window.open(uri); The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. For additional information, refer to. These notifications will include notifications for lack of Company or Configuration Item mapping. Create Quote. Every time i get a very helpful "Internal Server Error" message back, nothing else. You use it to override your company's standard role rate for labor tracked against the contract. Log into Autotask and navigate to the menu on the left and click on Admin This entity describes an Autotask Ticket. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Want to learn about upcoming enhancements? One of these entities exists for every UDF that is set as visible on each asset category. This entity is only used by multi-currency databases. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Invoice templates define the appearance and content of an invoice generated by Autotask. From the pull-down menu, window.open(uri); This section will be expanded if the note or time entry has at least one attachment. This entity's purpose is to describe an asset category. When a SubIssueType value is provided, the associated IssueType value must also be provided. You can only associate it with a Quote entity. This entity describes an Autotask Company. This entity contains the attachments for the ConfigurationItemNotes entity. It outlines the steps that must be performed to complete the ticket or task. 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. Can Query is not included because non-queryable fields are listed under a separate heading. Visit the Ideas forum! Ticket cannot be created with an inactive TicketCategory. If more than one person is added, +# is added to the first name. 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 enables you to increase inventory counts associated with the InventoryProducts entity. Click New; Tip - click the images to make them larger This entity represents the daily availability, hours goal, and travel for a resource. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. A place where magic is studied and practiced? All active note types of the category Task are available, plus the current selection even if it is inactive. When an inventory product is manually created, stocked items are also created. 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 object describes notes created by an Autotask user and associated with a Asset entity. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. This entity represents a document in Autotask. You can only create it; you cannot query or update it. This entity describes an Autotask project Phase. Have an idea for a new feature? Making statements based on opinion; back them up with references or personal experience. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. The Add New Attachments section is always collapsed. Available in the UI only when the installed module is enabled. 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. Only the incidents of problem tickets will have their status updated. The returned body will be super useful going forward if you can get it though! This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Any existing Change Request tickets can be edited. Thanks for your feedback. The entity header identifies the parent entity the note or time entry is associated with. Is it possible to rotate a window 90 degrees if it has the same length and width? 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 represents aliases for ticket and article tags in Autotask. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. Want to talk about it? An inventory product represents a set of stocked items that share a product and a location. https://www.autotask.com/, Press J to jump to the feed. It describes Price List information associated with a WorkTypeModifier entity. Click on Service Desk/Ticket Categories. Want to talk about it? For more information about fields marked as picklists, review our Understanding picklists article. function SendLinkByMail(href) { var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Thanks for your feedback. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. 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 . 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. 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. If setting equals 'Never' then the API will not require the QueueID value. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Resources receive assignment to one or more roles through their department and queue associations. Visit the Ideas forum! 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. Press question mark to learn the rest of the keyboard shortcuts. A subreddit for users of Autotask Professional Services Automation tool. Also create Note/Attachment(s) on # incident(s). This object describes general information for a survey generated by Autotask. xml - Autotask Web Service API integration with C# - Stack Overflow If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Task & Ticket Statuses - Autotask https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. 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. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. This entity's purpose is to describe a serial number associated with an Inventory Item. This entity's purpose is to describe a line item associated with an Expense Report entity. IMPORTANT Fields that are not visible cannot be validated. Refer to Time Entry/Note Quick Edit Fields. TicketCategory default values will be applied unless another value is passed in. This entity describes an Autotask Shipping Type. The Status field is required on all tickets and project tasks, regardless of category. CreatorResourceID can return a ContactID. This entity contains the attachments for the TicketNotes entity. This entity describes an approved and posted billable item 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 . It controls who can view the note. PowerShell Gallery | Dynamic/New-AtwsTicketCost.ps1 1.6.2.8 This field is editable for tickets whose ticket category is 'RMA.' In Autotask, you can create ticket categories that are identified as API-Only. 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. As you save each attachment, it will appear on the attachment grid. Notes published to All Autotask Users are visible to customers. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. This entity allows you to track the progress of the opportunity and generate sales forecasts. Thanks for your feedback. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Autotask creates a ticket. } If there is no Asset SLA, then check the Contract Service or Bundle SLA. Visit our SOAPAPIlifecycle FAQ article to learn more. 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. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. To verify and configure these settings perform the following steps. [CDATA[*/ Need troubleshooting help? 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. This entity's purpose is to describe a Quote in Autotask. This entity's purpose is to describe a modifier for a given Work Type BillingCode. } Namely the VS solutions are here. This entity describes notes created by an Autotask user and associated with a Product entity. Autotask: Ticketing and Asset Tracking Integration window.open(uri); [CDATA[*/ This entity contains the attachments for the ConfigurationItems entity. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. All text formatting and images will be lost. The Ticket entity can have no more than 300 UDFs. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. 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. If the Contract is associated to an SLA, then use that ID. ConfigurationItemWebhookExcludedResources. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Change request tickets are part of the Autotask Change Management feature set. This entity allows all items in a checklist library to be added to a ticket. Provide feedback for the Documentation team. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. It is only available through the REST API. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Thanks for your feedback. If the ticket category is associated to an SLA, then use that ID. Every attempt gives me a 500 server error. Can airtags be tracked from an iMac desktop, with no iPhone? It does not describe transactions where an Inventory Item is associated with a Company as an Asset. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Gettings 721 tickets based on a title filter: "Title eq hello!" Provide feedback for the Documentation team. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. Using notes in Autotask . Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. Action. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity is only used by multi-currency databases. Refer to Webhooks (REST API). A Contact is an individual associated with a Company. In this section, you add new attachments. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? If it is selected, you can update the status of all incidents. This entity describes an Autotask Time Entry. /*]]>*/Want to tell us more? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity describes the Resource Role and Department association. This entity describes an Autotask Allocation Code. /* This entity describes an Autotask Subscription. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. How to follow the signal when reading the schematic? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. > 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. 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. Billing milestones define tangible work or measured progress that must be completed before billing can take place. function SendLinkByMail(href) { /*]]>*/Want to tell us more? The status code getting printed here is 401! This entity describes an Autotask Service added to a Recurring Service contract. A new inactive attribute value cannot be assigned. This data will not change during update operations. This includes the category field itself. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. 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. 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. Autotask administrators create UDFs in the Administration Settings of the Autotask system. Review the setting of the Internal Only check box. Head on over to our Community Forum! Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit The template corresponding to the speed code will be highlighted automatically. 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. ConfigurationItemSslSubjectAlternativeName. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. , This field is editable for tickets whose ticket category is 'RMA.'. This entity contains checklist items related to documents in Autotask. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. 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. DocumentConfigurationItemCategoryAssociations. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. This entity describes an Autotask SubscriptionPeriod. This entity contains the attachments for the CompanyNotes entity. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. 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. What could be the reason? The allowed actions are specific to the object. Setting Up the Autotask API Integration with CloudRadial TicketCategory - Autotask If there is no Contract Service or Bundle SLA, then check the Contract. This entity represents time off requests submitted by Autotaskusers. 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. NAVIGATION /*]]>*/Want to tell us more? Adding or editing an API user - autotask.net 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 enables you to decrease inventory counts associated with the InventoryProducts entity. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket Create Ticket using API : r/Autotask - reddit.com This entity describes an Autotask Notification, as listed in the Notification History page. } window.open(uri); Tickets define service requests within the Autotask system. From the Autotask Home page toolbar, select Help. 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. Which actions can be performed on the entity. The function of this entity is to describe the resources associated with a Company Team. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. For more information about fields marked as picklists, review our Understanding picklists article. Autotask REST API resources This object describes notes created by an Autotask user and associated to a Project 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. Creating titles using key words will allow you to find notes later in lists and searches. How do I align things in the following tabular environment? By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. I changed some values just in case they are sensitive. This entity represents associations between asset categories and documents in Autotask. To open the page, use the path(s) in the Security and navigation section above. Open the Kaseya Helpdesk. A resource can be associated with multiple LOBs; entities cannot. It represents any organization with which you do business. This entity represents articles created by Knowledgebase users in Autotask. /**/Want to tell us more? Visit the Ideas forum! If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Update Status on {#} incident(s) (tickets only). Every attempt gives me a 500 server error. 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. Refer to WebhookExcludedResources (REST). This resource describes key business details for the Autotask Company 0, the Autotask user's company account. Want to talk about it? This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. Automatically Close Ticket using the API Extension Callout - N-able The function of this entity is to describe the default settings for fields associated with the specified ticket category. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Verify you support email. Head on over to our Community Forum! Refer to Autotask Integration and Monitors. LOB security is respected in the API. Autotask Service Bundles group multiple Services for purchase. 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. It determines a customer's total taxes on billing items. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). Configure your support email address. 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 describes visual identifiers that you can use to categorize and search for Companies. /*]]>*/Want to tell us more? This entity is only used by multi-currency databases. 3. This entity's purpose is to describe a cost associated with an Autotask Project.