Want to learn about upcoming enhancements? The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. [CDATA[*/ This entity's purpose is to describe a Resource - Role relationship. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Create Ticket using API : r/Autotask - reddit.com Form templates follow the limitations of the currently applied category and the user's security settings. ChangeInfoFields are available regardless of whether they are Active or Inactive. This entity's purpose is to describe a modifier for a given Work Type BillingCode. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity is only used by multi-currency databases. Creates a ticket note. Refer to API-only Ticket Categories. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. This entity's purpose is to describe a note associated with an Autotask Contract. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Have an idea for a new feature? Refer to the previous bullet point. This entity describes an Autotask Company. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. 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. 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 This entity is only used by multi-currency databases. You can only create it; you cannot query or update it. If it is selected, the note is created with the Internal & Co-managed publish type. This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. The change request approval process is part of the Autotask Change Management feature set. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Extension Callout (Tickets) - Autotask window.open(uri); It does not describe transactions where an Inventory Item is associated with a Company as an Asset. This field is editable for tickets whose ticket category is 'RMA.' How do I connect these two faces together? Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Autotask Service Bundles group multiple Services for purchase. function SendLinkByMail(href) { Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. A ticket can have additional assets even if there is no primary asset. 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. LOB security is respected in the API. In Picklist, an inactive TicketCategory displays in italic text. In Autotask, sales orders are associated to Opportunities. 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. All fields are read-only. 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. NOTE Not all entities use UDFs. [CDATA[*/ This entity contains the attachments for the ProjectNotes entity. This entity represents company (account)categories in Autotask. This entity represents checklist libraries related to documents in Autotask. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. 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. The ticket SLA is defaulted in using the following logic: Check the asset. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. This entity's purpose is to describe an asset category. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? The Autotask REST API Thanks for your feedback. The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. Ticket - Autotask Integrating with Autotask - IT Glue They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. The allowed actions are specific to the field. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. Want to talk about it? Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. 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's purpose is to describe a Country as defined in the Autotask CRM module. The RMA ticket category cannot be edited through the API. This allows the field to be cleared for tickets that are not Change Request type tickets. Thanks for your feedback. Open the Kaseya Helpdesk. It allows you to configure tiered or volume pricing for the billing product. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. 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. 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". You can select a different note type from the drop-down list. This entity's purpose is to describe a line item associated with an Expense Report entity. Autotask now allows Role to be inactivated. For detailed information, refer to The task or ticket stopwatch. Resources receive assignment to one or more roles through their department and queue associations. How do I align things in the following tabular environment? If it is selected, you can update the status of all incidents. 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 allows all items in a checklist library to be added to a ticket. Press question mark to learn the rest of the keyboard shortcuts. /*PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This entity contains attachments for the Tasks entity. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. Need troubleshooting help? function SendLinkByMail(href) { 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. You cannot change a resource's ticket number prefix once created. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. If the ticket category is associated to an SLA, then use that ID. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. Autotask creates a ticket. This entity describes an Autotask Department. Which actions can be performed on the entity. Making statements based on opinion; back them up with references or personal experience. For more information, refer to. Want to talk about it? 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. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. 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. To learn more, see our tips on writing great answers. 2. A Contract Rate is associated with a Role and is specific to a contract. Any entities or attachments that the account creates will be attributed to "APIUser." This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. Resource access URLs for all entities appear in the next section of this article. This object describes general information for a survey generated by Autotask. Creating titles using key words will allow you to find notes later in lists and searches. This entity contains the attachments for the ContractNotes entity. This entity represents ticket tag groups in Autotask. Can airtags be tracked from an iMac desktop, with no iPhone? It will not appear on the New Ticket Note or New Ticket Time Entry form. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This entity's purpose is to describe a serial number associated with an Inventory Item. As you save each attachment, it will appear on the attachment grid. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Tickets with no TicketType specified are set automatically to Service Request. This entity describes an individual business unit that has an association with a company in Autotask. 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. Complete the New Attachment dialog box. Billable cost items appear in Approve and Post. 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? This entity's purpose is to describe a resource assigned to a task but not as the primary resource. This entity describes an Autotask Contract. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. Provide feedback for the Documentation team. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI.