A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). The allowed actions are specific to the object. This entity's purpose is to describe a Quote in Autotask. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. This entity contains attachments for the Projects entity. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. Visit the Ideas forum! Thanks for your feedback. This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. Append to Resolution on # incident(s) (tickets only). If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Every time i get a very helpful "Internal Server Error" message back, nothing else. The function of this entity is to describe the relationship between an asset category and a specific UDF. The stopwatch starts running as soon as you open the task, ticket or time entry page. A billing item may or may not be included in an invoice and billed to the customer. This entity provides a method to track cost items generated from an Autotask Quote. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. Is there any way for you to see what the response from Autotask is? 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. That InstalledProduct must also reference a Product that is EligibleForRma. Head on over to our Community Forum! This entity's purpose is to describe a note associated with an Autotask Contract. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Asking for help, clarification, or responding to other answers. This entity represents articles created by Knowledgebase users in Autotask. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. Refer to Creating Knowledgebase articles from tickets. Create a new record or update an existing record in your app. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. /*]]>*/Want to tell us more? Do new devs get fired if they can't solve a certain bug? Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Although you can query this entity, it contains one or more fields that are not queryable. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. The following table describes the standard Autotask field objects for this entity. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This entity describes an Autotask Project. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. window.open(uri); Open the Kaseya Helpdesk. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. . This entity describes an Autotask Company. You may also update UDFs for entity types that allow update and create. Tasks are associated with a Project and define work that must be done. When querying, a small number of entities contain fields that you cannot query. Refer to Web Services APIsecurity settings. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. A cost is a billing item for products or materials. Any unsaved changes in those areas will be kept. IssueType and SubIssueType are never required in the API. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. } They are saved as replies to the note or time entry they are added to. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. I use the Powershell API to create tickets based on an Excel spreadsheet. 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. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. This entity's purpose is to describe a Contact associated with a ContactGroup. This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. Refer to WebhookUdfFields (RESTAPI). This entity's purpose is to describe a line item associated with an Expense Report entity. How do I connect these two faces together? 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 the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Some users wanted a benchmark of the new API. Wherever it is available, it tracks essential information about the record. Click New; Tip - click the images to make them larger 1. This allows the field to be cleared for tickets that are not Change Request type tickets. 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. This entity represents aliases for ticket and article tags in Autotask. /*WebhookExcludedResources (REST). We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. Configure your support email address. 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. 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. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. This entity describes an Autotask Opportunity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; An inventory product represents a set of stocked items that share a product and a location. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. You use it to override your company's standard role rate for labor tracked against the contract. Click on the context menu bar to the left of the Standard category the, click Edit. ChangeInfoFields are available regardless of whether they are Active or Inactive. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. For more information, refer to Notification panel. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. If the ticket category = 'RMA', the InstalledProductID is required. Create Quote. This entity's purpose is to describe a record of approval for a ticket change request. 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 . This entity contains attachments for the Companies entity. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. /*]]>*/Want to tell us more? The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. It determines a customer's total taxes on billing items. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity represents ticket tag groups in Autotask. window.open(uri); 4. This field is editable for tickets whose ticket category is 'RMA.' This entity describes an Autotask Payment Term. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. On notes that can become a notification email, attachments can be included. If there is no Contract Service or Bundle SLA, then check the Contract. This entity describes an approved and posted billable item in Autotask. Refer to the previous bullet point. 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. /*]]>*/Want to tell us more? This entity's purpose is to describe a Country as defined in the Autotask CRM module. This object describes notes created by an Autotask user and associated to a Project entity. Open the Datto Help Center. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. /*]]>*/Want to tell us more? How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? What could be the reason? This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. The resources then have access to the account data when their security level allows account access at the Mine level. A Contact is an individual associated with a Company. This entity describes an Autotask Quote Item. Provide feedback for the Documentation team. This entity contains attachments for the Opportunities entity. This includes the category field itself. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Additionally, only those statuses that are available to all selected tickets categories are available for selection. These notifications will include notifications for lack of Company or Configuration Item mapping. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Log into Autotask and navigate to the menu on the left and click on Admin Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields.

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