Some fields on Entities require an id to a parent Entity. For more information, check out the Datto/Autotask page about this module too. 'Mine + Accounts' will be treated as 'None.' On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Visit the Ideas forum! This entity represents associations between, This entity represents articles associated with. In Picklist, an inactive TicketCategory displays in italic text. 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. The ticket SLA is defaulted in using the following logic: Check the asset. The change request approval process is part of the Autotask Change Management feature set. This entity contains checklist items related to documents in Autotask. This entity describes notes created by an Autotask user and associated with a Task entity. This allows the field to be cleared for tickets that are not Change Request type tickets. /*Webhooks (REST API). This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Any existing Change Request tickets can be edited. This entity defines a user-defined field (UDF) in Autotask. Have an idea for a new feature? function SendLinkByMail(href) {
For more information about fields marked as picklists, review our Understanding picklists article. The RMA ticket category cannot be edited through the API. It describes whether a Service 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. What could be the reason? This entity is only used by multi-currency databases. This entity describes an Autotask Department. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. In Autotask, you can create ticket categories that are identified as API-Only. To learn more, refer to The Rich Text editor. It controls who can view the note. This entity describes an Autotask Subscription. If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. ConfigurationItemSslSubjectAlternativeName. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. If you have not clicked the Get current Status link, it will be the date and time you opened the page. Can airtags be tracked from an iMac desktop, with no iPhone? This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. 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. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. A resource can be associated with multiple LOBs; entities cannot. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. A subreddit for users of Autotask Professional Services Automation tool. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. If no asset or contract SLA, then check the Ticket Category. Want to learn about upcoming enhancements? For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Form templates follow the limitations of the currently applied category and the user's security settings. It outlines the steps that must be performed to complete the ticket or task. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
An error message indicates that Service Request tickets cannot be associated with a problem ticket. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. Head on over to our Community Forum! The entity header identifies the parent entity the note or time entry is associated with. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Tickets with no TicketType specified are set automatically to Service Request. Don't assume anything incl. This entity's purpose is to describe a modifier for a given Work Type BillingCode. Verify you support email. This object describes notes created by an Autotask user and associated with a Asset entity. 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. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Have an idea for a new feature? Update Status on {#} incident(s) (tickets only). The function of this entity is to describe the resources associated with a Company Team. 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 QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. Access to version 1.6 will deactivate in Q4 2024. Open the Kaseya Helpdesk. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity contains ticket associations for documents in Autotask. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Want to talk about it? Want to talk about it? This entity describes an Autotask Role. Log into Autotask and navigate to the menu on the left and click on Admin A project defines and organizes a group of related tasks, events, and documents. 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 assigned to a ticket but not as the primary resource. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. function SendLinkByMail(href) {
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. ChangeApprovalBoard must reference an active Change Approval Board. Want to learn about upcoming enhancements? If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. This entity contains attachments for the Tasks entity. The DomainRegistrars entity contains WHOISdetails for Domain assets. 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. This entity contains attachments for the Companies entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity describes an Autotask Company. This entity describes an Autotask Notification, as listed in the Notification History page. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. Access to version 1.6 will deactivate in Q4 2024. The template corresponding to the speed code will be highlighted automatically. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. Refer to The Rich Text editor to learn more. This entity contains the attachments for the TaskNotes entity. A billing item may or may not be included in an invoice and billed to the customer. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Want to talk about it? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Refer to WebhookUdfFields (RESTAPI). 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. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. A Department is an association the application can use to manage resources, especially when assigning project tasks. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. /*]]>*/Want to tell us more? Click on the context menu bar to the left of the Standard category the, click Edit. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. Want to learn about upcoming enhancements? 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 want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. The API-only user's security level must allow impersonation on the entity type. If the asset is associated to an SLA, then use that ID. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Autotask now allows Role to be inactivated. /* Home >Search > Global Notes Search or > Reports > Other >General. 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. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. 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. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Thanks for contributing an answer to Stack Overflow! Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. 4. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. > 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). It describes Price List information associated with a WorkTypeModifier entity. 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. Saves the note or time entry and opens a new dialog box. Also create Note/Attachment(s) on # incident(s). All users can view attachments they uploaded. Autotask creates a ticket. This entity describes detailed information about on-hand. This entity contains tag associations for documents in Autotask. A Contact is an individual associated with a Company. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. 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. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. The integration user's security level must allow impersonation of the resource. This entity's purpose is to describe a cost associated with an Autotask contract. Saves the note or time entry and closes the dialog box. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. import requests. /**/Want to tell us more? There is no warning. Open the Kaseya Helpdesk. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. Have an idea for a new feature? This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. [CDATA[*/
To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. This entity describes notes created by an Autotask user and associated with a Product entity. [CDATA[*/
If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. Creating titles using key words will allow you to find notes later in lists and searches. With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. This entity describes an Autotask Resource. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . window.open(uri);
Select OK to apply; Setup Extension Callout. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. }
To verify and configure these settings perform the following steps. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. 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. The entity exists for billing use purposes. Create Ticket using API 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. 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. It represents any organization with which you do business. This entity represents ticket and article tags in Autotask. 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. This entity allows all items in a checklist library to be added to a ticket. Need troubleshooting help? This entity's purpose is to describe a Quote in Autotask. Refer to API-only Ticket Categories. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints.