Saves the note or time entry and closes the dialog box. If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. Billable cost items appear in Approve and Post. The entity exists for billing use purposes. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. Making statements based on opinion; back them up with references or personal experience. This field is editable for tickets whose ticket category is 'RMA.' You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. This object describes notes created by an Autotask user and associated with a Asset entity. It was a requirement for soap though as the other reply says. This entity is only used by multi-currency databases. 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 . If there is no Contract Service or Bundle SLA, then check the Contract. Head on over to our Community Forum! [CDATA[*/ Access to version 1.6 will deactivate in Q4 2024. Open the Kaseya Helpdesk. This entity's purpose is to describe a cost associated with an Autotask Project. Available in the UI only when the installed module is enabled. This entity allows you to track the progress of the opportunity and generate sales forecasts. This entity's purpose is to describe a Resource - Role - Department relationship. For child collection access URLs and specific entity names, refer to the individual articles linked in the List of Entities section of this article. Ticket - Autotask When querying, a small number of entities contain fields that you cannot query. How to Configure Datto (AutoTask) PSA - RocketCyber The current data is loaded when the section is first expanded. Asking for help, clarification, or responding to other answers. If no asset or contract SLA, then check the Ticket Category. Notes published to All Autotask Users are visible to customers. This object associates a Product entity with a PurchaseOrder entity. I am using CyberDrain PowerShell module but I am clearly missing something. This entity describes the Resource and Role through the Queue association. Write. This section will be expanded if the note or time entry has at least one attachment. /* You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. The purchase approval option is available through Autotask procurement. This entity describes an Action Type assigned to a CRM Note or To-Do. When a SubIssueType value is provided, the associated IssueType value must also be provided. ConfigurationItemWebhookExcludedResources. Autotask: Line of Business (LOB) Key Things to Know This entity contains attachments for the Projects entity. The API user security level has access to contact impersonation for tickets. 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. This entity contains attachments for the Tickets entity. This entity describes an individual business unit that has an association with a company in Autotask. function SendLinkByMail(href) { This entity defines a user-defined field (UDF) in Autotask. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Tickets and project tasks share the same list of statuses. This entity describes the Resource Role and Department association. 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. I changed some values just in case they are sensitive. window.open(uri); What could be the reason? Refer to Note Titles. This entity is only used by multi-currency databases. 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 . This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Can airtags be tracked from an iMac desktop, with no iPhone? All fields are read-only. Create Quote. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. /*Create a Ticket in Autotask using Powershell Making IT work They are also not exposed in the API or LiveReports. Using notes in Autotask Refer to Web Services APIsecurity settings. The fields that do appear show the following differences: A Keep Current option is available and is the default. For more information about fields marked as picklists, review our Understanding picklists article. [CDATA[*/ You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. /*Webhooks (REST API). You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This entity describes an Autotask resource assigned to a task that is assigned to a service call. Namely the VS solutions are here. You can make this a default setting. This entity describes visual identifiers that you can use to categorize and search for Companies. The function of this entity is to describe the relationship between an asset category and a specific UDF. 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. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. Refer to the previous bullet point. The integration user's security level must allow impersonation of the resource. Contracts specify a billing arrangement with a Company. > 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 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.). On notes that can become a notification email, attachments can be included. This entity is only used by multi-currency databases. A resource must have at least one role assignment. This entity describes an Autotask project task assigned to a service call. 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. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. A resource must have at least one role assignment. Only form templates that are available to all selected tickets categories can be selected. An error message indicates that Service Request tickets cannot be associated with a problem ticket. If the ticket category is associated to an SLA, then use that ID. 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. 4. Visit the Ideas forum! REST API: User-defined fields (UDFs) - Autotask create - Autotask To learn more, refer to The Rich Text editor. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. The API currently exposes the following entities. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Resource access URLs for all entities appear in the next section of this article. /*