Head on over to our Community Forum! It does not describe transactions where an Inventory Item is associated with a Company as an Asset. The REST API permits you to retrieve values for all entity UDFs via the query method. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. The entity header identifies the parent entity the note or time entry is associated with. About note types. Implementing the time entry portion wouldn't be terrible. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved. Connect and share knowledge within a single location that is structured and easy to search. Is it possible to rotate a window 90 degrees if it has the same length and width? 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). 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Access to version 1.6 will deactivate in Q4 2024. CreatorResourceID can return a ContactID. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity's purpose is to describe a Quote in Autotask. 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. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. This entity is only used by multi-currency databases. The AllocationCodeID field must reference a Work Type allocation code. This entity describes notes created by an Autotask user and associated with a Product entity. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. It controls who can view the note. Append to Resolution on # incident(s) (tickets only). This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. 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. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). This entity describes an Autotask Invoice. This entity describes an Autotask Role. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Refer to WebhookUdfFields (RESTAPI). Select OK to apply; Setup Extension Callout. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. }
The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. A subreddit for users of Autotask Professional Services Automation tool. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. 5. Quote Items define a line item added to an Autotask Quote. Billing milestones define tangible work or measured progress that must be completed before billing can take place. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Thanks for your feedback. Such ticket categories are hidden everywhere you select a ticket category . 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. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. This entity describes an Autotask resource assigned to a task that is assigned to a service call. The function of this entity is to describe the resources associated with a Company Team. Refer to Note Titles. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This field is not filterable for tickets in the API. This entity represents associations between assets and documents in Autotask. 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). The change request approval process is part of the Autotask Change Management feature set. Refer to Adding and managing attachments. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. ChangeApprovalStatus can only be set to Requested or Assigned. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. The value you select will be set as the status of the parent entity when the dialog box or page is saved. Any entities or attachments that the account creates will be attributed to "APIUser." If you send the content back, the Rich Text and all images that it contains will be lost. These accounts are free of charge, but they do not provide access to the Autotask UI. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. , This field is editable for tickets whose ticket category is 'RMA.'. 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. When updating a field that has Rich Text, the APIwill return the text-only version of the field. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Want to talk about it? 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. This entity represents checklist libraries related to documents in Autotask. This selection opens a page that contains a subset of the fields documented above. This entity defines a user-defined field (UDF) in Autotask. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. Notes published . This data will not change during update operations. Want to learn about upcoming enhancements? You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. }
When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. Form templates follow the limitations of the currently applied category and the user's security settings. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. Tickets define service requests within the Autotask system. This entity describes an Autotask Contract Rate. Want to talk about it? The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. For additional information, refer to. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. Additionally, only those statuses that are available to all selected tickets categories are available for selection. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. Refer to. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This allows the field to be cleared for tickets that are not Change Request type tickets. This entity's purpose is to describe a record of approval for a ticket change request. /*]]>*/Want to tell us more? This entity contains the attachments for the ExpenseReports entity. This entity represents articles created by Knowledgebase users in Autotask. Please open the solution (the C# one) in Visual Studio and work with the sample code there. Can Query is not included because non-queryable fields are listed under a separate heading. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. Have an idea for a new feature? 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. 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. This entity describes an Autotask Contact. Change request tickets are part of the Autotask Change Management feature set. To open the page, use the path (s) in the Security and navigation section above. The RMA ticket category cannot be edited through the API. Notes have a property called Note Type. This entity is only used by multi-currency databases. This entity's purpose is to describe a cost associated with an Autotask contract. Want to learn about upcoming enhancements? If no asset or contract SLA, then check the Ticket Category. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. To open the page, use the path(s) in the Security and navigation section above. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The API-only user's security level must allow impersonation on the entity type. The Add New Attachments section is always collapsed. Provide feedback for the Documentation team. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. For more information, refer to. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. The following table describes the standard Autotask field objects for this entity. A resource can be associated with multiple LOBs; entities cannot. From the pull-down menu, 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. Ticket cannot be created with an inactive TicketCategory. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. TicketCategory default values will be applied unless another value is passed in. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. Only form templates that are available to all selected tickets categories can be selected. The name of the user who is filling the role is added to the role name. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity's purpose is to describe a geographic area where billing items have the same tax rate. [CDATA[*/
This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. From the Autotask Home page toolbar, select Help. This entity records existing associations between tags and Knowledgebase articles in Autotask. function SendLinkByMail(href) {
About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Which actions can be performed on the entity. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. 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. This entity contains the attachments for the TimeEntries entity. Only the incidents of problem tickets will have their status updated. This entity describes an Autotask SubscriptionPeriod. Once you have connected Powershell to Autotask (see my previous post for a howto), you can query, create and update everything that the API allows.In this post I will show you how to create a new ticket, but the method is the .