The current data is loaded when the section is first expanded. If the ticket category is associated to an SLA, then use that ID. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Security: This check box is available even if users do not have permission to edit tickets. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. function SendLinkByMail(href) {
If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents.
How to Configure Datto (AutoTask) PSA - RocketCyber I am using CyberDrain PowerShell module but I am clearly missing something. 2. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Set up a mailbox in Autotask. This will populate the LOB field with that selection when creating any entities where LOB can be applied. Every attempt gives me a 500 server error. Namely the VS solutions are here. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. 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. It has code to get popular entities like accounts, tickets, contacts etc.
Create Ticket using API : r/Autotask - reddit.com 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. If the Contract Service or Bundle is associated to an SLA, then use that ID.
Autotask API Ticket Creation with PowerShell : r/Autotask - reddit An API user is a special type of account required for communication with the Autotask API. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This entity describes an Autotask Department. 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. The integration user's security level must allow impersonation of the resource. It outlines the steps that must be performed to complete the ticket or task. Need troubleshooting help? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. }
This entity represents associations between assets and documents in Autotask. /*]]>*/Want to tell us more? LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. NAVIGATION
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. This entity describes an Autotask resource assigned to a task that is assigned to a service call. The function of this entity is to describe the mapping of the contact to the contract billing rule. function SendLinkByMail(href) {
UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Access to version 1.6 will deactivate in Q4 2024. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. Complete the New Attachment dialog box. This object describes list items added to a check list on an Autotask ticket. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Refer to the About entity fields section of this article for more information. It allows you to create, query, and update expense line items through the API. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. From the pull-down menu, The allowed actions are specific to the field.
TicketCategory - Autotask Can Query is not included because non-queryable fields are listed under a separate heading. Want to learn about upcoming enhancements? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. Assets are Products with an association to a Company entity. Open the Datto Help Center. This entity contains the attachments for the CompanyNotes entity. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Autotask now allows Role to be inactivated. It mirrors the fields found on the. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. This selection opens a page that contains a subset of the fields documented above. This entity enables you to decrease inventory counts associated with the InventoryProducts entity.
Using notes in Autotask The resources then have access to the account data when their security level allows account access at the Mine level. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Autotaskwill automatically assign the record number that follows the prefix. 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. 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 Task. This entity contains ticket associations for documents in Autotask. IMPORTANT Fields that are not visible cannot be validated. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. As you save each attachment, it will appear on the attachment grid. The allowed actions are specific to the object. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. To complete the attachment process, you must save the note or time entry. [CDATA[*/
Phases allow users to break projects into sub-groups of project tasks. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. Thanks for your feedback. Refer to
Webhooks (REST API). window.open(uri);
This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. /*]]>*/Want to tell us more? Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This entity contains attachments for the Projects entity. That InstalledProduct must also reference a Product that is EligibleForRma. This includes the category field itself. In Autotask, you can create ticket categories that are identified as API-Only. The function of this entity is to describe the tax rate for a specific billing item. With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. 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 . This entity describes a cost associated with an Autotask Ticket. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Have an idea for a new feature? ServiceLevelAgreementPausedNextEventHours. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. window.open(uri);
Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. The id field belongs to each entity and acts as the unique identifier. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. This entity represents the categories for documents in Autotask. [CDATA[*/
It also tracks the resource and date &time each step was completed. On notes that can become a notification email, attachments can be included. /*]]>*/Want to tell us more? This entity represents time off requests submitted by Autotaskusers. Notes published . Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. The AllocationCodeID field must reference a Work Type allocation code. An error message indicates that Service Request tickets cannot be associated with a problem ticket. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Autotask: Ticketing and Asset Tracking Integration The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. 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 TicketType must = Incident before the ticket can be associated with a ProblemTicketID. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. This entity is only used by multi-currency databases. Create an account to follow your favorite communities and start taking part in conversations. This entity is only used by multi-currency databases. A Contract Rate is associated with a Role and is specific to a contract. Mass ticket creation : r/Autotask - reddit Thanks for your feedback. A ticket workflow rule with a Create Ticket Note . A new inactive attribute value cannot be assigned. If there is no Contract Service or Bundle SLA, then check the Contract. In this section, you add new attachments. 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. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. Is it possible to rotate a window 90 degrees if it has the same length and width? How to handle a hobby that makes income in US. What video game is Charlie playing in Poker Face S01E07? The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). If setting equals 'Never' then the API will not require the QueueID value. Create Ticket Note. Is there a proper earth ground point in this switch box? This entity's purpose is to describe a cost associated with an Autotask contract. 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 describes an Autotask Shipping Type. These are referred to as Reference fields. 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. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. Tickets with no TicketType specified are set automatically to Service Request. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. These accounts are free of charge, but they do not provide access to the Autotask UI. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. 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. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. For example, when updating an entity, you may not be able to update all fields within the entity. Ticket.Source is not required; however, in the UI the Source field defaults to 'Other', so for tickets created through the UI, the value for Ticket.Source is never Null. This section will be expanded if the note or time entry has at least one attachment. If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. To obtain extended information about entities and their field data, use the GET API call. If an association is removed from a resource and that pairing is set as the default, that default is not removed. How to follow the signal when reading the schematic? How do I align things in the following tabular environment? Want to talk about it? How do I connect these two faces together? Head on over to our Community Forum! Thanks for your feedback. Visit our SOAPAPIlifecycle FAQ article to learn more. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens)
Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. This entity describes an Autotask SubscriptionPeriod. This entity describes an Autotask Service added to a Recurring Service contract. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity represents a document in Autotask. 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. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. 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. Click on Service Desk/Ticket Categories. function SendLinkByMail(href) {
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. This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. 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. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. A Contact is an individual associated with a Company. The Status defaults to the current status of the parent entity when the page or dialog box is opened. I am trying to create a ticket in autotask using the below python code: Resources receive assignment to one or more roles through their department and queue associations. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. You can modify the ticket category to ensure that the section is expanded when the time entry or note is first opened and that required fields are completed. This entity describes an approved and posted billable item in Autotask. This entity is only used by multi-currency databases. 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. The purchase approval option is available through Autotask procurement. This field is editable for tickets whose ticket category is 'RMA.' This entity describes an Autotask Ticket. If the Contract is associated to an SLA, then use that ID. Everything else looks correct! The entity exists for billing use purposes. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. Resources receive assignment to one or more roles through their department and queue associations. Want to learn about upcoming enhancements? 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. Thanks for your feedback. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Task & Ticket Statuses - Autotask https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Refer to Running a global notes search. I am new to autotask. About note types. This entity's purpose is to describe a Resource - Role relationship. /*]]>*/Want to tell us more? This entity contains attachments for documents in Autotask. This entity contains the attachments for the TaskNotes entity. For more information about fields marked as picklists, review our Understanding picklists article.