Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Also create Note/Attachment on # incident(s) (tickets only). /*]]>*/Want to tell us more? On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. Each entity type object contains an array of properties that describe instances of the entity type. That InstalledProduct must also reference a Product that is EligibleForRma. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. You can only create it; you cannot query or update it. The allowed actions are specific to the object. This entity is only used by multi-currency databases. Autotask now allows Role to be inactivated. The allowed actions are specific to the object. Log into Autotask and navigate to the menu on the left and click on Admin This entity describes an Autotask Ticket. In Autotask, sales orders are associated to Opportunities. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. This entity represents associations between asset categories and documents in Autotask. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. This entity describes an Autotask Service added to a Recurring Service contract. If you select a different note type, keep in mind that it might be set to a different Publish option. /* 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). /*]]>*/Want to tell us more? Logon to the Datto (AutoTask) PSA. If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. This entity's purpose is to describe a Contact associated with a ContactGroup. Autotask administrators create UDFs in the Administration Settings of the Autotask system. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. This entity's purpose is to describe a billing Role that has been excluded from a Contract. IMPORTANT Selecting a form template is the equivalent of manually populating the form. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. Integration vendors RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. function SendLinkByMail(href) {
The value you select will be set as the status of the parent entity when the dialog box or page is saved. If it does not exist, the ContractIDwill be set to null. window.open(uri);
This entity contains checklist items related to documents in Autotask. This entity contains attachments for Knowledgebase articles in Autotask. To learn more, see our tips on writing great answers. Cost items can be billable or non-billable. 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. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. These are referred to as Reference fields. Thanks for your feedback. Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. Refer to Web Services APIsecurity settings. The resources then have access to the account data when their security level allows account access at the Mine level. 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? This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API. This entity represents time off requests submitted by Autotaskusers. For more information about fields marked as picklists, review our Understanding picklists article. Refer to Running a global notes search. This entity allows you to track the progress of the opportunity and generate sales forecasts. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity's purpose is to describe a Country as defined in the Autotask CRM module. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. About note types. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. Thanks for contributing an answer to Stack Overflow! This entity represents checklist libraries related to documents in Autotask. According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. function SendLinkByMail(href) {
A shipping type defines a carrier for a product shipment. This entity represents documents associated with Knowledgebase articles in Autotask. If you send the content back, the Rich Text and all images that it contains will be lost. This entity describes an Autotask Opportunity. https://www.autotask.com/, Press J to jump to the feed. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. The allowed actions are specific to the field. Press question mark to learn the rest of the keyboard shortcuts. Autotask creates a ticket. I am using CyberDrain PowerShell module but I am clearly missing something. This entity contains the attachments for the SalesOrders entity. /*Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. Click New; Tip - click the images to make them larger This entity is only used by multi-currency databases. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity's purpose is to describe a record of approval for a ticket change request. A Department is an association the application can use to manage resources, especially when assigning project tasks. Tickets define service requests within the Autotask system. Phases allow users to break projects into sub-groups of project tasks. I am new to autotask. What video game is Charlie playing in Poker Face S01E07? The stopwatch starts running as soon as you open the task, ticket or time entry page. This entity describes an Autotask Invoice. 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. 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. }
Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. [CDATA[*/
This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. If it is selected, the note is created with the Internal & Co-managed publish type. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. They are saved as replies to the note or time entry they are added to. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Autotask users manage Asset notes on Assets. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. You can only create it; you cannot query or update it. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? A WorkTypeModifier entity modifies a given Work Type BillingCode. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. 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. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. Making statements based on opinion; back them up with references or personal experience. This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. An inventory product represents a set of stocked items that share a product and a location. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. 2. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. This entity manages the tags associated with tickets in Autotask. This entity describes an Autotask Service Bundle added to a Recurring Service contract. To learn more, refer to The Rich Text editor. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. A resource must have at least one role assignment. You use it to override your company's standard role rate for labor tracked against the contract. It outlines the steps that must be performed to complete the ticket or task. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. This entity contains attachments for the Projects entity. In Autotask, you can create ticket categories that are identified as API-Only. It mirrors the fields found on the. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity represents associations between assets and documents in Autotask. The current data is loaded when the section is first expanded. This entity describes an Autotask Company. They are also not exposed in the API or LiveReports. Invoice templates define the appearance and content of an invoice generated by Autotask. This object describes notes created by an Autotask user and associated with a Asset entity. To obtain extended information about entities and their field data, use the GET API call. As you save each attachment, it will appear on the attachment grid. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Refer to Adding and managing attachments. This object describes general information for a survey generated by Autotask. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Provide feedback for the Documentation team. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. Complete the New Attachment dialog box. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Refer to Webhooks (REST API). The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. Autotask Service Bundles group multiple Services for purchase. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. The configurationItemType associates one or more user-defined fields with assets of the same type. Can airtags be tracked from an iMac desktop, with no iPhone? To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens)