autotask api create ticket

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The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. Don't assume anything incl. They are also not exposed in the API or LiveReports. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. This entity describes an Autotask project task assigned to a service call. Click on the context menu bar to the left of the Standard category the, click Edit. An inventory product represents a set of stocked items that share a product and a location. Open the Kaseya Helpdesk. 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 describes detailed information about on-hand. } Thanks for your feedback. Provide feedback for the Documentation team. To learn more, refer to The Rich Text editor. This entity provides a method to track cost items generated from an Autotask Quote. /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? Find centralized, trusted content and collaborate around the technologies you use most. Refer to API-only Ticket Categories. You can create additional mailboxes, but you won't be able to activate them. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Alert workflow - Autotask Everything else looks correct! /*]]>*/Want to tell us more? A shipping type defines a carrier for a product shipment. Autotask creates a ticket. This entity describes the Resource and Role through the Queue association. 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. rev2023.3.3.43278. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. This entity contains attachments for documents in Autotask. By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. Most of the values were taken from an existing ticket. This is an event a Zap performs. The Status field is required on all tickets and project tasks, regardless of category. This data will not change during update operations. Refer to Autotask Integration and Monitors. This entity represents associations between assets and documents in Autotask. Open the Kaseya Helpdesk. Access to version 1.6 will deactivate in Q4 2024. 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. Provide feedback for the Documentation team. Provide feedback for the Documentation team. 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. Select OK to apply; Setup Extension Callout. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. window.open(uri); The properties represent data fields. Implementing the time entry portion wouldn't be terrible. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. 2. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. Thanks for your feedback. 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. Want to talk about it? It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. 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. In Autotask, you can create ticket categories that are identified as API-Only. 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. You can modify the ticket category to ensure that the section is expanded when the time entry or note is first opened and that required fields are completed. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. Assets are products that are associated with a Company entity. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? You cannot change a resource's ticket number prefix once created. The ticket must be associated to either the contact's account or any of its child accounts. This entity contains notes for documents in Autotask. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. 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 . Either click the template or click. This entity enables you to increase inventory counts associated with the InventoryProducts entity. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This entity represents associations between asset categories and documents in Autotask. 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. This entity's purpose is to describe a Quote in Autotask. Autotask API Ticket Creation with PowerShell : r/Autotask - reddit Thanks for your feedback. Saves the note or time entry and closes the dialog box. The API-only user's security level must allow impersonation on the entity type. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. If the Contract Service or Bundle is associated to an SLA, then use that ID. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. } If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. IssueType and SubIssueType are never required in the API. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. 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. If there is no Asset SLA, then check the Contract Service or Bundle SLA. Write. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. Create Tickets in autotask using REST api in python This entity describes an Autotask Ticket. 1. The function of this entity is to describe the default settings for fields associated with the specified ticket category. When a SubIssueType value is provided, the associated IssueType value must also be provided. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. function SendLinkByMail(href) { This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. Create Ticket Note. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. via the API and attached to the OnPlus Service Desk queue. This entity contains the attachments for the. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. 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. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub /*PowerShell Gallery | Dynamic/New-AtwsTicketCost.ps1 1.6.2.8 This entity describes an Autotask Invoice. The change request approval process is part of the Autotask Change Management feature set. It has code to get popular entities like accounts, tickets, contacts etc. function SendLinkByMail(href) { Autotask administrators create UDFs in the Administration Settings of the Autotask system. Thanks for your feedback. 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. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. You can only create it; you cannot query or update it. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Logon to the Datto (AutoTask) PSA. About note types. Want to talk about it? This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. The AllocationCodeID field must reference a Work Type allocation code. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This entity describes an Autotask Opportunity. Create Ticket using API : r/Autotask - reddit.com var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. 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 . SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. It will not appear on the New Ticket Note or New Ticket Time Entry form. This entity describes an Autotask Shipping Type. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. This entity represents the daily availability, hours goal, and travel for a resource. A place where magic is studied and practiced? It controls who can view the note. 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. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. Click Get current values to update field values. Press question mark to learn the rest of the keyboard shortcuts. The resources then have access to the account data when their security level allows account access at the Mine level. Open the Kaseya Helpdesk. permission is required. Resource access URLs for all entities appear in the next section of this article. This entity is only used by multi-currency databases. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 'Mine + Accounts' will be treated as 'None.' This entity describes an Autotask Department. This entity contains attachments for Knowledgebase articles in Autotask. Verify you support email. The allowed actions are specific to the object. This object describes general information for a survey generated by Autotask. function SendLinkByMail(href) { window.open(uri); Cost items can be billable or non-billable. 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. Tickets and project tasks share the same list of statuses. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity contains attachments for the Projects entity. 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. All fields are read-only. The stopwatch starts running as soon as you open the task, ticket or time entry page. This entity describes an Autotask Contract Rate. If you close without saving, the attachments will not be uploaded or attached to the parent entity. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. 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 describes an individual business unit that has an association with a company in Autotask. Creating titles using key words will allow you to find notes later in lists and searches. This entity describes an Autotask Inventory module Purchase Order. This entity's purpose is to describe a day specified as a Holiday (usually counted as paid time off) and included in an Autotask Internal location Holiday Set. Need troubleshooting help? Creates a ticket note. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 3. /*]]>*/Want to tell us more? Here is the code I tried (after authenticating). function SendLinkByMail(href) { Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. If it does not exist, the ContractIDwill be set to null. I changed some values just in case they are sensitive. /*]]>*/Want to tell us more? The Status defaults to the current status of the parent entity when the page or dialog box is opened. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. 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. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. /*]]>*/Want to tell us more? Refer to the previous bullet point. [CDATA[*/ } Autotask now allows Role to be inactivated. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. A resource must have at least one role assignment. This includes the category field itself. 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 entity contains notes for Knowledgebase articles in Autotask. The template corresponding to the speed code will be highlighted automatically. window.open(uri); This entity describes visual identifiers that you can use to categorize and search for Companies. If setting equals 'Always', the API will always require the QueueID value. This entity contains the attachments for the ConfigurationItems entity. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that .

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autotask api create ticket

autotask api create ticket