You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. } Want to talk about it? TicketType must = Incident before the ticket can be associated with a ProblemTicketID. 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 represents ticket and article tags in Autotask. } 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. 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. Visit the Ideas forum! To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. 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. This entity describes an Autotask Service added to a Recurring Service contract. Head on over to our Community Forum! The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. 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. ConfigurationItemWebhookExcludedResources. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. The returned body will be super useful going forward if you can get it though! Thanks for your feedback. On create(), Priority must be an active priority. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Provide feedback for the Documentation team. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Don't assume anything incl. 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. 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. 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. 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. Can airtags be tracked from an iMac desktop, with no iPhone? The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. If the asset is associated to an SLA, then use that ID. Mass ticket creation : r/Autotask - reddit This entity represents associations between asset categories and documents in Autotask. This entity describes an Autotask Subscription. NAVIGATION Contracts specify a billing arrangement with a Company. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. The current data is loaded when the section is first expanded. Gettings 721 tickets based on a title filter: "Title eq hello!" For more information about fields marked as picklists, review our Understanding picklists article. It represents any organization with which you do business. 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. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. These accounts are free of charge, but they do not provide access to the Autotask UI. It describes whether a ServiceBundle 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. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket The name of the user who is filling the role is added to the role name. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. , This field is editable for tickets whose ticket category is 'RMA.'. Namely the VS solutions are here. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). Any existing Change Request tickets can be edited. Want to talk about it? ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). Making statements based on opinion; back them up with references or personal experience. Security: This check box is available even if users do not have permission to edit tickets. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. Head on over to our Community Forum! All text formatting and images will be lost. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. Refer to Web Services APIsecurity settings. 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. I am trying to create a ticket in autotask using the below python code: 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. 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. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. 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. Refer to Forwarding and modifying tickets. Access to version 1.6 will deactivate in Q4 2024. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API This entity contains the attachments for the Resources entity. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. 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. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Have an idea for a new feature? For more information, refer to. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Thanks for your feedback. 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. This entity represents ticket tag groups in Autotask. This entity represents the daily availability, hours goal, and travel for a resource. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity describes an Autotask resource assigned to a task that is assigned to a service call. 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 Block Hour Factor, an option used with Block Hour type Contracts. For additional information, refer to. Do new devs get fired if they can't solve a certain bug? create - Autotask For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. 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 detailed information about on-hand. 4. Extension Callout (Tickets) - Autotask Have an idea for a new feature? On notes that can become a notification email, attachments can be included. 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. This entity allows you to track the progress of the opportunity and generate sales forecasts. 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. 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 describes visual identifiers that you can use to categorize and search for Companies. } This object associates a Product entity with a PurchaseOrder entity. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit What is a word for the arcane equivalent of a monastery? When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. A WorkTypeModifier entity modifies a given Work Type BillingCode. This entity represents the categories for documents in Autotask. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity describes an Attachment in Autotask. The template corresponding to the speed code will be highlighted automatically. To complete the attachment process, you must save the note or time entry. Want to learn about upcoming enhancements? IMPORTANT Selecting a form template is the equivalent of manually populating the form. The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. Refer to Webhooks (REST API). If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Configure automatic ticket creation for Workplace Manager - Datto Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. 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 configurable alert message, associated with an account, that appears on different account-related pages. 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 . This entity represents documents associated with Knowledgebase articles in Autotask. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. When a SubIssueType value is provided, the associated IssueType value must also be provided. window.open(uri); Ticket - Autotask This entity describes an Action Type assigned to a CRM Note or To-Do. Provide feedback for the Documentation team. 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 Payment Term. What sort of strategies would a medieval military use against a fantasy giant? CreatorResourceID can return a ContactID. This entity describes an individual business unit that has an association with a company in Autotask. 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. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes a cost associated with an Autotask Ticket. This entity's purpose is to describe a modifier for a given Work Type BillingCode. How to connect Autotask + Microsoft Excel - Zapier NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. We then put time entries in through Autotask. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This data will not change during update operations. Also create Note/Attachment(s) on # incident(s). This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. 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? 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. Provide feedback for the Documentation team. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. Wherever it is available, it tracks essential information about the record. 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? 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 Query is not included because non-queryable fields are listed under a separate heading. 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 defines a user-defined field (UDF) in Autotask. This entity is only used by multi-currency databases. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. The API currently exposes the following entities. 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. In this section, you add new attachments. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. This entity contains attachments for the Companies 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. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? For more information about fields marked as picklists, review our Understanding picklists article. Every attempt gives me a 500 server error. Want to learn about upcoming enhancements? [CDATA[*/ You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Refer to the About entity fields section of this article for more information. If setting equals 'Always', the API will always require the QueueID value. Every resource is associated with a location. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. The ticket SLA is defaulted in using the following logic: Check the asset. This is an event a Zap performs. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. import requests. /*]]>*/Want to tell us more? Thanks for your feedback. For more information, check out the Datto/Autotask page about this module too. Which actions can be performed on the entity. REST API: User-defined fields (UDFs) - Autotask This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. The following table describes the standard Autotask field objects for this entity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Want to learn about upcoming enhancements? To open the page, use the path(s) in the Security and navigation section above. 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. A place where magic is studied and practiced? This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. window.open(uri); I know I have correctly authenticated and set the BaseURI because I can get company information for customers. 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. TicketCategory - Autotask A ticket can have additional assets even if there is no primary asset. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. To learn more, refer to The Rich Text editor. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket.

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