Connect and share knowledge within a single location that is structured and easy to search. 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. If you attempt to query these fields, you will receive an error message. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. Head on over to our Community Forum! 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. https://www.autotask.com/, Press J to jump to the feed. The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). Saves the note or time entry and closes the dialog box. Create an account to follow your favorite communities and start taking part in conversations. The API user security level has access to contact impersonation for tickets. 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 describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. It represents any organization with which you do business. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Some users wanted a benchmark of the new API. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. 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". These notifications will include notifications for lack of Company or Configuration Item mapping. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. Tickets define service requests within the Autotask system. About note types. 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. /*]]>*/Want to tell us more? This entity's purpose is to describe a serial number associated with an Inventory Item. Either click the template or click. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Select OK to apply; Setup Extension Callout. Resources receive assignment to one or more roles through their department and queue associations. This entity describes the Resource Role and Department association. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity's purpose is to describe a modular component that can be added to any ticket or task. Refer to the previous bullet point. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
These accounts are free of charge, but they do not provide access to the Autotask UI. This entity records existing associations between tags and Knowledgebase articles in Autotask. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. If there is no Asset SLA, then check the Contract Service or Bundle SLA. }
I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. A Contract Rate is associated with a Role and is specific to a contract. The function of this entity is to describe the default settings for fields associated with the specified ticket category. 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. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Is there any way for you to see what the response from Autotask is? 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. Also create Note/Attachment on # incident(s) (tickets only). [CDATA[*/
Refer to Time Entry/Note Quick Edit Fields. To open the page, use the path(s) in the Security and navigation section above. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). /*Webhooks (REST API). This entity represents company (account)categories in Autotask. Saves the note or time entry and opens a new dialog box. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. This entity describes an Action Type assigned to a CRM Note or To-Do. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. This is by far the best wrapper for the SOAP API. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. 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. }
This entity contains the attachments for the ConfigurationItemNotes entity. I am using CyberDrain PowerShell module but I am clearly missing something. 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. The API currently exposes the following entities. [CDATA[*/
Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. 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. This entity contains the attachments for the SalesOrders entity. In Autotask, you can create ticket categories that are identified as API-Only. Open the Datto Help Center. , This field is editable for tickets whose ticket category is 'RMA.'. Thanks for your feedback. 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. This field is not filterable for tickets in the API. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity describes the pricing and costing tiers for a specific billing product on the Product table. function SendLinkByMail(href) {
When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. It determines a customer's total taxes on billing items. On create(), Priority must be an active priority. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. IMPORTANT Selecting a form template is the equivalent of manually populating the form. window.open(uri);
This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. 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. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. This entity's purpose is to describe a Resource - Role - Department relationship. 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 entity describes an Autotask resource assigned to a task that is assigned to a service call. You can select a different note type from the drop-down list. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. Thanks for your feedback. 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. Refer to
WebhookFields (REST API). To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Creates a ticket note. The entity exists for billing use purposes. Create a Ticket in Autotask using Powershell 27 Aug 2015. This entity describes an Autotask Shipping Type. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. . This entity's purpose is to describe a line item associated with an Expense Report entity. The allowed actions are specific to the object. REST API supportability and query thresholds If you find a defect in the API. Autotask users manage Asset notes on Assets. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The entity exists for billing use purposes. This entity describes an Autotask Role. Want to learn about upcoming enhancements? Complete the New Attachment dialog box. To verify and configure these settings perform the following steps. The function of this entity is to describe the relationship between an asset category and a specific UDF. This entity's purpose is to describe a billing Role that has been excluded from a Contract. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. 4. The function of this entity is to describe the tax rate for a specific billing item. Wherever it is available, it tracks essential information about the record. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. This check box is enabled when the Internal check box is selected. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. DocumentConfigurationItemCategoryAssociations. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. 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. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. This entity contains the attachments for the ContractNotes entity. 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. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Head on over to our Community Forum! This entity contains tag associations for documents in Autotask. 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. Creating titles using key words will allow you to find notes later in lists and searches. This entity describes notes created by an Autotask user and associated with a Product entity. This object describes general information for a survey generated by Autotask. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Gettings 721 tickets based on a title filter: "Title eq hello!" The ticket SLA is defaulted in using the following logic: Check the asset. This allows the field to be cleared for tickets that are not Change Request type tickets. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. 4. function SendLinkByMail(href) {
If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. Thanks for contributing an answer to Stack Overflow! Does anyone have sample code for how to create a ticket using the REST API. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? All fields are read-only. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Need troubleshooting help? window.open(uri);
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's purpose is to describe a modifier for a given Work Type BillingCode. Review the setting of the Internal Only check box. [CDATA[*/
Refer to The Rich Text editor to learn more. 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. The returned body will be super useful going forward if you can get it though! Thanks for your feedback. This entity allows all items in a checklist library to be added to a ticket. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Where does this (supposedly) Gibson quote come from? Autotask Service Bundles group multiple Services for purchase. This entity contains the categories that hold Knowledgebase articles in Autotask. This selection opens a page that contains a subset of the fields documented above. 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 contains the attachments for the. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity's purpose is to describe a Resource - Role - Queue relationship. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. When an inventory product is manually created, stocked items are also created. They are saved as replies to the note or time entry they are added to. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This entity represents the daily availability, hours goal, and travel for a resource. function SendLinkByMail(href) {
This entity is only used by multi-currency databases. Autotask now allows Role to be inactivated. [CDATA[*/
This entity's purpose is to describe a Country as defined in the Autotask CRM module. This entity represents ticket and article tags in Autotask. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. You use it to override your company's standard role rate for labor tracked against the contract. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. This entity is only used by multi-currency databases. If you send the content back, the Rich Text and all images that it contains will be lost. If you have not clicked the Get current Status link, it will be the date and time you opened the page. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The ticket must be associated to either the contact's account or any of its child accounts. The status code getting printed here is 401! This entity describes an Autotask SubscriptionPeriod. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. 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 the Resource and Role through the Queue association. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Head on over to our Community Forum! This entity represents aliases for ticket and article tags in Autotask. Log into Autotask and navigate to the menu on the left and click on Admin NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This object describes notes created by an Autotask user and associated to a Project entity. All text formatting and images will be lost. All users can view attachments they uploaded. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Is it possible to rotate a window 90 degrees if it has the same length and width? From the main navigation menu click Admin/Features & Settings. You can only associate it with a Quote entity. Click on the context menu bar to the left of the Standard category the, click Edit. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Asking for help, clarification, or responding to other answers. For additional information, refer to. All active note types of the category Task are available, plus the current selection even if it is inactive. This includes the category field itself. Available in the UI only when the installed module is enabled. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. 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. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. /*
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