This entity contains ticket associations for documents in Autotask. This entity describes an Autotask Ticket. To learn more, see our tips on writing great answers. To use a speed code, enter it in the field. It represents any organization with which you do business. This entity contains the attachments for the TimeEntries entity. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. } This object describes notes created by an Autotask user and associated with a Asset entity. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. 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. IMPORTANT Selecting a form template is the equivalent of manually populating the form. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. In Autotask, sales orders are associated to Opportunities. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity contains attachments for the Tickets entity. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Is there any way for you to see what the response from Autotask is? If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. 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. This entity represents time off requests submitted by Autotaskusers. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Tickets and project tasks share the same list of statuses. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. This entity contains attachments for the Companies entity. . Thanks for your feedback. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). Every attempt gives me a 500 server error. You can only associate it with a Quote entity. It mirrors the fields found on the. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. The AllocationCodeID field must reference a Work Type allocation code. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; All text formatting and images will be lost. Here is the code I tried (after authenticating). This entity's purpose is to describe a Quote in Autotask. Action. They are saved as replies to the note or time entry they are added to. Wherever it is available, it tracks essential information about the record. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. Security: This check box is available even if users do not have permission to edit tickets. 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.). For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Want to talk about it? Select OK to apply; Setup Extension Callout. You cannot change a resource's ticket number prefix once created. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Set up a mailbox in Autotask. This entity is only used by multi-currency databases. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Autotask Service Bundles group multiple Services for purchase. It allows you to configure tiered or volume pricing for the billing product. But does anyone know what should be used to create a ticket? A resource must have at least one role assignment. [CDATA[*/ Find centralized, trusted content and collaborate around the technologies you use most. 2. To obtain extended information about entities and their field data, use the GET API call. This entity describes an individual business unit that has an association with a company in Autotask. This entity is only used by multi-currency databases. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Don't assume anything incl. If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. 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. Can Query is not included because non-queryable fields are listed under a separate heading. This object describes general information for a survey generated by Autotask. function SendLinkByMail(href) { 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. Is there a proper earth ground point in this switch box? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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. The change request approval process is part of the Autotask Change Management feature set. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. Write. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. Configure your support email address. 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 = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. This entity's purpose is to describe a serial number associated with an Inventory Item. If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. This entity contains the attachments for the ConfigurationItems entity. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. This entity is only used by multi-currency databases. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. 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? What sort of strategies would a medieval military use against a fantasy giant? window.open(uri); 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. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. /*Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. A project defines and organizes a group of related tasks, events, and documents. It can be a separate physical location or a division or agency operating in the same physical location as the company. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Most of the values were taken from an existing ticket. A resource can be associated with multiple LOBs; entities cannot. This entity describes an Autotask ticket assigned to a service call. 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. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. 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). function SendLinkByMail(href) { https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. [CDATA[*/ The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. 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). Create an account to follow your favorite communities and start taking part in conversations. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. Phases allow users to break projects into sub-groups of project tasks. Some users wanted a benchmark of the new API. Press question mark to learn the rest of the keyboard shortcuts. Creating titles using key words will allow you to find notes later in lists and searches. This entity's purpose is to describe a line item associated with an Expense Report entity. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. Head on over to our Community Forum! The status code getting printed here is 401! Although you can query this entity, it contains one or more fields that are not queryable. 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. Does anyone have sample code for how to create a ticket using the REST API. To open the page, use the path (s) in the Security and navigation section above. This allows the field to be cleared for tickets that are not Change Request type tickets. The following table describes the standard Autotask field objects for this entity. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. 3. Head on over to our Community Forum! I am using CyberDrain PowerShell module but I am clearly missing something. From the Autotask Home page toolbar, select Help. You can create additional mailboxes, but you won't be able to activate them. Refer to Web Services APIsecurity settings. Any unsaved changes in those areas will be kept. Want to learn about upcoming enhancements? I know I have correctly authenticated and set the BaseURI because I can get company information for customers. /*WebhookUdfFields (RESTAPI). Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. /*

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