This entity represents the categories for documents in Autotask. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. This entity describes an Autotask Contract Rate. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). Have an idea for a new feature? On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. I have taken the Resource location "15" from the below page on autotask because while creating the api user I have selected the location as "Headquarters". It represents any organization with which you do business. permission is required. For more information, check out the Datto/Autotask page about this module too. For detailed information, refer to The task or ticket stopwatch. Append to Resolution on # incident(s) (tickets only). Configure your support email address. function SendLinkByMail(href) {
Refer to WebhookExcludedResources (REST). This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Thanks for your feedback. A ticket workflow rule with a Create Ticket Note . 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. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. 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 the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. CreatorResourceID can return a ContactID. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Provide feedback for the Documentation team. window.open(uri);
Where does this (supposedly) Gibson quote come from? This field is editable for tickets whose ticket category is 'RMA.' A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. 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. I am trying to create a ticket in autotask using the below python code: Do new devs get fired if they can't solve a certain bug? Making statements based on opinion; back them up with references or personal experience. 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. Gettings 721 tickets based on a title filter: "Title eq hello!" If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This check box is enabled when the Internal check box is selected. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. 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. Open the Kaseya Helpdesk. 3. The RMA ticket category cannot be edited through the API. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. Asking for help, clarification, or responding to other answers. This entity contains the attachments for the TicketNotes entity. This object describes general information for a survey generated by Autotask. On create(), Priority must be an active priority. A cost is a billing item for products or materials. 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? 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. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. This field is not filterable for tickets in the API. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. The following table describes the standard Autotask field objects for this entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
IMPORTANT Selecting a form template is the equivalent of manually populating the form. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The name of the user who is filling the role is added to the role name. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. This selection opens a page that contains a subset of the fields documented above. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. Some users wanted a benchmark of the new API. For example, 'T20200615.0674.'. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. Refer to Web Services APIsecurity settings. This entity's purpose is to describe a geographic area where billing items have the same tax rate. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity describes an Autotask resource assigned to a ticket that is assigned to a service 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? Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. 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. 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? All users can view attachments they uploaded. This entity contains the attachments for the TimeEntries entity. function SendLinkByMail(href) {
This check box only appears for notes and time entries on problem tickets associated with one or more incidents. It has code to get popular entities like accounts, tickets, contacts etc. To complete the attachment process, you must save the note or time entry. In Picklist, an inactive TicketCategory displays in italic text. For more information, refer to. This entity contains the attachments for the ConfigurationItemNotes entity. The company handles all billing for the business unit. This entity describes an Action Type assigned to a CRM Note or To-Do. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. 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. 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. 5. 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. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. This allows the field to be cleared for tickets that are not Change Request type tickets. This entity represents associations between assets and documents in Autotask. }
}
/*]]>*/Want to tell us more? NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). This entity describes notes created by an Autotask user and associated with a Task entity. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. Thanks for your feedback. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. 4. Tasks are associated with a Project and define work that must be done. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. /*]]>*/Want to tell us more? The resources then have access to the account data when their security level allows account access at the Mine level. Logon to the Datto (AutoTask) PSA. This entity describes an Autotask Notification, as listed in the Notification History page. 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. This entity describes an Autotask Subscription. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. A shipping type defines a carrier for a product shipment. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. For more information about fields marked as picklists, review our Understanding picklists article. 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. Also create Note/Attachment(s) on # incident(s). Each entity type object contains an array of properties that describe instances of the entity type. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. 'Mine + Accounts' will be treated as 'None.' If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. [CDATA[*/
Invoice templates define the appearance and content of an invoice generated by Autotask. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? This entity describes an Autotask Contact. I am new to autotask. Refer to Time Entry/Note Quick Edit Fields. Click Get current values to update field values. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Ticket cannot be created with an inactive TicketCategory. In Autotask, you can create ticket categories that are identified as API-Only. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. A new inactive attribute value cannot be assigned. Need troubleshooting help? NOTE Not all entities use UDFs. 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. A cost is a billing item for products or materials. They are also not exposed in the API or LiveReports. This entity's purpose is to describe a record of approval for a ticket change request. This entity describes an Attachment in Autotask. }
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. 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. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. This entity describes the Resource Role and Department association. This entity describes an Autotask Company. Please open the solution (the C# one) in Visual Studio and work with the sample code there. window.open(uri);
The API currently exposes the following entities. To obtain extended information about entities and their field data, use the GET API call. Visit the Ideas forum! 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. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Some entities support file attachments. Assets are Products with an association to a Company entity. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. Autotask Service Bundles group multiple Services for purchase. 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. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity's purpose is to describe a serial number associated with an Inventory Item. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Form templates follow the limitations of the currently applied category and the user's security settings. The REST API permits you to retrieve values for all entity UDFs via the query method. /*]]>*/Want to tell us more? This entity describes an Autotask Opportunity. Namely the VS solutions are here. Every attempt gives me a 500 server error. [CDATA[*/
If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. Write. If the ticket category is associated to an SLA, then use that ID. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. This entity contains the attachments for the Resources entity. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Visit the Ideas forum! This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. This entity's purpose is to describe a cost associated with an Autotask Project. 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. The returned body will be super useful going forward if you can get it though! Visit the Ideas forum! 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.
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