These accounts are free of charge, but they do not provide access to the Autotask UI. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Alert workflow - Autotask They are saved as replies to the note or time entry they are added to. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. This entity describes detailed information about on-hand. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. In Autotask, sales orders are associated to Opportunities. These are referred to as Reference fields. This entity is only used by multi-currency databases. /*Adding or editing an API user - autotask.net This entity contains attachments for the Opportunities entity. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. For more information about fields marked as picklists, review our Understanding picklists article. It allows developers to use the API to implement multi-tier approval for Autotask time entries. It determines a customer's total taxes on billing items. Tasks are associated with a Project and define work that must be done. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. If more than one person is added, +# is added to the first name. Thanks for contributing an answer to Stack Overflow! If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. 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. You can only create it; you cannot query or update it. DocumentConfigurationItemCategoryAssociations. The following table describes the standard Autotask field objects for this 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. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity's purpose is to describe a Resource - Role relationship. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Some entities support file attachments. 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. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This entity describes DNSrecords associated with Assets in Autotask. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. You can select a different note type from the drop-down list. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. You cannot change a resource's ticket number prefix once created. Don't assume anything incl. [CDATA[*/ The entity exists for billing use purposes. 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. /*]]>*/Want to tell us more? This entity is only used by multi-currency databases. [CDATA[*/ Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Any unsaved changes in those areas will be kept. Using notes in Autotask This entity represents articles created by Knowledgebase users in Autotask. Everything else looks correct! window.open(uri); 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 . 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. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. via the API and attached to the OnPlus Service Desk queue. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. } . Select OK to apply; Setup Extension Callout. This entity contains the attachments for the ExpenseReports entity. /*Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Resources receive assignment to one or more roles through their department and queue associations. Head on over to our Community Forum! NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Refer to Running a global notes search. About note types. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . Open the Kaseya Helpdesk. This entity contains attachments for documents in Autotask. 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. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. A cost is a billing item for products or materials. 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. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. Ticket cannot be created with an inactive TicketCategory. To obtain extended information about entities and their field data, use the GET API call. 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. The allowed actions are specific to the object. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Visit our SOAP API lifecycle FAQ article to learn more. This entity's purpose is to describe a modifier for a given Work Type BillingCode. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. ServiceLevelAgreementPausedNextEventHours. The Add New Attachments section is always collapsed. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. On the incidents, the Internal Notes are created as a reply to the Summary Notes. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. This entity represents associations between, This entity represents articles associated with. If no asset or contract SLA, then check the Ticket Category. This entity contains attachments for the Companies entity. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. Review the setting of the Internal Only check box. window.open(uri); Action. This entity is only used by multi-currency databases. ConfigurationItemWebhookExcludedResources. 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. The following table describes the standard Autotask field objects for this entity. On notes that can become a notification email, attachments can be included. } The API user security level has access to contact impersonation for tickets. This entity describes an Autotask Company. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. It will not appear on the New Ticket Note or New Ticket Time Entry form. Any existing Change Request tickets can be edited. TicketCategory - Autotask , This field is editable for tickets whose ticket category is 'RMA.'. function SendLinkByMail(href) { Refer to Web Services APIsecurity settings. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Autotask: Line of Business (LOB) Key Things to Know We then put time entries in through Autotask. Making statements based on opinion; back them up with references or personal experience. This entity describes an approved and posted billable item in Autotask. This entity contains attachments for the Tickets entity. The AllocationCodeID field must reference a Work Type allocation code. Need troubleshooting help? Thanks for your feedback. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. 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). Associates a Skill with a Resource to provide information about the skills or abilities of the resource. The 'YYYYMMDD' value must be a date less than or equal to today's date. Billing milestones define tangible work or measured progress that must be completed before billing can take place. This entity's purpose is to describe a Resource - Role - Queue relationship. 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 is only used by multi-currency databases. Tickets and project tasks share the same list of statuses. function SendLinkByMail(href) { Create Tickets in autotask using REST api in python 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". Integrating with Autotask - IT Glue This entity's purpose is to describe a modular component that can be added to any ticket or task. 2. Is it possible to rotate a window 90 degrees if it has the same length and width? What is a word for the arcane equivalent of a monastery? 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. Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. You use it to override your company's standard role rate for labor tracked against the contract. It represents any organization with which you do business. This entity's purpose is to describe a cost associated with an Autotask Project. ChangeApprovalStatus can only be set to Requested or Assigned. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. This entity describes an Autotask Ticket. This entity describes an Autotask Opportunity. 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. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. It outlines the steps that must be performed to complete the ticket or task. This entity describes an Autotask Contract. This entity's purpose is to describe an asset category. 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. For example, when updating an entity, you may not be able to update all fields within the entity. [CDATA[*/ For example, although the client can create certain resources, not all resources accept a create call. Task & Ticket Statuses - Autotask The status code getting printed here is 401! The entity exists for billing use purposes. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Here is the code I tried (after authenticating). Complete the New Attachment dialog box. Want to learn about upcoming enhancements? If it is selected, the note is created with the Internal & Co-managed publish type. /*About N-able N-central integration with Autotask NAVIGATION If there is no Asset SLA, then check the Contract Service or Bundle SLA. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . 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) How to handle a hobby that makes income in US. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. This entity describes an Autotask Service Bundle added to a Recurring Service contract. The RMA ticket category cannot be edited through the API. The returned body will be super useful going forward if you can get it though! /*]]>*/Want to tell us more? Is there a proper earth ground point in this switch box? This object describes a payment amount applied to the purchase of (or pre-payment for) one or more Service Desk Tickets through a Per Ticket Contract. This entity contains the attachments for the ProjectNotes entity. 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 . 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. 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's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. This entity describes an Autotask project task assigned to a service call. This entity is only used by multi-currency databases. 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 includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. Click on Service Desk/Ticket Categories. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. Can airtags be tracked from an iMac desktop, with no iPhone? This entity represents the categories for documents in Autotask. 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 This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. 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. I use the Powershell API to create tickets based on an Excel spreadsheet. Head on over to our Community Forum! 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).
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