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While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Click on the context menu bar to the left of the Standard category the, click Edit. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Thanks for your feedback. Is it possible to rotate a window 90 degrees if it has the same length and width? Write. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. Refer to Adding and managing attachments. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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". I am trying to create a ticket in autotask using the below python code: This entity represents time off requests submitted by Autotaskusers. What video game is Charlie playing in Poker Face S01E07? The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. Only the incidents of problem tickets will have their status updated. This entity contains attachments for the Tasks entity. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. 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. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. This entity describes an Attachment in Autotask. The DomainRegistrars entity contains WHOISdetails for Domain assets. via the API and attached to the OnPlus Service Desk queue. 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. The entity header identifies the parent entity the note or time entry is associated with.
This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. IMPORTANT Selecting a form template is the equivalent of manually populating the form. 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? A ticket can have additional assets even if there is no primary asset. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. This entity describes an Autotask Subscription. The REST API permits you to retrieve values for all entity UDFs via the query method. [CDATA[*/
I am new to autotask. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. 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. This field is not filterable for tickets in the API. This entity contains the attachments for the ConfigurationItems entity. If the asset is associated to an SLA, then use that ID. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. For example, when updating an entity, you may not be able to update all fields within the entity. The status field describes how close a ticket is to resolution, or how close a task is to completion. Notes have a property called Note Type. NAVIGATION
IssueType and SubIssueType are never required in the API. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. 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. DocumentConfigurationItemCategoryAssociations. The function of this entity is to describe the relationship between an asset category and a specific UDF. 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. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. 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. This entity's purpose is to describe a note associated with an Autotask Contract. This entity defines a user-defined field (UDF) in Autotask. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. LOB security is respected in the API. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The following table describes the standard Autotask field objects for this entity. This field is editable for tickets whose ticket category is 'RMA.' The function of this entity is to describe the tax rate for a specific billing item. Also create Note/Attachment on # incident(s) (tickets only). 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.
Autotask: Ticketing and Asset Tracking Integration Assets are products that are associated with a Company entity. 'Mine + Accounts' will be treated as 'None.' }
TicketCategory - Autotask On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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 integration user's security level must allow impersonation of the resource. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Refer to
WebhookFields (REST API). Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Invoice templates define the appearance and content of an invoice generated by Autotask. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. 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 . You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. /*]]>*/Want to tell us more? function SendLinkByMail(href) {
The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. 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. If no asset or contract SLA, then check the Ticket Category. If there is no Asset SLA, then check the Contract Service or Bundle SLA. This entity's purpose is to describe a serial number associated with an Inventory Item. This entity describes an Autotask Allocation Code. Autotask Service Bundles group multiple Services for purchase. REST API supportability and query thresholds If you find a defect in the API. 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 impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. A cost is a billing item for products or materials. If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. This entity is only used by multi-currency databases. [CDATA[*/
This includes the category field itself. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The Note Type field defaults to Task Summary. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. 1. A shipping type defines a carrier for a product shipment. Provide feedback for the Documentation team. Create a Ticket in Autotask using Powershell Making IT work Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket If setting equals 'Never' then the API will not require the QueueID value. Ticket - Autotask Mass ticket creation : r/Autotask - reddit Autotask: Line of Business (LOB) Key Things to Know Set up a mailbox in Autotask. window.open(uri);
They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. }
Adding a note to a task or ticket - Autotask /*]]>*/Want to tell us more? 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 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. This object describes list items added to a check list on an Autotask ticket. Some users wanted a benchmark of the new API. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Autotask creates a ticket. Come try it. This entity is only used by multi-currency databases. . Need troubleshooting help? It mirrors the fields found on the. Both the integration user and the API-only user must have security level permission to add or edit the entity. One of these entities exists for every UDF that is set as visible on each asset category. The AllocationCodeID field must reference a Work Type allocation code. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. To verify and configure these settings perform the following steps. Quote Items define a line item added to an Autotask Quote. In Autotask, you can create ticket categories that are identified as API-Only. This object describes notes created by an Autotask user and associated with a Asset entity. This entity describes an Autotask Contract. Incidents on Change Request tickets will not be updated. import requests. Open the Kaseya Helpdesk. This entity describes an individual business unit that has an association with a company in Autotask. That InstalledProduct must also reference a Product that is EligibleForRma. If it is selected, you can update the status of all incidents. This entity records existing associations between tags and Knowledgebase articles in Autotask. Each entity type object contains an array of properties that describe instances of the entity type. This entity describes an Autotask Contract Rate. Refer to Creating Knowledgebase articles from tickets. 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. Log into Autotask and navigate to the menu on the left and click on Admin Although you can query this entity, it contains one or more fields that are not queryable. 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. 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. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. Have an idea for a new feature? This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. Thanks for contributing an answer to Stack Overflow! The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. This entity's purpose is to describe a line item associated with an Expense Report entity. 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. Asking for help, clarification, or responding to other answers. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. Does anyone have sample code for how to create a ticket using the REST API. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime.
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