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 there is no Contract Service or Bundle SLA, then check the Contract. Append to Resolution on # incident(s) (tickets only). This entity describes an Autotask SubscriptionPeriod. The entity header identifies the parent entity the note or time entry is associated with. 2. The current data is loaded when the section is first expanded. You use it to override your company's standard role rate for labor tracked against the contract. Everything else looks correct! I am using CyberDrain PowerShell module but I am clearly missing something. The entity exists for billing use purposes. If the ticket category = 'RMA', the InstalledProductID is required. A new inactive ContactID value cannot be assigned on create() or update(). Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. 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 function of this entity is to describe the tax rate for a specific billing item. It describes Price List information associated with a WorkTypeModifier entity. } For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. function SendLinkByMail(href) { Set up a mailbox in Autotask. Is it possible to rotate a window 90 degrees if it has the same length and width? 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. This field is editable for tickets whose ticket category is 'RMA.' Incidents on Change Request tickets will not be updated. This entity contains the attachments for the TimeEntries entity. [CDATA[*/ This entity describes an Autotask project task assigned to a service call. You can only create it; you cannot query or update it. ChangeApprovalBoard must reference an active Change Approval Board. From the pull-down menu, On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. To learn more, refer to The Rich Text editor. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Notes published . A Contract Rate is associated with a Role and is specific to a contract. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. This entity represents ticket tag groups in Autotask. If it does not exist, the ContractIDwill be set to null. Refer to Creating Knowledgebase articles from tickets. For more information, refer to Notification panel. [CDATA[*/ Need troubleshooting help? If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. IMPORTANT Selecting a form template is the equivalent of manually populating the form. This entity provides a method to track cost items generated from an Autotask Quote. For example, when updating an entity, you may not be able to update all fields within the entity. Any existing Change Request tickets can be edited. Visit the Ideas forum! Want to learn about upcoming enhancements? Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . It will not appear on the New Ticket Note or New Ticket Time Entry form. For more information, check out the Datto/Autotask page about this module too. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. This entity contains the attachments for the SalesOrders entity. Tickets and project tasks share the same list of statuses. Refer to Time Entry/Note Quick Edit Fields. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. Tickets define service requests within the Autotask system. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. It also tracks the resource and date &time each step was completed. 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 Web Services APIsecurity settings. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Thanks for your feedback. DocumentConfigurationItemCategoryAssociations. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. window.open(uri); Every attempt gives me a 500 server error. Create Quote. In Picklist, an inactive TicketCategory displays in italic text. 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. function SendLinkByMail(href) { Security: This check box is available even if users do not have permission to edit tickets. Press question mark to learn the rest of the keyboard shortcuts. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. Refer to Webhooks (REST API). You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. In this section, you add new attachments. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This entity records existing associations between tags and Knowledgebase articles in Autotask. If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. Reddit and its partners use cookies and similar technologies to provide you with a better experience. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. 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. function SendLinkByMail(href) { function SendLinkByMail(href) { This entity describes an individual business unit that has an association with a company in Autotask. This entity's purpose is to describe a modifier for a given Work Type BillingCode. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Which actions can be performed on the 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. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Want to talk about it? NAVIGATION Click New; Tip - click the images to make them larger This entity's purpose is to describe an asset category. This entity describes an Autotask ticket assigned to a service call. This entity's purpose is to describe a Country as defined in the Autotask CRM module. 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. Thanks for your feedback. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. The RMA ticket category cannot be edited through the API. The assets associated with Knowledgebase articles are recorded in this entity. The configurationItemType associates one or more user-defined fields with assets of the same type. Visit the Ideas forum! CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. The company handles all billing for the business unit. Click on Service Desk/Ticket Categories. The value you select will be set as the status of the parent entity when the dialog box or page is saved. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. 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. 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 selection opens a page that contains a subset of the fields documented above. This entity describes an Attachment in Autotask. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Refer to WebhookFields (REST API). Calculated in hours only. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). The Entities list provides a link to additional information about the entity and its standard Autotask fields. Every resource is associated with a location. They are saved as replies to the note or time entry they are added to. 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 entity describes an Autotask resource assigned to a ticket that is assigned to a service call. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Create a Ticket in Autotask using Powershell 27 Aug 2015. Every time i get a very helpful "Internal Server Error" message back, nothing else. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. 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". This entity describes an Autotask Ticket. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. Only the incidents of problem tickets will have their status updated. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). This entity describes an approved and posted billable item in Autotask. 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. window.open(uri); REST API supportability and query thresholds If you find a defect in the API. Thanks for your feedback. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). The properties represent data fields. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. This entity's purpose is to describe a Resource - Role relationship. window.open(uri); If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. Provide feedback for the Documentation team. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. The ticket must be associated to either the contact's account or any of its child accounts. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? All active note types of the category Task are available, plus the current selection even if it is inactive. 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 a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages This entity manages the tags associated with tickets 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. For detailed information, refer to The task or ticket stopwatch. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Resources receive assignment to one or more roles through their department and queue associations. 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. This entity enables you to increase inventory counts associated with the InventoryProducts entity. If setting equals 'Never' then the API will not require the QueueID value. Creates a ticket note. This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. The template corresponding to the speed code will be highlighted automatically. This entity contains attachments for the Tickets entity. Refer to WebhookExcludedResources (REST). Any entities or attachments that the account creates will be attributed to "APIUser." Implementing the time entry portion wouldn't be terrible. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. /**/Want to tell us more? This entity is only used by multi-currency databases. This entity describes an Autotask Time Entry. If you close without saving, the attachments will not be uploaded or attached to the parent entity. The allowed actions are specific to the object. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. 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. A billing item may or may not be included in an invoice and billed to the customer. /*]]>*/Want to tell us more? Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. It can be a separate physical location or a division or agency operating in the same physical location as the company. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. You can select a different note type from the drop-down list. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. 4. /**/Want to tell us more? Have an idea for a new feature? Create an account to follow your favorite communities and start taking part in conversations. Each of the entities inherits from the Autotask base class Entity. /*]]>*/Want to tell us more? When a SubIssueType value is provided, the associated IssueType value must also be provided. 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 includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. This entity describes the Resource Role and Department association. /*Timestamp format article. 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 contains the attachments for the CompanyNotes entity. The id field belongs to each entity and acts as the unique identifier. This entity describes notes created by an Autotask user and associated with a Task entity. Integration vendors If TicketType = ChangeRequest, ProblemTicketID cannot have a value. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. To complete the attachment process, you must save the note or time entry. Available in the UI only when the installed module is enabled. The Note Type field defaults to Task Summary. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; I am new to autotask. 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 describes an Autotask Company. A Contact is an individual associated with a Company. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). This entity contains checklist items related to documents in Autotask. Form templates follow the limitations of the currently applied category and the user's security settings. This entity represents associations between assets and documents in Autotask. I changed some values just in case they are sensitive. 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. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Autotask creates a ticket. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. This entity is only used by multi-currency databases. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Autotaskwill automatically assign the record number that follows the prefix. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Notes published to All Autotask Users are visible to customers. 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. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log.