A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. The API-only user's security level must allow impersonation on the entity type. What is a word for the arcane equivalent of a monastery? Both the integration user and the API-only user must have security level permission to add or edit the entity. 2. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. Visit our SOAPAPIlifecycle FAQ article to learn more. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. This entity is only used by multi-currency databases. Provide feedback for the Documentation team. This entity describes an Autotask Resource. Does anyone have sample code for how to create a ticket using the REST API. 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. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). 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. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. This entity describes an Attachment in Autotask. This entity describes an Autotask Service added to a Recurring Service contract. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. 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 check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. It controls who can view the note. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. 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. window.open(uri);
Come try it. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. It allows you to configure tiered or volume pricing for the billing product. 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. }
4. Create a new record or update an existing record in your app. On notes that can become a notification email, attachments can be included. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. ChangeApprovalBoard must reference an active Change Approval Board. 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. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. Refer to Time Entry/Note Quick Edit Fields. The following table describes the standard Autotask field objects for this entity. Append to Resolution on # incident(s) (tickets only). Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. The id field belongs to each entity and acts as the unique identifier. /*]]>*/Want to tell us more? Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. /*]]>*/Want to tell us more? 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. A billing item may or may not be included in an invoice and billed to the customer. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. If more than one person is added, +# is added to the first name. This entity represents the categories for documents in Autotask. This entity is only used by multi-currency databases. Is it possible to rotate a window 90 degrees if it has the same length and width? The fields that do appear show the following differences: A Keep Current option is available and is the default. This entity contains notes for Knowledgebase articles in Autotask. 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. This entity describes an Autotask Payment Term. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the . To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. For more information about fields marked as picklists, review our Understanding picklists article. Create Quote. A Contract Rate is associated with a Role and is specific to a contract. [CDATA[*/
A Contact is an individual associated with a Company. 1. This entity describes an Autotask SubscriptionPeriod. 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. 'Mine + Accounts' will be treated as 'None.' The company handles all billing for the business unit. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Notes published . 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 . The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). 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. 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. 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. 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. window.open(uri);
function SendLinkByMail(href) {
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. If you have not clicked the Get current Status link, it will be the date and time you opened the page. This entity describes an Autotask Quote Item. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. This entity represents documents associated with Knowledgebase articles in Autotask. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. If setting equals 'Never' then the API will not require the QueueID value. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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. Open the Datto Help Center. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. On create(), Priority must be an active priority.
GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API window.open(uri);
This entity describes notes created by an Autotask user and associated with a Product entity. 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. ConfigurationItemWebhookExcludedResources. Don't assume anything incl. 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? On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. ChangeInfoFields are available regardless of whether they are Active or Inactive. Ticket cannot be created with an inactive TicketCategory. Want to learn about upcoming enhancements? Visit our SOAP API lifecycle FAQ article to learn more. A place where magic is studied and practiced? Tasks are associated with a Project and define work that must be done. Thanks for your feedback. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity represents associations between asset categories and documents in Autotask. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations,
WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? Tickets and project tasks share the same list of statuses. Gettings 721 tickets based on a title filter: "Title eq hello!" This entity describes an Autotask Inventory module Purchase Order. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. 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)
Change request tickets are part of the Autotask Change Management feature set. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. All users can view attachments they uploaded. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity contains the attachments for the ExpenseReports entity. Tickets with no TicketType specified are set automatically to Service Request. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. 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 Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity describes the Resource and Role through the Queue association. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. If you select a different note type, keep in mind that it might be set to a different Publish option. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit /*xml - Autotask Web Service API integration with C# - Stack Overflow CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. 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. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. An error message indicates that Service Request tickets cannot be associated with a problem ticket. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. This entity's purpose is to describe a line item associated with an Expense Report entity. It also tracks the resource and date &time each step was completed. For example, when updating an entity, you may not be able to update all fields within the entity. Configure automatic ticket creation for Workplace Manager - Datto To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. What sort of strategies would a medieval military use against a fantasy giant? 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. Assets are products that are associated with a Company entity. The DomainRegistrars entity contains WHOISdetails for Domain assets. The entity exists for billing use purposes. Click New; Tip - click the images to make them larger The assets associated with Knowledgebase articles are recorded in this entity. The following table describes the standard Autotask field objects for this entity. This entity describes an Autotask Contact. The REST API permits you to retrieve values for all entity UDFs via the query method. All text formatting and images will be lost. Available in the UI only when the installed module is enabled. We then put time entries in through Autotask. function SendLinkByMail(href) {
The API currently exposes the following entities. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. window.open(uri);
IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. 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. They are also not exposed in the API or LiveReports. Thanks for contributing an answer to Stack Overflow! In Autotask, you can create ticket categories that are identified as API-Only. The Status defaults to the current status of the parent entity when the page or dialog box is opened. UDF changes are included in the criteria for updating LastTrackedModificationDate. [CDATA[*/
All active note types of the category Task are available, plus the current selection even if it is inactive. 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. This entity describes an Autotask service call and its relationship to four other service call related entities. Refer to API-only Ticket Categories. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. This entity allows you to track the progress of the opportunity and generate sales forecasts. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. window.open(uri);
This entity describes results and information for a survey generated by Autotask. Creating titles using key words will allow you to find notes later in lists and searches. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. This entity describes an Autotask Notification, as listed in the Notification History page. Autotask now allows Role to be inactivated. /*]]>*/Want to tell us more? A subreddit for users of Autotask Professional Services Automation tool. }
Tickets define service requests within the Autotask system. Adding a note to a task or ticket - Autotask The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. 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 object describes list items added to a check list on an Autotask ticket. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Log into Autotask and navigate to the menu on the left and click on Admin Reddit and its partners use cookies and similar technologies to provide you with a better experience. The Note Type field defaults to Task Summary. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. The change request approval process is part of the Autotask Change Management feature set. How do I connect these two faces together? window.open(uri);
Want to learn about upcoming enhancements? Want to talk about it? This entity is only used by multi-currency databases. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). . When updating a field that has Rich Text, the APIwill return the text-only version of the field. Each entity type object contains an array of properties that describe instances of the entity type. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity contains the attachments for the ConfigurationItems entity. 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. Thanks for your feedback. IssueType and SubIssueType are never required in the API. This entity represents company (account)categories in Autotask. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. From the Autotask Home page toolbar, select Help. 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. If no TicketCategory is passed in, the API will use the logged in resource's default category; if the resource does not have a default category, the API will use the Company's system default ticket category. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? Do new devs get fired if they can't solve a certain bug? SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity enables you to increase inventory counts associated with the InventoryProducts entity. via the API and attached to the OnPlus Service Desk queue. It allows developers to use the API to implement multi-tier approval for Autotask time entries. /* Home >Search > Global Notes Search or > Reports > Other >General. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. There is no warning. Saves the note or time entry and closes the dialog box. The template corresponding to the speed code will be highlighted automatically. The Entities list provides a link to additional information about the entity and its standard Autotask fields. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Visit the Ideas forum! How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? 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 Only form templates that are available to all selected tickets categories can be selected. The ticket must be associated to either the contact's account or any of its child accounts. Although you can query this entity, it contains one or more fields that are not queryable. This entity records existing associations between tags and Knowledgebase articles in Autotask. Create a Ticket in Autotask using Powershell 27 Aug 2015. [CDATA[*/
Refer to WebhookFields (REST API). The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. How do I align things in the following tabular environment? About N-able N-central integration with Autotask Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket This entity contains the attachments for the SalesOrders entity. 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. This entity describes the Resource Role and Department association. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). Have an idea for a new feature? Calculated in hours only. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. This entity contains the attachments for the TicketNotes entity. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. Also create Note/Attachment(s) on # incident(s). This entity describes detailed information about on-hand.