The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. This entity describes an Autotask Service added to a Recurring Service contract. This entity's purpose is to describe a Resource - Role relationship. This entity represents ticket and article tags in Autotask. The value you select will be set as the status of the parent entity when the dialog box or page is saved. This entity describes an Autotask ticket assigned to a service call. 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. Create a Ticket in Autotask using Powershell 27 Aug 2015. 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. UDF changes are included in the criteria for updating LastTrackedModificationDate. Adding or editing an API user - autotask.net Provide feedback for the Documentation team. Every attempt gives me a 500 server error. A ticket workflow rule with a Create Ticket Note . Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. A Department is an association the application can use to manage resources, especially when assigning project tasks. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Thanks for your feedback. Visit the Ideas forum! An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Autotask now allows Role to be inactivated. 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. 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. The 'YYYYMMDD' value must be a date less than or equal to today's date. This entity describes DNSrecords associated with Assets in Autotask. This entity describes an Autotask Payment Term. Open the Kaseya Helpdesk. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). Open the Kaseya Helpdesk. Invoice templates define the appearance and content of an invoice generated by Autotask. It can be a separate physical location or a division or agency operating in the same physical location as the company. This entity describes an approved and posted billable item in Autotask. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. Some users wanted a benchmark of the new API. REST API supportability and query thresholds If you find a defect in the API. These accounts are free of charge, but they do not provide access to the Autotask UI. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. 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. Write. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. A place where magic is studied and practiced? I am using CyberDrain PowerShell module but I am clearly missing something. 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. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. A Contract Rate is associated with a Role and is specific to a contract. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This entity enables you to increase inventory counts associated with the InventoryProducts entity. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. Notes published . To use a speed code, enter it in the field. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. TicketCategory default values will be applied unless another value is passed in. . For more information, refer to. Each of the entities inherits from the Autotask base class Entity. Create Tickets in autotask using REST api in python GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API This entity contains the attachments for the SalesOrders entity. This entity contains the attachments for the TaskNotes entity. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity describes an Attachment in Autotask. 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. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. 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. xml - Autotask Web Service API integration with C# - Stack Overflow This entity describes an Autotask Ticket. 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. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. 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 Autotask Allocation Code. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Thanks for your feedback. Most of the values were taken from an existing ticket. Assets are products that are associated with a Company entity. Creating titles using key words will allow you to find notes later in lists and searches. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. This entity's purpose is to describe a billing Role that has been excluded from a Contract. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This selection opens a page that contains a subset of the fields documented above. For more information, refer to Time Entry/Note Quick Edit Fields. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. 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. Want to learn about upcoming enhancements? } A billing item may or may not be included in an invoice and billed to the customer. This entity describes list items added to a check list on an Autotask ticket or task. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. This entity surfaces the Autotaskversion number. /**/Want to tell us more? 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. This entity's purpose is to describe an asset category. 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 . var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Thanks for your feedback. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Create Ticket using API : r/Autotask - reddit.com API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . Using notes in Autotask When updating a field that has Rich Text, the APIwill return the text-only version of the field. 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. This entity's purpose is to describe a note associated with an Autotask Contract. To open the page, use the path (s) in the Security and navigation section above. I am trying to create a ticket in autotask using the below python code: NOTE Not all entities use UDFs. 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. 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. You can make this a default setting. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. The Status field is required on all tickets and project tasks, regardless of category. /* 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). Saves the note or time entry and opens a new dialog box. This entity contains the attachments for the ExpenseReports entity. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. It describes whether an Allocation Code of type Material Code 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. It is only available through the REST API. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub This entity represents checklist libraries related to documents in Autotask. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. [CDATA[*/ This entity contains attachments for Knowledgebase articles in Autotask. Refer to Adding and managing attachments. This entity describes an Autotask Time Entry. It determines a customer's total taxes on billing items. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger.
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