It allows developers to use the API to implement multi-tier approval for Autotask time entries. /**/Want to tell us more? 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. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. Every attempt gives me a 500 server error. This entity represents associations between asset categories and documents in Autotask. I am using CyberDrain PowerShell module but I am clearly missing something. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. I am trying to create a ticket in autotask using the below python code: This entity represents articles created by Knowledgebase users in Autotask. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Is there a proper earth ground point in this switch box? 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. Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. A Department is an association the application can use to manage resources, especially when assigning project tasks. Connect and share knowledge within a single location that is structured and easy to search. This entity contains attachments for Knowledgebase articles in Autotask. 3. This entity is only used by multi-currency databases. Provide feedback for the Documentation team. One of these entities exists for every UDF that is set as visible on each asset category. This entity contains the attachments for the ProjectNotes entity. Open the Kaseya Helpdesk. All fields are read-only. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. An API user is a special type of account required for communication with the Autotask API. /* 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. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. The 'YYYYMMDD' value must be a date less than or equal to today's date. This entity contains notes for documents in Autotask. Notes have a property called Note Type. About note types. A subreddit for users of Autotask Professional Services Automation tool. The function of this entity is to describe the tax rate for a specific billing item. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). 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 the Resource Role and Department association. This entity is only used by multi-currency databases. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. CreatorResourceID can return a ContactID. Click on Service Desk/Ticket Categories. Visit the Ideas forum! If more than one person is added, +# is added to the first name. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. The returned body will be super useful going forward if you can get it though! These accounts are free of charge, but they do not provide access to the Autotask UI. Head on over to our Community Forum! Have an idea for a new feature? This entity describes an Autotask Time Entry. IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. This entity's purpose is to describe a Resource - Role - Queue relationship. 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. /*]]>*/Want to tell us more? Autotask users manage Asset notes on Assets. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. This entity describes an Autotask Project. Refer to Autotask Integration and Monitors. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. This entity's purpose is to describe a serial number associated with an Inventory Item. Thanks for your feedback. Tickets define service requests within the Autotask system. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Each entity type object contains an array of properties that describe instances of the entity type. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. 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. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Provide feedback for the Documentation team. Tickets and project tasks share the same list of statuses. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. window.open(uri);
This allows the field to be cleared for tickets that are not Change Request type tickets. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. The function of this entity is to describe the resources associated with a Company Team. 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. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Visit our SOAP API lifecycle FAQ article to learn more. NAVIGATION
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This entity's purpose is to describe a Resource - Role - Department relationship. function SendLinkByMail(href) {
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This entity describes an Autotask Ticket. Configure your support email address. This entity contains the attachments for the ConfigurationItemNotes entity. Tasks are associated with a Project and define work that must be done. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. 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. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. This entity describes an Autotask Shipping Type. The assets associated with Knowledgebase articles are recorded in this entity. Verify you support email. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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The AllocationCodeID field must reference a Work Type allocation code. This entity contains tag associations for documents in Autotask. To open the page, use the path(s) in the Security and navigation section above. Need troubleshooting help? 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 contains the attachments for the. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. In Picklist, an inactive TicketCategory displays in italic text. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. 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. It allows you to create, query, and update expense line items through the API. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Adding or editing an API user - autotask.net If ChangeApprovalStatus = Assigned, user can change it to Requested (only). 'Mine + Accounts' will be treated as 'None.' A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. 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 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. Any unsaved changes in those areas will be kept. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. When an inventory product is manually created, stocked items are also created. 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? API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. As you save each attachment, it will appear on the attachment grid. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. . [CDATA[*/
This check box only appears for notes and time entries on problem tickets associated with one or more incidents. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Want to learn about upcoming enhancements? If no asset or contract SLA, then check the Ticket Category. In Autotask, the account team associates resources with an account. }
For a list of all currently available entities, refer to the , or check the Online Help's table of contents. How to connect Autotask + Microsoft Excel - Zapier This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. Want to learn about upcoming enhancements? Create a new record or update an existing record in your app. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. For more information about fields marked as picklists, review our Understanding picklists article. Review the setting of the Internal Only check box. Integration vendors This entity is only used by multi-currency databases. It represents any organization with which you do business. function SendLinkByMail(href) {
This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Action. LOB security is respected in the API. 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. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. [CDATA[*/
https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. You can modify the ticket category to ensure that the section is expanded when the time entry or note is first opened and that required fields are completed. Where does this (supposedly) Gibson quote come from? IMPORTANT Fields that are not visible cannot be validated. To open the page, use the path (s) in the Security and navigation section above. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. window.open(uri);
This entity describes an Autotask Department. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity contains the attachments for the ExpenseReports entity. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Visit the Ideas forum! Visit the Ideas forum! This entity describes an Autotask Opportunity. This entity describes DNSrecords associated with Assets in Autotask. Click Get current values to update field values. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. This entity contains notes for Knowledgebase articles in Autotask. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
ServiceLevelAgreementPausedNextEventHours. /*]]>*/Want to tell us more? The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. The change request approval process is part of the Autotask Change Management feature set. Refer to Adding and managing attachments. This entity's purpose is to describe a record of approval for a ticket change request. 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. 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. , This field is editable for tickets whose ticket category is 'RMA.'. The following table describes the standard Autotask field objects for this entity. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? Thanks for your feedback. 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 ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. 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 describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. This entity represents a document in Autotask. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. If you send the content back, the Rich Text and all images that it contains will be lost. 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. This entity represents documents associated with Knowledgebase articles in Autotask. Create Tickets in autotask using REST api in python This entity describes a cost associated with an Autotask Ticket. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. Autotask Service Bundles group multiple Services for purchase. Which actions can be performed on the entity. Thanks for your feedback. Notes published . resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. Reddit and its partners use cookies and similar technologies to provide you with a better experience. A project defines and organizes a group of related tasks, events, and documents. The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. Adding a note to a task or ticket - Autotask This entity contains the categories that hold Knowledgebase articles in Autotask. The ticket must be associated to either the contact's account or any of its child accounts. What is a word for the arcane equivalent of a monastery? 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. This entity surfaces the Autotaskversion number. 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. [CDATA[*/
Additionally, only those statuses that are available to all selected tickets categories are available for selection. To obtain extended information about entities and their field data, use the GET API call. This entity contains the attachments for the SalesOrders entity. 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. This entity allows all items in a checklist library to be added to a ticket. Click on the context menu bar to the left of the Standard category the, click Edit. On the incidents, the Internal Notes are created as a reply to the Summary Notes. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. Refer to Running a global notes search. Create Ticket Note. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. For example, 'T20200615.0674.'. This entity describes an Autotask Resource. To use a speed code, enter it in the field. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Any existing Change Request tickets can be edited. You use it to override your company's standard role rate for labor tracked against the contract. /*]]>*/Want to tell us more? This object describes notes created by an Autotask user and associated to a Project entity. This entity represents checklist libraries related to documents in Autotask. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. A resource must have at least one role assignment.