Every time i get a very helpful "Internal Server Error" message back, nothing else. Click on Service Desk/Ticket Categories. IMPORTANT Selecting a form template is the equivalent of manually populating the form. This entity describes results and information for a survey generated by Autotask. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. This entity describes an Autotask Service added to a Recurring Service contract. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. 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. Have an idea for a new feature? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
You can only create it; you cannot query or update it. Action. }
Ticket - Autotask A resource must have at least one role assignment. This entity contains tag associations for documents in Autotask. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. A new inactive attribute value cannot be assigned. The properties represent data fields. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity's purpose is to describe a line item associated with an Expense Report entity. To learn more, refer to The Rich Text editor. Find centralized, trusted content and collaborate around the technologies you use most. This entity describes an individual business unit that has an association with a company in Autotask.
A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity describes list items added to a check list on an Autotask ticket or task. The function of this entity is to describe the default settings for fields associated with the specified ticket category. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This entity contains the attachments for the Resources entity. Cost items can be billable or non-billable. 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. A subreddit for users of Autotask Professional Services Automation tool. If the Contract is associated to an SLA, then use that ID. This entity represents checklist libraries related to documents in Autotask. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. This entity describes an Autotask Payment Term. This entity represents the daily availability, hours goal, and travel for a resource. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Want to learn about upcoming enhancements? 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's purpose is to describe a modifier for a given Work Type BillingCode. The allowed actions are specific to the object. 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. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. The function of this entity is to describe the relationship between an asset category and a specific UDF. I am using CyberDrain PowerShell module but I am clearly missing something. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. permission is required. Any unsaved changes in those areas will be kept. This entity describes an Autotask Opportunity. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? The entity exists for billing use purposes. A ticket can have additional assets even if there is no primary asset. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. function SendLinkByMail(href) {
While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. This check box is enabled when the Internal check box is selected. This entity is only used by multi-currency databases. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . /*]]>*/Want to tell us more? This entity defines a user-defined field (UDF) in Autotask. /*Create Ticket using API : r/Autotask - reddit.com 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. Saves the note or time entry and opens a new dialog box. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. 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's purpose is to describe a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. When an inventory product is manually created, stocked items are also created. This entity is only used by multi-currency databases. When a SubIssueType value is provided, the associated IssueType value must also be provided. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Update Status on {#} incident(s) (tickets only). Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Create Ticket Note. Refer to Web Services APIsecurity settings. 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. 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. . This entity contains attachments for the Tickets entity. The DomainRegistrars entity contains WHOISdetails for Domain assets. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. 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. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens)
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. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. This entity's purpose is to describe a cost associated with an Autotask Project. Open the Kaseya Helpdesk. In Autotask, you can create ticket categories that are identified as API-Only. Only the incidents of problem tickets will have their status updated. This entity is only used by multi-currency databases. Provide feedback for the Documentation team. Click Get current values to update field values. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. An inventory product represents a set of stocked items that share a product and a location. We then put time entries in through Autotask. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. I am using CyberDrain PowerShell module but I am clearly missing something. What video game is Charlie playing in Poker Face S01E07? On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. The change request approval process is part of the Autotask Change Management feature set. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Tickets with no TicketType specified are set automatically to Service Request. 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. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. A shipping type defines a carrier for a product shipment. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. This entity represents associations between assets and documents in Autotask. The allowed actions are specific to the field. The API currently exposes the following entities.
Setting Up the Autotask API Integration with CloudRadial Thanks for your feedback. /*]]>*/Want to tell us more? 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. A cost is a billing item for products or materials. Associates a Skill with a Resource to provide information about the skills or abilities of the resource.
This entity provides a method to track cost items generated from an Autotask Quote. This entity describes an Autotask ticket assigned to a service call. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. 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 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. 4. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity describes an Autotask Contract Rate.
Using notes in Autotask /*]]>*/Want to tell us more? The stopwatch starts running as soon as you open the task, ticket or time entry page. Calculated in hours only. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. The 'YYYYMMDD' value must be a date less than or equal to today's date. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. These accounts are free of charge, but they do not provide access to the Autotask UI. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Enter your API credentials and then click Connect. For example, although the client can create certain resources, not all resources accept a create call.
Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Logon to the Datto (AutoTask) PSA. Want to learn about upcoming enhancements? This entity's purpose is to describe a Country as defined in the Autotask CRM module. This entity's purpose is to describe a record of approval for a ticket change request. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. /*]]>*/Want to tell us more? If setting equals 'Always', the API will always require the QueueID value. Refer to
WebhookExcludedResources (REST). 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 entity contains the attachments for the ExpenseReports entity. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. 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. For more information about fields marked as picklists, review our Understanding picklists article. It allows you to configure tiered or volume pricing for the billing product. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. Click on the context menu bar to the left of the Standard category the, click Edit. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. Extension Callout (Tickets) - Autotask Write. Create an account to follow your favorite communities and start taking part in conversations. 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. Thanks for your feedback. 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.). For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Want to learn about upcoming enhancements? You cannot change a resource's ticket number prefix once created. It was a requirement for soap though as the other reply says. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. 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. }
The configurationItemType associates one or more user-defined fields with assets of the same type. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. [CDATA[*/
Resources receive assignment to one or more roles through their department and queue associations. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. This entity describes an Autotask project Phase. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. . Namely the VS solutions are here. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Want to talk about it? When updating a field that has Rich Text, the APIwill return the text-only version of the field. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Assets are products that are associated with a Company entity. Implementing the time entry portion wouldn't be terrible. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. Want to talk about it? Making statements based on opinion; back them up with references or personal experience. This entity contains notes for documents in Autotask. This object describes notes created by an Autotask user and associated with a Asset entity. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). These notifications will include notifications for lack of Company or Configuration Item mapping. 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. Refer to Note Titles. This entity describes an Autotask SubscriptionPeriod. Every attempt gives me a 500 server error. I am trying to create a ticket in autotask using the below python code: 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. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. 2. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. Assets are Products with an association to a Company entity. About N-able N-central integration with Autotask NAVIGATION
var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
It controls who can view the note. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. Also create Note/Attachment on # incident(s) (tickets only). It does not describe transactions where an Inventory Item is associated with a Company as an Asset. 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. function SendLinkByMail(href) {
This entity describes an Attachment in Autotask. How to Configure Datto (AutoTask) PSA - RocketCyber NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. 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. All users can view attachments they uploaded. 5. Have an idea for a new feature? Thanks for your feedback. A resource can be associated with multiple LOBs; entities cannot. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub A WorkTypeModifier entity modifies a given Work Type BillingCode. This entity describes an Autotask Inventory module Purchase Order. The function of this entity is to describe the tax rate for a specific billing item. This entity describes an Autotask Company. /*]]>*/Want to tell us more? Autotask creates a ticket. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. create - Autotask This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. If you send the content back, the Rich Text and all images that it contains will be lost. /*]]>*/Want to tell us more? Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. A place where magic is studied and practiced? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. Ticket.Source is not required; however, in the UI the Source field defaults to 'Other', so for tickets created through the UI, the value for Ticket.Source is never Null. This entity describes DNSrecords associated with Assets in Autotask. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID.