The value you select will be set as the status of the parent entity when the dialog box or page is saved. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. If no asset or contract SLA, then check the Ticket Category. 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. If you close without saving, the attachments will not be uploaded or attached to the parent entity. It represents any organization with which you do business. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. 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 describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. 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 Resource - Role relationship. This entity describes an Autotask service call and its relationship to four other service call related entities. Thanks for your feedback. Is there a proper earth ground point in this switch box? Some entities support file attachments. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. Using notes in Autotask The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). I am trying to create a ticket in autotask using the below python code: 1. It describes whether a Service 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. Visit the Ideas forum! This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. How to Configure Datto (AutoTask) PSA - RocketCyber This entity contains the attachments for the ContractNotes entity. Autotask creates a ticket. Refer to Time Entry/Note Quick Edit Fields. Access to version 1.6 will deactivate in Q4 2024. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). A subreddit for users of Autotask Professional Services Automation tool. window.open(uri); var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. /*About N-able N-central integration with Autotask A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. 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. Want to talk about it? The Status defaults to the current status of the parent entity when the page or dialog box is opened. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. 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. This entity contains attachments for the Tickets entity. Form templates follow the limitations of the currently applied category and the user's security settings. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. 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. The id field belongs to each entity and acts as the unique identifier. ChangeApprovalStatus can only be set to Requested or Assigned. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. This entity represents the categories for documents in Autotask. function SendLinkByMail(href) { If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. The allowed actions are specific to the object. Adding or editing an API user - autotask.net Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. Also create Note/Attachment on # incident(s) (tickets only). 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. If setting equals 'Always', the API will always require the QueueID value. Notes published to All Autotask Users are visible to customers. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. For example, although the client can create certain resources, not all resources accept a create call. 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? Creates a ticket note. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. 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. The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. This entity describes DNSrecords associated with Assets in Autotask. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. If it is selected, the note is created with the Internal & Co-managed publish type. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. It allows you to configure tiered or volume pricing for the billing product. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. This entity describes an Autotask Resource. 2. 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". The properties represent data fields. [CDATA[*/ This object describes notes created by an Autotask user and associated to a Project entity. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. I am using CyberDrain PowerShell module but I am clearly missing something. 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 describes results and information for a survey generated by Autotask. [CDATA[*/ 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. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). Have an idea for a new feature? For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. [CDATA[*/ 4. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. How to connect Autotask + Microsoft Excel - Zapier Autotask users manage Asset notes on Assets. 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. A resource must have at least one role assignment. Thanks for your feedback. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. function SendLinkByMail(href) { This entity describes an Autotask SubscriptionPeriod. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Want to learn about upcoming enhancements? This entity contains attachments for documents in Autotask. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Every attempt gives me a 500 server error. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. As you save each attachment, it will appear on the attachment grid. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. This entity describes an Autotask Notification, as listed in the Notification History page. 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. Action. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. Visit our SOAPAPIlifecycle FAQ article to learn more. On create(), Priority must be an active priority. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. You can only associate it with a Quote entity. The purchase approval option is available through Autotask procurement. It will not appear on the New Ticket Note or New Ticket Time Entry form. function SendLinkByMail(href) { Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This object describes general information for a survey generated by Autotask. /* This entity describes notes created by an Autotask user and associated with a Product entity. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. Autotask: Ticketing and Asset Tracking Integration Incoming email processing - Autotask 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 function SendLinkByMail(href) { This entity contains ticket associations for documents in Autotask. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module.
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