/**/Want to tell us more? For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. This entity describes an Autotask Service Bundle added to a Recurring Service contract. If it is selected, the note is created with the Internal & Co-managed publish type. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. /*]]>*/Want to tell us more? This entity's purpose is to describe a modular component that can be added to any ticket or task. An error message indicates that Service Request tickets cannot be associated with a problem ticket. It determines a customer's total taxes on billing items. This check box is enabled when the Internal check box is selected. This entity describes visual identifiers that you can use to categorize and search for Companies. Create Ticket Note. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. To complete the attachment process, you must save the note or time entry. A Contact is an individual associated with a Company. If the asset is associated to an SLA, then use that ID. This entity's purpose is to describe a cost associated with an Autotask Project. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box.
How to Configure Datto (AutoTask) PSA - RocketCyber You cannot change a resource's ticket number prefix once created. If the ticket category is associated to an SLA, then use that ID. I changed some values just in case they are sensitive.
Create Tickets in autotask using REST api in python A subreddit for users of Autotask Professional Services Automation tool. How do I align things in the following tabular environment?
Setting Up the Autotask API Integration with CloudRadial Resources receive assignment to one or more roles through their department and queue associations. All active note types of the category Task are available, plus the current selection even if it is inactive. Change request tickets are part of the Autotask Change Management feature set. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This entity represents articles created by Knowledgebase users in Autotask. 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? For a list of all currently available entities, refer to the , or check the Online Help's table of contents. Everything else looks correct! NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Refer to
WebhookUdfFields (RESTAPI). This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. 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. 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. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. The Status field is required on all tickets and project tasks, regardless of category. 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. 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. ConfigurationItemWebhookExcludedResources. This entity describes an Autotask Contract. window.open(uri);
, This field is editable for tickets whose ticket category is 'RMA.'. What sort of strategies would a medieval military use against a fantasy giant? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. [CDATA[*/
This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. The integration user's security level must allow impersonation of the resource. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. Review the setting of the Internal Only check box. If setting equals 'Always', the API will always require the QueueID value. 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 enables you to increase inventory counts associated with the InventoryProducts entity. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. This entity is only used by multi-currency databases. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. Refer to Adding and managing attachments. Connect and share knowledge within a single location that is structured and easy to search. How do I connect these two faces together? 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)
Reddit and its partners use cookies and similar technologies to provide you with a better experience. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. This entity represents ticket tag groups in Autotask. Need troubleshooting help? This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. This entity describes an Autotask Opportunity. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Creating titles using key words will allow you to find notes later in lists and searches. 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 ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub This entity describes an Autotask Ticket. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. }
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If there is no Asset SLA, then check the Contract Service or Bundle SLA. This is by far the best wrapper for the SOAP API. 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. This entity describes list items added to a check list on an Autotask ticket or task. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity represents the categories for documents in Autotask. Gettings 721 tickets based on a title filter: "Title eq hello!" via the API and attached to the OnPlus Service Desk queue. The 'YYYYMMDD' value must be a date less than or equal to today's date. This entity represents associations between, This entity represents articles associated with. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. 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. Visit the Ideas forum! A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. This entity's purpose is to describe a Resource - Role - Department relationship. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. A project defines and organizes a group of related tasks, events, and documents. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Tickets define service requests within the Autotask system. This entity describes an Autotask Time Entry. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. 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. If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. If you select a different note type, keep in mind that it might be set to a different Publish option. Where does this (supposedly) Gibson quote come from? The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. Using notes in Autotask The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity is only used by multi-currency databases. Append to Resolution on # incident(s) (tickets only). Have an idea for a new feature? In Autotask, you can create ticket categories that are identified as API-Only. This entity contains attachments for the Companies entity. Implementing the time entry portion wouldn't be terrible. 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 entity takes on the UDFs that hold the site setup information for the Company represented by companyID. xml - Autotask Web Service API integration with C# - Stack Overflow If setting equals 'Never' then the API will not require the QueueID value. This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. REST API: User-defined fields (UDFs) - Autotask Assets are products that are associated with a Company entity. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. The properties represent data fields. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. This entity represents aliases for ticket and article tags in Autotask. The API currently exposes the following entities. This entity represents documents associated with Knowledgebase articles in Autotask. It also tracks the resource and date &time each step was completed. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. 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. 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. }
Select OK to apply; Setup Extension Callout. Thanks for your feedback. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. A place where magic is studied and practiced? 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity describes notes created by an Autotask user and associated with a Product entity. Which actions can be performed on the entity. This entity's purpose is to describe a Contact associated with a ContactGroup. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Want to learn about upcoming enhancements? To verify and configure these settings perform the following steps. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. You can only create it; you cannot query or update it. If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. Both the integration user and the API-only user must have security level permission to add or edit the entity. If you send the content back, the Rich Text and all images that it contains will be lost. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. This entity describes an Autotask Notification, as listed in the Notification History page. Incoming email processing - Autotask 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. An inventory product represents a set of stocked items that share a product and a location. 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 one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). A cost is a billing item for products or materials. The function of this entity is to describe the relationship between an asset category and a specific UDF. Thanks for contributing an answer to Stack Overflow! ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. The allowed actions are specific to the object. This object describes general information for a survey generated by Autotask. function SendLinkByMail(href) {
Log into Autotask and navigate to the menu on the left and click on Admin NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. UDF changes are included in the criteria for updating LastTrackedModificationDate. It mirrors the fields found on the. function SendLinkByMail(href) {
var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
REST API supportability and query thresholds If you find a defect in the API. 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 . This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). [CDATA[*/
If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. 1. Can airtags be tracked from an iMac desktop, with no iPhone? The resources then have access to the account data when their security level allows account access at the Mine level. This entity contains the attachments for the TicketNotes entity. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. All users can view attachments they uploaded. Autotask: Ticketing and Asset Tracking Integration