Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. If you attempt to query these fields, you will receive an error message. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Enter your API credentials and then click Connect. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. This entity's purpose is to describe a Quote in Autotask. 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. A Contract Rate is associated with a Role and is specific to a contract. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets This object describes notes created by an Autotask user and associated to a Project entity. Want to talk about it? If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. Every attempt gives me a 500 server error. In Autotask, the account team associates resources with an account. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. It allows developers to use the API to implement multi-tier approval for Autotask time entries. [CDATA[*/ This entity describes an Autotask Contract. If the Contract Service or Bundle is associated to an SLA, then use that ID. If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. NAVIGATION If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. This entity manages the tags associated with tickets in Autotask. 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. 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. 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. How to handle a hobby that makes income in US. The allowed actions are specific to the object. A resource must have at least one role assignment. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Need troubleshooting help? The Status defaults to the current status of the parent entity when the page or dialog box is opened. Calculated in hours only. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? This entity describes an Autotask Ticket. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. This entity describes a transaction where a specified quantity of an InventoryProducts or an InventoryStockedItems entity is transferred from the items current InventoryLocation to a different InventoryLocation. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. This entity represents the daily availability, hours goal, and travel for a resource. This entity describes the Resource and Role through the Queue association. Complete the New Attachment dialog box. 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. Cost items can be billable or non-billable. This check box is enabled when the Internal check box is selected. The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). 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. A subreddit for users of Autotask Professional Services Automation tool. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Wherever it is available, it tracks essential information about the record. A WorkTypeModifier entity modifies a given Work Type BillingCode. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. 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.). This entity describes an Autotask Quote Item. If there is no Contract Service or Bundle SLA, then check the Contract. Head on over to our Community Forum! It describes Price List information associated with a WorkTypeModifier entity. You cannot change a resource's ticket number prefix once created. They are also not exposed in the API or LiveReports. 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. 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. This entity records existing associations between tags and Knowledgebase articles in Autotask. 4. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. To use a speed code, enter it in the field. 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". Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. This object describes notes created by an Autotask user and associated with a Asset entity. This entity describes detailed information about on-hand. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. A cost is a billing item for products or materials. Open the Datto Help Center. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. Tasks are associated with a Project and define work that must be done. Every attempt gives me a 500 server error. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity's purpose is to describe a Contact associated with a ContactGroup. This object describes a payment amount applied to the purchase of (or pre-payment for) one or more Service Desk Tickets through a Per Ticket Contract. Visit the Ideas forum! You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. It has code to get popular entities like accounts, tickets, contacts etc. If the ticket category = 'RMA', the InstalledProductID is required. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. 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 The stopwatch starts running as soon as you open the task, ticket or time entry page. Refer to the previous bullet point. This entity represents company (account)categories in Autotask. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. ServiceLevelAgreementPausedNextEventHours. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. Append to Resolution on # incident(s) (tickets only). The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The AllocationCodeID field must reference a Work Type allocation code. This entity is only used by multi-currency databases. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. 1. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. This entity describes DNSrecords associated with Assets in Autotask. This entity describes an individual business unit that has an association with a company in Autotask. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. If the ticket category is associated to an SLA, then use that ID. [CDATA[*/ Is it possible to rotate a window 90 degrees if it has the same length and width? Want to learn about upcoming enhancements? Provide feedback for the Documentation team. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; That InstalledProduct must also reference a Product that is EligibleForRma. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. 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. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. If it is selected, you can update the status of all incidents. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). This entity's purpose is to describe a line item associated with an Expense Report entity. window.open(uri); This entity's purpose is to describe a geographic area where billing items have the same tax rate. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? This entity is only used by multi-currency databases. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Update Status on {#} incident(s) (tickets only). ConfigurationItemWebhookExcludedResources. One of these entities exists for every UDF that is set as visible on each asset category. Refer to Autotask Integration and Monitors. NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. From the main navigation menu click Admin/Features & Settings. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. The entity exists for billing use purposes. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . The Status field is required on all tickets and project tasks, regardless of category. Contracts specify a billing arrangement with a Company. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. It will not appear on the New Ticket Note or New Ticket Time Entry form. 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. Refer to Note Titles. This entity is only used by multi-currency databases. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. Such ticket categories are hidden everywhere you select a ticket category . /*
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