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. This entity describes an Autotask Project. }
The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. For detailed information, refer to The task or ticket stopwatch. > 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). This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. It was a requirement for soap though as the other reply says. This entity is only used by multi-currency databases. Refer to Autotask Integration and Monitors. To obtain extended information about entities and their field data, use the GET API call. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. NOTE Not all entities use UDFs. Assets are products that are associated with a Company entity. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Every time i get a very helpful "Internal Server Error" message back, nothing else. 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. function SendLinkByMail(href) {
This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. Such ticket categories are hidden everywhere you select a ticket category . The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. This entity describes an Autotask Shipping Type. 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. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. This entity's purpose is to describe a serial number associated with an Inventory Item. The entity header identifies the parent entity the note or time entry is associated with. This entity describes an Action Type assigned to a CRM Note or To-Do. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity is only used by multi-currency databases. This entity describes an Autotask Contract. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. This entity contains the attachments for the ExpenseReports entity. I am new to autotask. This entity contains the attachments for the CompanyNotes entity. Want to talk about it? 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. function SendLinkByMail(href) {
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. This object describes notes created by an Autotask user and associated with a Asset entity. You can make this a default setting. Thanks for your feedback. It determines a customer's total taxes on billing items. The Ticket entity can have no more than 300 UDFs. This entity describes an Autotask Time Entry. Assets are Products with an association to a Company entity. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Logon to the Datto (AutoTask) PSA. DocumentConfigurationItemCategoryAssociations. You can only create it; you cannot query or update it. UDF changes are included in the criteria for updating LastTrackedModificationDate. This selection opens a page that contains a subset of the fields documented above. Access to version 1.6 will deactivate in Q4 2024. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. 4. 'Mine + Accounts' will be treated as 'None.' This entity describes an Autotask service call and its relationship to four other service call related entities. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Click New; Tip - click the images to make them larger This entity describes an Autotask Invoice. This entity describes an Attachment in Autotask. This entity's purpose is to describe a record of approval for a ticket change request. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Quote Items define a line item added to an Autotask Quote. Don't assume anything incl. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. This entity allows all items in a checklist library to be added to a ticket. Resources receive assignment to one or more roles through their department and queue associations. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. On create(), Priority must be an active priority. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. The returned body will be super useful going forward if you can get it though! Billable cost items appear in Approve and Post. Creates a ticket note. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. For additional information, refer to. Autotask REST API resources Thanks for your feedback. 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. Refer to WebhookExcludedResources (REST). }
/*PowerShell Gallery | Dynamic/New-AtwsTicketCost.ps1 1.6.2.8 This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
How do I align things in the following tabular environment? Every resource is associated with a location. This entity contains attachments for Knowledgebase articles in Autotask. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. In Autotask, sales orders are associated to Opportunities. This entity describes an Autotask Contact. If the ticket category is associated to an SLA, then use that ID. This entity contains the categories that hold Knowledgebase articles in Autotask. 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. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Thanks for your feedback. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Refer to Creating Knowledgebase articles from tickets. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. 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. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Ticket cannot be created with an inactive TicketCategory. Each entity type object contains an array of properties that describe instances of the entity type. Ticket - Autotask You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. This includes the category field itself. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Visit the Ideas forum! This entity's purpose is to describe a note associated with an Autotask Contract. Create an API account in Autotask - Partner Docs This entity describes an Autotask Inventory module Purchase Order. Refer to The Rich Text editor to learn more. Autotask users manage Asset notes on Assets. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity contains attachments for the Tasks entity. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. 5. If it is selected, the note is created with the Internal & Co-managed publish type. The current data is loaded when the section is first expanded. 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 the pricing and costing tiers for a specific billing product on the Product table. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. TicketCategory default values will be applied unless another value is passed in. }
This entity represents documents associated with Knowledgebase articles in Autotask. Need troubleshooting help? The entity exists for billing use purposes. Namely the VS solutions are here. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. If there is no Asset SLA, then check the Contract Service or Bundle SLA. For example, when updating an entity, you may not be able to update all fields within the entity. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. 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. 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. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . 2. If the asset is associated to an SLA, then use that ID. The entity exists for billing use purposes. window.open(uri);
}
Come try it. For example, although the client can create certain resources, not all resources accept a create call. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. A resource must have at least one role assignment. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). You can only associate it with a Quote entity. If you close without saving, the attachments will not be uploaded or attached to the parent entity. Do new devs get fired if they can't solve a certain bug? Thanks for your feedback. rev2023.3.3.43278. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. If no asset or contract SLA, then check the Ticket Category. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity describes notes created by an Autotask user and associated with a Task entity. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This entity's purpose is to describe a billing Role that has been excluded from a Contract. function SendLinkByMail(href) {
var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The value you select will be set as the status of the parent entity when the dialog box or page is saved. A cost is a billing item for products or materials. Have an idea for a new feature? This entity describes an individual business unit that has an association with a company in Autotask. /* The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Want to talk about it? IMPORTANT Fields that are not visible cannot be validated. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Create Tickets in autotask using REST api in python If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. 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. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. 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. 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. 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. A new inactive ContactID value cannot be assigned on create() or update(). About Autotask Integration and Configuration - WatchGuard If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Adding a note to a task or ticket - Autotask Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. If setting equals 'Always', the API will always require the QueueID value. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. Thanks for your feedback. This entity represents checklist libraries related to documents in Autotask. It represents any organization with which you do business. This entity describes the Resource and Role through the Queue association. 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. 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. How do I connect these two faces together? The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. /**/Want to tell us more? 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. /* A Contact is an individual associated with a Company. xml - Autotask Web Service API integration with C# - Stack Overflow 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. create - Autotask This entity provides a method to track cost items generated from an Autotask Quote. Provide feedback for the Documentation team. 4. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. Tickets and project tasks share the same list of statuses. 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). Head on over to our Community Forum! If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. When updating a field that has Rich Text, the APIwill return the text-only version of the field. Wherever it is available, it tracks essential information about the record. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. /*]]>*/Want to tell us more? We then put time entries in through Autotask. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. 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. TicketCategory - Autotask To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity represents associations between asset categories and documents in Autotask. In Autotask, the account team associates resources with an account. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This entity describes an Autotask Task. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity contains the attachments for the ConfigurationItemNotes entity. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. Notes published to All Autotask Users are visible to customers. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Mass ticket creation : r/Autotask - reddit Each of the entities inherits from the Autotask base class Entity. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. Visit the Ideas forum! This entity contains tag associations for documents in Autotask. In this section, you add new attachments. [CDATA[*/
In Autotask, you can create ticket categories that are identified as API-Only. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. This entity surfaces the Autotaskversion number. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? Have an idea for a new feature? This entity describes an Autotask resource assigned to a task that is assigned to a service call. 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.
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