autotask api create ticket
You use it to override your company's standard role rate for labor tracked against the contract. Extension Callout (Tickets) - Autotask 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. On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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 purpose is to describe an asset category. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. This entity's purpose is to describe a Contact associated with a ContactGroup. Visit the Ideas forum! Have an idea for a new feature? Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity contains the attachments for the ExpenseReports entity. This entity manages the tags associated with tickets in Autotask. It is only available through the REST API. Create an API account in Autotask - Partner Docs A subreddit for users of Autotask Professional Services Automation tool. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. The current data is loaded when the section is first expanded. This entity describes a cost associated with an Autotask Ticket. Such ticket categories are hidden everywhere you select a ticket category . Incidents on Change Request tickets will not be updated. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. A resource can be associated with multiple LOBs; entities cannot. 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. The ticket SLA is defaulted in using the following logic: Check the asset. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. To complete the attachment process, you must save the note or time entry. } IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. You can create additional mailboxes, but you won't be able to activate them. 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 window.open(uri); These notifications will include notifications for lack of Company or Configuration Item mapping. Refer to Autotask Integration and Monitors. window.open(uri); I use the Powershell API to create tickets based on an Excel spreadsheet. Press question mark to learn the rest of the keyboard shortcuts. In Autotask, sales orders are associated to Opportunities. The integration user's security level must allow impersonation of the resource. Refer to the About entity fields section of this article for more information. Autotask: Line of Business (LOB) Key Things to Know Tickets define service requests within the Autotask system. For additional information, refer to. 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 check box only appears for notes and time entries on problem tickets associated with one or more incidents. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity describes an Autotask Company. These accounts are free of charge, but they do not provide access to the Autotask UI. This entity describes an Autotask Ticket. xml - Autotask Web Service API integration with C# - Stack Overflow The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. 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. 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. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Mass ticket creation : r/Autotask - reddit The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. To learn more, refer to The Rich Text editor. If the Contract is associated to an SLA, then use that ID. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. /*]]>*/Want to tell us more? This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. With the granular ticket security features implemented in the 2016.1 release, the API Ticket entity will respect the View, Add, and Edit permissions assigned to the logged in end user, EXCEPT the API will not respect the 'Mine + Accounts' setting. Click on the context menu bar to the left of the Standard category the, click Edit. How to follow the signal when reading the schematic? It can be a separate physical location or a division or agency operating in the same physical location as the company. This entity provides a method to track cost items generated from an Autotask Quote. } This entity represents associations between asset categories and documents in Autotask. You cannot change a resource's ticket number prefix once created. This entity is only used by multi-currency databases. A place where magic is studied and practiced? If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Contracts specify a billing arrangement with a Company. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. This entity contains the attachments for the ConfigurationItemNotes entity. If there is no Contract Service or Bundle SLA, then check the Contract. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). A shipping type defines a carrier for a product shipment. ChangeApprovalBoard must reference an active Change Approval Board. This entity represents associations between, This entity represents articles associated with. This entity represents the categories for documents in Autotask. Want to talk about it? This entity is only used by multi-currency databases. window.open(uri); Refer to API-only Ticket Categories. The status code getting printed here is 401! This check box only appears for notes and time entries on problem tickets associated with one or more incidents. function SendLinkByMail(href) { This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. This entity represents company (account)categories in Autotask. 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. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. About note types. Any unsaved changes in those areas will be kept. The API user security level has access to contact impersonation for tickets. ChangeInfoFields are available regardless of whether they are Active or Inactive. IMPORTANT Selecting a form template is the equivalent of manually populating the form. [CDATA[*/ Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Ticket.Source is not required; however, in the UI the Source field defaults to 'Other', so for tickets created through the UI, the value for Ticket.Source is never Null. NAVIGATION This selection opens a page that contains a subset of the fields documented above. This entity contains the attachments for the TimeEntries entity. 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. Either click the template or click. This entity contains the attachments for the ContractNotes entity. 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. This entity represents ticket tag groups in Autotask. How do I align things in the following tabular environment? Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). If no asset or contract SLA, then check the Ticket Category. It determines a customer's total taxes on billing items. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. This entity describes an Autotask project task assigned to a service call. This entity represents checklist libraries related to documents in Autotask. 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. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). The properties represent data fields. This section will be expanded if the note or time entry has at least one attachment. If there is no Asset SLA, then check the Contract Service or Bundle SLA. Open the Kaseya Helpdesk. Wherever it is available, it tracks essential information about the record. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. 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.
