Log into Autotask and navigate to the menu on the left and click on Admin On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. For example, although the client can create certain resources, not all resources accept a create call. This entity represents documents associated with Knowledgebase articles in Autotask. This entity contains notes for documents in Autotask. window.open(uri); The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. There is no warning. Open the Datto Help Center. This entity contains attachments for Knowledgebase articles in Autotask. Every attempt gives me a 500 server error. The ticket must be associated to either the contact's account or any of its child accounts. Find centralized, trusted content and collaborate around the technologies you use most. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 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. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. If there is no Contract Service or Bundle SLA, then check the Contract. Need troubleshooting help? 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. [CDATA[*/ Refer to Running a global notes search. 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. This entity describes an Autotask Subscription. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. 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. Contracts specify a billing arrangement with a Company. Integration vendors This entity's purpose is to describe a Resource - Role - Queue relationship. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. Autotask now allows Role to be inactivated. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity describes an Autotask Contract Rate. If it does not exist, the ContractIDwill be set to null. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Head on over to our Community Forum! As you save each attachment, it will appear on the attachment grid. Refer to Note Titles. If you select a different note type, keep in mind that it might be set to a different Publish option. 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 I know I have correctly authenticated and set the BaseURI because I can get company information for customers. [CDATA[*/ This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. 3. To obtain extended information about entities and their field data, use the GET API call. This entity describes an Autotask Notification, as listed in the Notification History page. TicketCategory default values will be applied unless another value is passed in. Have an idea for a new feature? } The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. An inventory product represents a set of stocked items that share a product and a location. Want to learn about upcoming enhancements? 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. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity describes an Autotask Allocation Code. Visit the Ideas forum! window.open(uri); This entity contains notes for Knowledgebase articles in Autotask. Visit our SOAP API lifecycle FAQ article to learn more. It can be a separate physical location or a division or agency operating in the same physical location as the company. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. A ticket workflow rule with a Create Ticket Note . If you send the content back, the Rich Text and all images that it contains will be lost. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. When a SubIssueType value is provided, the associated IssueType value must also be provided. This is by far the best wrapper for the SOAP API. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. You can select a different note type from the drop-down list. For more information, refer to Notification panel. This entity contains the attachments for the CompanyNotes entity. ChangeApprovalBoard must reference an active Change Approval Board. Thanks for your feedback. It will not appear on the New Ticket Note or New Ticket Time Entry form. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. This entity contains the attachments for the SalesOrders entity. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. This entity contains the categories that hold Knowledgebase articles in Autotask. It also tracks the resource and date &time each step was completed. This entity contains the attachments for the TimeEntries entity. Refer to Adding and managing attachments. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. This entity describes the Resource Role and Department association. } This entity enables you to increase inventory counts associated with the InventoryProducts entity. We then put time entries in through Autotask. If the ticket category = 'RMA', the InstalledProductID is required. This entity represents aliases for ticket and article tags in Autotask. Refer to WebhookUdfFields (RESTAPI). Don't assume anything incl. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. A cost is a billing item for products or materials. Visit the Ideas forum! A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). 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. Do new devs get fired if they can't solve a certain bug? A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity describes an Attachment in Autotask. This entity records existing associations between tags and Knowledgebase articles in Autotask. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. [CDATA[*/ This data will not change during update operations. 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. 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. window.open(uri); Is there a proper earth ground point in this switch box? While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity describes an approved and posted billable item in Autotask. The allowed actions are specific to the field. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. A resource can be associated with multiple LOBs; entities cannot. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). All active note types of the category Task are available, plus the current selection even if it is inactive. An API user is a special type of account required for communication with the Autotask API. How to handle a hobby that makes income in US. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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. Tickets define service requests within the Autotask system. A resource must have at least one role assignment. 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 visual identifiers that you can use to categorize and search for Companies. The function of this entity is to describe the relationship between an asset category and a specific UDF. Have an idea for a new feature? This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. 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. The purchase approval option is available through Autotask procurement. This entity describes an Autotask Department. This entity is only used by multi-currency databases. A new inactive ContactID value cannot be assigned on create() or update(). A Contact is an individual associated with a Company. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. For detailed information, refer to The task or ticket stopwatch. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. This object describes general information for a survey generated by Autotask. Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. For more information about fields marked as picklists, review our Understanding picklists article. Creating titles using key words will allow you to find notes later in lists and searches. You can only create it; you cannot query or update it. Provide feedback for the Documentation team. Here is the code I tried (after authenticating). This entity contains the attachments for the TaskNotes entity. A Department is an association the application can use to manage resources, especially when assigning project tasks. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). rev2023.3.3.43278. If you attempt to query these fields, you will receive an error message. Notes published to All Autotask Users are visible to customers. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. [CDATA[*/ Open the Kaseya Helpdesk. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. 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. Autotask creates a ticket. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. function SendLinkByMail(href) { 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. function SendLinkByMail(href) { What could be the reason? This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. ServiceLevelAgreementPausedNextEventHours. function SendLinkByMail(href) { This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This allows the field to be cleared for tickets that are not Change Request type tickets. 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. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. A billing item may or may not be included in an invoice and billed to the customer. Each of the entities inherits from the Autotask base class Entity. Making statements based on opinion; back them up with references or personal experience. This entity represents checklist libraries related to documents in Autotask. Any entities or attachments that the account creates will be attributed to "APIUser." Head on over to our Community Forum! . window.open(uri); 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. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. The function of this entity is to describe the resources associated with a Company Team. This entity contains checklist items related to documents in Autotask. The Add New Attachments section is always collapsed. The configurationItemType associates one or more user-defined fields with assets of the same type. 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. In Autotask, you can create ticket categories that are identified as API-Only. 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. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. /*]]>*/Want to tell us more? Press question mark to learn the rest of the keyboard shortcuts. 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. When an inventory product is manually created, stocked items are also created. Each entity type object contains an array of properties that describe instances of the entity type. Thanks for your feedback. The integration user's security level must allow impersonation of the resource. 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. I am trying to create a ticket in autotask using the below python code: Billing milestones define tangible work or measured progress that must be completed before billing can take place. A WorkTypeModifier entity modifies a given Work Type BillingCode. For additional information, refer to. The allowed actions are specific to the object. About note types. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. Verify you support email. Some users wanted a benchmark of the new API. 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 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. Refer to Autotask Integration and Monitors. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. To verify and configure these settings perform the following steps. /* Proverbs 20:5 Spurgeon, Articles A