/*]]>*/Want to tell us more? Action. You can select a different note type from the drop-down list. Implementing the time entry portion wouldn't be terrible. IMPORTANT Fields that are not visible cannot be validated. Also create Note/Attachment on # incident(s) (tickets only). Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Namely the VS solutions are here. 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. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. Resources receive assignment to one or more roles through their department and queue associations. The function of this entity is to describe the tax rate for a specific billing item. [CDATA[*/
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 contains the attachments for the TicketNotes entity. Refer to Note Titles. Billable cost items appear in Approve and Post. Thanks for contributing an answer to Stack Overflow! https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. 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 contains the attachments for the TimeEntries entity. Want to learn about upcoming enhancements? This entity's purpose is to describe an asset category. /*]]>*/Want to tell us more? 3. window.open(uri);
Verify you support email. The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. Have an idea for a new feature? If you open this dialog box or page from the Edit Ticket page, this check box will not appear. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Please open the solution (the C# one) in Visual Studio and work with the sample code there. /*]]>*/Want to tell us more? Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This entity represents articles created by Knowledgebase users in Autotask. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. If an association is removed from a resource and that pairing is set as the default, that default is not removed.
Create Ticket using API : r/Autotask - reddit.com The function of this entity is to describe the mapping of the contact to the contract billing rule. As you save each attachment, it will appear on the attachment grid. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. This entity contains checklist items related to documents in Autotask. Some users wanted a benchmark of the new API. Wherever it is available, it tracks essential information about the record. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Visit our SOAPAPIlifecycle FAQ article to learn more. Need troubleshooting help? It determines a customer's total taxes on billing items. From the main navigation menu click Admin/Features & Settings. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that .
Alert workflow - Autotask The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. 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 . On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. ChangeApprovalStatus can only be set to Requested or Assigned. If you attempt to query these fields, you will receive an error message. I am new to autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Most of the values were taken from an existing ticket. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
On entities like ticket, task, note, and to-do, the Description field is a core part of the data record.
REST API: User-defined fields (UDFs) - Autotask 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. LOB security is respected in the API. The entity header identifies the parent entity the note or time entry is associated with. This entity is only used by multi-currency databases. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. This entity contains tag associations for documents in Autotask. 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. 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's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This entity records existing associations between tags and Knowledgebase articles in Autotask. Have an idea for a new feature? /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? A subreddit for users of Autotask Professional Services Automation tool. Resource access URLs for all entities appear in the next section of this article. Assets are products that are associated with a Company entity.
Create Tickets in autotask using REST api in python Want to learn about upcoming enhancements? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. window.open(uri);
This entity describes an Autotask Ticket. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost.
Mass ticket creation : r/Autotask - reddit This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. 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. When querying, a small number of entities contain fields that you cannot query. 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. A ticket workflow rule with a Create Ticket Note . They are saved as replies to the note or time entry they are added to. The ticket must be associated to either the contact's account or any of its child accounts. import requests. }
This entity represents associations between asset categories and documents in Autotask. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. 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. When an inventory product is manually created, stocked items are also created. Open the Kaseya Helpdesk. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's purpose is to describe a Contact associated with a ContactGroup. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. 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. /*WebhookFields (REST API). On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu.
xml - Autotask Web Service API integration with C# - Stack Overflow About Autotask Integration and Configuration - WatchGuard This entity manages the tags associated with tickets in Autotask. ConfigurationItemWebhookExcludedResources. 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 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. You use it to override your company's standard role rate for labor tracked against the contract. Form templates follow the limitations of the currently applied category and the user's security settings. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. /*AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub The entity exists for billing use purposes. This entity describes visual identifiers that you can use to categorize and search for Companies. TicketCategory default values will be applied unless another value is passed in. The fields that do appear show the following differences: A Keep Current option is available and is the default. Want to learn about upcoming enhancements? This entity contains attachments for the Tasks entity. This entity contains the attachments for the Resources entity. This entity contains attachments for documents in Autotask. It is only available through the REST API. The Note Type field defaults to Task Summary. If setting equals 'Never' then the API will not require the QueueID value. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. DocumentConfigurationItemCategoryAssociations. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This check box is enabled when the Internal check box is selected. 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. 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. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Notes published to All Autotask Users are visible to customers. [CDATA[*/
Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. This entity represents checklist libraries related to documents in Autotask. This entity contains the attachments for the ProjectNotes entity. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. 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. IssueType and SubIssueType are never required in the API. Create an account to follow your favorite communities and start taking part in conversations. It outlines the steps that must be performed to complete the ticket or task. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. 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. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. 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? For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. To verify and configure these settings perform the following steps. 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. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. A new inactive attribute value cannot be assigned. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Refer to the previous bullet point. It mirrors the fields found on the. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). TicketType must = Incident before the ticket can be associated with a ProblemTicketID. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. Select OK to apply; Setup Extension Callout. 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. function SendLinkByMail(href) {
This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID).