ServiceLevelAgreementPausedNextEventHours. 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. This entity represents ticket and article tags in Autotask. [CDATA[*/ It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. Want to talk about it? According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. You can select a different note type from the drop-down list. The function of this entity is to describe the mapping of the contact to the contract billing rule. Want to learn about upcoming enhancements? On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. 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 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. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. For example, 'T20200615.0674.'. ChangeInfoFields are available regardless of whether they are Active or Inactive. This includes the category field itself. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Thanks for your feedback. [CDATA[*/ They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity represents aliases for ticket and article tags in Autotask. 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 It describes whether a Role Hourly Rate 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. If the ticket category is associated to an SLA, then use that ID. This entity's purpose is to describe a Contact associated with a ContactGroup. If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Notes published . The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. This entity represents time off requests submitted by Autotaskusers. } It allows you to create, query, and update expense line items through the API. This entity describes the Resource and Role through the Queue association. 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 the attachments for the ContractNotes entity. This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. Open the Kaseya Helpdesk. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. For additional information, refer to. This entity describes an Autotask Shipping Type. Thanks for your feedback. Autotask Service Bundles group multiple Services for purchase. 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? Need troubleshooting help? For more information about fields marked as picklists, review our Understanding picklists article. You can create additional mailboxes, but you won't be able to activate them. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. Either click the template or click. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This entity describes an Autotask resource assigned to a task that is assigned to a service call. If setting equals 'Always', the API will always require the QueueID value. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Write. Please open the solution (the C# one) in Visual Studio and work with the sample code there. Provide feedback for the Documentation team. 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 value you select will be set as the status of the parent entity when the dialog box or page is saved. From the pull-down menu, It also tracks the resource and date &time each step was completed. Implementing the time entry portion wouldn't be terrible. function SendLinkByMail(href) { 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. Click Get current values to update field values. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. 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. It allows you to configure tiered or volume pricing for the billing product. 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 describes results and information for a survey generated by Autotask. It represents any organization with which you do business. Provide feedback for the Documentation team. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. If it is selected, you can update the status of all incidents. What video game is Charlie playing in Poker Face S01E07? Only form templates that are available to all selected tickets categories can be selected. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. This entity's purpose is to describe a modifier for a given Work Type BillingCode. To open the page, use the path (s) in the Security and navigation section above. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. } Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. This entity represents associations between, This entity represents articles associated with. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Refer to the previous bullet point. A shipping type defines a carrier for a product shipment. Assets are products that are associated with a Company entity. This entity contains the attachments for the ExpenseReports entity. Need troubleshooting help? To learn more, see our tips on writing great answers. Additionally, only those statuses that are available to all selected tickets categories are available for selection. This entity contains attachments for the Projects entity. This entity enables you to increase inventory counts associated with the InventoryProducts entity. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. function SendLinkByMail(href) { 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 allows you to track the progress of the opportunity and generate sales forecasts. The change request approval process is part of the Autotask Change Management feature set. Set up a mailbox in Autotask. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. 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. If you send the content back, the Rich Text and all images that it contains will be lost. It is only available through the REST API. /**/Want to tell us more? This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. /**/Want to tell us more? This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? function SendLinkByMail(href) { For more information, check out the Datto/Autotask page about this module too. This entity describes an Autotask Department. 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. permission is required. The purchase approval option is available through Autotask procurement. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). 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 an Autotask Contract Rate. Access to version 1.6 will deactivate in Q4 2024. Provide feedback for the Documentation team. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. The ticket category controls which fields appear here and in what order. window.open(uri); Want to learn about upcoming enhancements? On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. 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 . var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; function SendLinkByMail(href) { You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Is there a proper earth ground point in this switch box? 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. 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 billing milestone for an Autotask Fixed Price type Contract. The ticket SLA is defaulted in using the following logic: Check the asset. The resources then have access to the account data when their security level allows account access at the Mine level. /*]]>*/Want to tell us more? An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. 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. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes an Autotask Ticket. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. For detailed information, refer to The task or ticket stopwatch. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. In Autotask, you can create ticket categories that are identified as API-Only. Thanks for your feedback. If it does not exist, the ContractIDwill be set to null. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. It describes whether a ServiceBundle 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 individual business unit that has an association with a company in Autotask. Visit the Ideas forum! This entity allows all items in a checklist library to be added to a ticket. 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. The following table describes the standard Autotask field objects for this entity. function SendLinkByMail(href) { This entity represents the daily availability, hours goal, and travel for a resource. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. Thanks for your feedback. The REST API permits you to retrieve values for all entity UDFs via the query method. Come try it. If the ticket category = 'RMA', the InstalledProductID is required.
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