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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. This entity describes an Autotask Resource. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. function SendLinkByMail(href) { You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. Provide feedback for the Documentation team. You can only associate it with a Quote entity. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. /**/Want to tell us more? If an unsupported entity receives a request to update a field that contains Rich Text, the API will update the text-only version of the field and overwrite the data in the Rich Text field with plain text. window.open(uri); 2. 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. This entity contains tag associations for documents in Autotask. Is there a proper earth ground point in this switch box? You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. /**/Want to tell us more? You can select a different note type from the drop-down list. Tickets define service requests within the Autotask system. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. A subreddit for users of Autotask Professional Services Automation tool. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. Any existing Change Request tickets can be edited. The properties represent data fields. Click on the context menu bar to the left of the Standard category the, click Edit. window.open(uri); Autotaskwill automatically assign the record number that follows the prefix. Creates a ticket note. The allowed actions are specific to the field. Head on over to our Community Forum! Need troubleshooting help? Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages REST API supportability and query thresholds If you find a defect in the API. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Head on over to our Community Forum! 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. 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); To complete the attachment process, you must save the note or time entry. 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". This entity describes an Autotask Ticket. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. 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. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. function SendLinkByMail(href) { This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). If the Contract is associated to an SLA, then use that ID. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. These accounts are free of charge, but they do not provide access to the Autotask UI. How do I align things in the following tabular environment? NOTE Not all entities use UDFs. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. This entity's purpose is to describe a serial number associated with an Inventory Item. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. If there is no Contract Service or Bundle SLA, then check the Contract. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Notes published to All Autotask Users are visible to customers. . 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. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. I use the Powershell API to create tickets based on an Excel spreadsheet. This will populate the LOB field with that selection when creating any entities where LOB can be applied. It allows you to configure tiered or volume pricing for the billing product. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. 4. Visit our SOAPAPIlifecycle FAQ article to learn more. Tickets define service requests within the Autotask system. 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. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. This entity contains attachments for the Tickets entity. 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. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. /*]]>*/Want to tell us more? This field is not filterable for tickets in the API. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. The allowed actions are specific to the object. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. /*]]>*/Want to tell us more? Do not confuse it with Currency local term selection, which is not available when using Multi-currency. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. Here is the code I tried (after authenticating). This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This entity represents ticket tag groups in Autotask. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. 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 client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. This entity's purpose is to describe a modular component that can be added to any ticket or task. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. Write. Resources receive assignment to one or more roles through their department and queue associations. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. DocumentConfigurationItemCategoryAssociations. The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. TicketCategory default values will be applied unless another value is passed in. If the ticket category = 'RMA', the InstalledProductID is required. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. The API currently exposes the following entities. Thanks for your feedback. } } If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. This entity contains the attachments for the ConfigurationItems entity. But does anyone know what should be used to create a ticket? All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. 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. 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. 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. Namely the VS solutions are here. In Autotask, you can create ticket categories that are identified as API-Only. The selected recipients are added to the To: field; CC: and BCC: fields are not populated.