The ticket must be associated to either the contact's account or any of its child accounts. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. It determines a customer's total taxes on billing items. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Such ticket categories are hidden everywhere you select a ticket category . To open the page, use the path (s) in the Security and navigation section above. 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. Also create Note/Attachment(s) on # incident(s). I know I have correctly authenticated and set the BaseURI because I can get company information for customers. /*]]>*/Want to tell us more? This entity describes results and information for a survey generated by Autotask. 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. window.open(uri); Every attempt gives me a 500 server error. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; import requests. The stopwatch starts running as soon as you open the task, ticket or time entry page. This entity represents articles created by Knowledgebase users in Autotask. Visit the Ideas forum! This check box only appears for notes and time entries on problem tickets associated with one or more incidents. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Come try it. 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. 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. Every attempt gives me a 500 server error. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). 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. Most of the values were taken from an existing ticket. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . This entity contains the attachments for the ContractNotes entity. Create Quote. [CDATA[*/ Connect and share knowledge within a single location that is structured and easy to search. window.open(uri); 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. [CDATA[*/ The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. In Picklist, an inactive TicketCategory displays in italic text. For more information, refer to Notification panel. Complete the New Attachment dialog box. How do I connect these two faces together? The integration user's security level must allow impersonation of the resource. Open the Kaseya Helpdesk. Refer to Web Services APIsecurity settings. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The API currently exposes the following entities. If you close without saving, the attachments will not be uploaded or attached to the parent entity. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Tickets and project tasks share the same list of statuses. /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. There is no warning. 2. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Refer to WebhookUdfFields (RESTAPI). This entity represents documents associated with Knowledgebase articles in Autotask. Some users wanted a benchmark of the new API. function SendLinkByMail(href) { Have an idea for a new feature? ServiceLevelAgreementPausedNextEventHours. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Visit the Ideas forum! The Status field is required on all tickets and project tasks, regardless of category. This entity describes an Autotask project Phase. Although you can query this entity, it contains one or more fields that are not queryable. This entity's purpose is to describe an asset category. Write. The purchase approval option is available through Autotask procurement. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. These accounts are free of charge, but they do not provide access to the Autotask UI. /*]]>*/Want to tell us more? This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. This object describes notes created by an Autotask user and associated to a Project entity. window.open(uri); This entity represents the categories for documents in Autotask. This entity describes an Autotask SubscriptionPeriod. Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. The id field belongs to each entity and acts as the unique identifier. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. In Autotask, you can create ticket categories that are identified as API-Only. If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. If it is selected, you can update the status of all incidents. /*]]>*/Want to tell us more? This entity describes an Autotask project task assigned to a service call. Head on over to our Community Forum! Action. function SendLinkByMail(href) { You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. 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. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. The Add New Attachments section is always collapsed. Thanks for your feedback. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. To learn more, see our tips on writing great answers. This entity is only used by multi-currency databases. This entity describes an Autotask Notification, as listed in the Notification History page. } Phases allow users to break projects into sub-groups of project tasks. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. I use the Powershell API to create tickets based on an Excel spreadsheet. Want to talk about it? The name of the user who is filling the role is added to the role name. This entity describes an Autotask Service added to a Recurring Service contract. 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". Change request tickets are part of the Autotask Change Management feature set. It represents any organization with which you do business. This entity is only used by multi-currency databases. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. 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 contains the attachments for the TicketNotes entity. Access to version 1.6 will deactivate in Q4 2024. /*]]>*/Want to tell us more? This entity describes a cost associated with an Autotask Ticket. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. This entity describes an Autotask Contract. It allows you to create, query, and update expense line items through the API. /*]]>*/Want to tell us more? This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Visit our SOAPAPIlifecycle FAQ article to learn more. Tickets define service requests within the Autotask system. To complete the attachment process, you must save the note or time entry. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. Thanks for your feedback. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity's purpose is to describe a geographic area where billing items have the same tax rate. This entity contains the attachments for the Resources entity. The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. Thanks for your feedback. This entity describes an Autotask Time Entry. The function of this entity is to describe the tax rate for a specific billing item. 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. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. Refer to Autotask Integration and Monitors. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. I am using CyberDrain PowerShell module but I am clearly missing something. To learn more, refer to The Rich Text editor. ConfigurationItemSslSubjectAlternativeName. Thanks for your feedback. As you save each attachment, it will appear on the attachment grid. Head on over to our Community Forum! To use a speed code, enter it in the field. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Head on over to our Community Forum! You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. IMPORTANT Selecting a form template is the equivalent of manually populating the form. I am new to autotask. Need troubleshooting help? If it does not exist, the ContractIDwill be set to null. Refer to API-only Ticket Categories. This entity describes list items added to a check list on an Autotask ticket or task. Namely the VS solutions are here. Notes have a property called Note Type. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. 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. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity contains the attachments for the TimeEntries entity. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. The entity exists for billing use purposes. A resource must have at least one role assignment. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. Click on Service Desk/Ticket Categories. This entity describes an Autotask Invoice. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Don't assume anything incl. 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. Any unsaved changes in those areas will be kept. Autotask creates a ticket. This entity is only used by multi-currency databases. This entity describes an Autotask Contact. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. On create(), Priority must be an active priority. 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. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. Click New; Tip - click the images to make them larger If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. The Note Type field defaults to Task Summary. The RMA ticket category cannot be edited through the API. Select OK to apply; Setup Extension Callout. Provide feedback for the Documentation team. 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. IMPORTANT Fields that are not visible cannot be validated. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Provide feedback for the Documentation team. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. window.open(uri); This entity contains the attachments for the SalesOrders entity. 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. This entity's purpose is to describe a record of approval for a ticket change request. 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 grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. A subreddit for users of Autotask Professional Services Automation tool. This entity surfaces the Autotaskversion number. Tickets define service requests within the Autotask system. This entity provides a method to track cost items generated from an Autotask Quote. This entity describes an Autotask Contract Rate. This entity contains attachments for Knowledgebase articles in Autotask. 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. 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. Is there a proper earth ground point in this switch box? This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. REST API supportability and query thresholds If you find a defect in the API. function SendLinkByMail(href) { When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. Have an idea for a new feature? The function of this entity is to describe the relationship between an asset category and a specific UDF. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. You can make this a default setting. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. This selection opens a page that contains a subset of the fields documented above. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. 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. 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. In Autotask, the account team associates resources with an account. 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. Configure your support email address. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. This entity describes an Autotask Ticket. The template corresponding to the speed code will be highlighted automatically. A Department is an association the application can use to manage resources, especially when assigning project tasks. 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 . 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. Either click the template or click. This entity's purpose is to describe a deliverable item that represents a pre-defined unit of work performed for a set price and billed at regular intervals; for example, a 'Disk Backup' performed for one computer. ChangeInfoFields are available regardless of whether they are Active or Inactive. Resources receive assignment to one or more roles through their department and queue associations. This check box is enabled when the Internal check box is selected. For additional information, refer to. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Visit the Ideas forum! 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. This entity records existing associations between tags and Knowledgebase articles in Autotask. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Autotask now allows Role to be inactivated. They are also not exposed in the API or LiveReports. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Everything else looks correct! , This field is editable for tickets whose ticket category is 'RMA.'. This entity is only used by multi-currency databases. 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. Review the setting of the Internal Only check box. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). This field is editable for tickets whose ticket category is 'RMA.' Which actions can be performed on the 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. Refer to Note Titles. 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. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. Is it possible to rotate a window 90 degrees if it has the same length and width? Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. This entity describes an Autotask Role. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. Gettings 721 tickets based on a title filter: "Title eq hello!" ConfigurationItemWebhookExcludedResources. In Autotask, you can create ticket categories that are identified as API-Only. For detailed information, refer to The task or ticket stopwatch. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. 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. This entity's purpose is to describe a day specified as a Holiday (usually counted as paid time off) and included in an Autotask Internal location Holiday Set. window.open(uri); I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket.