This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Visit the Ideas forum! This entity describes an Autotask service call and its relationship to four other service call related entities. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. To open the page, use the path (s) in the Security and navigation section above. The properties represent data fields. If you have not clicked the Get current Status link, it will be the date and time you opened the page. 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 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. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This entity represents articles created by Knowledgebase users in Autotask. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. This entity surfaces the Autotaskversion number. Refer to Time Entry/Note Quick Edit Fields. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. 'Mine + Accounts' will be treated as 'None.' /*]]>*/Want to tell us more? You can create additional mailboxes, but you won't be able to activate them. Making statements based on opinion; back them up with references or personal experience. This entity describes the Resource Role and Department association. 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. window.open(uri); [CDATA[*/ A place where magic is studied and practiced? TicketCategory default values will be applied unless another value is passed in. Reddit and its partners use cookies and similar technologies to provide you with a better experience. 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 it does not exist, the ContractIDwill be set to null. Gettings 721 tickets based on a title filter: "Title eq hello!" 5. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Thanks for contributing an answer to Stack Overflow! Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. 3. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. window.open(uri); If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). The RMA ticket category cannot be edited through the API. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. To learn more, refer to The Rich Text editor. What video game is Charlie playing in Poker Face S01E07? Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . For more information, refer to Notification panel. The ticket category controls which fields appear here and in what order. Is there any way for you to see what the response from Autotask is? This object describes notes created by an Autotask user and associated with a Asset entity. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the . 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. Only form templates that are available to all selected tickets categories can be selected. 2. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Want to talk about it? /*]]>*/Want to tell us more? A new inactive attribute value cannot be assigned. This entity describes an Autotask Ticket. 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. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. } Head on over to our Community Forum! 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. The allowed actions are specific to the object. [CDATA[*/ From the pull-down menu, 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. The entity exists for billing use purposes. 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. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) 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. Don't assume anything incl. Quote Items define a line item added to an Autotask Quote. https://www.autotask.com/, Press J to jump to the feed. Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Most of the values were taken from an existing ticket. This entity describes an Autotask Company. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. } /**/Want to tell us more? 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 describes an Autotask project task assigned to a service call. Head on over to our Community Forum! Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. This entity contains the attachments for the ExpenseReports entity. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. 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. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Refer to the previous bullet point. } 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. This entity's purpose is to describe a note associated with an Autotask Contract. update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. 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. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Notes have a property called Note Type. Although you can query this entity, it contains one or more fields that are not queryable. It has code to get popular entities like accounts, tickets, contacts etc. 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. CreatorResourceID can return a ContactID. This entity provides a method to track cost items generated from an Autotask Quote. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. window.open(uri); Thanks for your feedback. NAVIGATION Each entity type object contains an array of properties that describe instances of the entity type. Ticket.Source is not required; however, in the UI the Source field defaults to 'Other', so for tickets created through the UI, the value for Ticket.Source is never Null. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. 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. To learn more, refer to The Rich Text editor. 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. Implementing the time entry portion wouldn't be terrible. If you close without saving, the attachments will not be uploaded or attached to the parent entity. This entity's purpose is to describe a Resource - Role relationship. } var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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". Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. IMPORTANT Selecting a form template is the equivalent of manually populating the form. Find centralized, trusted content and collaborate around the technologies you use most. This entity represents associations between, This entity represents articles associated with. For example, although the client can create certain resources, not all resources accept a create call. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. An error message indicates that Service Request tickets cannot be associated with a problem ticket. Any unsaved changes in those areas will be kept. Every time i get a very helpful "Internal Server Error" message back, nothing else. A subreddit for users of Autotask Professional Services Automation tool. 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 resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. ChangeApprovalStatus can only be set to Requested or Assigned. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. Can airtags be tracked from an iMac desktop, with no iPhone? This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. permission is required. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. Visit the Ideas forum! function SendLinkByMail(href) { Click on Service Desk/Ticket Categories. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. Refer to WebhookFields (REST API). The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. This entity's purpose is to describe a serial number associated with an Inventory Item. Resource access URLs for all entities appear in the next section of this article. Ticket cannot be created with an inactive TicketCategory. You cannot change a resource's ticket number prefix once created. This entity's purpose is to describe a record of approval for a ticket change request. It also tracks the resource and date &time each step was completed. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Autotask administrators create UDFs in the Administration Settings of the Autotask system. This entity describes an Autotask Contract. Such ticket categories are hidden everywhere you select a ticket category . The fields that do appear show the following differences: A Keep Current option is available and is the default. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. This entity manages the tags associated with tickets in Autotask. This entity represents associations between assets and documents in Autotask. 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. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. IssueType and SubIssueType are never required in the API. Head on over to our Community Forum! This object describes list items added to a check list on an Autotask ticket. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. function SendLinkByMail(href) { 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 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. Want to talk about it? These are referred to as Reference fields. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days.