This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. 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. The following table describes the standard Autotask field objects for this entity. 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. Open the Kaseya Helpdesk. Some entities support file attachments. About N-able N-central integration with Autotask This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Want to talk about it? For example, when updating an entity, you may not be able to update all fields within the entity. This entity contains the attachments for the ExpenseReports entity. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. If setting equals 'Never' then the API will not require the QueueID value. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). Create Quote. This entity describes an Autotask Task. Please open the solution (the C# one) in Visual Studio and work with the sample code there. Each of the entities inherits from the Autotask base class Entity. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This data will not change during update operations. Visit the Ideas forum! 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. function SendLinkByMail(href) { Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. A resource must have at least one role assignment. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. Asking for help, clarification, or responding to other answers. If you have not clicked the Get current Status link, it will be the date and time you opened the page. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Logon to the Datto (AutoTask) PSA. A new inactive attribute value cannot be assigned. The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. /*Adding or editing an API user - autotask.net Refer to Adding and managing attachments. This entity is only used by multi-currency databases. This entity's purpose is to describe a billing Role that has been excluded from a Contract. If you attempt to query these fields, you will receive an error message. Autotask Service Bundles group multiple Services for purchase. 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. I am trying to create a ticket in autotask using the below python code: For example, 'T20200615.0674.'. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. You can make this a default setting. Automatically Close Ticket using the API Extension Callout - N-able It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. For example, although the client can create certain resources, not all resources accept a create call. Want to talk about it? This entity allows you to track the progress of the opportunity and generate sales forecasts. Press question mark to learn the rest of the keyboard shortcuts. Tasks are associated with a Project and define work that must be done. function SendLinkByMail(href) { rev2023.3.3.43278. This entity contains the attachments for the SalesOrders entity. Log into Autotask and navigate to the menu on the left and click on Admin Assets are products that are associated with a Company entity. function SendLinkByMail(href) { To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This object describes notes created by an Autotask user and associated with a Asset entity. Create a Ticket in Autotask using Powershell 27 Aug 2015. For more information about fields marked as picklists, review our Understanding picklists article. Every attempt gives me a 500 server error. It will not appear on the New Ticket Note or New Ticket Time Entry form. The ticket SLA is defaulted in using the following logic: Check the asset. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. Any unsaved changes in those areas will be kept. Form templates follow the limitations of the currently applied category and the user's security settings. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Configure your support email address. Thanks for your feedback. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. 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. Security: This check box is available even if users do not have permission to edit tickets. } This entity describes detailed information about on-hand. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. This entity represents a document in Autotask. One of these entities exists for every UDF that is set as visible on each asset category. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). 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. Task & Ticket Statuses - Autotask This entity contains attachments for Knowledgebase articles in Autotask. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. This entity represents documents associated with Knowledgebase articles in Autotask. This entity describes an Autotask Project. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. These accounts are free of charge, but they do not provide access to the Autotask UI. This entity is only used by multi-currency databases. Refer to Web Services APIsecurity settings. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Assets are Products with an association to a Company entity. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. This entity describes the pricing and costing tiers for a specific billing product on the Product table. The API-only user's security level must allow impersonation on the entity type. If an unsupported entity receives a request to update a field that contains Rich Text, the API will update the text-only version of the field and overwrite the data in the Rich Text field with plain text. Refer to API-only Ticket Categories. This entity's purpose is to describe a record of approval for a ticket change request. You can only create it; you cannot query or update it. This entity's purpose is to describe a Contact associated with a ContactGroup. This entity's purpose is to describe a modifier for a given Work Type BillingCode. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The ticket must be associated to either the contact's account or any of its child accounts. This entity contains attachments for the Tasks entity. Contracts specify a billing arrangement with a Company. This entity is only used by multi-currency databases. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Only form templates that are available to all selected tickets categories can be selected. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. Does anyone have sample code for how to create a ticket using the REST API. Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages Thanks for your feedback. Refer to Forwarding and modifying tickets. This entity describes DNSrecords associated with Assets in Autotask. It describes whether a Product 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 describes an Autotask project task assigned to a service call. It determines a customer's total taxes on billing items. A ticket workflow rule with a Create Ticket Note . This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). What video game is Charlie playing in Poker Face S01E07? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. Have an idea for a new feature? This entity describes an Autotask Notification, as listed in the Notification History page. This entity contains the attachments for the TicketNotes entity. 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 Opportunity. To complete the attachment process, you must save the note or time entry. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. Incoming email processing - Autotask The returned body will be super useful going forward if you can get it though! /*]]>*/Want to tell us more? A cost is a billing item for products or materials. Also create Note/Attachment(s) on # incident(s). This entity describes an Autotask Company. via the API and attached to the OnPlus Service Desk queue. 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. Ticket - Autotask This entity's purpose is to describe a cost associated with an Autotask contract. From the Autotask Home page toolbar, select Help. This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. I changed some values just in case they are sensitive. 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. If the Contract is associated to an SLA, then use that ID. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. This entity contains the attachments for the TaskNotes entity. A place where magic is studied and practiced? It describes whether a Role Hourly Rate 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 describes an Autotask resource assigned to a ticket that is assigned to a service call. The Ticket entity can have no more than 300 UDFs. } This entity's purpose is to describe a line item associated with an Expense Report entity. } This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. This entity describes an approved and posted billable item in Autotask. Ticket - Autotask Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. 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). AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity is only used by multi-currency databases. ServiceLevelAgreementPausedNextEventHours. This check box is enabled when the Internal check box is selected. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. It also tracks the resource and date &time each step was completed. Head on over to our Community Forum! How do I connect these two faces together? In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Notes published . This entity represents checklist libraries related to documents in Autotask. This entity describes an Autotask Allocation Code. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity describes an Autotask Department. function SendLinkByMail(href) { Refer to WebhookFields (REST API). To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. They are also not exposed in the API or LiveReports. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. A WorkTypeModifier entity modifies a given Work Type BillingCode. The Autotask REST API Is there a proper earth ground point in this switch box? IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. LOB security is respected in the API. This entity represents the categories for documents 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 . The change request approval process is part of the Autotask Change Management feature set. [CDATA[*/ function SendLinkByMail(href) { Mass ticket creation : r/Autotask - reddit 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. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. 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 function of this entity is to describe the default settings for fields associated with the specified ticket category. Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. Extension Callout (Tickets) - Autotask 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. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. The company handles all billing for the business unit. The assets associated with Knowledgebase articles are recorded in this entity. Visit our SOAPAPIlifecycle FAQ article to learn more. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Provide feedback for the Documentation team. For detailed information, refer to The task or ticket stopwatch. Access to version 1.6 will deactivate in Q4 2024. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. A resource can be associated with multiple LOBs; entities cannot. The AllocationCodeID field must reference a Work Type allocation code. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. This allows the field to be cleared for tickets that are not Change Request type tickets. Want to learn about upcoming enhancements? On the incidents, the Internal Notes are created as a reply to the Summary Notes.