autotask api create ticket

Such ticket categories are hidden everywhere you select a ticket category . This entity contains tag associations for documents in Autotask. This entity describes an Autotask project task assigned to a service call. It represents any organization with which you do business. If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved. The entity exists for billing use purposes. The Status defaults to the current status of the parent entity when the page or dialog box is opened. This entity contains ticket associations for documents in Autotask. 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. 2. Can Query is not included because non-queryable fields are listed under a separate heading. Head on over to our Community Forum! It allows you to create, query, and update expense line items through the API. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. 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. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Want to talk about it? A resource can be associated with multiple LOBs; entities cannot. This entity describes detailed information about on-hand. To open the page, use the path (s) in the Security and navigation section above. 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. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. https://www.autotask.com/, Press J to jump to the feed. This entity describes an Autotask Shipping Type. Provide feedback for the Documentation team. Want to learn about upcoming enhancements? IMPORTANT Fields that are not visible cannot be validated. In Autotask, you can create ticket categories that are identified as API-Only. 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. This entity describes an Autotask Notification, as listed in the Notification History page. window.open(uri); They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity describes the Resource Role and Department association. ChangeInfoFields are available regardless of whether they are Active or Inactive. Connect and share knowledge within a single location that is structured and easy to search. Tickets with no TicketType specified are set automatically to Service Request. This entity describes an Autotask Project. A WorkTypeModifier entity modifies a given Work Type BillingCode. Create Quote. Visit the Ideas forum! This entity enables you to increase inventory counts associated with the InventoryProducts entity. You use it to override your company's standard role rate for labor tracked against the contract. I am using CyberDrain PowerShell module but I am clearly missing something. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. Refer to the About entity fields section of this article for more information. /*Ticket - Autotask Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. This entity contains attachments for Knowledgebase articles in Autotask. } 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. How to handle a hobby that makes income in US. Task & Ticket Statuses - Autotask Every time i get a very helpful "Internal Server Error" message back, nothing else. 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". The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. It can be a separate physical location or a division or agency operating in the same physical location as the company. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. A place where magic is studied and practiced? The API can complete a ticket that has one or more incomplete 'Important' Checklist items. } This entity is only used by multi-currency databases. A subreddit for users of Autotask Professional Services Automation tool. How do I connect these two faces together? The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. Want to learn about upcoming enhancements? Refer to. This entity contains the attachments for the ConfigurationItems entity. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. TicketCategory default values will be applied unless another value is passed in. } A cost is a billing item for products or materials. This entity contains the attachments for the TimeEntries entity. Form templates follow the limitations of the currently applied category and the user's security settings. This entity's purpose is to describe a deliverable item that represents a pre-defined unit of work performed for a set price and billed at regular intervals; for example, a 'Disk Backup' performed for one computer. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Some fields on Entities require an id to a parent Entity. 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.). Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Head on over to our Community Forum! var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Refer to Time Entry/Note Quick Edit Fields. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This entity describes an Action Type assigned to a CRM Note or To-Do. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. The purchase approval option is available through Autotask procurement. /*]]>*/Want to tell us more? On notes that can become a notification email, attachments can be included. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. The resources then have access to the account data when their security level allows account access at the Mine level. This object describes notes created by an Autotask user and associated with a Asset entity. From the main navigation menu click Admin/Features & Settings. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity describes list items added to a check list on an Autotask ticket or task. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. 3. 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 surfaces the Autotaskversion number. Need troubleshooting help? Verify you support email. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. Thanks for your feedback. /*Autotask REST API resources Create an API account in Autotask - Partner Docs 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. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. ConfigurationItemWebhookExcludedResources. I am trying to create a ticket in autotask using the below python code: The Add New Attachments section is always collapsed. This entity contains the attachments for the ContractNotes entity. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. window.open(uri); 'Mine + Accounts' will be treated as 'None.' For a list of all currently available entities, refer to the , or check the Online Help's table of contents. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. /*]]>*/Want to tell us more? To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Refer to Autotask Integration and Monitors. The AllocationCodeID field must reference a Work Type allocation code. 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. For detailed information, refer to The task or ticket stopwatch. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This entity is only used by multi-currency databases. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This entity describes an Autotask Resource. ConfigurationItemSslSubjectAlternativeName. This entity describes an Autotask Opportunity. Enter your API credentials and then click Connect. It has code to get popular entities like accounts, tickets, contacts etc. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Although you can query this entity, it contains one or more fields that are not queryable. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. This entity represents documents associated with Knowledgebase articles in Autotask. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). The Autotask REST API To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. Want to learn about upcoming enhancements? Also create Note/Attachment(s) on # incident(s). Want to talk about it? Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? The Note Type field defaults to Task Summary. Every resource is associated with a location. For more information, refer to. /*Adding or editing an API user - autotask.net As you save each attachment, it will appear on the attachment grid. window.open(uri); https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. Press question mark to learn the rest of the keyboard shortcuts. If it is selected, the note is created with the Internal & Co-managed publish type. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. For more information, check out the Datto/Autotask page about this module too. A ticket workflow rule with a Create Ticket Note . This entity describes an Autotask Department. This entity describes an Autotask Service Bundle added to a Recurring Service contract. Want to talk about it? For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. 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. Integration vendors Configure your support email address. In Picklist, an inactive TicketCategory displays in italic text. window.open(uri); This entity describes an Autotask Inventory module Purchase Order. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. , This field is editable for tickets whose ticket category is 'RMA.'. You cannot change a resource's ticket number prefix once created. Notes have a property called Note Type. 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. 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. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. The function of this entity is to describe the resources associated with a Company Team. [CDATA[*/ /*]]>*/Want to tell us more?

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