This entity describes a cost associated with an Autotask Ticket. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. The name of the user who is filling the role is added to the role name. 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 represents time off requests submitted by Autotaskusers. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. This entity describes an Autotask Allocation Code. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. In Autotask, you can create ticket categories that are identified as API-Only. This entity describes results and information for a survey generated by Autotask. Refer to Web Services APIsecurity settings. A shipping type defines a carrier for a product shipment. } 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Namely the VS solutions are here. Have an idea for a new feature? An inventory product represents a set of stocked items that share a product and a location. To learn more, refer to The Rich Text editor. via the API and attached to the OnPlus Service Desk queue. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. Open the Datto Help Center. This entity contains attachments for the Companies entity. } 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. 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. Provide feedback for the Documentation team. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Some fields on Entities require an id to a parent Entity. 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. You use it to override your company's standard role rate for labor tracked against the contract. Resources receive assignment to one or more roles through their department and queue associations. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. Any entities or attachments that the account creates will be attributed to "APIUser." Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. window.open(uri); You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Thanks for your feedback. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. It determines a customer's total taxes on billing items. Is there any way for you to see what the response from Autotask is? If TicketType = ChangeRequest, ProblemTicketID cannot have a value. https://www.autotask.com/, Press J to jump to the feed. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. The resources then have access to the account data when their security level allows account access at the Mine level. When updating a field that has Rich Text, the APIwill return the text-only version of the field. This entity provides a method to track cost items generated from an Autotask Quote. What sort of strategies would a medieval military use against a fantasy giant? One of these entities exists for every UDF that is set as visible on each asset category. They are also not exposed in the API or LiveReports. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. In Picklist, an inactive TicketCategory displays in italic text. We then put time entries in through Autotask. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. The entity exists for billing use purposes. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. This entity is only used by multi-currency databases. [CDATA[*/ If you close without saving, the attachments will not be uploaded or attached to the parent entity. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity describes the Resource Role and Department association. 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. The RMA ticket category cannot be edited through the API. This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. For example, although the client can create certain resources, not all resources accept a create call. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. 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. Saves the note or time entry and closes the dialog box. 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. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. It allows you to configure tiered or volume pricing for the billing product. To learn more, refer to The Rich Text editor. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. 5. This entity contains the attachments for the TicketNotes entity. 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. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . DocumentConfigurationItemCategoryAssociations. } The API-only user's security level must allow impersonation on the entity type. Have an idea for a new feature? Need troubleshooting help? It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Each entity type object contains an array of properties that describe instances of the entity type. This entity's purpose is to describe a Quote in Autotask. 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 entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. It is only available through the REST API. These accounts are free of charge, but they do not provide access to the Autotask UI. This entity contains the attachments for the ContractNotes entity. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. In Autotask, you can create ticket categories that are identified as API-Only. This entity describes an Autotask Notification, as listed in the Notification History page. This entity represents associations between asset categories and documents in Autotask. The ticket must be associated to either the contact's account or any of its child accounts. Refer to Running a global notes search. 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. [CDATA[*/ Refer to The Rich Text editor to learn more. Thanks for your feedback. This data will not change during update operations. This entity contains attachments for the Opportunities entity. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. Also create Note/Attachment(s) on # incident(s). 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. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. window.open(uri); Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? 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 object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. If the asset is associated to an SLA, then use that ID. 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? This entity's purpose is to describe a serial number associated with an Inventory Item. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . 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 . Want to talk about it? 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. ConfigurationItemWebhookExcludedResources. window.open(uri); The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. } This will populate the LOB field with that selection when creating any entities where LOB can be applied. window.open(uri); The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. How do I align things in the following tabular environment? 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. The configurationItemType associates one or more user-defined fields with assets of the same type. When querying, a small number of entities contain fields that you cannot query. 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. Log into Autotask and navigate to the menu on the left and click on Admin This entity's purpose is to describe a Resource - Role - Queue relationship. This entity contains the attachments for the. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . This selection opens a page that contains a subset of the fields documented above. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. In Autotask, the account team associates resources with an account. /*]]>*/Want to tell us more? /*
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