It will not appear on the New Ticket Note or New Ticket Time Entry form. What video game is Charlie playing in Poker Face S01E07? When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. On notes that can become a notification email, attachments can be included. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. DocumentConfigurationItemCategoryAssociations. /**/Want to tell us more? It also tracks the resource and date &time each step was completed. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Phases allow users to break projects into sub-groups of project tasks. Have an idea for a new feature? You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. [CDATA[*/ How do I connect these two faces together? For example, although the client can create certain resources, not all resources accept a create call. This entity describes notes created by an Autotask user and associated with a Product entity. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. 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 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. When an inventory product is manually created, stocked items are also created. 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. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. This section will be expanded if the note or time entry has at least one attachment. This field is not filterable for tickets in the API. This entity represents ticket and article tags in Autotask. This entity provides a method to track cost items generated from an Autotask Quote. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Incidents on Change Request tickets will not be updated. ChangeInfoFields are available regardless of whether they are Active or Inactive. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Invoice templates define the appearance and content of an invoice generated by Autotask. This entity's purpose is to describe a Quote in Autotask. All fields are read-only. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. For more information, check out the Datto/Autotask page about this module too. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Do new devs get fired if they can't solve a certain bug? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; You can create additional mailboxes, but you won't be able to activate them. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The purchase approval option is available through Autotask procurement. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. If the Contract Service or Bundle is associated to an SLA, then use that ID. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. It controls who can view the note. This entity describes an Autotask Role. Saves the note or time entry and closes the dialog box. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Have an idea for a new feature? ConfigurationItemWebhookExcludedResources. window.open(uri); The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Each of the entities inherits from the Autotask base class Entity. 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. /*]]>*/Want to tell us more? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. [CDATA[*/ This entity describes an Autotask Subscription. This entity describes an Autotask Project. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Click on the context menu bar to the left of the Standard category the, click Edit. The Status defaults to the current status of the parent entity when the page or dialog box is opened. This entity is only used by multi-currency databases. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity allows you to track the progress of the opportunity and generate sales forecasts. This entity describes an Autotask Payment Term. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. 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 is only used by multi-currency databases. You can select a different note type from the drop-down list. . Asking for help, clarification, or responding to other answers. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. From the pull-down menu, You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. If the ticket category = 'RMA', the InstalledProductID is required. What is a word for the arcane equivalent of a monastery? The API currently exposes the following entities. This entity contains attachments for Knowledgebase articles in Autotask. 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. This entity describes the Resource and Role through the Queue association. function SendLinkByMail(href) { In Picklist, an inactive TicketCategory displays in italic text. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Every resource is associated with a location. It can be a separate physical location or a division or agency operating in the same physical location as the company. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. The following table describes the standard Autotask field objects for this entity. If you select a different note type, keep in mind that it might be set to a different Publish option. You can only create it; you cannot query or update it. Have an idea for a new feature? If the ticket category is associated to an SLA, then use that ID. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Connect and share knowledge within a single location that is structured and easy to search. Ticket cannot be created with an inactive TicketCategory. Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the . [CDATA[*/ This entity contains notes for Knowledgebase articles in Autotask. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. function SendLinkByMail(href) { This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. The stopwatch starts running as soon as you open the task, ticket or time entry page. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. This entity represents time off requests submitted by Autotaskusers. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity contains the attachments for the. This entity describes an Autotask Shipping Type. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. For more information, refer to Time Entry/Note Quick Edit Fields. In Autotask, you can create ticket categories that are identified as API-Only. Provide feedback for the Documentation team. Both the integration user and the API-only user must have security level permission to add or edit the entity. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes an Autotask Opportunity. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Also create Note/Attachment on # incident(s) (tickets only). 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. window.open(uri); 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. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. The ticket category controls which fields appear here and in what order. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). Can airtags be tracked from an iMac desktop, with no iPhone? Set up a mailbox in Autotask. This data will not change during update operations. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. 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. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. The entity exists for billing use purposes. /*]]>*/Want to tell us more? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Complete the New Attachment dialog box. If you have not clicked the Get current Status link, it will be the date and time you opened the page. The name of the user who is filling the role is added to the role name. IMPORTANT Selecting a form template is the equivalent of manually populating the form. via the API and attached to the OnPlus Service Desk queue. About note types. window.open(uri); 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. 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 template that defines the content and appearance of an Autotask Invoice. 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". If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. A new inactive attribute value cannot be assigned. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. /*