What video game is Charlie playing in Poker Face S01E07? Want to learn about upcoming enhancements? If setting equals 'Never' then the API will not require the QueueID value. If you attempt to query these fields, you will receive an error message. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. Refer to Web Services APIsecurity settings. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. A cost is a billing item for products or materials. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Autotask administrators create UDFs in the Administration Settings of the Autotask system. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. 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. I am using CyberDrain PowerShell module but I am clearly missing something. This entity contains attachments for the Companies entity. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. Thanks for your feedback. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. Create a new record or update an existing record in your app. I use the Powershell API to create tickets based on an Excel spreadsheet. /*]]>*/Want to tell us more? Need troubleshooting help? This entity represents a document in Autotask. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. The following table describes the standard Autotask field objects for this entity. ServiceLevelAgreementPausedNextEventHours. It will not appear on the New Ticket Note or New Ticket Time Entry form. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. This entity describes an Autotask project Phase. Thanks for your feedback. } IMPORTANT Selecting a form template is the equivalent of manually populating the form. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. /*]]>*/Want to tell us more? It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. How to handle a hobby that makes income in US. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity describes an Action Type assigned to a CRM Note or To-Do. Some users wanted a benchmark of the new API. 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. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. Refer to API-only Ticket Categories. Quote Items define a line item added to an Autotask Quote. This entity describes an Autotask Ticket. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. 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. window.open(uri); A Contact is an individual associated with a Company. A new inactive attribute value cannot be assigned. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. Each of the entities inherits from the Autotask base class Entity. Have an idea for a new feature? Although you can query this entity, it contains one or more fields that are not queryable. /**/Want to tell us more? This entity describes a cost associated with an Autotask Ticket. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. Refer to. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. If more than one person is added, +# is added to the first name. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. Visit the Ideas forum! 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 association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. 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. This entity describes an Autotask Resource. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Saves the note or time entry and opens a new dialog box. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. 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. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Want to learn about upcoming enhancements? If it is selected, the note is created with the Internal & Co-managed publish type. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. This entity's purpose is to describe a Resource - Role - Queue relationship. } This entity's purpose is to describe a Resource - Role relationship. Refer to WebhookUdfFields (RESTAPI). This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. The function of this entity is to describe the resources associated with a Company Team. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. Visit our SOAPAPIlifecycle FAQ article to learn more. This entity contains the attachments for the ConfigurationItems entity. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. 4. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. Tickets define service requests within the Autotask system. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. 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. This entity describes an individual business unit that has an association with a company in Autotask. 2. function SendLinkByMail(href) { If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. 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. 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. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. If there is no Asset SLA, then check the Contract Service or Bundle SLA. This entity is only used by multi-currency databases. function SendLinkByMail(href) { 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 integration user's security level must allow impersonation of the resource. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. 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. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. It can be a separate physical location or a division or agency operating in the same physical location as the company. Billing milestones define tangible work or measured progress that must be completed before billing can take place. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). window.open(uri); 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 . 3. The Status field is required on all tickets and project tasks, regardless of category. This entity's purpose is to describe a line item associated with an Expense Report entity. For more information, refer to Notification panel. 5. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. The RMA ticket category cannot be edited through the API. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Is there a proper earth ground point in this switch box? This entity is only used by multi-currency databases. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity represents articles created by Knowledgebase users in 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. This entity describes DNSrecords associated with Assets in Autotask. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. This entity's purpose is to describe a cost associated with an Autotask contract. It outlines the steps that must be performed to complete the ticket or task. You can only create it; you cannot query or update it. This field is editable for tickets whose ticket category is 'RMA.' UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. The function of this entity is to describe the mapping of the contact to the contract billing rule. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. Refer to Running a global notes search. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Complete the New Attachment dialog box. function SendLinkByMail(href) { On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. This entity is only used by multi-currency databases. This entity's purpose is to describe a record of approval for a ticket change request. This selection opens a page that contains a subset of the fields documented above. The REST API permits you to retrieve values for all entity UDFs via the query method. via the API and attached to the OnPlus Service Desk queue. The returned body will be super useful going forward if you can get it though! var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The Entities list provides a link to additional information about the entity and its standard Autotask fields. It describes Price List information associated with a WorkTypeModifier entity. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). If setting equals 'Always', the API will always require the QueueID value. 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. 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. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Want to learn about upcoming enhancements? A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. 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. How do I align things in the following tabular environment? The ticket SLA is defaulted in using the following logic: Check the asset. A subreddit for users of Autotask Professional Services Automation tool. For more information, refer to. Such ticket categories are hidden everywhere you select a ticket category .
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