How do I align things in the following tabular environment? Thanks for your feedback. This entity describes results and information for a survey generated by Autotask. The RMA ticket category cannot be edited through the API. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. /**/Want to tell us more? It describes whether a ServiceBundle 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. 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. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. For more information about fields marked as picklists, review our Understanding picklists article. This entity represents a document in Autotask. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. import requests. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? This entity contains the attachments for the ConfigurationItemNotes entity. 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. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. Notes published . If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. [CDATA[*/ Create Ticket using API : r/Autotask - reddit.com A ticket can have additional assets even if there is no primary asset. I am using CyberDrain PowerShell module but I am clearly missing something. 1. The stopwatch starts running as soon as you open the task, ticket or time entry page. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Only the incidents of problem tickets will have their status updated. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. 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 ticket category controls which fields appear here and in what order. 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). This entity's purpose is to describe an asset category. 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. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. /*]]>*/Want to tell us more? LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Invoice templates define the appearance and content of an invoice generated by Autotask. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. A resource can be associated with multiple LOBs; entities cannot. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. /* You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. The AllocationCodeID field must reference a Work Type allocation code. It allows you to create, query, and update expense line items through the API. This entity's purpose is to describe a line item associated with an Expense Report entity. Incidents on Change Request tickets will not be updated. This entity represents documents associated with Knowledgebase articles in Autotask. This entity represents aliases for ticket and article tags in Autotask. 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. I am using CyberDrain PowerShell module but I am clearly missing something. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. All text formatting and images will be lost. This will populate the LOB field with that selection when creating any entities where LOB can be applied. DocumentConfigurationItemCategoryAssociations. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity's purpose is to describe a record of approval for a ticket change request. This entity represents associations between assets and documents in Autotask. Namely the VS solutions are here. 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. 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? Some users wanted a benchmark of the new API. Autotask Service Bundles group multiple Services for purchase. For example, when updating an entity, you may not be able to update all fields within the entity. To open the page, use the path(s) in the Security and navigation section above. 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. Can Query is not included because non-queryable fields are listed under a separate heading. 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. This entity describes an Autotask project Phase. Thanks for your feedback. Refer to Running a global notes search. Thanks for your feedback. Ticket - Autotask This resource describes key business details for the Autotask Company 0, the Autotask user's company account. via the API and attached to the OnPlus Service Desk queue. This check box is enabled when the Internal check box is selected. This entity is only used by multi-currency databases. Create Tickets in autotask using REST api in python The following table describes the standard Autotask field objects for this entity. Some entities support file attachments. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Visit the Ideas forum! This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Calculated in hours only. Append to Resolution on # incident(s) (tickets only). Configure automatic ticket creation for Workplace Manager - Datto REST API: User-defined fields (UDFs) - Autotask Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. 2. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. This entity describes an Autotask Payment Term. This entity describes an Autotask Allocation Code. Incoming email processing - Autotask NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Wherever it is available, it tracks essential information about the record. /*]]>*/Want to tell us more? Thanks for your feedback. Access to version 1.6 will deactivate in Q4 2024. [CDATA[*/ 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. 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. Refer to the previous bullet point. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. This entity contains the attachments for the ExpenseReports entity. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Refer to Webhooks (REST API). This entity represents associations between, This entity represents articles associated with. function SendLinkByMail(href) { Refer to The Rich Text editor to learn more. } By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Change request tickets are part of the Autotask Change Management feature set. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. This entity describes an Autotask Notification, as listed in the Notification History page. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. IMPORTANT Fields that are not visible cannot be validated. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Also create Note/Attachment on # incident(s) (tickets only). It allows developers to use the API to implement multi-tier approval for Autotask time entries. This field is editable for tickets whose ticket category is 'RMA.' Please open the solution (the C# one) in Visual Studio and work with the sample code there. NOTE Not all entities use UDFs. This entity contains the attachments for the SalesOrders entity. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. /**/Want to tell us more? This entity describes an Autotask Inventory module Purchase Order. [CDATA[*/ A Department is an association the application can use to manage resources, especially when assigning project tasks. 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 resources then have access to the account data when their security level allows account access at the Mine level. All fields are read-only. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Refer to the About entity fields section of this article for more information. Any entities or attachments that the account creates will be attributed to "APIUser." This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Create a new record or update an existing record in your app. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. 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. Each of the entities inherits from the Autotask base class Entity. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. For additional information, refer to. This entity allows all items in a checklist library to be added to a ticket. This entity contains the attachments for the. 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. Provide feedback for the Documentation team. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Thanks for your feedback. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Create an API account in Autotask - Partner Docs Tickets define service requests within the Autotask system. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. Head on over to our Community Forum! The fields that do appear show the following differences: A Keep Current option is available and is the default. You can create additional mailboxes, but you won't be able to activate them. The properties represent data fields. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system.

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