and billed to the customer. This entity describes an Autotask Payment Term. 3. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. When a SubIssueType value is provided, the associated IssueType value must also be provided. xml - Autotask Web Service API integration with C# - Stack Overflow Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. This entity provides a method to track cost items generated from an Autotask Quote. window.open(uri);
Task & Ticket Statuses - Autotask If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. Cost items can be billable or non-billable. An error message indicates that Service Request tickets cannot be associated with a problem ticket. A project defines and organizes a group of related tasks, events, and documents. Thanks for your feedback. This entity describes an Autotask Service added to a Recurring Service contract. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . 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 Want to learn about upcoming enhancements? This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. This entity describes an Autotask Contract. This entity contains the attachments for the ProjectNotes entity. In Autotask, sales orders are associated to Opportunities. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. To open the page, use the path (s) in the Security and navigation section above. }
permission is required. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Asking for help, clarification, or responding to other answers. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Incidents on Change Request tickets will not be updated. A ticket can have additional assets even if there is no primary asset. 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. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. It describes whether a Product 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. Automatically Close Ticket using the API Extension Callout - N-able This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. If the ticket category is associated to an SLA, then use that ID. The id field belongs to each entity and acts as the unique identifier. If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved. Visit the Ideas forum! The Add New Attachments section is always collapsed. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. The assets associated with Knowledgebase articles are recorded in this entity. Is it possible to rotate a window 90 degrees if it has the same length and width? This entity describes results and information for a survey generated by Autotask. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Every attempt gives me a 500 server error. 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. Find centralized, trusted content and collaborate around the technologies you use most. This entity describes an Autotask Resource. This entity represents associations between, This entity represents articles associated with. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Append to Resolution on # incident(s) (tickets only). , This field is editable for tickets whose ticket category is 'RMA.'. 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. 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. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. This entity defines a user-defined field (UDF) in Autotask. This entity's purpose is to describe an asset category. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. This entity describes an Autotask Invoice. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. }
NOTE Not all entities use UDFs. A cost is a billing item for products or materials. This entity's purpose is to describe a cost associated with an Autotask Project. 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. Can airtags be tracked from an iMac desktop, with no iPhone? It mirrors the fields found on the. This entity contains attachments for Knowledgebase articles 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. Autotask: Line of Business (LOB) Key Things to Know 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. If the Contract is associated to an SLA, then use that ID. This field is editable for tickets whose ticket category is 'RMA.' About Autotask Integration and Configuration - WatchGuard If you open this dialog box or page from the Edit Ticket page, this check box will not appear. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. It also tracks the resource and date &time each step was completed. [CDATA[*/
ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. It was a requirement for soap though as the other reply says. Access to version 1.6 will deactivate in Q4 2024. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. This entity describes notes created by an Autotask user and associated with a Product entity. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. The purchase approval option is available through Autotask procurement. Refer to
