autotask api create ticket
-autotask api create ticket
NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. IMPORTANT Fields that are not visible cannot be validated. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Create Ticket using API 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. }
The Ticket entity can have no more than 300 UDFs. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. A cost is a billing item for products or materials. An inventory product represents a set of stocked items that share a product and a location. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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. Some entities support file attachments. 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". Where does this (supposedly) Gibson quote come from? If there is no Asset SLA, then check the Contract Service or Bundle SLA. [CDATA[*/
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. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. About N-able N-central integration with Autotask Form templates follow the limitations of the currently applied category and the user's security settings. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). For more information about fields marked as picklists, review our Understanding picklists article. 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. function SendLinkByMail(href) {
This entity contains the attachments for the CompanyNotes entity. Integrating with Autotask - IT Glue Asking for help, clarification, or responding to other answers. For example, when updating an entity, you may not be able to update all fields within the entity. If setting equals 'Always', the API will always require the QueueID value. When a SubIssueType value is provided, the associated IssueType value must also be provided. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. This entity's purpose is to describe a modifier for a given Work Type BillingCode. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. 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 Assets are Products with an association to a Company entity. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. The allowed actions are specific to the object. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. 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. 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. Create a new record or update an existing record in your app. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. On the incidents, the Internal Notes are created as a reply to the Summary Notes. I am using CyberDrain PowerShell module but I am clearly missing something. This entity contains notes for documents in Autotask. You can select a different note type from the drop-down list. This entity describes an Autotask Notification, as listed in the Notification History page. Such ticket categories are hidden everywhere you select a ticket category . Thanks for your feedback. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Append to Resolution on # incident(s) (tickets only). This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. The ticket must be associated to either the contact's account or any of its child accounts. The REST API permits you to retrieve values for all entity UDFs via the query method. The function of this entity is to describe the mapping of the contact to the contract billing rule. Phases allow users to break projects into sub-groups of project tasks. 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. This entity represents documents associated with Knowledgebase articles in Autotask. This entity's purpose is to describe a modular component that can be added to any ticket or task. window.open(uri);
If you open this dialog box or page from the Edit Ticket page, this check box will not appear. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. For more information, check out the Datto/Autotask page about this module too. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. function SendLinkByMail(href) {
TicketCategory - Autotask [CDATA[*/
This entity contains checklist items related to documents in Autotask. A resource must have at least one role assignment. Tickets with no TicketType specified are set automatically to Service Request. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. Tasks are associated with a Project and define work that must be done. window.open(uri);
The following table describes the standard Autotask field objects for this entity. Can airtags be tracked from an iMac desktop, with no iPhone? Visit the Ideas forum! }
This includes the category field itself. This entity represents ticket and article tags in Autotask. If it is selected, you can update the status of all incidents. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. /*]]>*/Want to tell us more? AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Thanks for your feedback. You may also update UDFs for entity types that allow update and create. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Every attempt gives me a 500 server error. This entity is only used by multi-currency databases. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Autotask REST API resources var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Visit our SOAP API lifecycle FAQ article to learn more. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. Access to version 1.6 will deactivate in Q4 2024. This entity's purpose is to describe a Resource - Role relationship. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. 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. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. Please open the solution (the C# one) in Visual Studio and work with the sample code there. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. It allows you to configure tiered or volume pricing for the billing product. This entity's purpose is to describe a record of approval for a ticket change request. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. For more information, refer to Time Entry/Note Quick Edit Fields. This entity is only used by multi-currency databases. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. The returned body will be super useful going forward if you can get it though! If the Contract is associated to an SLA, then use that ID. Head on over to our Community Forum! Logon to the Datto (AutoTask) PSA. 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. 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. This entity describes the Resource and Role through the Queue association. via the API and attached to the OnPlus Service Desk queue. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. That InstalledProduct must also reference a Product that is EligibleForRma. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Only form templates that are available to all selected tickets categories can be selected. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Click New; Tip - click the images to make them larger A Department is an association the application can use to manage resources, especially when assigning project tasks. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. 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. This entity contains the attachments for the ConfigurationItems entity. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Autotask now allows Role to be inactivated. Autotask users manage Asset notes on Assets. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. It determines a customer's total taxes on billing items. Calculated in hours only. This entity's purpose is to describe a cost associated with an Autotask contract. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Thanks for your feedback. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. 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. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. Autotaskwill automatically assign the record number that follows the prefix. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . Cost items can be billable or non-billable. Come try it. A new inactive ContactID value cannot be assigned on create() or update(). The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Any existing Change Request tickets can be edited. Is it possible to rotate a window 90 degrees if it has the same length and width? This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. This entity contains the attachments for the. Want to talk about it? ConfigurationItemSslSubjectAlternativeName. Thanks for your feedback. This entity describes an Autotask Ticket. Enter your API credentials and then click Connect. 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. 4. It determines a customer's total taxes on billing items. Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. It controls who can view the note. Refer to Autotask Integration and Monitors. A ticket workflow rule with a Create Ticket Note . Thanks for your feedback. [CDATA[*/
Refer to Web Services APIsecurity settings. This entity's purpose is to describe a Resource - Role - Queue relationship. This entity describes an Autotask Invoice. /*]]>*/Want to tell us more? Want to learn about upcoming enhancements? This entity manages the tags associated with tickets in Autotask. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. A shipping type defines a carrier for a product shipment. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. Namely the VS solutions are here. 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? When querying, a small number of entities contain fields that you cannot query. 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. 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. 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 . 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. Have an idea for a new feature? A WorkTypeModifier entity modifies a given Work Type BillingCode. A new inactive attribute value cannot be assigned. /* This check box is enabled when the Internal check box is selected. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. This entity describes an Autotask Contract Rate. Saves the note or time entry and opens a new dialog box. ChangeApprovalStatus can only be set to Requested or Assigned. This entity contains the attachments for the TimeEntries entity. function SendLinkByMail(href) {
Resources receive assignment to one or more roles through their department and queue associations. The API-only user's security level must allow impersonation on the entity type. Creates a ticket note. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. [CDATA[*/
Have an idea for a new feature? If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Open the Kaseya Helpdesk. }
Refer to
Eve Kilcher Children,
John Radcliffe Hospital Telephone Directory,
Wokv Radio Personalities,
Princess Cruises Cancellation Policy 2022,
Articles A