}
Refer to Note Titles. Click on Service Desk/Ticket Categories. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. To learn more, see our tips on writing great answers. We then put time entries in through Autotask. These notifications will include notifications for lack of Company or Configuration Item mapping. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. From the main navigation menu click Admin/Features & Settings. Be aware that some field data, such as picklist values and user-defined fields, may vary between Autotask implementations and cannot be provided in this document. How do I connect these two faces together? ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. The Note Type field defaults to Task Summary. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). Refer to
WebhookUdfFields (RESTAPI). On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. [CDATA[*/
A new inactive ContactID value cannot be assigned on create() or update(). They are saved as replies to the note or time entry they are added to. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API Access to version 1.6 will deactivate in Q4 2024. Visit our SOAPAPIlifecycle FAQ article to learn more. Resources receive assignment to one or more roles through their department and queue associations. It allows you to configure tiered or volume pricing for the billing product. This object describes notes created by an Autotask user and associated to a Project entity. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Reddit and its partners use cookies and similar technologies to provide you with a better experience. This entity describes DNSrecords associated with Assets in Autotask. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. 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;
If you send the content back, the Rich Text and all images that it contains will be lost. This entity describes list items added to a check list on an Autotask ticket or task. Security: This check box is available even if users do not have permission to edit tickets. 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. /*]]>*/Want to tell us more? This entity describes an Autotask Contact. Head on over to our Community Forum! This entity describes an Autotask Opportunity. About Autotask Integration and Configuration - WatchGuard This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. , This field is editable for tickets whose ticket category is 'RMA.'. function SendLinkByMail(href) {
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. }
It describes whether a Service 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. The properties represent data fields. If there is no Contract Service or Bundle SLA, then check the Contract. This entity describes an Autotask Service added to a Recurring Service contract. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. If setting equals 'Never' then the API will not require the QueueID value. If more than one person is added, +# is added to the first name. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. This entity's purpose is to describe a cost associated with an Autotask Project. The value you select will be set as the status of the parent entity when the dialog box or page is saved. Have an idea for a new feature? Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Have an idea for a new feature? The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. Also create Note/Attachment(s) on # incident(s). On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. 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. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. 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. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. Some entities support file attachments. function SendLinkByMail(href) {
This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. 2. This entity contains the attachments for the CompanyNotes entity. }
It also tracks the resource and date &time each step was completed. What video game is Charlie playing in Poker Face S01E07? This entity enables you to decrease inventory counts associated with the InventoryProducts entity. A new inactive attribute value cannot be assigned. You can select a different note type from the drop-down list. Complete the New Attachment dialog box. The name of the user who is filling the role is added to the role name. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. This entity contains the attachments for the. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. 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. Cost items can be billable or non-billable. Saves the note or time entry and closes the dialog box. Come try it. Wherever it is available, it tracks essential information about the record. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. 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". An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. The API user security level has access to contact impersonation for tickets. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. Either click the template or click. This is by far the best wrapper for the SOAP API. Want to talk about it? 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. Need troubleshooting help? window.open(uri);
The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Refer to Creating Knowledgebase articles from tickets. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. How do I align things in the following tabular environment? The id field belongs to each entity and acts as the unique identifier. 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. This entity represents the daily availability, hours goal, and travel for a resource. [CDATA[*/
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. /*]]>*/Want to tell us more? If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. Need troubleshooting help? Only the incidents of problem tickets will have their status updated. This entity describes an Autotask resource assigned to a task that is assigned to a service call. 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. A Contract Rate is associated with a Role and is specific to a contract. 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. 1. This entity is only used by multi-currency databases. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. 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. In Autotask, sales orders are associated to Opportunities. Form templates follow the limitations of the currently applied category and the user's security settings. A ticket can have additional assets even if there is no primary asset. Have an idea for a new feature? Create a new record or update an existing record in your app. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail.