As you save each attachment, it will appear on the attachment grid. Any existing Change Request tickets can be edited. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. The entity header identifies the parent entity the note or time entry is associated with. 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. About Autotask Integration and Configuration - WatchGuard 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. Refer to The Rich Text editor to learn more. Is there a proper earth ground point in this switch box? A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). window.open(uri); This entity is only used by multi-currency databases. Incoming email processing - Autotask The stopwatch starts running as soon as you open the task, ticket or time entry page. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. Enter your API credentials and then click Connect. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. This entity is only used by multi-currency databases. This entity describes an Autotask Department. [CDATA[*/ On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. For more information about fields marked as picklists, review our Understanding picklists article. Provide feedback for the Documentation team. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Refer to the About entity fields section of this article for more information. /*Task & Ticket Statuses - Autotask This field is editable for tickets whose ticket category is 'RMA.' ConfigurationItemSslSubjectAlternativeName. It determines a customer's total taxes on billing items. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. The API user security level has access to contact impersonation for tickets. All text formatting and images will be lost. This entity contains the attachments for the TimeEntries entity. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Can Query is not included because non-queryable fields are listed under a separate heading. For additional information, refer to. This entity's purpose is to describe a Quote in Autotask. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Thanks for your feedback. } This entity contains notes for Knowledgebase articles in Autotask. A Contract Rate is associated with a Role and is specific to a contract. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. 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. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. 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. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. Autotaskwill automatically assign the record number that follows the prefix. All users can view attachments they uploaded. 'Mine + Accounts' will be treated as 'None.' Asking for help, clarification, or responding to other answers. What is a word for the arcane equivalent of a monastery? The current data is loaded when the section is first expanded. 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's purpose is to describe a multi-level approval record for an Autotask time entry. Every resource is associated with a location. A resource must have at least one role assignment. The name of the user who is filling the role is added to the role name. 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. The resources then have access to the account data when their security level allows account access at the Mine level. This entity represents articles created by Knowledgebase users in Autotask. You can only create it; you cannot query or update it. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. A shipping type defines a carrier for a product shipment. The Note Type field defaults to Task Summary. This entity describes an Autotask Resource. 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. This entity describes an Autotask project task assigned to a service call. This check box is enabled when the Internal check box is selected. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Refer to Running a global notes search. What video game is Charlie playing in Poker Face S01E07? This entity represents time off requests submitted by Autotaskusers. 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). Autotask API Ticket Creation with PowerShell : r/Autotask - reddit 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. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. 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. This entity describes an Autotask Ticket. Refer to WebhookUdfFields (RESTAPI). This entity represents associations between asset categories and documents in Autotask. This entity represents the daily availability, hours goal, and travel for a resource. This entity describes an Autotask Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. window.open(uri); Provide feedback for the Documentation team. Head on over to our Community Forum! I know I have correctly authenticated and set the BaseURI because I can get company information for customers. 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. It describes Price List information associated with a WorkTypeModifier entity. Both the integration user and the API-only user must have security level permission to add or edit the entity. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Open the Kaseya Helpdesk. Some fields on Entities require an id to a parent Entity. This entity describes an individual business unit that has an association with a company in Autotask. function SendLinkByMail(href) { This entity describes the Resource and Role through the Queue association. There is no warning. Open the Datto Help Center. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. /* 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. 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. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. This will populate the LOB field with that selection when creating any entities where LOB can be applied. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. This entity's purpose is to describe an asset category. Ticket - Autotask The value you select will be set as the status of the parent entity when the dialog box or page is saved. This entity's purpose is to describe a modular component that can be added to any ticket or task. 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. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. A place where magic is studied and practiced? For more information about fields marked as picklists, review our Understanding picklists article. Tickets and project tasks share the same list of statuses. Cost items can be billable or non-billable. ChangeApprovalBoard must reference an active Change Approval Board. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. , This field is editable for tickets whose ticket category is 'RMA.'. This entity describes an Autotask service call and its relationship to four other service call related entities. If you have not clicked the Get current Status link, it will be the date and time you opened the page. If no asset or contract SLA, then check the Ticket Category. Head on over to our Community Forum! When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. The status field describes how close a ticket is to resolution, or how close a task is to completion. The company handles all billing for the business unit. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. For example, when updating an entity, you may not be able to update all fields within the entity. Want to talk about it? Calculated in hours only. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. If it does not exist, the ContractIDwill be set to null. The configurationItemType associates one or more user-defined fields with assets of the same type. Billing milestones define tangible work or measured progress that must be completed before billing can take place. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity's purpose is to describe a line item associated with an Expense Report entity. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Only form templates that are available to all selected tickets categories can be selected. This entity contains the attachments for the ConfigurationItemNotes entity. How to Configure Datto (AutoTask) PSA - RocketCyber Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. 5. Configure automatic ticket creation for Workplace Manager - Datto NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). This entity describes an Autotask Invoice. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). A ticket can have additional assets even if there is no primary asset. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. 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. Some entities support file attachments. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. This entity describes an Autotask Service added to a Recurring Service contract. This entity describes an Autotask Opportunity. 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? The API-only user's security level must allow impersonation on the entity type. The ticket SLA is defaulted in using the following logic: Check the asset. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This entity contains attachments for the Projects entity. Press question mark to learn the rest of the keyboard shortcuts. These are referred to as Reference fields. /*]]>*/Want to tell us more? Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. 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. Refer to Web Services APIsecurity settings. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. 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. This entity's purpose is to describe a serial number associated with an Inventory Item. What could be the reason? 3. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API This entity represents checklist libraries related to documents in Autotask. You can create additional mailboxes, but you won't be able to activate them. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes.