Click on Service Desk/Ticket Categories. Change request tickets are part of the Autotask Change Management feature set. The entity exists for billing use purposes. Every attempt gives me a 500 server error. It has code to get popular entities like accounts, tickets, contacts etc. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Also create Note/Attachment on # incident(s) (tickets only). This entity is only used by multi-currency databases. ChangeApprovalBoard must reference an active Change Approval Board. 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? Tickets define service requests within the Autotask system. } 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 enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. 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. You can make this a default setting. 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. This entity is only used by multi-currency databases. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. An error message indicates that Service Request tickets cannot be associated with a problem ticket. I am new to autotask. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. The returned body will be super useful going forward if you can get it though! The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. They are saved as replies to the note or time entry they are added to. In this section, you add new attachments. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. Press question mark to learn the rest of the keyboard shortcuts. Create Ticket Note. Wherever it is available, it tracks essential information about the record. Calculated in hours only. This entity contains attachments for documents in Autotask. If there is no Asset SLA, then check the Contract Service or Bundle SLA. Open the Datto Help Center. function SendLinkByMail(href) { This entity describes an Autotask Company. 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. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Thanks for your feedback. 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. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. It will not appear on the New Ticket Note or New Ticket Time Entry form. Task & Ticket Statuses - Autotask /*]]>*/Want to tell us more? The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. A WorkTypeModifier entity modifies a given Work Type BillingCode. Review the setting of the Internal Only check box. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Tickets define service requests within the Autotask system. This entity represents the daily availability, hours goal, and travel for a resource. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Autotask now allows Role to be inactivated. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. 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. 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". This entity describes an Autotask resource assigned to a task that is assigned to a service call. Access to version 1.6 will deactivate in Q4 2024. 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. The properties represent data fields. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. 3. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. 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. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. The Status field is required on all tickets and project tasks, regardless of category. } ServiceLevelAgreementPausedNextEventHours. You may also update UDFs for entity types that allow update and create. Head on over to our Community Forum! Each of the entities inherits from the Autotask base class Entity. 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. The status field describes how close a ticket is to resolution, or how close a task is to completion. The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Enter your API credentials and then click Connect. Thanks for your feedback. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. One of these entities exists for every UDF that is set as visible on each asset category. 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. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Integrating with Autotask - IT Glue Setting Up the Autotask API Integration with CloudRadial A resource can be associated with multiple LOBs; entities cannot. Integration vendors This field is not filterable for tickets in the API. This entity represents aliases for ticket and article tags in Autotask. Every resource is associated with a location. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. Come try it. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. Refer to The Rich Text editor to learn more. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. The AllocationCodeID field must reference a Work Type allocation code. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. Visit the Ideas forum! This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. A billing item may or may not be included in an invoice and billed to the customer. Open the Kaseya Helpdesk. The fields that do appear show the following differences: A Keep Current option is available and is the default. This entity describes notes created by an Autotask user and associated with a Task entity. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. Thanks for contributing an answer to Stack Overflow! NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask.
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