autotask api create ticket

autotask api create ticketis posh shoppe legit

This entity describes an Autotask Role. I am using CyberDrain PowerShell module but I am clearly missing something. This entity contains attachments for Knowledgebase articles in Autotask. Every resource is associated with a location. 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 you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. If setting equals 'Never' then the API will not require the QueueID value. Thanks for your feedback. 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 record of approval for a ticket change request. 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 describes visual identifiers that you can use to categorize and search for Companies. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. A new inactive ContactID value cannot be assigned on create() or update(). The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. This entity describes an Autotask Project. The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. This entity's purpose is to describe a Quote in Autotask. } This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. This entity describes an Autotask Ticket. For more information about fields marked as picklists, review our Understanding picklists article. How do I connect these two faces together? All text formatting and images will be lost. /*]]>*/Want to tell us more? On notes that can become a notification email, attachments can be included. Additionally, only those statuses that are available to all selected tickets categories are available for selection. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Namely the VS solutions are here. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. This entity contains the attachments for the Resources entity. These notifications will include notifications for lack of Company or Configuration Item mapping. Refer to. Have an idea for a new feature? It determines a customer's total taxes on billing items. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Each entity type object contains an array of properties that describe instances of the entity type. IMPORTANT Fields that are not visible cannot be validated. A billing item may or may not be included in an invoice and billed to the customer. 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 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. Visit the Ideas forum! } Implementing the time entry portion wouldn't be terrible. Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. This object describes notes created by an Autotask user and associated to a Project entity. permission is required. The ticket category controls which fields appear here and in what order. The following table describes the standard Autotask field objects for this entity. 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". IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. For detailed information, refer to The task or ticket stopwatch. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. It describes Price List information associated with a WorkTypeModifier entity. 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. An inventory product represents a set of stocked items that share a product and a location. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. The change request approval process is part of the Autotask Change Management feature set. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity describes an Autotask resource assigned to a task that is assigned to a service call. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. 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. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. This entity provides a method to track cost items generated from an Autotask Quote. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. If you send the content back, the Rich Text and all images that it contains will be lost. Head on over to our Community Forum! For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The allowed actions are specific to the object. Available in the UI only when the installed module is enabled. You can only create it; you cannot query or update it. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This is by far the best wrapper for the SOAP API. These are referred to as Reference fields. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This data will not change during update operations. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Assets are Products with an association to a Company entity. 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. This entity represents time off requests submitted by Autotaskusers. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. The returned body will be super useful going forward if you can get it though! If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. This entity describes an Autotask Inventory module Purchase Order. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. Have an idea for a new feature? This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. This entity's purpose is to describe a modifier for a given Work Type BillingCode. A WorkTypeModifier entity modifies a given Work Type BillingCode. ConfigurationItemSslSubjectAlternativeName. Only form templates that are available to all selected tickets categories can be selected. 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". If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Want to talk about it? This entity enables you to increase inventory counts associated with the InventoryProducts entity. /*]]>*/Want to tell us more? REST API supportability and query thresholds If you find a defect in the API. 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. They are saved as replies to the note or time entry they are added to. 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. A subreddit for users of Autotask Professional Services Automation tool. /**/Want to tell us more? The company handles all billing for the business unit. For additional information, refer to. 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. A resource must have at least one role assignment. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. This entity manages the tags associated with tickets in Autotask. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. The ticket must be associated to either the contact's account or any of its child accounts. This entity describes a cost associated with an Autotask Ticket. It was a requirement for soap though as the other reply says. This entity describes detailed information about on-hand. The function of this entity is to describe the tax rate for a specific billing item. Ticket cannot be created with an inactive TicketCategory. This entity describes an Autotask Quote Item. Provide feedback for the Documentation team. To complete the attachment process, you must save the note or time entry. The API user security level has access to contact impersonation for tickets. This entity describes an Autotask Department. Refer to the About entity fields section of this article for more information. This entity describes an Autotask Allocation Code. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. This entity describes results and information for a survey generated by Autotask. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). This entity enables you to decrease inventory counts associated with the InventoryProducts entity. Refer to WebhookFields (REST API). This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Can airtags be tracked from an iMac desktop, with no iPhone? A shipping type defines a carrier for a product shipment. Any existing Change Request tickets can be edited. The template corresponding to the speed code will be highlighted automatically. 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 For more information about fields marked as picklists, review our Understanding picklists article. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. If it is selected, you can update the status of all incidents. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. For example, although the client can create certain resources, not all resources accept a create call. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). [CDATA[*/ The stopwatch starts running as soon as you open the task, ticket or time entry page. You can make this a default setting. This entity represents checklist libraries related to documents in Autotask. This entity contains the attachments for the ProjectNotes entity. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? window.open(uri); On the incidents, the Internal Notes are created as a reply to the Summary Notes. It allows developers to use the API to implement multi-tier approval for Autotask time entries. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. This entity represents the categories for documents in Autotask. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. A ticket workflow rule with a Create Ticket Note . window.open(uri); You may also update UDFs for entity types that allow update and create. One of these entities exists for every UDF that is set as visible on each asset category. Open the Datto Help Center. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. LOB security is respected in the API. This entity describes an Autotask Opportunity. Refer to Note Titles. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This object describes notes created by an Autotask user and associated with a Asset entity. It allows you to configure tiered or volume pricing for the billing product. } SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. This entity represents documents associated with Knowledgebase articles in Autotask. Thanks for your feedback. When an inventory product is manually created, stocked items are also created. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. Each of the entities inherits from the Autotask base class Entity. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. What could be the reason? Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. Autotask creates a ticket. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity represents ticket and article tags in Autotask. Thanks for your feedback. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. 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. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. Autotask now allows Role to be inactivated. [CDATA[*/ /*Webhooks (REST API). If you open this dialog box or page from the Edit Ticket page, this check box will not appear. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. The Status defaults to the current status of the parent entity when the page or dialog box is opened. Head on over to our Community Forum! Open the Kaseya Helpdesk. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. For more information, refer to Notification panel. function SendLinkByMail(href) { The Entities list provides a link to additional information about the entity and its standard Autotask fields. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This field is editable for tickets whose ticket category is 'RMA.' If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Create a Ticket in Autotask using Powershell 27 Aug 2015. rev2023.3.3.43278. 'Mine + Accounts' will be treated as 'None.' This entity represents aliases for ticket and article tags in Autotask. It represents any organization with which you do business. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. Write. . This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Don't assume anything incl. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity describes an Autotask Company. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. All active note types of the category Task are available, plus the current selection even if it is inactive.

Tua Tagovailoa Family, Submit Music To Radio Stations, Kelly Oubre Ethnicity, Victoria Emmerdale Actress, Articles A

autotask api create ticket

autotask api create ticket