For more information, refer to. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. Tickets define service requests within the Autotask system. You can make this a default setting. [CDATA[*/
A cost is a billing item for products or materials. Refer to
WebhookExcludedResources (REST). The company handles all billing for the business unit. Refer to API-only Ticket Categories. Refer to Autotask Integration and Monitors. 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. 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. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Open the Kaseya Helpdesk. It mirrors the fields found on the. Reddit and its partners use cookies and similar technologies to provide you with a better experience. To learn more, refer to The Rich Text editor. The change request approval process is part of the Autotask Change Management feature set. Visit our SOAP API lifecycle FAQ article to learn more. This entity contains the categories that hold Knowledgebase articles in Autotask. This entity's purpose is to describe a Resource - Role - Queue relationship. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. To open the page, use the path(s) in the Security and navigation section above. The function of this entity is to describe the mapping of the contact to the contract billing rule. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. The Status field is required on all tickets and project tasks, regardless of category. Only the incidents of problem tickets will have their status updated. For example, although the client can create certain resources, not all resources accept a create call. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. It outlines the steps that must be performed to complete the ticket or task. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. If you attempt to query these fields, you will receive an error message. Assets are Products with an association to a Company entity. Cost items can be billable or non-billable. This entity contains attachments for the Tickets entity. This entity represents articles created by Knowledgebase users in Autotask. The ticket must be associated to either the contact's account or any of its child accounts. /*]]>*/Want to tell us more? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity represents aliases for ticket and article tags in Autotask. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. 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.). If ChangeApprovalStatus = Requested, user can change it to Assigned (only). 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. It can be a separate physical location or a division or agency operating in the same physical location as the company. window.open(uri);
The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity describes the pricing and costing tiers for a specific billing product on the Product table. An API user is a special type of account required for communication with the Autotask API. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. 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". UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. When querying, a small number of entities contain fields that you cannot query. 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. This entity surfaces the Autotaskversion number. 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. This entity contains ticket associations for documents in Autotask. The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. 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. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Create a Ticket in Autotask using Powershell 27 Aug 2015. This entity defines a user-defined field (UDF) in Autotask. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. This entity allows all items in a checklist library to be added to a ticket. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The ticket category controls which fields appear here and in what order. Want to talk about it? Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. The current data is loaded when the section is first expanded. Head on over to our Community Forum! Have an idea for a new feature? > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). If setting equals 'Never' then the API will not require the QueueID value. [CDATA[*/
The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Want to talk about it? In Autotask, sales orders are associated to Opportunities. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. 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. This entity allows you to track the progress of the opportunity and generate sales forecasts. function SendLinkByMail(href) {
This entity describes an Autotask Subscription. ConfigurationItemSslSubjectAlternativeName. 2. 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. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. If you select a different note type, keep in mind that it might be set to a different Publish option. 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. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Form templates follow the limitations of the currently applied category and the user's security settings. Also create Note/Attachment(s) on # incident(s). In Autotask, you can create ticket categories that are identified as API-Only. We then put time entries in through Autotask. TicketCategory default values will be applied unless another value is passed in. You may also update UDFs for entity types that allow update and create. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. Incidents on Change Request tickets will not be updated. Autotask administrators create UDFs in the Administration Settings of the Autotask system. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. 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. 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. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. There is no warning. This entity's purpose is to describe a note associated with an Autotask Contract. 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. 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). The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. In Autotask, the account team associates resources with an account. Refer to the previous bullet point. Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. window.open(uri);
This entity contains the attachments for the ContractNotes entity. Autotask now allows Role to be inactivated. If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. 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. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. The allowed actions are specific to the object. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. This entity's purpose is to describe a geographic area where billing items have the same tax rate. Security: This check box is available even if users do not have permission to edit tickets. All active note types of the category Task are available, plus the current selection even if it is inactive. Both the integration user and the API-only user must have security level permission to add or edit the entity. What is a word for the arcane equivalent of a monastery? You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. 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 You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. I am new to autotask. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Calculated in hours only. function SendLinkByMail(href) {
If you have not clicked the Get current Status link, it will be the date and time you opened the page. 'Mine + Accounts' will be treated as 'None.' This entity contains the attachments for the SalesOrders entity. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. These are referred to as Reference fields. Have an idea for a new feature? 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. Need troubleshooting help? Also create Note/Attachment on # incident(s) (tickets only). Review the setting of the Internal Only check box. Everything else looks correct! NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). The id field belongs to each entity and acts as the unique identifier. As you save each attachment, it will appear on the attachment grid. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. Implementing the time entry portion wouldn't be terrible. Refer to Adding and managing attachments. Change request tickets are part of the Autotask Change Management feature set. This entity describes an Autotask SubscriptionPeriod. }
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. 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. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. A place where magic is studied and practiced? This entity describes an Autotask Service added to a Recurring Service contract. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. 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 ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. It determines a customer's total taxes on billing items. via the API and attached to the OnPlus Service Desk queue. What could be the reason? If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. /*
Faster Than Jokes Dirty,
Articles A