The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. This entity describes an Autotask Ticket. This entity represents documents associated with Knowledgebase articles in Autotask. Thanks for your feedback. Head on over to our Community Forum! The properties represent data fields. 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. Want to talk about it? 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. Find centralized, trusted content and collaborate around the technologies you use most. window.open(uri);
This entity is only used by multi-currency databases. This entity describes notes created by an Autotask user and associated with a Task entity. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. 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. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Refer to Time Entry/Note Quick Edit Fields. The function of this entity is to describe the resources associated with a Company Team. It outlines the steps that must be performed to complete the ticket or task. 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". 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. 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 represents associations between, This entity represents articles associated with. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Only the incidents of problem tickets will have their status updated. This entity allows you to track the progress of the opportunity and generate sales forecasts. How to follow the signal when reading the schematic? window.open(uri);
All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. The DomainRegistrars entity contains WHOISdetails for Domain assets. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. 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 represents aliases for ticket and article tags in Autotask. via the API and attached to the OnPlus Service Desk queue. If the ticket is created from a Datto RMM alert and the Autotask ticket category has a Due Date and Time configured, then we will clear the DueDateTime field on the alert supplied by Datto RMM, and apply the default from the Autotask ticket category. This entity describes an Autotask Notification, as listed in the Notification History page. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. Also create Note/Attachment on # incident(s) (tickets only). What video game is Charlie playing in Poker Face S01E07? Can Query is not included because non-queryable fields are listed under a separate heading. Have an idea for a new feature? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Assets are products that are associated with a Company entity. This entity describes the Resource Role and Department association. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . 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. 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 Role. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. A cost is a billing item for products or materials. When updating a field that has Rich Text, the APIwill return the text-only version of the field. This entity provides a method to track cost items generated from an Autotask Quote. Thanks for your feedback. This entity contains the attachments for the ContractNotes entity. A new inactive attribute value cannot be assigned. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. 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 object describes a payment amount applied to the purchase of (or pre-payment for) one or more Service Desk Tickets through a Per Ticket Contract. 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. The entity header identifies the parent entity the note or time entry is associated with. /*]]>*/Want to tell us more? Where does this (supposedly) Gibson quote come from? The Status defaults to the current status of the parent entity when the page or dialog box is opened. Refer to
WebhookExcludedResources (REST). Notes published . All text formatting and images will be lost. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. This entity describes an Autotask Subscription. This entity's purpose is to describe a note associated with an Autotask Contract. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. The API user security level has access to contact impersonation for tickets. This entity represents the daily availability, hours goal, and travel for a resource. This entity is only used by multi-currency databases. This entity represents ticket and article tags in Autotask. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. This entity contains the attachments for the ExpenseReports entity. If the ticket category = 'RMA', the InstalledProductID is required. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. /*]]>*/Want to tell us more? You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Want to learn about upcoming enhancements? This entity describes a cost associated with an Autotask Ticket. To complete the attachment process, you must save the note or time entry. This object describes notes created by an Autotask user and associated with a Asset entity. If you attempt to query these fields, you will receive an error message. The assets associated with Knowledgebase articles are recorded in this entity. This check box is enabled when the Internal check box is selected. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. For more information about fields marked as picklists, review our Understanding picklists article. 1. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Visit the Ideas forum! This entity represents the categories for documents in Autotask. Thanks for your feedback. /*]]>*/Want to tell us more? 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. There is no warning. [CDATA[*/
Each entity type object contains an array of properties that describe instances of the entity type. Quote Items define a line item added to an Autotask Quote. Cost items can be billable or non-billable. Action. > 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). Which actions can be performed on the entity. Create Ticket Note. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). For more information, check out the Datto/Autotask page about this module too. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. [CDATA[*/
You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Visit the Ideas forum! 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 field is editable for tickets whose ticket category is 'RMA.'. I use the Powershell API to create tickets based on an Excel spreadsheet. Visit the Ideas forum! The Ticket entity can have no more than 300 UDFs. This entity contains the attachments for the ConfigurationItemNotes entity. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. 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. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. /*]]>*/Want to tell us more? }
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. The API-only user's security level must allow impersonation on the entity type. On notes that can become a notification email, attachments can be included. Write. It describes whether a Product 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. /*]]>*/Want to tell us more? It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Head on over to our Community Forum! Come try it. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Tickets and project tasks share the same list of statuses. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. 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. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. The current data is loaded when the section is first expanded. 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. The stopwatch starts running as soon as you open the task, ticket or time entry page. If setting equals 'Never' then the API will not require the QueueID value. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. Have an idea for a new feature? For more information about fields marked as picklists, review our Understanding picklists article. This entity describes an Autotask resource assigned to a task that is assigned to a service call. [CDATA[*/
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