autotask api create ticket

This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. 2. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. If setting equals 'Never' then the API will not require the QueueID value. In Autotask, the account team associates resources with an account. /*WebhookExcludedResources (REST). QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. 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. Head on over to our Community Forum! When updating a field that has Rich Text, the APIwill return the text-only version of the field. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. An API user is a special type of account required for communication with the Autotask API. } The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; It also tracks the resource and date &time each step was completed. /*]]>*/Want to tell us more? This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. /**/Want to tell us more? window.open(uri); 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. Refer to Web Services APIsecurity settings. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. Enter your API credentials and then click Connect. This entity's purpose is to describe a Resource - Role relationship. This entity is only used by multi-currency databases. The assets associated with Knowledgebase articles are recorded in this entity. Thanks for your feedback. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. 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 entity describes an Autotask Role. A resource can be associated with multiple LOBs; entities cannot. This entity describes an Autotask Ticket. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. If setting equals 'Always', the API will always require the QueueID value. The template corresponding to the speed code will be highlighted automatically. From the Autotask Home page toolbar, select Help. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity's purpose is to describe a modular component that can be added to any ticket or task. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. The RMA ticket category cannot be edited through the API. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. 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. If more than one person is added, +# is added to the first name. If there is no Asset SLA, then check the Contract Service or Bundle SLA. Refer to Adding and managing attachments. } 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. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Visit the Ideas forum! This entity is only used by multi-currency databases. Creating titles using key words will allow you to find notes later in lists and searches. Autotask creates a ticket. Resources receive assignment to one or more roles through their department and queue associations. 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. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. 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. Have an idea for a new feature? Ticket.AccountID cannot be changed if the ticket has an associated and posted TimeEntry, TicketCost, or Expense. This field is not filterable for tickets in the API. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. This data will not change during update operations. This entity describes an Autotask Project. Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. In Picklist, an inactive TicketCategory displays in italic text. As you save each attachment, it will appear on the attachment grid. window.open(uri); The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. A new inactive attribute value cannot be assigned. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. } This entity manages the tags associated with tickets 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. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. How to handle a hobby that makes income in US. This selection opens a page that contains a subset of the fields documented above. This allows the field to be cleared for tickets that are not Change Request type tickets. All fields are read-only. Any unsaved changes in those areas will be kept. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). window.open(uri); This section will be expanded if the note or time entry has at least one attachment. 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 contains the attachments for the ProjectNotes entity. For more information, refer to. Only form templates that are available to all selected tickets categories can be selected. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. The function of this entity is to describe the mapping of the contact to the contract billing rule. This check box is enabled when the Internal check box is selected. 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. } Notes published to All Autotask Users are visible to customers. For detailed information, refer to The task or ticket stopwatch. Visit our SOAPAPIlifecycle FAQ article to learn more. That InstalledProduct must also reference a Product that is EligibleForRma. 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 . Provide feedback for the Documentation team. } Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. Want to learn about upcoming enhancements? A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. Tasks are associated with a Project and define work that must be done. [CDATA[*/ 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. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. Notes have a property called Note Type. 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. Resource access URLs for all entities appear in the next section of this article. Log into Autotask and navigate to the menu on the left and click on Admin Asking for help, clarification, or responding to other answers. The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. This entity describes an approved and posted billable item in Autotask. Need troubleshooting help? This entity contains the attachments for the ConfigurationItemNotes entity. If it does not exist, the ContractIDwill be set to null. /*]]>*/Want to tell us more? To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. Open the Kaseya Helpdesk. 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. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. [CDATA[*/ These accounts are free of charge, but they do not provide access to the Autotask UI. 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. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. 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. This object associates a Product entity with a PurchaseOrder entity. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. This entity contains attachments for Knowledgebase articles in Autotask. 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. REST API supportability and query thresholds If you find a defect in the API. You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. This entity describes an Autotask project Phase. You cannot create a ticket with TicketType = Problem and specify a ProblemTicket ID or specify ProblemTicketID for an existing Ticket with TicketType=Problem; that is, a ticket that is already a problem ticket cannot become an incident to another problem ticket. This entity contains attachments for the Opportunities entity. This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity's purpose is to describe a Resource - Role - Department relationship. The ticket SLA is defaulted in using the following logic: Check the asset. . This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Thanks for your feedback. From the main navigation menu click Admin/Features & Settings. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. . Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. Refer to Time Entry/Note Quick Edit Fields. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. IMPORTANT Fields that are not visible cannot be validated. Each entity type object contains an array of properties that describe instances of the entity type. Resources receive assignment to one or more roles through their department and queue associations. Want to learn about upcoming enhancements? On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. This entity represents the categories for documents in Autotask. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. This entity represents aliases for ticket and article tags in Autotask. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. What could be the reason? Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Either click the template or click. This is by far the best wrapper for the SOAP API. Assets are products that are associated with a Company entity. 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. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. } Thanks for your feedback. DocumentConfigurationItemCategoryAssociations. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. A resource must have at least one role assignment. /*

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