A new inactive ContactID value cannot be assigned on create() or update(). A cost is a billing item for products or materials. A Contact is an individual associated with a Company. Append to Resolution on # incident(s) (tickets only). The REST API permits you to retrieve values for all entity UDFs via the query method. 4. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. NOTE Not all entities use UDFs. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. /**/Want to tell us more? Security: This check box is available even if users do not have permission to edit tickets. This entity contains attachments for documents in Autotask. Create Ticket Note. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. These are referred to as Reference fields. This entity describes an Autotask Invoice. Want to talk about it? The status field describes how close a ticket is to resolution, or how close a task is to completion. These accounts are free of charge, but they do not provide access to the Autotask UI. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. 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. 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. This entity is only used by multi-currency databases. IMPORTANT Fields that are not visible cannot be validated. Open the Kaseya Helpdesk. Every attempt gives me a 500 server error. ConfigurationItemWebhookExcludedResources. https://www.autotask.com/, Press J to jump to the feed. This entity describes an Autotask Notification, as listed in the Notification History page. Refer to Forwarding and modifying tickets. This check box is enabled when the Internal check box is selected. Autotask Service Bundles group multiple Services for purchase. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Each entity type object contains an array of properties that describe instances of the entity type. Press question mark to learn the rest of the keyboard shortcuts. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. Ticket cannot be created with an inactive TicketCategory. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Some fields on Entities require an id to a parent Entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Some entities support file attachments. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Such ticket categories are hidden everywhere you select a ticket category . Please open the solution (the C# one) in Visual Studio and work with the sample code there. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. This entity describes an Autotask Project. It can be a separate physical location or a division or agency operating in the same physical location as the company. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. 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. This entity's purpose is to describe a modular component that can be added to any ticket or task. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. This entity describes an Autotask Service Bundle added to a Recurring Service contract. This entity describes the Resource and Role through the Queue association. 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 . Resource access URLs for all entities appear in the next section of this article. } /**/Want to tell us more? This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. The API currently exposes the following entities. window.open(uri); var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity's purpose is to describe a Resource - Role relationship. If there is no Asset SLA, then check the Contract Service or Bundle SLA. 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. Any unsaved changes in those areas will be kept. This entity describes an Autotask Shipping Type. [CDATA[*/ A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. This entity describes an Autotask Opportunity. When a SubIssueType value is provided, the associated IssueType value must also be provided. The template corresponding to the speed code will be highlighted automatically. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Phases allow users to break projects into sub-groups of project tasks. This entity contains the attachments for the ConfigurationItems entity. How do I connect these two faces together? This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. It represents any organization with which you do business. Refer to Note Titles. /*WebhookFields (REST API). If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. function SendLinkByMail(href) { Access to version 1.6 will deactivate in Q4 2024. This entity's purpose is to describe a Resource - Role - Queue relationship. Head on over to our Community Forum! 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. This entity represents the categories for documents in Autotask. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. On create(), Priority must be an active priority. Autotask administrators create UDFs in the Administration Settings of the Autotask system. Have an idea for a new feature? If it is selected, you can update the status of all incidents. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Contracts specify a billing arrangement with a Company. This entity describes an Autotask SubscriptionPeriod. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Thanks for your feedback. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? 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. The Ticket entity can have no more than 300 UDFs. Provide feedback for the Documentation team. 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. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets Every attempt gives me a 500 server error. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Tickets define service requests within the Autotask system. 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. This entity's purpose is to describe a Quote in Autotask. Refer to Time Entry/Note Quick Edit Fields. It describes whether an Allocation Code of type Material Code 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. 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. Billing milestones define tangible work or measured progress that must be completed before billing can take place. Refer to Adding and managing attachments. To use a speed code, enter it in the field. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Which actions can be performed on the entity. This entity describes detailed information about on-hand. To verify and configure these settings perform the following steps. This entity represents associations between, This entity represents articles associated with. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Visit the Ideas forum! If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Review the setting of the Internal Only check box. You cannot change a resource's ticket number prefix once created. 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. [CDATA[*/ In Autotask, you can create ticket categories that are identified as API-Only. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. 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. 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. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. 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. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. Does anyone have sample code for how to create a ticket using the REST API. If it is selected, the note is created with the Internal & Co-managed publish type. This entity represents associations between asset categories and documents in Autotask. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Both the integration user and the API-only user must have security level permission to add or edit the entity. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. That InstalledProduct must also reference a Product that is EligibleForRma. 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 object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This entity contains ticket associations for documents in Autotask. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? 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. Thanks for your feedback. The Status defaults to the current status of the parent entity when the page or dialog box is opened. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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.). Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? For more information, check out the Datto/Autotask page about this module too. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This entity contains the attachments for the ConfigurationItemNotes entity. The following table describes the standard Autotask field objects for this entity. Implementing the time entry portion wouldn't be terrible. Create a Ticket in Autotask using Powershell 27 Aug 2015. A new inactive attribute value cannot be assigned. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. 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. Resources receive assignment to one or more roles through their department and queue associations. window.open(uri); The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Open the Kaseya Helpdesk. IMPORTANT Selecting a form template is the equivalent of manually populating the form. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity describes an Autotask Contact. How to handle a hobby that makes income in US. Any entities or attachments that the account creates will be attributed to "APIUser." Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. The properties represent data fields. You can modify the ticket category to ensure that the section is expanded when the time entry or note is first opened and that required fields are completed. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Is there a proper earth ground point in this switch box? Saves the note or time entry and closes the dialog box.
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