Thanks for your feedback. The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Every attempt gives me a 500 server error. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. A table that lists all standard Autotask fields by Field Name and provides the following information for each field: Field Name, Data Type, Read-Only, Is Required, Reference Name (provided only if the field is a reference), Picklist, and Picklist Parent Column Name (only if the field is a picklist child). 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. A cost is a billing item for products or materials. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. 1. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. If you send the content back, the Rich Text and all images that it contains will be lost. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. From the main navigation menu click Admin/Features & Settings. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Visit the Ideas forum! This entity describes an Autotask service call and its relationship to four other service call related entities. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity describes results and information for a survey generated by Autotask. This entity contains checklist items related to documents in Autotask. Click on the context menu bar to the left of the Standard category the, click Edit. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Action. It can be a separate physical location or a division or agency operating in the same physical location as the company. Head on over to our Community Forum! Want to learn about upcoming enhancements? ConfigurationItemSslSubjectAlternativeName. [CDATA[*/ Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. This section will be expanded if the note or time entry has at least one attachment. This entity describes an Autotask Service Bundle added to a Recurring Service contract. The purchase approval option is available through Autotask procurement. For more information, refer to Time Entry/Note Quick Edit Fields. Logon to the Datto (AutoTask) PSA. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. 2. This entity describes an Autotask resource assigned to a task that is assigned to a service call. function SendLinkByMail(href) { Click on Service Desk/Ticket Categories. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; You cannot change a resource's ticket number prefix once created. 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. This entity represents company (account)categories in Autotask. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. This entity contains attachments for the Opportunities entity. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. [CDATA[*/ permission is required. This entity describes an Autotask Contract. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. This entity's purpose is to describe a cost associated with an Autotask contract. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. Provide feedback for the Documentation team. This entity contains the attachments for the TimeEntries entity. This entity is only used by multi-currency databases. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. The function of this entity is to describe the mapping of the contact to the contract billing rule. It was a requirement for soap though as the other reply says. . If you attempt to query these fields, you will receive an error message. The API currently exposes the following entities. This entity allows you to track the progress of the opportunity and generate sales forecasts. /*WebhookFields (REST API). This entity describes an Autotask Project. ChangeApprovalBoard must reference an active Change Approval Board. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. You use it to override your company's standard role rate for labor tracked against the contract. This entity describes an Attachment in Autotask. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. In this section, you add new attachments. This entity contains attachments for Knowledgebase articles in Autotask. The company handles all billing for the business unit. This object describes general information for a survey generated by Autotask. 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. Creates a ticket note. 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. Autotask now allows Role to be inactivated. For detailed information, refer to The task or ticket stopwatch. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. Is it possible to rotate a window 90 degrees if it has the same length and width? The selected recipients are added to the To: field; CC: and BCC: fields are not populated. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. This entity's purpose is to describe a Resource - Role relationship. This entity's purpose is to describe a Resource - Role - Queue relationship. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. import requests. Refer to WebhookExcludedResources (REST). Although you can query this entity, it contains one or more fields that are not queryable. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. rev2023.3.3.43278. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. This entity contains the categories that hold Knowledgebase articles in Autotask. This entity describes notes created by an Autotask user and associated with a Task entity. Ticket User-Defined Field: When you select a User-Defined Field, the extension call will be triggered only for tickets that . The template corresponding to the speed code will be highlighted automatically. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Both the integration user and the API-only user must have security level permission to add or edit the entity. This entity provides a method to track cost items generated from an Autotask Quote. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. You can make this a default setting. What video game is Charlie playing in Poker Face S01E07? This entity contains the attachments for the ConfigurationItems entity. Refer to Time Entry/Note Quick Edit Fields. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. Tickets define service requests within the Autotask system. 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. function SendLinkByMail(href) { This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. They are also not exposed in the API or LiveReports. This entity is only used by multi-currency databases. This entity's purpose is to describe an asset category. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. These are referred to as Reference fields. It represents any organization with which you do business. To open the page, use the path(s) in the Security and navigation section above. 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. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. IMPORTANT Fields that are not visible cannot be validated. In Autotask, you can create ticket categories that are identified as API-Only. If there is no Contract Service or Bundle SLA, then check the Contract. This entity allows all items in a checklist library to be added to a ticket. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. This selection opens a page that contains a subset of the fields documented above. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. 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. 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). function SendLinkByMail(href) { To learn more, refer to The Rich Text editor. Want to talk about it? The DomainRegistrars entity contains WHOISdetails for Domain assets. The Ticket entity can have no more than 300 UDFs. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. [CDATA[*/ Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. If no TicketCategory is passed in, the API will use the logged in resource's default category; if the resource does not have a default category, the API will use the Company's system default ticket category. Wherever it is available, it tracks essential information about the record. 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. 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. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Verify you support email. window.open(uri); Refer to Running a global notes search. 4. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. window.open(uri); On create(), Priority must be an active priority. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. A resource must have at least one role assignment. Configure your support email address. This check box is enabled when the Internal check box is selected. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. } var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. If you have not clicked the Get current Status link, it will be the date and time you opened the page. Head on over to our Community Forum! You can configure API Only security levels to allow the impersonation of other resources on supported endpoints.

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