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
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autotask api create ticket