This object describes notes created by an Autotask user and associated with a Asset entity. This entity contains the attachments for the SalesOrders entity. [CDATA[*/ For additional information, refer to. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. NOTE Not all entities use UDFs. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. The properties represent data fields. About N-able N-central integration with Autotask NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. This entity's purpose is to describe a Quote in Autotask. Notes published . This entity describes detailed information about on-hand. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. The REST API permits you to retrieve values for all entity UDFs via the query method. This entity describes an Autotask project Phase. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. window.open(uri); Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. /**/Want to tell us more? A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. Mass ticket creation : r/Autotask - reddit Create Ticket using API : r/Autotask - reddit.com ServiceLevelAgreementPausedNextEventHours. [CDATA[*/ The entity exists for billing use purposes. This entity describes an Autotask Ticket. Thanks for your feedback. via the API and attached to the OnPlus Service Desk queue. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. The fields that do appear show the following differences: A Keep Current option is available and is the default. Either click the template or click. This entity's purpose is to describe a modular component that can be added to any ticket or task. Integrating with Autotask - IT Glue How to handle a hobby that makes income in US. [CDATA[*/ Namely the VS solutions are here. 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. 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. 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. A resource must have at least one role assignment. This entity describes visual identifiers that you can use to categorize and search for Companies. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. A place where magic is studied and practiced? The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. permission is required. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity is only used by multi-currency databases. 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. [CDATA[*/ 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 a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. This entity describes an Autotask resource assigned to a task that is assigned to a service call. function SendLinkByMail(href) { 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. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. 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. window.open(uri); From the main navigation menu click Admin/Features & Settings. This entity describes an Autotask Project. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. It outlines the steps that must be performed to complete the ticket or task. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. window.open(uri); var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; For more information, refer to Notification panel. function SendLinkByMail(href) { The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Refer to Forwarding and modifying tickets. Head on over to our Community Forum! That InstalledProduct must also reference a Product that is EligibleForRma. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. All users can view attachments they uploaded. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. To learn more, refer to The Rich Text editor. ConfigurationItemWebhookExcludedResources. Billing milestones define tangible work or measured progress that must be completed before billing can take place. /*]]>*/Want to tell us more? As you save each attachment, it will appear on the attachment grid. You may also update UDFs for entity types that allow update and create. The API-only user's security level must allow impersonation on the entity type. Access to version 1.6 will deactivate in Q4 2024. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity describes list items added to a check list on an Autotask ticket or task. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. Refer to WebhookFields (REST API). The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. 2. Refer to the previous bullet point. Implementing the time entry portion wouldn't be terrible. 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. 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's purpose is to describe a cost associated with an Autotask contract. [CDATA[*/ Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. This entity describes the Resource Role and Department association. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. The purchase approval option is available through Autotask procurement. If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. The function of this entity is to describe the tax rate for a specific billing item. If the Contract Service or Bundle is associated to an SLA, then use that ID. Assets are products that are associated with a Company entity. A subreddit for users of Autotask Professional Services Automation tool. Every attempt gives me a 500 server error. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. How to Configure Datto (AutoTask) PSA - RocketCyber Some users wanted a benchmark of the new API. Only the incidents of problem tickets will have their status updated. Refer to Running a global notes search. It describes whether an Allocation Code of type Material Code 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. Assets are Products with an association to a Company entity. This entity is only used by multi-currency databases. /* For more information about fields marked as picklists, review our Understanding picklists article. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. Tickets define service requests within the Autotask system. Resource access URLs for all entities appear in the next section of this article. > 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). This entity describes an Autotask Ticket. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. This entity represents company (account)categories in Autotask. This entity represents ticket tag groups in Autotask. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. 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. 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. Autotask users manage Asset notes on Assets. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. On the incidents, the Internal Notes are created as a reply to the Summary Notes. This entity describes an Autotask Contract. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. 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. REST API supportability and query thresholds If you find a defect in the API. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. This entity describes an Autotask Quote Item. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. The assets associated with Knowledgebase articles are recorded in this entity. The ticket must be associated to either the contact's account or any of its child accounts. Most of the values were taken from an existing ticket. /*]]>*/Want to tell us more? An error message indicates that Service Request tickets cannot be associated with a problem ticket. Find centralized, trusted content and collaborate around the technologies you use most. Each of the entities inherits from the Autotask base class Entity. The ticket category controls which fields appear here and in what order. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Visit our SOAPAPIlifecycle FAQ article to learn more. When querying, a small number of entities contain fields that you cannot query. This entity's purpose is to describe a note associated with an Autotask Contract. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity contains attachments for documents in Autotask. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). A resource can be associated with multiple LOBs; entities cannot. Can airtags be tracked from an iMac desktop, with no iPhone? The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. A new inactive attribute value cannot be assigned. It can be a separate physical location or a division or agency operating in the same physical location as the company. If the asset is associated to an SLA, then use that ID. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This entity describes an Autotask Allocation Code. This entity's purpose is to describe a serial number associated with an Inventory Item. Thanks for your feedback. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity's purpose is to describe a Country as defined in the Autotask CRM module. This entity describes an Autotask Company. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Configure automatic ticket creation for Workplace Manager - Datto 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. Tickets with no TicketType specified are set automatically to Service Request. For example, 'T20200615.0674.'. 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. This section will be expanded if the note or time entry has at least one attachment. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. This entity's purpose is to describe a Contact associated with a ContactGroup. The current data is loaded when the section is first expanded. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. The Ticket entity can have no more than 300 UDFs. This entity contains attachments for Knowledgebase articles in Autotask. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Autotask administrators create UDFs in the Administration Settings of the Autotask system. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. 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. IMPORTANT Fields that are not visible cannot be validated. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. 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 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". Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. } On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. xml - Autotask Web Service API integration with C# - Stack Overflow Thanks for your feedback. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; } ChangeInfoFields are available regardless of whether they are Active or Inactive. In Autotask, the account team associates resources with an account. If the Contract is associated to an SLA, then use that ID. Some entities support file attachments. This entity is only used by multi-currency databases. Create an account to follow your favorite communities and start taking part in conversations. Want to learn about upcoming enhancements? This entity contains the attachments for the Resources entity. This entity describes an Autotask SubscriptionPeriod. Tickets define service requests within the Autotask system. This entity is only used by multi-currency databases. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. IMPORTANT Selecting a form template is the equivalent of manually populating the form. ChangeApprovalStatus can only be set to Requested or Assigned. Set up a mailbox in Autotask. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. This entity represents a document in Autotask. The allowed actions are specific to the object. https://www.autotask.com/, Press J to jump to the feed. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. Visit our SOAPAPIlifecycle FAQ article to learn more. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity contains notes for documents in Autotask. Click on the context menu bar to the left of the Standard category the, click Edit. Is there any way for you to see what the response from Autotask is? You can select a different note type from the drop-down list. Action. This field is editable for tickets whose ticket category is 'RMA.' 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 . Configure your support email address. This entity represents associations between asset categories and documents in Autotask. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. Refer to Web Services APIsecurity settings. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. You cannot change a resource's ticket number prefix once created. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Need troubleshooting help? Refer to Time Entry/Note Quick Edit Fields. 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. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). 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. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This entity enables you to decrease inventory counts associated with the InventoryProducts entity. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Complete the New Attachment dialog box. Autotask: Ticketing and Asset Tracking Integration import requests. Log into Autotask and navigate to the menu on the left and click on Admin 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. 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 link between co-managed accounts and the resources with a co-managed security level who have access to them. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. This entity describes a cost associated with an Autotask Ticket. This entity represents checklist libraries related to documents in Autotask. It allows you to configure tiered or volume pricing for the billing product. [CDATA[*/ Is there a proper earth ground point in this switch box? This entity contains the attachments for the TicketNotes entity. function SendLinkByMail(href) { Incidents on Change Request tickets will not be updated. This is by far the best wrapper for the SOAP API. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. 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. All text formatting and images will be lost. /*]]>*/Want to tell us more? 5. This entity describes an Autotask Department. This entity describes an Autotask Contact. This data will not change during update operations. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. 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.). Is it possible to rotate a window 90 degrees if it has the same length and width? Any unsaved changes in those areas will be kept. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. For detailed information, refer to The task or ticket stopwatch. All active note types of the category Task are available, plus the current selection even if it is inactive. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. function SendLinkByMail(href) { 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. An inventory product represents a set of stocked items that share a product and a location. What could be the reason? , This field is editable for tickets whose ticket category is 'RMA.'. /*]]>*/Want to tell us more? This entity contains the attachments for the ConfigurationItemNotes entity. This entity represents the categories for documents in Autotask. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Thanks for your feedback. 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. This entity's purpose is to describe an asset category. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType.