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The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. This entity represents time off requests submitted by Autotaskusers. Resolution: After playing with some items and looking through the module code and Postman, everything needs to be treated as a string: Thanks to u/nutter91 for the assistance with submitting a record ID of 0 for new records and reminding me to simplify things. 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. This entity enables you to increase inventory counts associated with the InventoryProducts entity. function SendLinkByMail(href) {
The Note Type field defaults to Task Summary. Also create Note/Attachment on # incident(s) (tickets only). A place where magic is studied and practiced? This check box is enabled when the Internal check box is selected. Each of the entities inherits from the Autotask base class Entity. Head on over to our Community Forum! This entity represents company (account)categories in Autotask. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). This entity describes DNSrecords associated with Assets in Autotask. Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. To learn more, refer to The Rich Text editor. NAVIGATION
Refer to. You can individually configure the following entities to allow querying, adding, editing, and deleting (bold items only): For more information about impersonation security levels, refer to Allow impersonation of resources with this security level. 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's purpose is to describe a cost associated with an Autotask contract. The function of this entity is to describe the resources associated with a Company Team. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. 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. https://www.autotask.com/, Press J to jump to the feed. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This entity describes an Autotask Notification, as listed in the Notification History page. This is by far the best wrapper for the SOAP API. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. window.open(uri);
For example, although the client can create certain resources, not all resources accept a create call. This entity describes an Autotask Subscription. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity describes an Autotask ticket assigned to a service call. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Can Query is not included because non-queryable fields are listed under a separate heading. This entity surfaces the Autotaskversion number. The API can complete a ticket that has one or more incomplete 'Important' Checklist 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. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. It will not appear on the New Ticket Note or New Ticket Time Entry form. The purchase approval option is available through Autotask procurement. Only form templates that are available to all selected tickets categories can be selected. When an inventory product is manually created, stocked items are also created. The name of the user who is filling the role is added to the role name. Create Ticket Note. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. Notes published . /**/Want to tell us more? Open the Kaseya Helpdesk. Refer to API-only Ticket Categories. What is a word for the arcane equivalent of a monastery? Any entities or attachments that the account creates will be attributed to "APIUser." Have an idea for a new feature? If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. The entity header identifies the parent entity the note or time entry is associated with. Refer to Creating Knowledgebase articles from tickets. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity contains the attachments for the. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. Tickets define service requests within the Autotask system. Have an idea for a new feature? LOB security is respected in the API. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. A project defines and organizes a group of related tasks, events, and documents. For more information, refer to Time Entry/Note Quick Edit Fields. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. 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 NOTE Not all entities use UDFs. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. A cost is a billing item for products or materials. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Want to learn about upcoming enhancements? If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. Calculated in hours only. This will populate the LOB field with that selection when creating any entities where LOB can be applied. 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. This entity's purpose is to describe a billing Role that has been excluded from a Contract. An inventory product represents a set of stocked items that share a product and a location. It was a requirement for soap though as the other reply says. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? 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. A resource must have at least one role assignment. Most of the values were taken from an existing ticket. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. 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. Contracts specify a billing arrangement with a Company. The API currently exposes the following entities. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Configure your support email address. I am using CyberDrain PowerShell module but I am clearly missing something. Can airtags be tracked from an iMac desktop, with no iPhone? Namely the VS solutions are here. CreatorResourceID can return a ContactID. This entity allows you to track the progress of the opportunity and generate sales forecasts. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. 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. Visit the Ideas forum! This object describes notes created by an Autotask user and associated to a Project entity. One of these entities exists for every UDF that is set as visible on each asset category. Create a new record or update an existing record in your app. In Autotask, you can create ticket categories that are identified as API-Only. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity's purpose is to describe a Resource - Role - Queue relationship. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). This entity is only used by multi-currency databases. Thanks for your feedback. This entity's purpose is to describe a multi-level approval record for an Autotask time entry. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. It is only available through the REST API. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. A Contract Rate is associated with a Role and is specific to a contract. Assets are products that are associated with a Company entity. Head on over to our Community Forum! Saves the note or time entry and closes the dialog box. Tickets define service requests within the Autotask system. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity describes an Autotask Service Bundle added to a Recurring Service contract. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. A new inactive ContactID value cannot be assigned on create() or update(). IMPORTANT Fields that are not visible cannot be validated. ChangeApprovalStatus can only be set to Requested or Assigned. IMPORTANT Selecting a form template is the equivalent of manually populating the form. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Refer to Time Entry/Note Quick Edit Fields. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Is there a proper earth ground point in this switch box? Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. 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. The following table describes the standard Autotask field objects for this entity. Open the Datto Help Center. For more information about fields marked as picklists, review our Understanding picklists article. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? The Add New Attachments section is always collapsed. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. , This field is editable for tickets whose ticket category is 'RMA.'. 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. This object describes a payment amount applied to the purchase of (or pre-payment for) one or more Service Desk Tickets through a Per Ticket Contract. Click Get current values to update field values. To open the page, use the path (s) in the Security and navigation section above. Create an account to follow your favorite communities and start taking part in conversations. You can make this a default setting. Visit our SOAP API lifecycle FAQ article to learn more. If selected, the text entered into the Summary Notes (on time entries) or Description field (on ticket notes) will be appended to the end of the Resolution field on all of the tickets incidents. This entity represents articles created by Knowledgebase users in Autotask. From the pull-down menu, Head on over to our Community Forum! If there is no Contract Service or Bundle SLA, then check the Contract. This entity's purpose is to describe a serial number associated with an Inventory Item. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. This entity contains the attachments for the ContractNotes entity. They are saved as replies to the note or time entry they are added to. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). This entity describes an Autotask Ticket. This entity provides a method to track cost items generated from an Autotask Quote. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. You cannot change a resource's ticket number prefix once created. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. ChangeApprovalBoard must reference an active Change Approval Board. Create Ticket using API 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. It determines a customer's total taxes on billing items. [CDATA[*/
On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Want to talk about it? Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. This entity describes an Attachment in Autotask. 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? 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. The Status defaults to the current status of the parent entity when the page or dialog box is opened. This entity is only used by multi-currency databases. Refer to Adding and managing attachments. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Form templates follow the limitations of the currently applied category and the user's security settings. The API user security level has access to contact impersonation for tickets. Refer to Autotask Integration and Monitors. To verify and configure these settings perform the following steps. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. . This entity describes the pricing and costing tiers for a specific billing product on the Product table.