autotask api create ticketautotask api create ticket

autotask api create ticket23 Apr autotask api create ticket

I know I have correctly authenticated and set the BaseURI because I can get company information for customers. window.open(uri); If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. Notes published to All Autotask Users are visible to customers. A cost is a billing item for products or materials. Need troubleshooting help? via the API and attached to the OnPlus Service Desk queue. /**/Want to tell us more? These notifications will include notifications for lack of Company or Configuration Item mapping. This entity's purpose is to describe a cost associated with an Autotask contract. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. 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. It describes whether a Service 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. For more information, refer to Time Entry/Note Quick Edit Fields. > 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). Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. When querying, a small number of entities contain fields that you cannot query. The Note Type field defaults to Task Summary. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. 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. Is there a proper earth ground point in this switch box? The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. The purchase approval option is available through Autotask procurement. This entity contains the attachments for the TaskNotes entity. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. It describes whether a Product 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. This entity's purpose is to describe a serial number associated with an Inventory Item. This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. That InstalledProduct must also reference a Product that is EligibleForRma. Making statements based on opinion; back them up with references or personal experience. Assets are Products with an association to a Company entity. These accounts are free of charge, but they do not provide access to the Autotask UI. Refer to Forwarding and modifying tickets. Configure your support email address. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Provide feedback for the Documentation team. This entity contains attachments for documents in Autotask. This object describes notes created by an Autotask user and associated to a Project entity. Resource access URLs for all entities appear in the next section of this article. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. 3. NOTE Not all entities use UDFs. For example, 'T20200615.0674.'. Select OK to apply; Setup Extension Callout. 4. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Refer to Autotask Integration and Monitors. 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. Quote Items define a line item added to an Autotask Quote. /*]]>*/Want to tell us more? Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? 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. This section will be expanded if the note or time entry has at least one attachment. Append to Resolution on # incident(s) (tickets only). Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? 2. 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 . It does not describe transactions where an Inventory Item is associated with a Company as an Asset. Visit the Ideas forum! When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. This entity is only used by multi-currency databases. 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. } This entity's purpose is to describe a Service entity assigned to a ServiceBundle entity. 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. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. This entity describes an Autotask Service added to a Recurring Service contract. 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. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. A new inactive attribute value cannot be assigned. window.open(uri); Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. Change request tickets are part of the Autotask Change Management feature set. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. This entity contains the attachments for the. What is a word for the arcane equivalent of a monastery? 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 ChangeApprovalStatus = Requested, user can change it to Assigned (only). Tickets with no TicketType specified are set automatically to Service Request. Notes published . Open the Kaseya Helpdesk. They are also not exposed in the API or LiveReports. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. From the main navigation menu click Admin/Features & Settings. The function of this entity is to describe the resources associated with a Company Team. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. Every attempt gives me a 500 server error. If the ticket category is associated to an SLA, then use that ID. Have an idea for a new feature? The current data is loaded when the section is first expanded. CreatorResourceID can return a ContactID. The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. Head on over to our Community Forum! Open the Kaseya Helpdesk. 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. Refer to WebhookFields (REST API). var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Visit our SOAP API lifecycle FAQ article to learn more. 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). function SendLinkByMail(href) { This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. function SendLinkByMail(href) { The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. It mirrors the fields found on the. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Press question mark to learn the rest of the keyboard shortcuts. This entity allows all items in a checklist library to be added to a ticket. Logon to the Datto (AutoTask) PSA. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. 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. This entity describes an Autotask Ticket. 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 an Autotask Product with an association to an Inventory location in the Autotask Inventory module. This entity contains attachments for the Companies entity. This entity is only used by multi-currency databases. This entity provides a method to track cost items generated from an Autotask Quote. 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. You cannot change a resource's ticket number prefix once created. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType.

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