Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. 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. It represents any organization with which you do business. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). You cannot change a resource's ticket number prefix once created. You can only create it; you cannot query or update it. Refer to The Rich Text editor to learn more. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. Provide feedback for the Documentation team. /*]]>*/Want to tell us more? Phases allow users to break projects into sub-groups of project tasks. The Note Type field defaults to Task Summary. Want to learn about upcoming enhancements? Every resource is associated with a location. REST API supportability and query thresholds If you find a defect in the API. Create a new record or update an existing record in your app. 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. window.open(uri); Set up a mailbox in Autotask. Create an account to follow your favorite communities and start taking part in conversations. The returned body will be super useful going forward if you can get it though! This entity contains the attachments for the CompanyNotes entity. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Such ticket categories are hidden everywhere you select a ticket category . [CDATA[*/ /**/Want to tell us more? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. The function of this entity is to describe the default settings for fields associated with the specified ticket category. Configure automatic ticket creation for Workplace Manager - Datto Thanks for your feedback. The 'YYYYMMDD' value must be a date less than or equal to today's date. This entity represents a document in Autotask. This entity's purpose is to describe a modular component that can be added to any ticket or task. This data will not change during update operations. For example, although the client can create certain resources, not all resources accept a create call. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? Need troubleshooting help? 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 transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. This entity describes an Autotask Service Bundle added to a Recurring Service contract. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket When querying, a small number of entities contain fields that you cannot query. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. The function of this entity is to describe the mapping of the contact to the contract billing rule. Come try it. Visit our SOAPAPIlifecycle FAQ article to learn more. 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. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . Does anyone have sample code for how to create a ticket using the REST API. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 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 . How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? Review the setting of the Internal Only check box. 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. This entity describes an Attachment in Autotask. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. If the ticket category is associated to an SLA, then use that ID. Head on over to our Community Forum! To learn more, see our tips on writing great answers. The following table describes the standard Autotask field objects for this entity. Autotask now allows Role to be inactivated. Refer to Autotask Integration and Monitors. [CDATA[*/ Thanks for your feedback. 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. They are also not exposed in the API or LiveReports. 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. function SendLinkByMail(href) { Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. ConfigurationItemSslSubjectAlternativeName. 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. 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. [CDATA[*/ For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. 5. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). About N-able N-central integration with Autotask Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity is only used by multi-currency databases. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. The allowed actions are specific to the object. Click New; Tip - click the images to make them larger If an association is removed from a resource and that pairing is set as the default, that default is not removed. The API currently exposes the following entities. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. This entity describes an Autotask Contact. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. Click on Service Desk/Ticket Categories. You may also update UDFs for entity types that allow update and create. This entity describes an Autotask Time Entry. The allowed actions are specific to the object. This entity's purpose is to describe a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. In Picklist, an inactive TicketCategory displays in italic text. 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. This entity describes results and information for a survey generated by Autotask. This entity represents ticket and article tags in Autotask. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. It has code to get popular entities like accounts, tickets, contacts etc. Is there a proper earth ground point in this switch box? One of these entities exists for every UDF that is set as visible on each asset category. Thanks for your feedback. For the GET query i use: https://webservices4.autotask.net/atservicesrest/v1.0/Tickets/query?search={"filter": [{"op": "eq","field": "ticketNumber","value": "T20210309.0001"}]}. Which actions can be performed on the entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. 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.). The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity is only used by multi-currency databases. About note types. This field is not filterable for tickets in the API. The allowed actions are specific to the field. It also tracks the resource and date &time each step was completed. This entity describes notes created by an Autotask user and associated with a Task entity. The RMA ticket category cannot be edited through the API. function SendLinkByMail(href) { If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Refer to the previous bullet point. The assets associated with Knowledgebase articles are recorded in this entity. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. Additionally, only those statuses that are available to all selected tickets categories are available for selection. Autotask creates a ticket. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. A place where magic is studied and practiced? A WorkTypeModifier entity modifies a given Work Type BillingCode. The Ticket entity can have no more than 300 UDFs. window.open(uri); If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. In Autotask, sales orders are associated to Opportunities. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. Create an API account in Autotask - Partner Docs You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. To view attachments uploaded by other users, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens) or Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens) This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. Resources receive assignment to one or more roles through their department and queue associations. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Refer to Webhooks (REST API). When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. Refer to Web Services APIsecurity settings. Visit our SOAP API lifecycle FAQ article to learn more. Have an idea for a new feature? /**/Want to tell us more? Some entities support file attachments. function SendLinkByMail(href) { The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. /*]]>*/Want to tell us more? Although you can query this entity, it contains one or more fields that are not queryable. If it is selected, you can update the status of all incidents. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. In Autotask, you can create ticket categories that are identified as API-Only. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. /*Create Tickets in autotask using REST api in python 2. This entity contains the attachments for the ContractNotes entity. This entity contains the attachments for the ProjectNotes entity. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. I changed some values just in case they are sensitive. Connect and share knowledge within a single location that is structured and easy to search. On notes that can become a notification email, attachments can be included. Don't assume anything incl. How to connect Autotask + Microsoft Excel - Zapier function SendLinkByMail(href) { Any unsaved changes in those areas will be kept. Refer to WebhookFields (REST API). Want to talk about it? /*Alert workflow - Autotask The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. 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. A project defines and organizes a group of related tasks, events, and documents. This entity contains the attachments for the ConfigurationItemNotes entity. NOTE Not all entities use UDFs. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Find centralized, trusted content and collaborate around the technologies you use most. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. This entity contains notes for documents in Autotask. Press question mark to learn the rest of the keyboard shortcuts. Web Services is, however, aware of and will check existing multiple resources on a ticket and will not allow any resource to be assigned as primary resource if that resource is already a secondary resource. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. That InstalledProduct must also reference a Product that is EligibleForRma. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. For more information about fields marked as picklists, review our Understanding picklists article. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. An error message indicates that Service Request tickets cannot be associated with a problem ticket. Is it possible to rotate a window 90 degrees if it has the same length and width? The following table describes the standard Autotask field objects for this entity. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. I am using CyberDrain PowerShell module but I am clearly missing something. Have an idea for a new feature? 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. If the Contract is associated to an SLA, then use that ID. If selected, the text entered into the Summary Notes or Description field will be added to the end of the Resolution field of the ticket. Making statements based on opinion; back them up with references or personal experience. Visit the Ideas forum! When an inventory product is manually created, stocked items are also created. Want to talk about it? This entity contains the attachments for the TicketNotes entity. This entity represents documents associated with Knowledgebase articles in Autotask. The template corresponding to the speed code will be highlighted automatically. 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. ServiceLevelAgreementPausedNextEventHours. Some users wanted a benchmark of the new API. 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. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. Assets are products that are associated with a Company entity. Calculated in hours only. This object describes notes created by an Autotask user and associated with a Asset entity. 1. > Service Desk >Search >Tickets >click Search > open a ticket >Quick Add bar > select Note (Alt+2), NAVIGATION > Projects >Projects > search for a project >click on the Project Name > Schedule > task context menu > General > View Details > Quick Add bar > select Note (Alt+2). 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. The function of this entity is to describe the tax rate for a specific billing item. This entity represents the daily availability, hours goal, and travel for a resource. /*]]>*/Want to tell us more? This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration.

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