autotask api create ticket autotask api create ticket

This entity describes an Action Type assigned to a CRM Note or To-Do. via the API and attached to the OnPlus Service Desk queue. This entity describes an Autotask resource assigned to a task that is assigned to a service call. In Autotask, the account team associates resources with an account. The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Head on over to our Community Forum! This entity represents aliases for ticket and article tags in Autotask. This entity surfaces the Autotaskversion number. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity describes results and information for a survey generated by Autotask. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. } If it does not exist, the ContractIDwill be set to null. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Need troubleshooting help? The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. This entity defines a user-defined field (UDF) in Autotask. Available in the UI only when the installed module is enabled. When updating a field that has Rich Text, the APIwill return the text-only version of the field. , This field is editable for tickets whose ticket category is 'RMA.'. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. } [CDATA[*/ function SendLinkByMail(href) { To learn more, see our tips on writing great answers. Do new devs get fired if they can't solve a certain bug? Open the Kaseya Helpdesk. This entity describes list items added to a check list on an Autotask ticket or task. > 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). Thanks for your feedback. This entity contains the attachments for the ConfigurationItems entity. This entity describes an Autotask Inventory module Purchase Order. Please open the solution (the C# one) in Visual Studio and work with the sample code there. You can create additional mailboxes, but you won't be able to activate them. Visit the Ideas forum! The status code getting printed here is 401! IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. LOB security is respected in the API. Want to talk about it? If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Some entities support file attachments. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. If you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. If the Contract is associated to an SLA, then use that ID. NOTE Not all entities use UDFs. window.open(uri); This entity describes an Autotask project task assigned to a service call. Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages 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. This entity contains the attachments for the. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity describes notes created by an Autotask user and associated with a Task entity. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Form templates follow the limitations of the currently applied category and the user's security settings. For example, 'T20200615.0674.'. Provide feedback for the Documentation team. . function SendLinkByMail(href) { Visit our SOAP API lifecycle FAQ article to learn more. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Autotask users manage Asset notes on Assets. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. UDF changes are included in the criteria for updating LastTrackedModificationDate. This data will not change during update operations. Namely the VS solutions are here. 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. Want to talk about it? Every attempt gives me a 500 server error. 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. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. import requests. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. How do I align things in the following tabular environment? Notes published to All Autotask Users are visible to customers. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. The Note Type field defaults to Task Summary. 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. [CDATA[*/ For example, although the client can create certain resources, not all resources accept a create call. Want to learn about upcoming enhancements? If the asset is associated to an SLA, then use that ID. Want to learn about upcoming enhancements? The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. If an association is removed from a resource and that pairing is set as the default, that default is not removed. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The entity exists for billing use purposes. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. [CDATA[*/ To open the page, use the path(s) in the Security and navigation section above. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. What sort of strategies would a medieval military use against a fantasy giant? 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 Add New Attachments section is always collapsed. } Reddit and its partners use cookies and similar technologies to provide you with a better experience. If it is selected, the note is created with the Internal & Co-managed publish type. Billable cost items appear in Approve and Post. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. /*Timestamp format article. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. To complete the attachment process, you must save the note or time entry. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. Logon to the Datto (AutoTask) PSA. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. Incidents on Change Request tickets will not be updated. Click Get current values to update field values. Connect and share knowledge within a single location that is structured and easy to search. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Visit the Ideas forum! CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. } Head on over to our Community Forum! This entity's purpose is to describe a resource assigned to a task but not as the primary resource. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. These are referred to as Reference fields. Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. 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. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. 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 . [CDATA[*/ Notes have a property called Note Type. It determines a customer's total taxes on billing items. 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. This allows the field to be cleared for tickets that are not Change Request type tickets. A billing item may or may not be included in an invoice and billed to the customer. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. This entity contains the attachments for the TimeEntries entity. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Thanks for your feedback. [CDATA[*/ 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. /**/Want to tell us more? I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Access to version 1.6 will deactivate in Q4 2024. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. Any unsaved changes in those areas will be kept. If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Thanks for your feedback. This entity describes an Autotask Notification, as listed in the Notification History page. A WorkTypeModifier entity modifies a given Work Type BillingCode. The assets associated with Knowledgebase articles are recorded in this entity. The id field belongs to each entity and acts as the unique identifier. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. You may also update UDFs for entity types that allow update and create. function SendLinkByMail(href) { They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Click on the context menu bar to the left of the Standard category the, click Edit. This entity describes an Autotask Ticket. This entity represents the categories for documents in Autotask. When querying, a small number of entities contain fields that you cannot query. Refer to API-only Ticket Categories. 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. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. 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. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. 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. 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. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? window.open(uri); Any existing Change Request tickets can be edited. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Open the Datto Help Center. This entity describes an Autotask Shipping Type. How to handle a hobby that makes income in US. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. 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. 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? Resources receive assignment to one or more roles through their department and queue associations. This entity represents articles created by Knowledgebase users in Autotask. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. Have an idea for a new feature? permission is required. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. function SendLinkByMail(href) { Don't assume anything incl. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. The purchase approval option is available through Autotask procurement. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Which actions can be performed on the entity. DocumentConfigurationItemCategoryAssociations. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity contains tag associations for documents in Autotask. Ticket cannot be created with an inactive TicketCategory. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. It describes Price List information associated with a WorkTypeModifier entity. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. This entity's purpose is to describe a record of approval for a ticket change request. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. Set up a mailbox in Autotask. Log into Autotask and navigate to the menu on the left and click on Admin This entity's purpose is to describe a Quote in Autotask. Have an idea for a new feature? Refer to Webhooks (REST API). Refer to Adding and managing attachments. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . It describes whether a ServiceBundle 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. It also tracks the resource and date &time each step was completed. In this section, you add new attachments. Refer to The Rich Text editor to learn more. Some users wanted a benchmark of the new API. The API currently exposes the following entities. For more information about fields marked as picklists, review our Understanding picklists article. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. If there is no Contract Service or Bundle SLA, then check the Contract. A shipping type defines a carrier for a product shipment. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. Visit our SOAPAPIlifecycle FAQ article to learn more. Can airtags be tracked from an iMac desktop, with no iPhone? For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. 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. function SendLinkByMail(href) { It does not describe transactions where an Inventory Item is associated with a Company as an Asset. A new inactive attribute value cannot be assigned. This entity contains the attachments for the SalesOrders entity. These accounts are free of charge, but they do not provide access to the Autotask UI. The allowed actions are specific to the object. 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 . Create an account to follow your favorite communities and start taking part in conversations. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. [CDATA[*/ You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. This entity represents associations between assets and documents in Autotask. Also create Note/Attachment(s) on # incident(s). The stopwatch starts running as soon as you open the task, ticket or time entry page. Refer to WebhookExcludedResources (REST).