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Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. Need troubleshooting help? These are referred to as Reference fields. [CDATA[*/ Quote Items define a line item added to an Autotask Quote. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. Although you can query this entity, it contains one or more fields that are not queryable. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. This entity's purpose is to describe a billing Role that has been excluded from a Contract. via the API and attached to the OnPlus Service Desk queue. The entity exists for billing use purposes. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. } If you attempt to query these fields, you will receive an error message. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. This entity describes detailed information about on-hand. Some users wanted a benchmark of the new API. ConfigurationItemSslSubjectAlternativeName. This entity contains the attachments for the ConfigurationItems entity. With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. } /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. This entity describes an approved and posted billable item in Autotask. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. In Autotask, the account team associates resources with an account. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). For example, when updating an entity, you may not be able to update all fields within the entity. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. When updating a field that has Rich Text, the APIwill return the text-only version of the field. Available in the UI only when the installed module is enabled. ChangeApprovalBoard must reference an active Change Approval Board. Asking for help, clarification, or responding to other answers. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. function SendLinkByMail(href) { This entity's purpose is to describe a geographic area where billing items have the same tax rate. 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. A Department is an association the application can use to manage resources, especially when assigning project tasks. This entity describes an Autotask project Phase. The fields that do appear show the following differences: A Keep Current option is available and is the default. Refer to. The Status field is required on all tickets and project tasks, regardless of category. It determines a customer's total taxes on billing items. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. Here is the code I tried (after authenticating). The 'YYYYMMDD' value must be a date less than or equal to today's date. A Contact is an individual associated with a Company. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. I am using CyberDrain PowerShell module but I am clearly missing something. 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 [CDATA[*/ This entity contains the attachments for the TaskNotes entity. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. 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. Create Ticket using API Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Need troubleshooting help? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. The status code getting printed here is 401! This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. Refer to API-only Ticket Categories. Visit the Ideas forum! If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. function SendLinkByMail(href) { LOB security is respected in the API. From the pull-down menu, If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. [CDATA[*/ Click on the context menu bar to the left of the Standard category the, click Edit. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Creates a ticket note. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. I changed some values just in case they are sensitive. Autotask creates a ticket. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. For example, 'T20200615.0674.'. Either click the template or click. UDF changes are included in the criteria for updating LastTrackedModificationDate. Append to Resolution on # incident(s) (tickets only). This entity describes an Autotask Ticket. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. Thanks for your feedback. This entity is only used by multi-currency databases. They are saved as replies to the note or time entry they are added to. } The function of this entity is to describe the default settings for fields associated with the specified ticket category. This entity describes an Autotask project task assigned to a service call. This section will be expanded if the note or time entry has at least one attachment. A WorkTypeModifier entity modifies a given Work Type BillingCode. Provide feedback for the Documentation team. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. This entity describes an Autotask Inventory module Purchase Order. This entity contains the attachments for the TicketNotes entity. All active note types of the category Task are available, plus the current selection even if it is inactive. Visit our SOAP API lifecycle FAQ article to learn more. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Saves the note or time entry and closes the dialog box. 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. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. When a SubIssueType value is provided, the associated IssueType value must also be provided. 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. The Ticket entity can have no more than 300 UDFs. This includes the category field itself. 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. Provide feedback for the Documentation team. 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. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. function SendLinkByMail(href) { 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. 3. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. For more information about fields marked as picklists, review our Understanding picklists article. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. This entity describes an Autotask Department. Refer to The Rich Text editor to learn more. This entity describes an Autotask Time Entry. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. For more information, check out the Datto/Autotask page about this module too. If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. This entity contains the categories that hold Knowledgebase articles in Autotask. Head on over to our Community Forum! Calculated in hours only. The returned body will be super useful going forward if you can get it though! You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity contains attachments for the Projects entity. This entity represents ticket and article tags in Autotask. For detailed information, refer to The task or ticket stopwatch. permission is required. Tasks are associated with a Project and define work that must be done. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Most of the values were taken from an existing ticket. This entity contains the attachments for the. To open the page, use the path(s) in the Security and navigation section above. Head on over to our Community Forum! Update Status on {#} incident(s) (tickets only). /**/Want to tell us more? This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. These accounts are free of charge, but they do not provide access to the Autotask UI. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. Autotaskwill automatically assign the record number that follows the prefix. The ticket must be associated to either the contact's account or any of its child accounts. Refer to Running a global notes search. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. 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. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. IMPORTANT Fields that are not visible cannot be validated.
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