This entity represents documents associated with Knowledgebase articles in Autotask. Autotask Service Bundles group multiple Services for purchase. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. 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. All users can view attachments they uploaded. I am trying to create a ticket in autotask using the below python code: Refer to Webhooks (REST API). The RMA ticket category cannot be edited through the API. If selected, the text entered into the Summary Notes or Description field will be added to the end of the Resolution field of the ticket. An API user is a special type of account required for communication with the Autotask API. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. 3. The allowed actions are specific to the object. Do new devs get fired if they can't solve a certain bug? Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. The change request approval process is part of the Autotask Change Management feature set. This entity's purpose is to describe a cost associated with an Autotask contract. This entity represents associations between, This entity represents articles associated with. 'Mine + Accounts' will be treated as 'None.' [CDATA[*/ Configure your support email address. This entity represents aliases for ticket and article tags in Autotask. Need troubleshooting help? The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. This entity describes an Autotask Role. 1. This entity contains the attachments for the CompanyNotes entity. [CDATA[*/ A cost is a billing item for products or materials. This entity is only used by multi-currency databases. Thanks for your feedback. It will not appear on the New Ticket Note or New Ticket Time Entry form. A Department is an association the application can use to manage resources, especially when assigning project tasks. } Every attempt gives me a 500 server error. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. 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. Refer to Forwarding and modifying tickets. This entity contains the attachments for the ProjectNotes entity. 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. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). This will populate the LOB field with that selection when creating any entities where LOB can be applied. This entity describes visual identifiers that you can use to categorize and search for Companies. The DomainRegistrars entity contains WHOISdetails for Domain assets. 4. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. The Ticket entity can have no more than 300 UDFs. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. If an association is removed from a resource and that pairing is set as the default, that default is not removed. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Each entity type object contains an array of properties that describe instances of the entity type. Only form templates that are available to all selected tickets categories can be selected. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Refer to Running a global notes search. The returned body will be super useful going forward if you can get it though! This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. Thanks for your feedback. The entity header identifies the parent entity the note or time entry is associated with. This entity records existing associations between tags and Knowledgebase articles in Autotask. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. This entity represents checklist libraries related to documents in Autotask. It determines a customer's total taxes on billing items. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. Everything else looks correct! They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. Calculated in hours only. I use the Powershell API to create tickets based on an Excel spreadsheet. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. If you select a different note type, keep in mind that it might be set to a different Publish option. This entity allows you to track the progress of the opportunity and generate sales forecasts. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; ServiceLevelAgreementPausedNextEventHours. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The assets associated with Knowledgebase articles are recorded in this entity. function SendLinkByMail(href) { Either click the template or click. This entity describes list items added to a check list on an Autotask ticket or task. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. But does anyone know what should be used to create a ticket? This entity contains checklist items related to documents in Autotask. How do I connect these two faces together? 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 describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. Have an idea for a new feature? In Picklist, an inactive TicketCategory displays in italic text. You can only create it; you cannot query or update it. Have an idea for a new feature? It also tracks the resource and date &time each step was completed. 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. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity contains the attachments for the Resources entity. 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. The allowed actions are specific to the field. This entity manages the tags associated with tickets in Autotask. Here is the code I tried (after authenticating). Invoice templates define the appearance and content of an invoice generated by Autotask. This entity describes an Autotask project Phase. 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. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This data will not change during update operations. Refer to WebhookFields (REST API). 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. This entity contains the attachments for the ConfigurationItemNotes entity. This entity's purpose is to describe a serial number associated with an Inventory Item. About N-able N-central integration with Autotask This entity describes an Autotask Opportunity. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. /*]]>*/Want to tell us more? For more information, refer to. permission is required. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. 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. 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. The following table describes the standard Autotask field objects for this entity. rev2023.3.3.43278. A new inactive attribute value cannot be assigned. 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. This check box is enabled when the Internal check box is selected. NOTE Not all entities use UDFs. This entity describes an Autotask Resource. Thanks for contributing an answer to Stack Overflow! 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. Visit our SOAP API lifecycle FAQ article to learn more. This entity describes an Autotask Shipping Type. NAVIGATION Autotask: Line of Business (LOB) Key Things to Know On create(), Priority must be an active priority. create - Autotask Integration vendors ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. This entity describes DNSrecords associated with Assets in Autotask. 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. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. This entity's purpose is to describe an asset category. This entity's purpose is to describe a billing Role that has been excluded from a Contract. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. CreatorResourceID can return a ContactID. Autotaskwill automatically assign the record number that follows the prefix. Action. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). Does anyone have sample code for how to create a ticket using the REST API. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity is only used by multi-currency databases. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; From the pull-down menu, This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Using notes in Autotask window.open(uri); 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. This entity surfaces the Autotaskversion number. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. function SendLinkByMail(href) { 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. This entity's purpose is to describe a Resource - Role relationship. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. This entity is only used by multi-currency databases. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Visit the Ideas forum! A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. This entity's purpose is to describe a modifier for a given Work Type BillingCode. Open the Kaseya Helpdesk. .