This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. This entity defines a user-defined field (UDF) in Autotask. 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". /*REST API: User-defined fields (UDFs) - Autotask An inventory product represents a set of stocked items that share a product and a location. Every time i get a very helpful "Internal Server Error" message back, nothing else. This entity describes a cost associated with an Autotask Ticket. The function of this entity is to describe the mapping of the contact to the contract billing rule. For additional information, refer to. Tickets with no TicketType specified are set automatically to Service Request. 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. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. This entity records existing associations between tags and Knowledgebase articles in Autotask. function SendLinkByMail(href) { The Add New Attachments section is always collapsed. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. /*]]>*/Want to tell us more? Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. This entity describes an Autotask SubscriptionPeriod. /* Autotask API Ticket Creation with PowerShell : r/Autotask - reddit import requests. 4. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Such ticket categories are hidden everywhere you select a ticket category . If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. You may also update UDFs for entity types that allow update and create. Don't assume anything incl. Have an idea for a new feature? You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. A place where magic is studied and practiced? Open the Kaseya Helpdesk. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; If the asset is associated to an SLA, then use that ID. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Most of the values were taken from an existing ticket. Adding or editing an API user - autotask.net A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. Set up a mailbox in Autotask. Open the Kaseya Helpdesk. The entity exists for billing use purposes. Click on Service Desk/Ticket Categories. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Every resource is associated with a location. function SendLinkByMail(href) { If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. This entity describes an Autotask Inventory module Purchase Order. How to connect Autotask + Microsoft Excel - Zapier The change request approval process is part of the Autotask Change Management feature set. A shipping type defines a carrier for a product shipment. A billing item may or may not be included in an invoice and billed to the customer. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This entity's purpose is to describe a note associated with an Autotask Contract. This entity represents aliases for ticket and article tags in Autotask. 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. It allows you to create, query, and update expense line items through the API. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. You can only associate it with a Quote entity. The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). Have an idea for a new feature? These accounts are free of charge, but they do not provide access to the Autotask UI. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. How to handle a hobby that makes income in US. Notes published . 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. [CDATA[*/ The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. If selected, the text entered into the Summary Notes or Description field will be added to the end of the Resolution field of the ticket. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. This entity is only used by multi-currency databases. 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. The ticket SLA is defaulted in using the following logic: Check the asset. If the ticket is created from a Datto RMM alert and the Autotask ticket category has a Due Date and Time configured, then we will clear the DueDateTime field on the alert supplied by Datto RMM, and apply the default from the Autotask ticket category. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. This entity contains attachments for documents in Autotask. ConfigurationItemWebhookExcludedResources. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Select OK to apply; Setup Extension Callout. This entity describes an Autotask Contact. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. The name of the user who is filling the role is added to the role name. To learn more, see our tips on writing great answers. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity represents associations between asset categories and documents in Autotask. This entity represents ticket and article tags in Autotask. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. Which actions can be performed on the entity. 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 . If no asset or contract SLA, then check the Ticket Category. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. 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. } function SendLinkByMail(href) { If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity describes an Autotask Invoice. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? Refer to Web Services APIsecurity settings. 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? API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . Any unsaved changes in those areas will be kept. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. 1. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. The company handles all billing for the business unit. Thanks for your feedback. The entity exists for billing use purposes. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. The function of this entity is to describe the relationship between an asset category and a specific UDF. This entity is only used by multi-currency databases. A new inactive attribute value cannot be assigned. Want to learn about upcoming enhancements? [CDATA[*/ From the main navigation menu click Admin/Features & Settings. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This entity's purpose is to describe a cost associated with an Autotask contract. Provide feedback for the Documentation team. This entity describes an Autotask Contract. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. That InstalledProduct must also reference a Product that is EligibleForRma. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. This entity describes the Resource Role and Department association. Create a Ticket in Autotask using Powershell 27 Aug 2015. Creating titles using key words will allow you to find notes later in lists and searches. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. This entity represents company (account)categories in Autotask. We then put time entries in through Autotask. 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. A Department is an association the application can use to manage resources, especially when assigning project tasks. Does anyone have sample code for how to create a ticket using the REST API. There is no warning. It is only available through the REST API. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. The Autotask REST API