Thanks for your feedback. In Picklist, an inactive TicketCategory displays in italic text. This entity's purpose is to describe an asset category. Thanks for contributing an answer to Stack Overflow! This entity describes an Autotask Invoice. This includes the category field itself. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. 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. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. There is no warning. The following table describes the standard Autotask field objects for this entity. It can be a separate physical location or a division or agency operating in the same physical location as the company. Need troubleshooting help? Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. This entity describes detailed information about on-hand. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. window.open(uri);
Notes have a property called Note Type. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. Resources receive assignment to one or more roles through their department and queue associations. 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. The template corresponding to the speed code will be highlighted automatically. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Either click the template or click. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. These accounts are free of charge, but they do not provide access to the Autotask UI. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Thanks for your feedback. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. This entity describes notes created by an Autotask user and associated with a Product entity. What is a word for the arcane equivalent of a monastery? If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Each of the entities inherits from the Autotask base class Entity. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Change request tickets are part of the Autotask Change Management feature set. 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. An inventory product represents a set of stocked items that share a product and a location. To obtain extended information about entities and their field data, use the GET API call. This object describes notes created by an Autotask user and associated to a Project entity. The ticket category controls which fields appear here and in what order. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. The entity header identifies the parent entity the note or time entry is associated with. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. I am using CyberDrain PowerShell module but I am clearly missing something. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. 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. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. This entity's purpose is to describe a geographic area where billing items have the same tax rate. It is only available through the REST API. Ticket - Autotask Configure your support email address. Visit our SOAPAPIlifecycle FAQ article to learn more. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This is by far the best wrapper for the SOAP API. If the asset is associated to an SLA, then use that ID. Also create Note/Attachment(s) on # incident(s). If you close without saving, the attachments will not be uploaded or attached to the parent entity. 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 Autotask Quote Item. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. A cost is a billing item for products or materials. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. The API-only user's security level must allow impersonation on the entity type. 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. 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. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). This entity contains notes for Knowledgebase articles in Autotask. 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. 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 provides a method to track cost items generated from an Autotask Quote. This entity contains the attachments for the ConfigurationItems entity. An API user is a special type of account required for communication with the Autotask API. The function of this entity is to describe the mapping of the contact to the contract billing rule. Head on over to our Community Forum! Thanks for your feedback. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). Want to talk about it? An error message indicates that Service Request tickets cannot be associated with a problem ticket. A ticket can have additional assets even if there is no primary asset. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Refer to Running a global notes search. How to connect Autotask + Microsoft Excel - Zapier [CDATA[*/
Security: This check box is available even if users do not have permission to edit tickets. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. /*]]>*/Want to tell us more? This entity's purpose is to describe a cost associated with an Autotask Project. Calculated in hours only. This entity describes an Autotask project Phase. The 'YYYYMMDD' value must be a date less than or equal to today's date. Refer to The Rich Text editor to learn more. 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. 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. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Refer to WebhookFields (REST API). 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 is only used by multi-currency databases. It was a requirement for soap though as the other reply says. Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. window.open(uri);
Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. Any existing Change Request tickets can be edited. This entity describes the Resource and Role through the Queue association. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Invoice templates define the appearance and content of an invoice generated by Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Creates a ticket note. I changed some values just in case they are sensitive. Most of the values were taken from an existing ticket. Autotask administrators create UDFs in the Administration Settings of the Autotask system. The Note Type field defaults to Task Summary. This entity describes an Autotask Ticket. Integrating with Autotask - IT Glue Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Refer to Web Services APIsecurity settings. Adding or editing an API user - autotask.net Create Quote. 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. Can airtags be tracked from an iMac desktop, with no iPhone? To use a speed code, enter it in the field. Thanks for your feedback. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? This entity's purpose is to describe a modifier for a given Work Type BillingCode. I am using CyberDrain PowerShell module but I am clearly missing something. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. The allowed actions are specific to the object. The Autotask REST API The function of this entity is to describe the relationship between an asset category and a specific UDF. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. 4. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. Need troubleshooting help? Every resource is associated with a location. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This object describes list items added to a check list on an Autotask ticket. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? , This field is editable for tickets whose ticket category is 'RMA.'. This entity describes an Autotask Resource. 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. Any unsaved changes in those areas will be kept. IssueType and SubIssueType are never required in the API. This entity enables you to increase inventory counts associated with the InventoryProducts entity. All text formatting and images will be lost. 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. Only the incidents of problem tickets will have their status updated. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. This entity describes an Autotask Contact. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. All active note types of the category Task are available, plus the current selection even if it is inactive. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Is there any way for you to see what the response from Autotask is? SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Select OK to apply; Setup Extension Callout. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. function SendLinkByMail(href) {
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. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity contains tag associations for documents in Autotask. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. Tickets with no TicketType specified are set automatically to Service Request. The status field describes how close a ticket is to resolution, or how close a task is to completion. /*]]>*/Want to tell us more? Each entity type object contains an array of properties that describe instances of the entity type. 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). Where does this (supposedly) Gibson quote come from? If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. To complete the attachment process, you must save the note or time entry. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. /*]]>*/Want to tell us more? If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity's purpose is to describe a record of approval for a ticket change request. Create an API account in Autotask - Partner Docs This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. This selection opens a page that contains a subset of the fields documented above. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. What could be the reason? To subscribe to this RSS feed, copy and paste this URL into your RSS reader. From the main navigation menu click Admin/Features & Settings. Provide feedback for the Documentation team. The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. This entity represents aliases for ticket and article tags in Autotask. 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. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. Want to learn about upcoming enhancements? The returned body will be super useful going forward if you can get it though! A subreddit for users of Autotask Professional Services Automation tool. Autotask users manage Asset notes on Assets. The Status field is required on all tickets and project tasks, regardless of category. The API user security level has access to contact impersonation for tickets. You can select a different note type from the drop-down list. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. function SendLinkByMail(href) {
The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. function SendLinkByMail(href) {
This entity contains the attachments for the TicketNotes entity. 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. 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. The change request approval process is part of the Autotask Change Management feature set. This check box is enabled when the Internal check box is selected. This entity contains the attachments for the. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Visit the Ideas forum! Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? 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 entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This entity represents associations between assets and documents in Autotask. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity describes results and information for a survey generated by Autotask. 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. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This object associates a Product entity with a PurchaseOrder entity. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. This entity describes an Autotask Company. This entity describes list items added to a check list on an Autotask ticket or task. 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. Have an idea for a new feature? This entity contains notes for documents in Autotask. . They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. If you attempt to query these fields, you will receive an error message. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This will populate the LOB field with that selection when creating any entities where LOB can be applied. Mass ticket creation : r/Autotask - reddit About note types. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. The Entities list provides a link to additional information about the entity and its standard Autotask fields. 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. 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. Quote Items define a line item added to an Autotask Quote. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. /*AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. A billing item may or may not be included in an invoice and billed to the customer. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Refer to. For more information about fields marked as picklists, review our Understanding picklists article. Using notes in Autotask This entity is only used by multi-currency databases. Click on Service Desk/Ticket Categories. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This entity's purpose is to describe a Country as defined in the Autotask CRM module. window.open(uri);
I am trying to create a ticket in autotask using the below python code: 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. The name of the user who is filling the role is added to the role name. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . It describes whether a Role Hourly Rate 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. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. Enter your API credentials and then click Connect. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. If more than one person is added, +# is added to the first name. This entity describes notes created by an Autotask user and associated with a Task entity. It has code to get popular entities like accounts, tickets, contacts etc. This entity contains the attachments for the ProjectNotes entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Refer to WebhookExcludedResources (REST). It also tracks the resource and date &time each step was completed. Creating titles using key words will allow you to find notes later in lists and searches. Although you can query this entity, it contains one or more fields that are not queryable. In Autotask, you can create ticket categories that are identified as API-Only. Logon to the Datto (AutoTask) PSA. 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.
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