autotask api create ticket

A new inactive ContactID value cannot be assigned on create() or update(). 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. Open the Datto Help Center. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. 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. A resource must have at least one role assignment. Don't assume anything incl. 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. function SendLinkByMail(href) { Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Some users wanted a benchmark of the new API. Want to learn about upcoming enhancements? 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. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity describes an Autotask Ticket. This entity describes an Autotask Service Bundle added to a Recurring Service contract. /*]]>*/Want to tell us more? How do I connect these two faces together? For example, when updating an entity, you may not be able to update all fields within the entity. [CDATA[*/ This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. This entity represents checklist libraries related to documents in Autotask. This entity enables you to increase inventory counts associated with the InventoryProducts entity. This entity records existing associations between tags and Knowledgebase articles in Autotask. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? } 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. You can only associate it with a Quote entity. Want to talk about it? This entity surfaces the Autotaskversion number. This entity contains the attachments for the ProjectNotes entity. 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 describes the pricing and costing tiers for a specific billing product on the Product table. [CDATA[*/ This entity represents ticket and article tags in Autotask. Security: This check box is available even if users do not have permission to edit tickets. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity is only used by multi-currency databases. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. The ticket category controls which fields appear here and in what order. This entity's purpose is to describe a serial number associated with an Inventory Item. 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. 2. 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. Have an idea for a new feature? When querying, a small number of entities contain fields that you cannot query. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. 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. It mirrors the fields found on the. 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. Thanks for your feedback. function SendLinkByMail(href) { Create Ticket using API : r/Autotask - reddit.com If the Contract Service or Bundle is associated to an SLA, then use that ID. This entity contains the attachments for the TicketNotes entity. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The value you select will be set as the status of the parent entity when the dialog box or page is saved. The template corresponding to the speed code will be highlighted automatically. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. This entity contains notes for documents in Autotask. To learn more, refer to The Rich Text editor. 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. ConfigurationItemWebhookExcludedResources. IMPORTANT Selecting a form template is the equivalent of manually populating the form. Creating titles using key words will allow you to find notes later in lists and searches. Create a Ticket in Autotask using Powershell Making IT work 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. If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. [CDATA[*/ Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. ChangeInfoFields are available regardless of whether they are Active or Inactive. 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. This entity describes an Autotask Opportunity. Autotaskwill automatically assign the record number that follows the prefix. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. If you close without saving, the attachments will not be uploaded or attached to the parent entity. Adding a note to a task or ticket - Autotask 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. REST API supportability and query thresholds If you find a defect in the API. 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 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 REST API resources GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API CreatorResourceID can return a ContactID. This entity's purpose is to describe a Resource - Role relationship. [CDATA[*/ Using notes in Autotask It controls who can view the note. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations, WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? The ticket SLA is defaulted in using the following logic: Check the asset. 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. As you save each attachment, it will appear on the attachment grid. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Is it possible to rotate a window 90 degrees if it has the same length and width? For more information, refer to Time Entry/Note Quick Edit Fields. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. Thanks for your feedback. The id field belongs to each entity and acts as the unique identifier. import requests. This data will not change during update operations. 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. You cannot change a resource's ticket number prefix once created. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. This entity represents the categories for documents in Autotask. This entity contains tag associations for documents in Autotask. This entity describes an Autotask Quote Item. This entity describes an Autotask Invoice. This entity represents the daily availability, hours goal, and travel for a resource. About N-able N-central integration with Autotask UDF changes are included in the criteria for updating LastTrackedModificationDate. Also create Note/Attachment on # incident(s) (tickets only). If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. ChangeApprovalBoard must reference an active Change Approval Board. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Tickets define service requests within the Autotask system. The entity header identifies the parent entity the note or time entry is associated with. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The API currently exposes the following entities. Each entity type object contains an array of properties that describe instances of the entity type. If it is selected, the note is created with the Internal & Co-managed publish type. LOB security is respected in the API. The Ticket entity can have no more than 300 UDFs. } When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. 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. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. 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. 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. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. 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. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. The Note Type field defaults to Task Summary. In Autotask, the account team associates resources with an account. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. Ticket - Autotask Want to talk about it? 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. For more information about fields marked as picklists, review our Understanding picklists article. Autotask creates a ticket. The REST API permits you to retrieve values for all entity UDFs via the query method. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. Review the setting of the Internal Only check box. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. 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 describes an Autotask Allocation Code. window.open(uri); function SendLinkByMail(href) { Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Autotask: Line of Business (LOB) Key Things to Know Either click the template or click. 3. Is there a proper earth ground point in this switch box? IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. I am using CyberDrain PowerShell module but I am clearly missing something. 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.). Refer to The Rich Text editor to learn more. 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. 3. This entity describes an Action Type assigned to a CRM Note or To-Do. The resources then have access to the account data when their security level allows account access at the Mine level. This entity describes a cost associated with an Autotask Ticket. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. For additional information, refer to. Refer to. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. Available in the UI only when the installed module is enabled. This entity describes an Autotask Time Entry. NOTE Not all entities use UDFs. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above.

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