autotask api create ticket autotask api create ticket

This entity represents the categories for documents in Autotask. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. Come try it. What sort of strategies would a medieval military use against a fantasy giant? If you send the content back, the Rich Text and all images that it contains will be lost. Security: This check box is available even if users do not have permission to edit tickets. Everything else looks correct! [CDATA[*/ Invoice templates define the appearance and content of an invoice generated by Autotask. This entity provides a method to track cost items generated from an Autotask Quote. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; } Want to learn about upcoming enhancements? 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. Autotaskwill automatically assign the record number that follows the prefix. Integration vendors The RMA ticket category cannot be edited through the API. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. The API-only user's security level must allow impersonation on the entity type. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; . If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. This entity describes results and information for a survey generated by Autotask. } Autotask users manage Asset notes on Assets. On the incidents, the Internal Notes are created as a reply to the Summary Notes. /*]]>*/Want to tell us more? This selection opens a page that contains a subset of the fields documented above. To obtain extended information about entities and their field data, use the GET API call. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity describes an Autotask Ticket. 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. You may also update UDFs for entity types that allow update and create. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Want to talk about it? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. UDF changes are included in the criteria for updating LastTrackedModificationDate. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. This entity enables you to increase inventory counts associated with the InventoryProducts entity. Some entities support file attachments. Visit the Ideas forum! Reddit and its partners use cookies and similar technologies to provide you with a better experience. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. 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. The DomainRegistrars entity contains WHOISdetails for Domain assets. All fields are read-only. Creates a ticket note. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Thanks for your feedback. The template corresponding to the speed code will be highlighted automatically. IssueType and SubIssueType are never required in the API. } This entity is only used by multi-currency databases. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. Which actions can be performed on the entity. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. 'Mine + Accounts' will be treated as 'None.' To open the page, use the path(s) in the Security and navigation section above. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. For additional information, refer to. You can make this a default setting. Autotask Service Bundles group multiple Services for purchase. } The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity records existing associations between tags and Knowledgebase articles in Autotask. This entity describes list items added to a check list on an Autotask ticket or task. This entity's purpose is to describe a record of approval for a ticket change request. 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.). If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. This includes the category field itself. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. It has code to get popular entities like accounts, tickets, contacts etc. CreatorResourceID can return a ContactID. This entity describes an Autotask Resource. The allowed actions are specific to the object. This entity describes an Autotask Role. This entity's purpose is to describe a cost associated with an Autotask Project. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. This entity's purpose is to describe a billing Role that has been excluded from a Contract. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. For example, although the client can create certain resources, not all resources accept a create call. 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 you have not clicked the Get current Status link, it will be the date and time you opened the page. This entity contains checklist items related to documents in Autotask. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. On notes that can become a notification email, attachments can be included. Resources receive assignment to one or more roles through their department and queue associations. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. } It also tracks the resource and date &time each step was completed. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. To verify and configure these settings perform the following steps. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Want to learn about upcoming enhancements? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. /*Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. This entity's purpose is to describe a Resource - Role - Queue relationship. This entity represents documents associated with Knowledgebase articles in Autotask. A new inactive ContactID value cannot be assigned on create() or update(). 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. To learn more, refer to The Rich Text editor. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. [CDATA[*/ If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Any unsaved changes in those areas will be kept. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Create an account to follow your favorite communities and start taking part in conversations. Be aware that some field data, such as picklist values and user-defined fields, may vary between Autotask implementations and cannot be provided in this document. If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. This entity defines a user-defined field (UDF) in Autotask. Refer to Note Titles. It allows you to configure tiered or volume pricing for the billing product. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This entity represents time off requests submitted by Autotaskusers. The ticket SLA is defaulted in using the following logic: Check the asset. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Refer to Time Entry/Note Quick Edit Fields. 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. From the Autotask Home page toolbar, select Help. An API user is a special type of account required for communication with the Autotask API. This check box is enabled when the Internal check box is selected. You use it to override your company's standard role rate for labor tracked against the contract. If it is selected, you can update the status of all incidents. For detailed information, refer to The task or ticket stopwatch. 2. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. I have taken the Resource location "15" from the below page on autotask because while creating the api user I have selected the location as "Headquarters". 3. If the ticket category = 'RMA', the InstalledProductID is required. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Tickets with no TicketType specified are set automatically to Service Request. This entity contains the attachments for the CompanyNotes entity. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This object associates a Product entity with a PurchaseOrder entity. Making statements based on opinion; back them up with references or personal experience. 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. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. 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. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). Resources receive assignment to one or more roles through their department and queue associations. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. 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. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Thanks for your feedback. When a SubIssueType value is provided, the associated IssueType value must also be provided. A Contact is an individual associated with a Company. Tickets and project tasks share the same list of statuses. This will populate the LOB field with that selection when creating any entities where LOB can be applied. Create Quote. LOB security is respected in the API. For more information, check out the Datto/Autotask page about this module too. The purchase approval option is available through Autotask procurement. [CDATA[*/ For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The Add New Attachments section is always collapsed. The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. The stopwatch starts running as soon as you open the task, ticket or time entry page. The Note Type field defaults to Task Summary. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. 5. This entity's purpose is to describe a serial number associated with an Inventory Item. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. } If you close without saving, the attachments will not be uploaded or attached to the parent 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. A place where magic is studied and practiced? This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. 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 contains the attachments for the TicketNotes entity. 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. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. As you save each attachment, it will appear on the attachment grid. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. It mirrors the fields found on the. window.open(uri); window.open(uri); In Picklist, an inactive TicketCategory displays in italic text. The configurationItemType associates one or more user-defined fields with assets of the same type. This entity describes an Autotask ticket assigned to a service call. How to handle a hobby that makes income in US. This entity contains the attachments for the Resources entity. /*]]>*/Want to tell us more? The API user security level has access to contact impersonation for tickets. [CDATA[*/ The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. This entity contains attachments for the Opportunities entity. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. 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. Do not confuse it with Currency local term selection, which is not available when using Multi-currency.