TicketCategory - Autotask The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. Autotask: Ticketing and Asset Tracking Integration 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. It controls who can view the note. For example, although the client can create certain resources, not all resources accept a create call. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Form templates follow the limitations of the currently applied category and the user's security settings. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity contains notes for documents in Autotask. Any existing Change Request tickets can be edited. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Open the Kaseya Helpdesk. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). 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 object describes notes created by an Autotask user and associated to a Project entity. Autotask: Line of Business (LOB) Key Things to Know Is there a proper earth ground point in this switch box? This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. Visit our SOAP API lifecycle FAQ article to learn more. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. ConfigurationItemSslSubjectAlternativeName. The RMA ticket category cannot be edited through the API. This entity contains the attachments for the TicketNotes entity. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. 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. If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This entity contains the attachments for the Resources entity. [CDATA[*/ function SendLinkByMail(href) { This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. 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. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Integration vendors 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. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Reddit and its partners use cookies and similar technologies to provide you with a better experience. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. /*Alert workflow - Autotask function SendLinkByMail(href) { Visit the Ideas forum! This entity represents company (account)categories in Autotask. All text formatting and images will be lost. 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. A new inactive attribute value cannot be assigned. This entity describes an Autotask Inventory module Purchase Order. A resource must have at least one role assignment. This entity represents associations between, This entity represents articles associated with. 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. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. 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 function SendLinkByMail(href) { If there is no Contract Service or Bundle SLA, then check the Contract. You can create additional mailboxes, but you won't be able to activate them. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. This entity's purpose is to describe a cost associated with an Autotask Project. REST API supportability and query thresholds If you find a defect in the API. IMPORTANT Selecting a form template is the equivalent of manually populating the form. If you have not clicked the Get current Status link, it will be the date and time you opened the page. 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. They are saved as replies to the note or time entry they are added to. https://www.autotask.com/, Press J to jump to the feed. 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. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. A subreddit for users of Autotask Professional Services Automation tool. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Do new devs get fired if they can't solve a certain bug? Every attempt gives me a 500 server error. The API currently exposes the following entities. Create Ticket Note. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). Change request tickets are part of the Autotask Change Management feature set. 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. Using notes in Autotask If more than one person is added, +# is added to the first name. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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 reusable set of roles and work types that are excluded from the contract to which the set applies. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. 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. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. 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. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. For more information, refer to Notification panel. window.open(uri); Visit our SOAPAPIlifecycle FAQ article to learn more. 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? Refer to. The function of this entity is to describe the mapping of the contact to the contract billing rule. This entity describes an approved and posted billable item in Autotask. This entity describes the Resource Role and Department association. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. Security: This check box is available even if users do not have permission to edit tickets. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; If it does not exist, the ContractIDwill be set to null. 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. } This entity describes an Autotask ticket assigned to a service call. This entity describes an Autotask Contact. Visit the Ideas forum! How to Configure Datto (AutoTask) PSA - RocketCyber create - Autotask Refer to Autotask Integration and Monitors. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). To open the page, use the path(s) in the Security and navigation section above. 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. Only the incidents of problem tickets will have their status updated. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; It mirrors the fields found on the. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Quote Items define a line item added to an Autotask Quote. You can make this a default setting. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? 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. Saves the note or time entry and opens a new dialog box. The entity exists for billing use purposes. 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. Resource access URLs for all entities appear in the next section of this article. The change request approval process is part of the Autotask Change Management feature set. Update Status on {#} incident(s) (tickets only). Also create Note/Attachment on # incident(s) (tickets only). Visit our SOAPAPIlifecycle FAQ article to learn more. The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. The function of this entity is to describe the relationship between an asset category and a specific UDF. 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 entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. window.open(uri); To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. If you close without saving, the attachments will not be uploaded or attached to the parent entity. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. 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.
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