For more information, refer to. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. This entity's purpose is to describe a Resource - Role - Department relationship. /*]]>*/Want to tell us more? 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. But does anyone know what should be used to create a ticket? [CDATA[*/
They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The Status defaults to the current status of the parent entity when the page or dialog box is opened. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 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. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? Do not confuse it with Currency local term selection, which is not available when using Multi-currency. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. These accounts are free of charge, but they do not provide access to the Autotask UI. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. function SendLinkByMail(href) {
You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. The allowed actions are specific to the object. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Refer to WebhookUdfFields (RESTAPI). It represents any organization with which you do business. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. This entity describes an Autotask Notification, as listed in the Notification History page. This object describes list items added to a check list on an Autotask ticket. All users can view attachments they uploaded. The AllocationCodeID field must reference a Work Type allocation code. IMPORTANT Fields that are not visible cannot be validated. 2. This entity contains notes for documents in Autotask. You cannot change a resource's ticket number prefix once created. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. In Autotask, you can create ticket categories that are identified as API-Only. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Write. Click New; Tip - click the images to make them larger Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. It describes whether a Service 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 Quote Item. This entity represents the daily availability, hours goal, and travel for a resource. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. An error message indicates that Service Request tickets cannot be associated with a problem ticket. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. This entity describes an Action Type assigned to a CRM Note or To-Do. }
This entity contains the categories that hold Knowledgebase articles in Autotask. The Note Type field defaults to Task Summary. Configure your support email address. The function of this entity is to describe the resources associated with a Company Team. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity describes an Autotask Task. /**/Want to tell us more? If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. Logon to the Datto (AutoTask) PSA. Verify you support email. To learn more, refer to The Rich Text editor. 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. Notes published to All Autotask Users are visible to customers. You can create additional mailboxes, but you won't be able to activate them. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. Click Get current values to update field values. Every time i get a very helpful "Internal Server Error" message back, nothing else. This entity describes the Resource and Role through the Queue association. Incidents on Change Request tickets will not be updated. Which actions can be performed on the entity. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Assets are products that are associated with a Company entity. All text formatting and images will be lost. Open the Kaseya Helpdesk. /**/Want to tell us more? Visit the Ideas forum! Review the setting of the Internal Only check box. function SendLinkByMail(href) {
To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. If the ticket category is associated to an SLA, then use that ID. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. For more information, refer to Time Entry/Note Quick Edit Fields. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. The fields that do appear show the following differences: A Keep Current option is available and is the default. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This entity describes an Autotask project task assigned to a service call. Want to learn about upcoming enhancements? After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . This object describes general information for a survey generated by Autotask. Thanks for your feedback. Append to Resolution on # incident(s) (tickets only). via the API and attached to the OnPlus Service Desk queue. 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? Need troubleshooting help? Head on over to our Community Forum! Connect and share knowledge within a single location that is structured and easy to search. A project defines and organizes a group of related tasks, events, and documents. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. The function of this entity is to describe the mapping of the contact to the contract billing rule. This is an event a Zap performs. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. ChangeApprovalStatus can only be set to Requested or Assigned. This entity contains the attachments for the CompanyNotes entity. 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". Head on over to our Community Forum! If the Contract is associated to an SLA, then use that ID. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Saves the note or time entry and opens a new dialog box. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The function of this entity is to describe the tax rate for a specific billing item. This entity contains attachments for the Tasks entity. A new inactive attribute value cannot be assigned. Want to talk about it? 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. This entity represents documents associated with Knowledgebase articles in Autotask. A cost is a billing item for products or materials. Additionally, only those statuses that are available to all selected tickets categories are available for selection. The resources then have access to the account data when their security level allows account access at the Mine level. This entity describes a cost associated with an Autotask Ticket. ConfigurationItemSslSubjectAlternativeName. The integration user's security level must allow impersonation of the resource. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? It determines a customer's total taxes on billing items. The current data is loaded when the section is first expanded. This allows the field to be cleared for tickets that are not Change Request type tickets. A ticket can have additional assets even if there is no primary asset. Thanks for contributing an answer to Stack Overflow! About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Tickets define service requests within the Autotask system. Autotask Service Bundles group multiple Services for purchase. ConfigurationItemWebhookExcludedResources. This entity contains ticket associations for documents in Autotask. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. . . The following table describes the standard Autotask field objects for this entity. Refer to Running a global notes search. This entity records existing associations between tags and Knowledgebase articles in Autotask. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This includes the category field itself. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. The RMA ticket category cannot be edited through the API. }
There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? Refer to The Rich Text editor to learn more. ChangeApprovalBoard must reference an active Change Approval Board. The assets associated with Knowledgebase articles are recorded in this entity. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). function SendLinkByMail(href) {
This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. The entity exists for billing use purposes. If more than one person is added, +# is added to the first name. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. On create(), Priority must be an active priority. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. 4. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. Refer to Creating Knowledgebase articles from tickets. If you select a different note type, keep in mind that it might be set to a different Publish option. Tickets and project tasks share the same list of statuses. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Where does this (supposedly) Gibson quote come from? It is only available through the REST API. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. 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. The stopwatch starts running as soon as you open the task, ticket or time entry page. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. If it is selected, you can update the status of all incidents. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. The Entities list provides a link to additional information about the entity and its standard Autotask fields. A billing item may or may not be included in an invoice and billed to the customer. This entity describes an Autotask Contact. REST API supportability and query thresholds If you find a defect in the API. Thanks for your feedback. Enter your API credentials and then click Connect. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. This entity describes an approved and posted billable item in Autotask. For more information about fields marked as picklists, review our Understanding picklists article. 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. Refer to Webhooks (REST API). }
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. This entity represents company (account)categories 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"}]}. This entity represents checklist libraries related to documents in Autotask. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. Create Ticket Note. In Autotask, you can create ticket categories that are identified as API-Only. This entity describes an Autotask Subscription. 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'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. This entity describes an Autotask Contract Rate. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. 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. I changed some values just in case they are sensitive. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. Visit the Ideas forum! You can make this a default setting. This entity describes an Autotask Allocation Code. Thanks for your feedback. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. The entity exists for billing use purposes. 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.
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