IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. Create a Ticket in Autotask using Powershell 27 Aug 2015. If there is no Asset SLA, then check the Contract Service or Bundle SLA. A Contact is an individual associated with a Company. This is an event a Zap performs. The AllocationCodeID field must reference a Work Type allocation code. This entity is only used by multi-currency databases. Refer to Forwarding and modifying tickets. A billing item may or may not be included in an invoice and billed to the customer. Provide feedback for the Documentation team. This entity describes an Autotask Shipping Type. } 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. 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. This entity allows you to track the progress of the opportunity and generate sales forecasts. Log into Autotask and navigate to the menu on the left and click on Admin If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. Every resource is associated with a location. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Find centralized, trusted content and collaborate around the technologies you use most. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. In Picklist, an inactive TicketCategory displays in italic text. The current data is loaded when the section is first expanded. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. The following table describes the standard Autotask field objects for this entity. Want to learn about upcoming enhancements? If the Contract Service or Bundle is associated to an SLA, then use that ID. This entity contains attachments for the Companies 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. The ticket SLA is defaulted in using the following logic: Check the asset. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Click Get current values to update field values. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This entity describes an Autotask project task assigned to a service call. In Autotask, the account team associates resources with an account. Saves the note or time entry and closes the dialog box. If setting equals 'Never' then the API will not require the QueueID value. Resources receive assignment to one or more roles through their department and queue associations. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. Autotask Service Bundles group multiple Services for purchase. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity describes an Autotask Department. 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. 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 . 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.). In Autotask, sales orders are associated to Opportunities. I changed some values just in case they are sensitive. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. A resource must have at least one role assignment. This entity describes an Autotask Opportunity. Head on over to our Community Forum! It describes Price List information associated with a WorkTypeModifier entity. When updating a field that has Rich Text, the APIwill return the text-only version of the field. 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. Complete the New Attachment dialog box. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. 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. This entity describes a cost associated with an Autotask Ticket. A subreddit for users of Autotask Professional Services Automation tool. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. All fields are read-only. 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. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. On create(), Priority must be an active priority. Append to Resolution on # incident(s) (tickets only). This entity is only used by multi-currency databases. 3. Integration vendors 'Mine + Accounts' will be treated as 'None.' Thanks for your feedback. Refer to The Rich Text editor to learn more. Resource access URLs for all entities appear in the next section of this article. Action. This entity contains the attachments for the ConfigurationItems entity. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. The stopwatch starts running as soon as you open the task, ticket or time entry page. 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. Is it possible to rotate a window 90 degrees if it has the same length and width? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; It outlines the steps that must be performed to complete the ticket or task. 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. The status field describes how close a ticket is to resolution, or how close a task is to completion. This object describes notes created by an Autotask user and associated to a Project entity. This entity represents time off requests submitted by Autotaskusers. /**/Want to tell us more? Security: This check box is available even if users do not have permission to edit tickets. The change request approval process is part of the Autotask Change Management feature set. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). 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. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity contains attachments for documents in Autotask. 3. If it does not exist, the ContractIDwill be set to null. } Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity's purpose is to describe a Resource - Role - Department relationship. 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 one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). All text formatting and images will be lost. When a SubIssueType value is provided, the associated IssueType value must also be provided. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. window.open(uri); Want to talk about it? Access to version 1.6 will deactivate in Q4 2024. For detailed information, refer to The task or ticket stopwatch. The API-only user's security level must allow impersonation on the entity type. 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. Create a new record or update an existing record in your app. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. If the ticket category = 'RMA', the InstalledProductID is required. This entity contains tag associations for documents in Autotask. These accounts are free of charge, but they do not provide access to the Autotask UI. Click on the context menu bar to the left of the Standard category the, click Edit. You can only create it; you cannot query or update it. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This entity describes an Autotask Company. About note types. This entity describes results and information for a survey generated by Autotask. Here is the code I tried (after authenticating). It determines a customer's total taxes on billing items. import requests. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. 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. The 'YYYYMMDD' value must be a date less than or equal to today's date. Such ticket categories are hidden everywhere you select a ticket category . This entity represents a document in Autotask. It is only available through the REST API. This object describes list items added to a check list on an Autotask ticket. This entity's purpose is to describe a note associated with an Autotask Contract. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Visit our SOAP API lifecycle FAQ article to learn more. It describes whether a Role Hourly Rate 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. Come try it. If you close without saving, the attachments will not be uploaded or attached to the parent entity. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Need troubleshooting help? This entity represents ticket tag groups in Autotask. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). ConfigurationItemWebhookExcludedResources. This entity's purpose is to describe a modular component that can be added to any ticket or task. 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. A cost is a billing item for products or materials. This entity is only used by multi-currency databases. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. window.open(uri); Which actions can be performed on the entity. , This field is editable for tickets whose ticket category is 'RMA.'. } An inventory product represents a set of stocked items that share a product and a location. It has code to get popular entities like accounts, tickets, contacts etc. The allowed actions are specific to the field. To complete the attachment process, you must save the note or time entry. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. This entity defines a user-defined field (UDF) in Autotask. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Want to talk about it? permission is required. From the Autotask Home page toolbar, select Help. This entity provides a method to track cost items generated from an Autotask Quote. [CDATA[*/ A new inactive attribute value cannot be assigned. Can Query is not included because non-queryable fields are listed under a separate heading. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . Open the Kaseya Helpdesk. Don't assume anything incl. [CDATA[*/ Available in the UI only when the installed module is enabled. Contracts specify a billing arrangement with a Company. If there is no Contract Service or Bundle SLA, then check the Contract. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. /*]]>*/Want to tell us more? This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. It controls who can view the note. Any entities or attachments that the account creates will be attributed to "APIUser." This entity describes an Autotask Quote Item. This data will not change during update operations. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. This entity describes an Autotask Service added to a Recurring Service contract. Quote Items define a line item added to an Autotask Quote. A new inactive ContactID value cannot be assigned on create() or update(). This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail.
Features Of Traditional African System Of Government, Articles A