} This entity represents ticket tag groups in Autotask. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. The integration user's security level must allow impersonation of the resource. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. 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. 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". From the Autotask Home page toolbar, select Help. Setting Up the Autotask API Integration with CloudRadial Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. The following table describes the standard Autotask field objects for this entity. The 'YYYYMMDD' value must be a date less than or equal to today's date. 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. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. The REST API permits you to retrieve values for all entity UDFs via the query method. If it is selected, you can update the status of all incidents. In this section, you add new attachments. Contracts specify a billing arrangement with a Company. This section will be expanded if the note or time entry has at least one attachment. You can create additional mailboxes, but you won't be able to activate them. Want to talk about it? To open the page, use the path (s) in the Security and navigation section above. All text formatting and images will be lost. This entity describes an Autotask Subscription. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. 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. Thanks for your feedback. Refer to Time Entry/Note Quick Edit Fields. This object describes general information for a survey generated by Autotask. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity's purpose is to describe an asset category. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. function SendLinkByMail(href) { This entity contains tag associations for documents in Autotask. Head on over to our Community Forum! This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). The fields that do appear show the following differences: A Keep Current option is available and is the default. window.open(uri); Is it possible to rotate a window 90 degrees if it has the same length and width? Write. The ticket SLA is defaulted in using the following logic: Check the asset. For more information about fields marked as picklists, review our Understanding picklists article. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Come try it. This entity describes an Autotask Allocation Code. This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. To learn more, refer to The Rich Text editor. ChangeApprovalBoard must reference an active Change Approval Board. NAVIGATION This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. This entity's purpose is to describe a Contact associated with a ContactGroup. LOB security is respected in the API. The properties represent data fields. Change request tickets are part of the Autotask Change Management feature set. /*Task & Ticket Statuses - Autotask These accounts are free of charge, but they do not provide access to the Autotask UI. Refer to Webhooks (REST API). This entity represents ticket and article tags in Autotask. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Tasks are associated with a Project and define work that must be done. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. Asking for help, clarification, or responding to other answers. 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. The Ticket entity can have no more than 300 UDFs. /*]]>*/Want to tell us more? It determines a customer's total taxes on billing items. Every attempt gives me a 500 server error. This entity provides a method to track cost items generated from an Autotask Quote. The ticket must be associated to either the contact's account or any of its child accounts. This entity describes detailed information about on-hand. 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 defines a user-defined field (UDF) in Autotask. I am new to autotask. Ticket - Autotask Access to version 1.6 will deactivate in Q4 2024. Visit the Ideas forum! Refer to Note Titles. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. The resources then have access to the account data when their security level allows account access at the Mine level. This object describes list items added to a check list on an Autotask ticket. Update Status on {#} incident(s) (tickets only). This object associates a Product entity with a PurchaseOrder entity. A resource can be associated with multiple LOBs; entities cannot. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity contains the attachments for the Resources entity. Set up a mailbox in Autotask. [CDATA[*/ and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Don't assume anything incl. The configurationItemType associates one or more user-defined fields with assets of the same type. This entity describes the Resource Role and Department association. On the incidents, the Internal Notes are created as a reply to the Summary Notes. xml - Autotask Web Service API integration with C# - Stack Overflow 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. 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. The entity exists for billing use purposes. Mass ticket creation : r/Autotask - reddit 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 Action Type assigned to a CRM Note or To-Do. Is there a proper earth ground point in this switch box? The Status field is required on all tickets and project tasks, regardless of category. 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. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Some users wanted a benchmark of the new API. } 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. It can be a separate physical location or a division or agency operating in the same physical location as the company. via the API and attached to the OnPlus Service Desk queue. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. 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. Can Query is not included because non-queryable fields are listed under a separate heading. Additionally, only those statuses that are available to all selected tickets categories are available for selection. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. 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. How to handle a hobby that makes income in US. How to follow the signal when reading the schematic? 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. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. 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. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. 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. Want to talk about it? This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Verify you support email. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity's purpose is to describe a deliverable item that represents a pre-defined unit of work performed for a set price and billed at regular intervals; for example, a 'Disk Backup' performed for one computer. Cost items can be billable or non-billable. This entity describes an Autotask Project. It was a requirement for soap though as the other reply says. 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. Thanks for your feedback. QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. For more information, refer to Notification panel. It is only available through the REST API. If setting equals 'Always', the API will always require the QueueID value. You can only associate it with a Quote entity. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. Integrating with Autotask - IT Glue 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. , This field is editable for tickets whose ticket category is 'RMA.'. 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. A new inactive ContactID value cannot be assigned on create() or update(). A shipping type defines a carrier for a product shipment. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. This entity contains the attachments for the ProjectNotes entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; I am using CyberDrain PowerShell module but I am clearly missing something. In Autotask, the account team associates resources with an account. function SendLinkByMail(href) { This entity's purpose is to describe a record of approval for a ticket change request. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. /*

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