autotask api create ticket autotask api create ticket

Open the Kaseya Helpdesk. To learn more, refer to The Rich Text editor. Change request tickets are part of the Autotask Change Management feature set. /*About Autotask Integration and Configuration - WatchGuard It represents any organization with which you do business. 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. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity contains ticket associations for documents in Autotask. This entity describes an Autotask Department. /*]]>*/Want to tell us more? This entity records existing associations between tags and Knowledgebase articles in Autotask. Ticket - Autotask Although you can query this entity, it contains one or more fields that are not queryable. The entity exists for billing use purposes. The entity header identifies the parent entity the note or time entry is associated with. Create a new record or update an existing record in your app. This entity describes an Action Type assigned to a CRM Note or To-Do. This entity describes an approved and posted billable item in Autotask. For example, when updating an entity, you may not be able to update all fields within the entity. Need troubleshooting help? Also create Note/Attachment on # incident(s) (tickets only). What is a word for the arcane equivalent of a monastery? Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. The change request approval process is part of the Autotask Change Management feature set. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub Log into Autotask and navigate to the menu on the left and click on Admin From the main navigation menu click Admin/Features & Settings. When querying, a small number of entities contain fields that you cannot query. I use the Powershell API to create tickets based on an Excel spreadsheet. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. This entity describes notes created by an Autotask user and associated with a Product entity. 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. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Want to learn about upcoming enhancements? Form templates follow the limitations of the currently applied category and the user's security settings. /**/Want to tell us more? You can create additional mailboxes, but you won't be able to activate them. window.open(uri); On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Autotask project task assigned to a service call. Is it possible to rotate a window 90 degrees if it has the same length and width? The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. These notifications will include notifications for lack of Company or Configuration Item mapping. A Department is an association the application can use to manage resources, especially when assigning project tasks. 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). This section will be expanded if the note or time entry has at least one attachment. Visit the Ideas forum! Autotask creates a ticket. This is an event a Zap performs. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. This entity contains attachments for the Tasks entity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Want to talk about it? window.open(uri); Billable cost items appear in Approve and Post. On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal If setting equals 'Always', the API will always require the QueueID value. 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 includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. The AllocationCodeID field must reference a Work Type allocation code. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. For more information, refer to Notification panel. 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. This entity describes the Resource Role and Department association. Open the Datto Help Center. Thanks for your feedback. [CDATA[*/ For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. } Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Billing milestones define tangible work or measured progress that must be completed before billing can take place. Access to version 1.6 will deactivate in Q4 2024. All text formatting and images will be lost. This entity represents associations between, This entity represents articles associated with. 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. When a SubIssueType value is provided, the associated IssueType value must also be provided. Refer to WebhookFields (REST API). 3. Such ticket categories are hidden everywhere you select a ticket category . This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes an Autotask Task. These accounts are free of charge, but they do not provide access to the Autotask UI. Don't assume anything incl. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Tickets and project tasks share the same list of statuses. This entity contains notes for Knowledgebase articles in Autotask. You can only create it; you cannot query or update it. rev2023.3.3.43278. /*Extension Callout (Tickets) - Autotask Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? You use it to override your company's standard role rate for labor tracked against the contract. Tickets define service requests within the Autotask system. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. 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. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Refer to Creating Knowledgebase articles from tickets. It describes Price List information associated with a WorkTypeModifier entity. The Status field is required on all tickets and project tasks, regardless of category. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. Any unsaved changes in those areas will be kept. The RMA ticket category cannot be edited through the API. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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. Contracts specify a billing arrangement with a Company. Namely the VS solutions are here. This entity contains attachments for the Companies entity. 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. /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? It describes whether a Role Hourly Rate 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. As you save each attachment, it will appear on the attachment grid. Create a Ticket in Autotask using Powershell Making IT work A WorkTypeModifier entity modifies a given Work Type BillingCode. This entity's purpose is to describe a line item associated with an Expense Report entity. 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's purpose is to describe a predecessor/successor arrangement between two project schedule items. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity's purpose is to describe a modular component that can be added to any ticket or task. Tickets define service requests within the Autotask system. This entity describes an Autotask Ticket. The ticket category controls which fields appear here and in what order. A project defines and organizes a group of related tasks, events, and documents. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. Want to learn about upcoming enhancements? This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Every attempt gives me a 500 server error. 4. The fields that do appear show the following differences: A Keep Current option is available and is the default. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket Select OK to apply; Setup Extension Callout. 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). 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. This entity describes results and information for a survey generated by Autotask. Each of the entities inherits from the Autotask base class Entity. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. It was a requirement for soap though as the other reply says. This entity contains attachments for the Opportunities entity. Any entities or attachments that the account creates will be attributed to "APIUser." 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. 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. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. In Autotask, the account team associates resources with an account. When an inventory product is manually created, stocked items are also created. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. Can Query is not included because non-queryable fields are listed under a separate heading. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. In Picklist, an inactive TicketCategory displays in italic text. This entity contains the attachments for the ConfigurationItemNotes entity. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This object describes general information for a survey generated by Autotask. } 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. This entity represents aliases for ticket and article tags in Autotask. Which actions can be performed on the entity. This entity manages the tags associated with tickets in Autotask. The API-only user's security level must allow impersonation on the entity type. /*]]>*/Want to tell us more? To subscribe to this RSS feed, copy and paste this URL into your RSS reader. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. Thanks for your feedback. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. 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. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. This entity contains attachments for documents in Autotask. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . The REST API permits you to retrieve values for all entity UDFs via the query method. function SendLinkByMail(href) { Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The allowed actions are specific to the field. This entity's purpose is to describe a cost associated with an Autotask contract. Refer to The Rich Text editor to learn more. You can make this a default setting. It determines a customer's total taxes on billing items. Click on Service Desk/Ticket Categories. This entity describes an Autotask Notification, as listed in the Notification History page. IssueType and SubIssueType are never required in the API. It is only available through the REST API. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. If you send the content back, the Rich Text and all images that it contains will be lost. REST API supportability and query thresholds If you find a defect in the API. This entity represents ticket and article tags in Autotask. This entity contains attachments for Knowledgebase articles in Autotask. Also create Note/Attachment(s) on # incident(s). Thanks for your feedback. This entity describes an Autotask Opportunity. Set up a mailbox in Autotask. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . 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. 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. How to Configure Datto (AutoTask) PSA - RocketCyber Implementing the time entry portion wouldn't be terrible. /*

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