Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. A WorkTypeModifier entity modifies a given Work Type BillingCode. This entity is only used by multi-currency databases. 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. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. A subreddit for users of Autotask Professional Services Automation tool. This entity describes an Autotask Quote Item. Have an idea for a new feature? This entity is only used by multi-currency databases. This object describes notes created by an Autotask user and associated to a Project entity. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. Head on over to our Community Forum! It represents any organization with which you do business. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. /*]]>*/Want to tell us more? This entity's purpose is to describe a modifier for a given Work Type BillingCode. This entity describes an Autotask Project. window.open(uri);
If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. To open the page, use the path (s) in the Security and navigation section above. Visit the Ideas forum! Have an idea for a new feature? permission is required. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. 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. Want to talk about it? If you select a different note type, keep in mind that it might be set to a different Publish option. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. IMPORTANT Fields that are not visible cannot be validated. To open the page, use the path(s) in the Security and navigation section above. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. 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. Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. How to follow the signal when reading the schematic? This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. 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 entity contains notes for documents in Autotask. 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. 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. 'Mine + Accounts' will be treated as 'None.' window.open(uri);
Gettings 721 tickets based on a title filter: "Title eq hello!" In Autotask, you can create ticket categories that are identified as API-Only. This entity contains attachments for the Projects entity. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. 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. window.open(uri);
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RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. I changed some values just in case they are sensitive. 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. In Autotask, the account team associates resources with an account. [CDATA[*/
The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Refer to Web Services APIsecurity settings. I am trying to create a ticket in autotask using the below python code: Click on the context menu bar to the left of the Standard category the, click Edit. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. From the pull-down menu, Access to version 1.6 will deactivate in Q4 2024. This entity describes an Autotask Company. 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. It determines a customer's total taxes on billing items. /*]]>*/Want to tell us more? [CDATA[*/
5. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. I am using CyberDrain PowerShell module but I am clearly missing something. /*]]>*/Want to tell us more? This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. }
If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. Additionally, only those statuses that are available to all selected tickets categories are available for selection. 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. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. 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. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Some entities support file attachments. For more information about fields marked as picklists, review our Understanding picklists article. Thanks for your feedback. 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. [CDATA[*/
The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. To obtain extended information about entities and their field data, use the GET API call. The DomainRegistrars entity contains WHOISdetails for Domain assets. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Want to talk about it? On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. An error message indicates that Service Request tickets cannot be associated with a problem ticket. Head on over to our Community Forum! Want to talk about it? Append to Resolution on # incident(s) (tickets only). This entity describes an Autotask Task. All text formatting and images will be lost. This entity represents checklist libraries related to documents in Autotask. These notifications will include notifications for lack of Company or Configuration Item mapping. This entity is only used by multi-currency databases. The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity's purpose is to describe a Resource - Role - Queue relationship. This entity represents documents associated with Knowledgebase articles in Autotask. function SendLinkByMail(href) {
Thanks for your feedback. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. Have an idea for a new feature? Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . 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. 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. 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. This entity contains tag associations for documents in Autotask. Both the integration user and the API-only user must have security level permission to add or edit the entity. 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. ServiceLevelAgreementPausedNextEventHours. On notes that can become a notification email, attachments can be included. The function of this entity is to describe the tax rate for a specific billing item. The following table describes the standard Autotask field objects for this entity. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). ConfigurationItemSslSubjectAlternativeName. 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. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. This entity describes an Autotask Payment Term. Any unsaved changes in those areas will be kept. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Also create Note/Attachment(s) on # incident(s). window.open(uri);
You cannot change a resource's ticket number prefix once created. Change request tickets are part of the Autotask Change Management feature set. It mirrors the fields found on the. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Head on over to our Community Forum! But does anyone know what should be used to create a ticket? 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. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity contains attachments for the Opportunities entity. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. 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. From the Autotask Home page toolbar, select Help. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity contains the attachments for the Resources entity. 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. https://www.autotask.com/, Press J to jump to the feed. Implementing the time entry portion wouldn't be terrible. The allowed actions are specific to the object. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Log into Autotask and navigate to the menu on the left and click on Admin In Autotask, sales orders are associated to Opportunities. Notes published to All Autotask Users are visible to customers. The API-only user's security level must allow impersonation on the entity type. 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. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. Write. The Add New Attachments section is always collapsed. Refer to the About entity fields section of this article for more information. A resource can be associated with multiple LOBs; entities cannot. This entity describes notes created by an Autotask user and associated with a Product entity. /*