If the Can edit Status of Complete tickets (does not apply to Autotask Web Services/API) permission is cleared for your security level, you can update the status of incomplete incidents. The status code getting printed here is 401! These accounts are free of charge, but they do not provide access to the Autotask UI. This entity's purpose is to describe a modifier for a given Work Type BillingCode. Some users wanted a benchmark of the new API. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. Provide feedback for the Documentation team. Logon to the Datto (AutoTask) PSA. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). Visit our SOAPAPIlifecycle FAQ article to learn more. Thanks for your feedback. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Open the Kaseya Helpdesk. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Some fields on Entities require an id to a parent Entity. Thanks for your feedback. It allows developers to use the API to implement multi-tier approval for Autotask time entries. This entity's purpose is to describe a serial number associated with an Inventory Item. Find centralized, trusted content and collaborate around the technologies you use most. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. This entity represents company (account)categories in Autotask. That InstalledProduct must also reference a Product that is EligibleForRma. 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. The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. This entity describes an Autotask Invoice. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. For a list of all currently available entities, refer to the , or check the Online Help's table of contents. This entity represents associations between assets and documents in Autotask. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. Which actions can be performed on the entity. Every time i get a very helpful "Internal Server Error" message back, nothing else. The API-only user's security level must allow impersonation on the entity type. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Press question mark to learn the rest of the keyboard shortcuts. import requests. Associates a Skill with a Resource to provide information about the skills or abilities of the resource. If there is no Contract Service or Bundle SLA, then check the Contract. 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. Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. 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. On notes that can become a notification email, attachments can be included. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. function SendLinkByMail(href) { The name of the user who is filling the role is added to the role name. [CDATA[*/ Please see the general Autotask PSA Web Services On-line help at: https://ww2.autotask.net/help/DeveloperHelp/Content/AdminSetup/2ExtensionsIntegrations/APIs/SOAP/SOAPHome.htm About Examples using the Autotask API Readme MIT license 25 stars 11 watching 13 forks Releases No releases published Packages No packages published Contributors 3 Languages A billing item may or may not be included in an invoice and billed to the customer. It outlines the steps that must be performed to complete the ticket or task. Update Status on {#} incident(s) (tickets only). 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 entity contains tag associations for documents in Autotask. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This data will not change during update operations. A ticket workflow rule with a Create Ticket Note . This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. The following table describes the standard Autotask field objects for this entity. Tickets with no TicketType specified are set automatically to Service Request. The integration user's security level must allow impersonation of the resource. The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. Available in the UI only when the installed module is enabled. If setting equals 'Always', the API will always require the QueueID value. This entity's purpose is to describe a Resource - Role - Queue relationship. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Change request tickets are part of the Autotask Change Management feature set. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. Refer to API-only Ticket Categories. Tasks are associated with a Project and define work that must be done. Every attempt gives me a 500 server error. This entity describes an Autotask Time Entry. Want to learn about upcoming enhancements? This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. For additional information, refer to. [CDATA[*/ This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. Billing milestones define tangible work or measured progress that must be completed before billing can take place. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). Quote Items define a line item added to an Autotask Quote. Invoice templates define the appearance and content of an invoice generated by Autotask. This entity contains the attachments for the ConfigurationItemNotes entity. Complete the New Attachment dialog box. This entity describes an Autotask Subscription. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. 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? How do I align things in the following tabular environment? This entity surfaces the Autotaskversion number. 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. /*Timestamp format article. When querying, a small number of entities contain fields that you cannot query. A place where magic is studied and practiced? 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. If the asset is associated to an SLA, then use that ID. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. Is there a proper earth ground point in this switch box? Visit the Ideas forum! Have an idea for a new feature? Please open the solution (the C# one) in Visual Studio and work with the sample code there. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. If an association is removed from a resource and that pairing is set as the default, that default is not removed. This entity enables your authorized third-party apps or modules to query the categories that can be associated with an opportunity in Autotask. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. IMPORTANT Selecting a form template is the equivalent of manually populating the form. Cost items can be billable or non-billable. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Wherever it is available, it tracks essential information about the record. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. Also create Note/Attachment(s) on # incident(s). } This entity describes an Autotask Company. If the ticket category = 'RMA', the InstalledProductID is required. 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. 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. 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 Resource - Role - Department relationship. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. https://www.autotask.com/, Press J to jump to the feed. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. The current data is loaded when the section is first expanded. function SendLinkByMail(href) { This entity describes an Autotask Department. This entity contains attachments for the Projects entity. The following table describes the standard Autotask field objects for this entity. A Department is an association the application can use to manage resources, especially when assigning project tasks. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Visit our SOAPAPIlifecycle FAQ article to learn more. The allowed actions are specific to the field. 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. This entity contains notes for Knowledgebase articles in Autotask. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. [CDATA[*/ Only form templates that are available to all selected tickets categories can be selected. /*]]>*/Want to tell us more? In this section, you add new attachments. 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 Product with an association to an Inventory location in the Autotask Inventory module. 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 Work Type (Allocation Code) that is excluded from the contract to which the set applies. NAVIGATION Gettings 721 tickets based on a title filter: "Title eq hello!" The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. Create a Ticket in Autotask using Powershell 27 Aug 2015. Refer to the previous bullet point. What video game is Charlie playing in Poker Face S01E07? Each of the entities inherits from the Autotask base class Entity. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. I am using CyberDrain PowerShell module but I am clearly missing something. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. It determines a customer's total taxes on billing items. From the Autotask Home page toolbar, select Help. This entity provides a method to track cost items generated from an Autotask Quote. This entity's purpose is to describe a day specified as a Holiday (usually counted as paid time off) and included in an Autotask Internal location Holiday Set. 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).