In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. 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. In Autotask, you can create ticket categories that are identified as API-Only. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. This entity describes an Autotask SubscriptionPeriod. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. 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. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. In Autotask, you can create ticket categories that are identified as API-Only. 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. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. For more information about fields marked as picklists, review our Understanding picklists article. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity represents documents associated with Knowledgebase articles in Autotask. Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. The resources then have access to the account data when their security level allows account access at the Mine level. Logon to the Datto (AutoTask) PSA. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). The allowed actions are specific to the field. Open the Kaseya Helpdesk. 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. This entity describes an Autotask Service Bundle added to a Recurring Service contract. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. This entity describes detailed information about on-hand. function SendLinkByMail(href) {
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. You can make this a default setting. 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". If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. The ticket SLA is defaulted in using the following logic: Check the asset. If no asset or contract SLA, then check the Ticket Category. 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. This entity contains the attachments for the TaskNotes entity. But does anyone know what should be used to create a ticket? You may also update UDFs for entity types that allow update and create. A Department is an association the application can use to manage resources, especially when assigning project tasks. The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. Thanks for your feedback. Autotask creates a ticket. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity describes the Resource Role and Department association. Want to learn about upcoming enhancements? This entity allows you to track the progress of the opportunity and generate sales forecasts. If an association is removed from a resource and that pairing is set as the default, that default is not removed. 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. 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. If you have not clicked the Get current Status link, it will be the date and time you opened the page. function SendLinkByMail(href) {
If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. The function of this entity is to describe the default settings for fields associated with the specified ticket category. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. 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. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. These are referred to as Reference fields. This entity describes an Autotask Quote Item. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. A cost is a billing item for products or materials. function SendLinkByMail(href) {
We then put time entries in through Autotask. This entity contains attachments for Knowledgebase articles in Autotask. Head on over to our Community Forum! UDF changes are included in the criteria for updating LastTrackedModificationDate. This entity manages the tags associated with tickets in Autotask. 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's purpose is to describe a Resource - Role - Department relationship. Create a Ticket in Autotask using Powershell 27 Aug 2015. window.open(uri);
The selected recipients are added to the To: field; CC: and BCC: fields are not populated. You can only create it; you cannot query or update it. The integration user's security level must allow impersonation of the resource. Don't assume anything incl. Thanks for your feedback. Where does this (supposedly) Gibson quote come from? Thanks for your feedback. This entity contains tag associations for documents in Autotask. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. This object describes notes created by an Autotask user and associated with a Asset entity. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. If more than one person is added, +# is added to the first name. What sort of strategies would a medieval military use against a fantasy giant? While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. 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). If you open this dialog box or page from the Edit Ticket page, this check box will not appear. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
function SendLinkByMail(href) {
https://www.autotask.com/, Press J to jump to the feed. This entity's purpose is to describe a Resource - Role relationship. In Autotask, the account team associates resources with an account. Have an idea for a new feature? This will populate the LOB field with that selection when creating any entities where LOB can be applied. function SendLinkByMail(href) {
This entity contains the attachments for the. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. For more information about fields marked as picklists, review our Understanding picklists article. 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 entity describes an Autotask Service added to a Recurring Service contract. Refer to Running a global notes search. Thanks for contributing an answer to Stack Overflow! NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This entity describes visual identifiers that you can use to categorize and search for Companies. Refer to Adding and managing attachments. 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. The ticket must be associated to either the contact's account or any of its child accounts. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. This entity describes an Autotask Ticket. Have an idea for a new feature? ChangeInfoFields are available regardless of whether they are Active or Inactive. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. For example, 'T20200615.0674.'. 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. It was a requirement for soap though as the other reply says. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. Refer to The Rich Text editor to learn more. This entity represents the daily availability, hours goal, and travel for a resource. function SendLinkByMail(href) {
This entity represents checklist libraries related to documents in Autotask. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Every resource is associated with a location. You cannot change a resource's ticket number prefix once created. 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. function SendLinkByMail(href) {
Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. Refer to
WebhookUdfFields (RESTAPI). This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. Access to version 1.6 will deactivate in Q4 2024. Head on over to our Community Forum! This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Visit our SOAPAPIlifecycle FAQ article to learn more. If the ticket category = 'RMA', the InstalledProductID is required. 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. Want to talk about it? This entity represents associations between assets and documents in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
}
Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. 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. If you send the content back, the Rich Text and all images that it contains will be lost. 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. I am using CyberDrain PowerShell module but I am clearly missing something. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. /**/Want to tell us more? One of these entities exists for every UDF that is set as visible on each asset category. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. From the pull-down menu, This entity describes an Autotask Opportunity. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. This field is not filterable for tickets in the API. For additional information, refer to. /**/Want to tell us more? The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. These notifications will include notifications for lack of Company or Configuration Item mapping. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. This entity's purpose is to describe a note associated with an Autotask Contract. This entity describes an individual business unit that has an association with a company in Autotask. Tasks are associated with a Project and define work that must be done. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. This entity represents associations between asset categories and documents in Autotask. This entity contains the attachments for the TicketNotes entity. An inventory product represents a set of stocked items that share a product and a location. This object associates a Product entity with a PurchaseOrder entity. Log into Autotask and navigate to the menu on the left and click on Admin It has code to get popular entities like accounts, tickets, contacts etc. [CDATA[*/
Thanks for your feedback. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. This entity represents aliases for ticket and article tags in Autotask. This entity represents articles created by Knowledgebase users in Autotask. LOB security is respected in the API. IMPORTANT Fields that are not visible cannot be validated. 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. How to follow the signal when reading the schematic? To subscribe to this RSS feed, copy and paste this URL into your RSS reader. About note types. It allows developers to use the API to implement multi-tier approval for Autotask time entries. 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. }
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. Tickets define service requests within the Autotask system. It determines a customer's total taxes on billing items. This entity describes an Autotask Invoice. 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. It allows you to create, query, and update expense line items through the API. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Select OK to apply; Setup Extension Callout. Also create Note/Attachment(s) on # incident(s). This entity represents time off requests submitted by Autotaskusers. This entity describes an Autotask Project. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. Have an idea for a new feature?
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