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If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. This object describes notes created by an Autotask user and associated with a Asset entity. The function of this entity is to describe the mapping of the contact to the contract billing rule. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. This entity describes an Autotask Department. 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. This entity contains attachments for the Tasks entity. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. This entity describes an Autotask project task assigned to a service call. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This object describes list items added to a check list on an Autotask ticket. This entity provides a method to track cost items generated from an Autotask Quote. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. I am using CyberDrain PowerShell module but I am clearly missing something. A place where magic is studied and practiced? This entity is only used by multi-currency databases. This entity represents the categories for documents in Autotask. The following table describes the standard Autotask field objects for this entity. Thanks for your feedback. You can only create it; you cannot query or update it. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. I am using CyberDrain PowerShell module but I am clearly missing something. 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. /*Ticket - Autotask ChangeApprovalStatus can only be set to Requested or Assigned. https://www.autotask.com/, Press J to jump to the feed. The function of this entity is to describe the values for custom Additional Invoice Fields that users can add to Autotask for use with Autotask Invoice Templates. 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 the pricing and costing tiers for a specific billing product on the Product table. Have an idea for a new feature? The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. For more information about fields marked as picklists, review our Understanding picklists article. It was a requirement for soap though as the other reply says. Visit the Ideas forum! Phases allow users to break projects into sub-groups of project tasks. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity contains the attachments for the TimeEntries entity. If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. When an inventory product is manually created, stocked items are also created. This entity describes a cost associated with an Autotask Ticket. This entity describes list items added to a check list on an Autotask ticket or task. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. Access to version 1.6 will deactivate in Q4 2024. Thanks for your feedback. 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 . This entity describes notes created by an Autotask user and associated with a Product entity. What sort of strategies would a medieval military use against a fantasy giant? CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. If you have not clicked the Get current Status link, it will be the date and time you opened the page. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. 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 If you open this dialog box or page from the Edit Ticket page, this check box will not appear. What could be the reason? > 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). Be aware that some field data, such as picklist values and user-defined fields, may vary between Autotask implementations and cannot be provided in this document. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. 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. 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. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. How to handle a hobby that makes income in US. Creating titles using key words will allow you to find notes later in lists and searches. If it does not exist, the ContractIDwill be set to null. A project defines and organizes a group of related tasks, events, and documents. We then put time entries in through Autotask. This entity contains the attachments for the ProjectNotes entity. 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. Autotask REST API resources This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. If setting equals 'Always', the API will always require the QueueID value. 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. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Refer to WebhookUdfFields (RESTAPI). When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. If the ticket category is associated to an SLA, then use that ID. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Provide feedback for the Documentation team. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Extension Callout (Tickets) - Autotask This entity contains the attachments for the ConfigurationItems entity. Have an idea for a new feature? Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. To obtain extended information about entities and their field data, use the GET API call. You cannot change a resource's ticket number prefix once created. About note types. [CDATA[*/ Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. Ticket cannot be created with an inactive TicketCategory. Refer to. Most of the values were taken from an existing ticket. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). /*]]>*/Want to tell us more? 3. Some fields on Entities require an id to a parent Entity. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This data will not change during update operations. Create Tickets in autotask using REST api in python Each of the entities inherits from the Autotask base class Entity. Need troubleshooting help? /* This entity's purpose is to describe a cost associated with an Autotask Project. 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). When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. The assets associated with Knowledgebase articles are recorded in this entity. Incidents on Change Request tickets will not be updated. It allows you to create, query, and update expense line items through the API. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. The function of this entity is to describe the tax rate for a specific billing item. 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. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. 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. This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. [CDATA[*/ 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. Want to learn about upcoming enhancements? Refer to Webhooks (REST API). The ticket SLA is defaulted in using the following logic: Check the asset. } Everything else looks correct! This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. A cost is a billing item for products or materials. If an association is removed from a resource and that pairing is set as the default, that default is not removed. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. The resources then have access to the account data when their security level allows account access at the Mine level. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. This entity is only used by multi-currency databases. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. function SendLinkByMail(href) { The Autotask REST API Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. /*]]>*/Want to tell us more? Tasks are associated with a Project and define work that must be done. 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. Thanks for your feedback. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. ServiceLevelAgreementPausedNextEventHours. Setting Up the Autotask API Integration with CloudRadial 'Mine + Accounts' will be treated as 'None.' 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. Refer to API-only Ticket Categories. Head on over to our Community Forum! /* TicketCategory default values will be applied unless another value is passed in. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. , This field is editable for tickets whose ticket category is 'RMA.'. 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). The function of this entity is to describe the resources associated with a Company Team. This entity represents the daily availability, hours goal, and travel for a resource. Notes published . NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity describes the Resource Role and Department association. The name of the user who is filling the role is added to the role name. Need troubleshooting help? Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? It determines a customer's total taxes on billing items. 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. Thanks for contributing an answer to Stack Overflow! 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. Adding a note to a task or ticket - Autotask This entity contains attachments for the Companies entity. /*]]>*/Want to tell us more? Want to talk about it? This entity represents associations between asset categories and documents in Autotask. This entity describes an Autotask Contract. Press question mark to learn the rest of the keyboard shortcuts. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. 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. [CDATA[*/ To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. 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. Refer to Running a global notes search. A resource must have at least one role assignment. 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. Logon to the Datto (AutoTask) PSA. rev2023.3.3.43278. This entity describes an Autotask Allocation Code. Refer to Forwarding and modifying tickets. It has code to get popular entities like accounts, tickets, contacts etc. Gettings 721 tickets based on a title filter: "Title eq hello!" This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) But does anyone know what should be used to create a ticket? This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). In Autotask, you can create ticket categories that are identified as API-Only. 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 adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract.