rev2023.3.3.43278. 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. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. This includes the category field itself. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. 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. Do new devs get fired if they can't solve a certain bug? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity describes an Autotask Resource. 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. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. function SendLinkByMail(href) { 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.). create - Autotask Asking for help, clarification, or responding to other answers. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Need troubleshooting help? 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. Implementing the time entry portion wouldn't be terrible. If it does not exist, the ContractIDwill be set to null. All active note types of the category Task are available, plus the current selection even if it is inactive. This entity contains the attachments for the CompanyNotes entity. This entity describes an Autotask Task. } If more than one person is added, +# is added to the first name. This entity's purpose is to describe a record of approval for a ticket change request. 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. 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. Resources receive assignment to one or more roles through their department and queue associations. This entity contains checklist items related to documents in Autotask. A ticket workflow rule with a Create Ticket Note . The RMA ticket category cannot be edited through the API. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Don't assume anything incl. Open the Kaseya Helpdesk. Which actions can be performed on the entity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Some entities support file attachments. Configure automatic ticket creation for Workplace Manager - Datto 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 open the page, use the path(s) in the Security and navigation section above. The ticket category controls which fields appear here and in what order. This entity allows you to track the progress of the opportunity and generate sales forecasts. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. A shipping type defines a carrier for a product shipment. Notes have a property called Note Type. Write. Open the Kaseya Helpdesk. 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. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Tickets define service requests within the Autotask system. 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. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. If setting equals 'Always', the API will always require the QueueID value. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. 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. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. I am new to autotask. Update Status on {#} incident(s) (tickets only). These notifications will include notifications for lack of Company or Configuration Item mapping. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. Enter your API credentials and then click Connect. 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 Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. Gettings 721 tickets based on a title filter: "Title eq hello!" It determines a customer's total taxes on billing items. A new inactive ContactID value cannot be assigned on create() or update(). NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. It will not appear on the New Ticket Note or New Ticket Time Entry form. When querying, a small number of entities contain fields that you cannot query. It also tracks the resource and date &time each step was completed. Verify you support email. The following table describes the standard Autotask field objects for this entity. Adding or editing an API user - autotask.net This entity is only used by multi-currency databases. That InstalledProduct must also reference a Product that is EligibleForRma. 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. 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. The Ticket entity can have no more than 300 UDFs. Does anyone have sample code for how to create a ticket using the REST API. This entity surfaces the Autotaskversion number. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. A resource must have at least one role assignment. Autotask: Line of Business (LOB) Key Things to Know From the pull-down menu, Create a Ticket in Autotask using Powershell 27 Aug 2015. 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. This entity describes an individual business unit that has an association with a company in Autotask. This entity contains the attachments for the. 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. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Create an API account in Autotask - Partner Docs They are saved as replies to the note or time entry they are added to. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. Create Ticket Note. Tickets and project tasks share the same list of statuses. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Refer to Autotask Integration and Monitors. Autotask users manage Asset notes on Assets. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. window.open(uri); This entity represents the daily availability, hours goal, and travel for a resource. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. You can make this a default setting. function SendLinkByMail(href) { 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. IMPORTANT Selecting a form template is the equivalent of manually populating the form. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. 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 Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Ticket - Autotask [CDATA[*/ The fields that do appear show the following differences: A Keep Current option is available and is the default. This entity describes results and information for a survey generated by Autotask. This entity manages the tags associated with tickets in Autotask. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. Want to learn about upcoming enhancements? The selected recipients are added to the To: field; CC: and BCC: fields are not populated. Every resource is associated with a location. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. Head on over to our Community Forum! This entity describes an Action Type assigned to a CRM Note or To-Do. 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. 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 . An API user is a special type of account required for communication with the Autotask API. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Additionally, only those statuses that are available to all selected tickets categories are available for selection. ConfigurationItemWebhookExcludedResources. Tickets with no TicketType specified are set automatically to Service Request. This entity describes an Autotask Inventory module Purchase Order. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. The stopwatch starts running as soon as you open the task, ticket or time entry page. About Autotask Integration and Configuration - WatchGuard Provide feedback for the Documentation team. This entity contains attachments for the Tasks entity. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. } This entity records existing associations between tags and Knowledgebase articles in Autotask. 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. Access to version 1.6 will deactivate in Q4 2024. Click on Service Desk/Ticket Categories. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. You can only create it; you cannot query or update it. 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.