For more information, refer to. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. If there is no Asset SLA, then check the Contract Service or Bundle SLA. 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. This entity represents the categories for documents in Autotask. 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. Is there any way for you to see what the response from Autotask is? This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. /* 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). For more information, check out the Datto/Autotask page about this module too. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? If the asset is associated to an SLA, then use that ID. 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. This entity allows you to track the progress of the opportunity and generate sales forecasts. 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. 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 Country as defined in the Autotask CRM module. This entity contains attachments for the Projects entity. Each of the entities inherits from the Autotask base class Entity.
How to Configure Datto (AutoTask) PSA - RocketCyber If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. This entity describes an Autotask Opportunity. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. /**/Want to tell us more? This entity enables you to increase inventory counts associated with the InventoryProducts entity. This entity contains attachments for the Tasks entity. 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. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. A Contract Rate is associated with a Role and is specific to a contract. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Is it possible to rotate a window 90 degrees if it has the same length and width? Tickets with no TicketType specified are set automatically to Service Request. /*]]>*/Want to tell us more? From the Autotask Home page toolbar, select Help. 1. Only the incidents of problem tickets will have their status updated. Thanks for your feedback.
Autotask API Ticket Creation with PowerShell : r/Autotask - reddit This entity describes an individual business unit that has an association with a company in Autotask. Refer to
WebhookExcludedResources (REST). 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. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Enter your API credentials and then click Connect. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Every resource is associated with a location. Autotask users manage Asset notes on Assets. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Have an idea for a new feature? The change request approval process is part of the Autotask Change Management feature set. Access to version 1.6 will deactivate in Q4 2024. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. A ticket can have additional assets even if there is no primary asset. 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. These notifications will include notifications for lack of Company or Configuration Item mapping. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? If you select a different note type, keep in mind that it might be set to a different Publish option. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). As you save each attachment, it will appear on the attachment grid. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. Want to learn about upcoming enhancements? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. 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 check box is enabled when the Internal check box is selected. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity describes an Autotask Resource. 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. . The properties represent data fields. 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 . Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. }
This entity contains attachments for Knowledgebase articles in Autotask. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This entity describes a cost associated with an Autotask Ticket. On notes that can become a notification email, attachments can be included. Provide feedback for the Documentation team. This entity contains the attachments for the Resources entity. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Here is the code I tried (after authenticating). The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. This field is not filterable for tickets in the API. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. permission is required. For example, when updating an entity, you may not be able to update all fields within the entity. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Create Ticket Note. , This field is editable for tickets whose ticket category is 'RMA.'. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. A shipping type defines a carrier for a product shipment. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. 4. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity describes an Autotask Subscription. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. It represents any organization with which you do business. In Autotask, you can create ticket categories that are identified as API-Only. Refer to WebhookFields (REST API). NAVIGATION
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 Contact associated with a ContactGroup. This entity describes an Autotask service call and its relationship to four other service call related entities. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. 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. 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. window.open(uri);
The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Calculated in hours only. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. If it is selected, you can update the status of all incidents. Head on over to our Community Forum! 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 multi-level approval record for an Autotask time entry. A resource must have at least one role assignment. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. A Department is an association the application can use to manage resources, especially when assigning project tasks. If setting equals 'Never' then the API will not require the QueueID value. function SendLinkByMail(href) {
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. Tickets and project tasks share the same list of statuses. But does anyone know what should be used to create a ticket? Such ticket categories are hidden everywhere you select a ticket category . Do not confuse it with Currency local term selection, which is not available when using Multi-currency. Thanks for your feedback. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity describes notes created by an Autotask user and associated with a Task entity. The template corresponding to the speed code will be highlighted automatically. Incidents on Change Request tickets will not be updated. I changed some values just in case they are sensitive. 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". IMPORTANT Fields that are not visible cannot be validated. What sort of strategies would a medieval military use against a fantasy giant? function SendLinkByMail(href) {
You may also update UDFs for entity types that allow update and create. This entity's purpose is to describe a geographic area where billing items have the same tax rate. If the Contract is associated to an SLA, then use that ID. Review the setting of the Internal Only check box. Refer to the previous bullet point. Thanks for contributing an answer to Stack Overflow! UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. This entity's purpose is to describe a modular component that can be added to any ticket or task. A cost is a billing item for products or materials. For more information, refer to Notification panel. 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. 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 window.open(uri);
Resources receive assignment to one or more roles through their department and queue associations. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. Billing milestones define tangible work or measured progress that must be completed before billing can take place. 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. Autotask REST API resources All active note types of the category Task are available, plus the current selection even if it is inactive. }
Create Tickets in autotask using REST api in python This entity's purpose is to describe a Resource - Role - Queue relationship. Set up a mailbox in Autotask. Click on Service Desk/Ticket Categories. 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. 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. About Autotask Integration and Configuration - WatchGuard 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. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This object associates a Product entity with a PurchaseOrder entity. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. Some users wanted a benchmark of the new API. If setting equals 'Always', the API will always require the QueueID value. This entity describes an Autotask Company. This entity describes the Resource and Role through the Queue association. This entity is only used by multi-currency databases. Create a Ticket in Autotask using Powershell Making IT work Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? The status code getting printed here is 401! Task & Ticket Statuses - Autotask For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. It allows you to create, query, and update expense line items through the API. How to follow the signal when reading the schematic? Visit the Ideas forum! If TicketType = ChangeRequest, ProblemTicketID cannot have a value. It has code to get popular entities like accounts, tickets, contacts etc. TicketCategory - Autotask GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. 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. Refer to Autotask Integration and Monitors. Refer to Creating Knowledgebase articles from tickets. Autotask Service Bundles group multiple Services for purchase. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . This data will not change during update operations. If the ticket category is associated to an SLA, then use that ID. 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. This field is editable for tickets whose ticket category is 'RMA.' 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 reusable set of roles and work types that are excluded from the contract to which the set applies. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). Want to talk about it? This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5.
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