CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. /*WebhookExcludedResources (REST). If it is selected, you can update the status of all incidents. Assets are products that are associated with a Company entity. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. This entity represents associations between assets and documents in Autotask. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. What is a word for the arcane equivalent of a monastery? Refer to Time Entry/Note Quick Edit Fields. This entity defines a user-defined field (UDF) in Autotask. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Have an idea for a new feature? 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. This entity describes notes created by an Autotask user and associated with a Product entity. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. The function of this entity is to describe the mapping of the contact to the contract billing rule. From the Autotask Home page toolbar, select Help. Want to learn about upcoming enhancements? Autotask users manage Asset notes on Assets. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. How to follow the signal when reading the schematic? Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. 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. IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. A ticket can have additional assets even if there is no primary asset. This entity surfaces the Autotaskversion number. window.open(uri);
You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. The ticket category controls which fields appear here and in what order. 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's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. /**/Want to tell us more? This selection opens a page that contains a subset of the fields documented above. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. permission is required. Notes published . The AllocationCodeID field must reference a Work Type allocation code. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. Don't assume anything incl. Access to version 1.6 will deactivate in Q4 2024. Refer to. [CDATA[*/
All fields are read-only. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. This entity describes an Autotask Subscription. A resource must have at least one role assignment. If no asset or contract SLA, then check the Ticket Category. Want to learn about upcoming enhancements? ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Refer to Forwarding and modifying tickets. Refer to the previous bullet point. In Autotask, you can create ticket categories that are identified as API-Only. /*]]>*/Want to tell us more? All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. [CDATA[*/
This entity is only used by multi-currency databases. ConfigurationItemWebhookExcludedResources. 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 This entity represents articles created by Knowledgebase users in Autotask. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity contains the attachments for the. Refer to Running a global notes search. If it is selected, the note is created with the Internal & Co-managed publish type. For more information about fields marked as picklists, review our Understanding picklists article. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. This entity describes the pricing and costing tiers for a specific billing product on the Product table. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. 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. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. This entity describes an Autotask Project. NAVIGATION
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? Visit the Ideas forum! The function of this entity is to describe the relationship between an asset category and a specific UDF. 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. Asking for help, clarification, or responding to other answers. A resource must have at least one role assignment. Invoice templates define the appearance and content of an invoice generated by Autotask. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Autotask administrators create UDFs in the Administration Settings of the Autotask system. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This entity's purpose is to describe an asset category. 3. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. 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. Provide feedback for the Documentation team. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. window.open(uri);
This entity is only used by multi-currency databases. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. /*]]>*/Want to tell us more? For more information, refer to Notification panel. This entity represents the daily availability, hours goal, and travel for a resource. The ticket SLA is defaulted in using the following logic: Check the asset. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. This entity contains the attachments for the ExpenseReports entity. This entity enables you to increase inventory counts associated with the InventoryProducts entity. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Please open the solution (the C# one) in Visual Studio and work with the sample code there. This entity's purpose is to describe a geographic area where billing items have the same tax rate. It has code to get popular entities like accounts, tickets, contacts etc. Create Ticket Note. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This entity provides a method to track cost items generated from an Autotask Quote. It describes whether an Allocation Code of type Material Code 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
The following table describes the standard Autotask field objects for this entity. 3. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? Select OK to apply; Setup Extension Callout. 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. Some entities support file attachments. 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. It was a requirement for soap though as the other reply says. /*]]>*/Want to tell us more? Is there any way for you to see what the response from Autotask is? }
This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. 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. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API.