ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket.
How to Configure Datto (AutoTask) PSA - RocketCyber xml - Autotask Web Service API integration with C# - Stack Overflow Thanks for your feedback. This entity enables you to increase inventory counts associated with the InventoryProducts entity.
GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Is there a proper earth ground point in this switch box? Want to talk about it? This entity manages the tags associated with tickets in Autotask. This entity contains the attachments for the SalesOrders entity. Some users wanted a benchmark of the new API. /*Create an API account in Autotask - Partner Docs All fields are read-only. Making statements based on opinion; back them up with references or personal experience. This entity represents company (account)categories in Autotask. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. window.open(uri);
Need troubleshooting help? This entity is only used by multi-currency databases. [CDATA[*/
This entity describes list items added to a check list on an Autotask ticket or task. It determines a customer's total taxes on billing items. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. I changed some values just in case they are sensitive. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. When querying, a small number of entities contain fields that you cannot query. }
This entity contains the attachments for the ConfigurationItems entity. The Add New Attachments section is always collapsed. This entity describes an Autotask Company. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Thanks for your feedback. You can only create it; you cannot query or update it. Although you can query this entity, it contains one or more fields that are not queryable. 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)
If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. This entity describes an Autotask Contact. The value you select will be set as the status of the parent entity when the dialog box or page is saved. function SendLinkByMail(href) {
A Contact is an individual associated with a Company. Any unsaved changes in those areas will be kept. /*Webhooks (REST API). Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. Notes published to All Autotask Users are visible to customers. Either click the template or click.
PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. rev2023.3.3.43278. Integration vendors NOTE Not all entities use UDFs. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. The fields that do appear show the following differences: A Keep Current option is available and is the default. 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. This entity describes an Autotask Ticket. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. This entity represents the daily availability, hours goal, and travel for a resource. 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. 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. 2. This entity's purpose is to describe a cost associated with an Autotask contract. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. This entity contains the attachments for the ConfigurationItemNotes entity. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. A place where magic is studied and practiced? Have an idea for a new feature? Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. A Department is an association the application can use to manage resources, especially when assigning project tasks. This entity describes an Autotask Task. The following table describes the standard Autotask field objects for this entity. This object describes notes created by an Autotask user and associated to a Project entity. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. They are also not exposed in the API or LiveReports. Create Ticket Note. 5. In Picklist, an inactive TicketCategory displays in italic text. This check box is enabled when the Internal check box is selected. 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). 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. This entity represents associations between asset categories and documents in Autotask. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. /*]]>*/Want to tell us more? If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. This entity surfaces the Autotaskversion number. [CDATA[*/
Have an idea for a new feature? 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 create(), Priority must be an active priority. If you have not clicked the Get current Status link, it will be the date and time you opened the page. Head on over to our Community Forum! 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. DocumentConfigurationItemCategoryAssociations. This entity describes the Resource and Role through the Queue association. 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 For additional information, refer to. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. IMPORTANT Fields that are not visible cannot be validated. 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 . It has code to get popular entities like accounts, tickets, contacts etc. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Open the Kaseya Helpdesk.
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. Refer to Web Services APIsecurity settings. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. This entity's purpose is to describe a serial number associated with an Inventory Item. A subreddit for users of Autotask Professional Services Automation tool. Most of the values were taken from an existing ticket. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). 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 project Phase. It outlines the steps that must be performed to complete the ticket or task.
Mass ticket creation : r/Autotask - reddit 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. }
ConfigurationItemSslSubjectAlternativeName. [CDATA[*/
For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. The function of this entity is to describe the tax rate for a specific billing item. Where does this (supposedly) Gibson quote come from? 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 describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Provide feedback for the Documentation team. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. This data will not change during update operations. Thanks for your feedback. To use a speed code, enter it in the field. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. Gettings 721 tickets based on a title filter: "Title eq hello!" If more than one person is added, +# is added to the first name. 1. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. The DomainRegistrars entity contains WHOISdetails for Domain assets. If setting equals 'Never' then the API will not require the QueueID value. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Visit the Ideas forum! This entity describes an Autotask Department. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. Head on over to our Community Forum! You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. 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.). This resource describes key business details for the Autotask Company 0, the Autotask user's company account. You can create additional mailboxes, but you won't be able to activate them. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. How to handle a hobby that makes income in US. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Change request tickets are part of the Autotask Change Management feature set. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. You can select a different note type from the drop-down list. This entity contains the attachments for the ProjectNotes entity. This entity's purpose is to describe a Country as defined in the Autotask CRM module. /*]]>*/Want to tell us more? Available in the UI only when the installed module is enabled. 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. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? The change request approval process is part of the Autotask Change Management feature set. This entity contains attachments for the Tasks entity. Enter your API credentials and then click Connect. A billing item may or may not be included in an invoice and billed to the customer. 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. [CDATA[*/
This entity contains notes for Knowledgebase articles in Autotask. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. This entity describes an Autotask Contract Rate. Any entities or attachments that the account creates will be attributed to "APIUser." var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;