Have an idea for a new feature? User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. This section will be expanded if the note or time entry has at least one attachment. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. For example, when updating an entity, you may not be able to update all fields within the entity. Want to talk about it? Billable cost items appear in Approve and Post. If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). Asking for help, clarification, or responding to other answers. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Resources receive assignment to one or more roles through their department and queue associations. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. The status field describes how close a ticket is to resolution, or how close a task is to completion. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). 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 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. The company handles all billing for the business unit. This entity enables you to increase inventory counts associated with the InventoryProducts entity. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. Any entities or attachments that the account creates will be attributed to "APIUser." window.open(uri); function SendLinkByMail(href) { Refer to Running a global notes search. 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 ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. Access to version 1.6 will deactivate in Q4 2024. Tasks are associated with a Project and define work that must be done. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. If there is no Contract Service or Bundle SLA, then check the Contract. This entity allows all items in a checklist library to be added to a ticket. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. Refer to Adding and managing attachments. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). [CDATA[*/ The assets associated with Knowledgebase articles are recorded in this entity. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket A shipping type defines a carrier for a product shipment. [CDATA[*/ NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. Write. This entity contains ticket associations for documents in Autotask. The properties represent data fields. Tickets with no TicketType specified are set automatically to Service Request. 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. 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. 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. What video game is Charlie playing in Poker Face S01E07? Refer to The Rich Text editor to learn more. This entity describes visual identifiers that you can use to categorize and search for Companies. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. All fields are read-only. This entity represents associations between, This entity represents articles associated with. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? Have an idea for a new feature? Click on the context menu bar to the left of the Standard category the, click Edit. 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. Have an idea for a new feature? Refer to. If setting equals 'Never' then the API will not require the QueueID value. Security: This check box is available even if users do not have permission to edit tickets. This entity represents articles created by Knowledgebase users in Autotask. These notifications will include notifications for lack of Company or Configuration Item mapping. How do I connect these two faces together? Click on Service Desk/Ticket Categories. [CDATA[*/ This entity is only used by multi-currency databases. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. Refer to Web Services APIsecurity settings. Connect and share knowledge within a single location that is structured and easy to search. Visit the Ideas forum! } For more information, check out the Datto/Autotask page about this module too. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. . I know I have correctly authenticated and set the BaseURI because I can get company information for customers. A resource must have at least one role assignment. In Picklist, an inactive TicketCategory displays in italic text. Create a Ticket in Autotask using Powershell 27 Aug 2015. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. A Department is an association the application can use to manage resources, especially when assigning project tasks. 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. This entity contains the attachments for the. Open the Datto Help Center. Review the setting of the Internal Only check box. This entity describes DNSrecords associated with Assets in Autotask. It is only available through the REST API. Saves the note or time entry and closes the dialog box. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. If you attempt to query these fields, you will receive an error message. 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. 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. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. /*]]>*/Want to tell us more? Visit our SOAPAPIlifecycle FAQ article to learn more. Want to learn about upcoming enhancements? Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. This entity represents aliases for ticket and article tags in Autotask. This entity's purpose is to describe a record of approval for a ticket change request. This includes the category field itself. Tickets define service requests within the Autotask system. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. The allowed actions are specific to the object. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. The integration user's security level must allow impersonation of the resource. This entity describes an Autotask Contract Rate. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. 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 . A new inactive ContactID value cannot be assigned on create() or update(). The name of the user who is filling the role is added to the role name. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. The API user security level has access to contact impersonation for tickets. Each of the entities inherits from the Autotask base class Entity. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. The Entities list provides a link to additional information about the entity and its standard Autotask fields. 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.