The entity header identifies the parent entity the note or time entry is associated with. [CDATA[*/
var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. The entity exists for billing use purposes. This will populate the LOB field with that selection when creating any entities where LOB can be applied. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The DomainRegistrars entity contains WHOISdetails for Domain assets. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. These accounts are free of charge, but they do not provide access to the Autotask UI. function SendLinkByMail(href) {
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. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Logon to the Datto (AutoTask) PSA. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. . 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. Need troubleshooting help? This entity describes an Autotask Ticket. 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. }
The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity contains attachments for Knowledgebase articles in Autotask. The current data is loaded when the section is first expanded. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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 To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar.
TicketCategory - Autotask This entity contains tag associations for documents in Autotask. A shipping type defines a carrier for a product shipment. I am trying to create a ticket in autotask using the below python code: You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. It controls who can view the note. Verify you support email. 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 String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. 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. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. The returned body will be super useful going forward if you can get it though! This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Additionally, only those statuses that are available to all selected tickets categories are available for selection. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. They are also not exposed in the API or LiveReports. NAVIGATION
I am using CyberDrain PowerShell module but I am clearly missing something. A resource must have at least one role assignment. This entity contains the attachments for the ConfigurationItems entity. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. 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. }
If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. 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 entity is only used by multi-currency databases. A resource can be associated with multiple LOBs; entities cannot. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. CreatorResourceID can return a ContactID. This entity describes an Autotask Task. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. 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. 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. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. Provide feedback for the Documentation team. A billing item may or may not be included in an invoice and billed to the customer. This entity contains attachments for the Tickets entity. If it is selected, you can update the status of all incidents. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. You can only create it; you cannot query or update it.
Using notes in Autotask If no asset or contract SLA, then check the Ticket Category.
The allowed actions are specific to the object. It also tracks the resource and date &time each step was completed. 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. function SendLinkByMail(href) {
This entity contains the attachments for the ProjectNotes entity. What could be the reason? /*]]>*/Want to tell us more? You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved.
PowerShell Gallery | Dynamic/New-AtwsTicketCost.ps1 1.6.2.8 Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. ChangeApprovalStatus can only be set to Requested or Assigned. import requests. Tickets with no TicketType specified are set automatically to Service Request. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI.
Autotask: Line of Business (LOB) Key Things to Know Visit our SOAPAPIlifecycle FAQ article to learn more. Either click the template or click. The API currently exposes the following entities. /*]]>*/Want to tell us more? To learn more, refer to The Rich Text editor. Tickets and project tasks share the same list of statuses. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request.
Does anyone have sample code for how to create a ticket using the REST API. When a SubIssueType value is provided, the associated IssueType value must also be provided. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? rev2023.3.3.43278. 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. Open the Datto Help Center. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. Form templates follow the limitations of the currently applied category and the user's security settings. This entity represents time off requests submitted by Autotaskusers. 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.). When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business.
Autotask API Ticket Creation with PowerShell : r/Autotask - reddit The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Contracts specify a billing arrangement with a Company. A ticket workflow rule with a Create Ticket Note . This entity describes an Autotask Inventory module Purchase Order. This entity's purpose is to describe a serial number associated with an Inventory Item. Refer to The Rich Text editor to learn more. This entity represents the categories for documents in Autotask. Thanks for your feedback. Complete the New Attachment dialog box. 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. Thanks for your feedback. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. 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. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. 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. 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. To complete the attachment process, you must save the note or time entry. Billable cost items appear in Approve and Post. Refer to Time Entry/Note Quick Edit Fields. Visit the Ideas forum! 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;
A resource must have at least one role assignment. This entity represents the daily availability, hours goal, and travel for a resource. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. An error message indicates that Service Request tickets cannot be associated with a problem ticket. Need troubleshooting help? }
and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Also create Note/Attachment on # incident(s) (tickets only). 5. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. 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. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). The status field describes how close a ticket is to resolution, or how close a task is to completion. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Change request tickets are part of the Autotask Change Management feature set. Integration vendors For more information, refer to. Enter your API credentials and then click Connect. When querying, a small number of entities contain fields that you cannot query. This entity's purpose is to describe a billing Role that has been excluded from a Contract. You can only associate it with a Quote entity. Head on over to our Community Forum!
Task & Ticket Statuses - Autotask If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Want to talk about it? ServiceLevelAgreementPausedNextEventHours. Notes published . window.open(uri);
Provide feedback for the Documentation team. An API user is a special type of account required for communication with the Autotask API. If there is no Contract Service or Bundle SLA, then check the Contract. It determines a customer's total taxes on billing items. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. The following table describes the standard Autotask field objects for this entity. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity surfaces the Autotaskversion number. How do I connect these two faces together? 4. 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. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. What is a word for the arcane equivalent of a monastery? If you send the content back, the Rich Text and all images that it contains will be lost. This entity describes an Autotask project Phase. function SendLinkByMail(href) {
Both the integration user and the API-only user must have security level permission to add or edit the entity.
Ticket - Autotask Mass ticket creation : r/Autotask - reddit 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).
Create a Ticket in Autotask using Powershell Making IT work