Tickets with no TicketType specified are set automatically to Service Request. Visit our SOAPAPIlifecycle FAQ article to learn more. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. According to their documentation it requires the URI https://webservices4.autotask.net/atservicesrest/v1.0/Tickets and then the body contains the JSON formatted data: But this doesn't seem to work either and Datto are taking forever to respond to support tickets these days. This includes the category field itself. ConfigurationItemSslSubjectAlternativeName. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. When an inventory product is manually created, stocked items are also created. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Quote Items define a line item added to an Autotask Quote. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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? This entity contains attachments for documents in Autotask. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? This entity describes an Autotask Resource. For more information, refer to. This entity describes a cost associated with an Autotask Ticket. Autotask administrators create UDFs in the Administration Settings of the Autotask system. Cost items can be billable or non-billable. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. Some users wanted a benchmark of the new API. One of these entities exists for every UDF that is set as visible on each asset category. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. This entity's purpose is to describe a modular component that can be added to any ticket or task. Both the integration user and the API-only user must have security level permission to add or edit the entity. 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. 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. This entity represents documents associated with Knowledgebase articles in Autotask. Tickets and project tasks share the same list of statuses. , This field is editable for tickets whose ticket category is 'RMA.'. A new inactive ContactID value cannot be assigned on create() or update(). Action. Refer to
WebhookExcludedResources (REST). This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. A Contract Rate is associated with a Role and is specific to a contract. This entity describes detailed information about on-hand. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. Which actions can be performed on the entity. 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. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. Notes published . This entity describes an Attachment in Autotask. A WorkTypeModifier entity modifies a given Work Type BillingCode. Thanks for your feedback. It will not appear on the New Ticket Note or New Ticket Time Entry form. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. This entity describes an Autotask Service Bundle added to a Recurring Service contract. Configure your support email address. If the ticket does not have a value for a role, the check box for that recipient will still be enabled, because they can still be selected on the Notification panel. The allowed actions are specific to the object. This entity is only used by multi-currency databases. If setting equals 'Always', the API will always require the QueueID value. 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 there is no Asset SLA, then check the Contract Service or Bundle SLA. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. This field is editable for tickets whose ticket category is 'RMA.' Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). 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). When updating a field that has Rich Text, the APIwill return the text-only version of the field. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. The allowed actions are specific to the object. This entity manages the tags associated with tickets in Autotask. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. In Autotask, you can create ticket categories that are identified as API-Only. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. 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 Inventory location, that is, a physical or virtual place where your company stores or assigns inventory items. A place where magic is studied and practiced? The purchase approval option is available through Autotask procurement. REST API: User-defined fields (UDFs) - Autotask window.open(uri);
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. Notes published to All Autotask Users are visible to customers. You may also update UDFs for entity types that allow update and create. Append to Resolution on # incident(s) (tickets only). This entity contains the attachments for the ConfigurationItemNotes entity. Wherever it is available, it tracks essential information about the record. 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. If an unsupported entity receives a request to update a field that contains Rich Text, the API will update the text-only version of the field and overwrite the data in the Rich Text field with plain text. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. Autotask now allows Role to be inactivated. This entity contains notes for Knowledgebase articles in Autotask. 4. Extension Callout (Tickets) - 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. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. Thanks for your feedback. Each entity type object contains an array of properties that describe instances of the entity type. How to Configure Datto (AutoTask) PSA - RocketCyber Verify you support email. 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 . TicketCategory - Autotask 2. Every attempt gives me a 500 server error. /* 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). /*]]>*/Want to tell us more? Refer to Webhooks (REST API). It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. Creating titles using key words will allow you to find notes later in lists and searches. Integration vendors The change request approval process is part of the Autotask Change Management feature set. Head on over to our Community Forum! 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's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Access to version 1.6 will deactivate in Q4 2024. import requests. function SendLinkByMail(href) {
Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. This section will be expanded if the note or time entry has at least one attachment. This entity's purpose is to describe a Resource - Role relationship. Resources receive assignment to one or more roles through their department and queue associations. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. For more information about fields marked as picklists, review our Understanding picklists article. Set up a mailbox in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Gettings 721 tickets based on a title filter: "Title eq hello!" window.open(uri);
Create an account to follow your favorite communities and start taking part in conversations. function SendLinkByMail(href) {
If it is selected, you can update the status of all incidents. 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. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Refer to WebhookFields (REST API). If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. 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. If you close without saving, the attachments will not be uploaded or attached to the parent entity. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. I am using CyberDrain PowerShell module but I am clearly missing something. 'Mine + Accounts' will be treated as 'None.' Thanks for your feedback. Asking for help, clarification, or responding to other answers. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity describes an Autotask Department. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. 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 contains the attachments for the ConfigurationItems entity. Is it possible to rotate a window 90 degrees if it has the same length and width? [CDATA[*/
Open the Kaseya Helpdesk. Does anyone have sample code for how to create a ticket using the REST API. 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. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The function of this entity is to describe the mapping of the contact to the contract billing rule. The entity header identifies the parent entity the note or time entry is associated with. The ticket must be associated to either the contact's account or any of its child accounts. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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. Autotask API Ticket Creation with PowerShell Does anyone have sample code for how to create a ticket using the REST API. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. [CDATA[*/
It mirrors the fields found on the. /*Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket These notifications will include notifications for lack of Company or Configuration Item mapping. To complete the attachment process, you must save the note or time entry. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. This entity describes an Autotask Ticket. This entity describes list items added to a check list on an Autotask ticket or task. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. }
The API can complete a ticket that has one or more incomplete 'Important' Checklist items. What is a word for the arcane equivalent of a monastery? In Autotask, you can create ticket categories that are identified as API-Only. What video game is Charlie playing in Poker Face S01E07? You use it to override your company's standard role rate for labor tracked against the contract. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. Creates a ticket note. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. 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. Tickets define service requests within the Autotask system. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. This entity provides a method to track cost items generated from an Autotask Quote. If you have not clicked the Get current Status link, it will be the date and time you opened the page. If no asset or contract SLA, then check the Ticket Category. This entity describes results and information for a survey generated by Autotask. Most of the values were taken from an existing ticket. This entity's purpose is to describe a Resource - Role - Queue relationship. The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. You can make this a default setting. This entity's purpose is to describe a billing Role that has been excluded from a Contract. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
. Any existing Change Request tickets can be edited. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. 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. The Note Type field defaults to Task Summary. The stopwatch starts running as soon as you open the task, ticket or time entry page. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. /* Logon to the Datto (AutoTask) PSA. I am new to autotask. 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. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. AutotaskDevelopment/Sample-Code: Examples using the Autotask API - GitHub [CDATA[*/
This entity describes an Autotask ticket assigned to a service call. On notes that can become a notification email, attachments can be included. This entity represents checklist libraries related to documents in Autotask. If it is selected, the note is created with the Internal & Co-managed publish type. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. Ticket Date Completed by Complete Project Wizard, Ticket Department Name OR Ticket Queue Name, Service Level Agreement Paused Next Event Hours, This entity will be read-only if the module with which it is associated is not active. You can create additional mailboxes, but you won't be able to activate them. 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). For more information about attachments, including call syntax, thresholds and limits, and a full list of attachment entities, refer to Working with attachments in the RESTAPI. Visit the Ideas forum! The status field describes how close a ticket is to resolution, or how close a task is to completion. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. The following results have been performed on the sandbox of Autotask, to which I have a RTT of about 150-180MS. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This entity contains the attachments for the TimeEntries entity. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. This entity represents ticket and article tags in Autotask. The Status defaults to the current status of the parent entity when the page or dialog box is opened. If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Autotaskwill automatically assign the record number that follows the prefix. If the Contract Service or Bundle is associated to an SLA, then use that ID. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. This entity surfaces the Autotaskversion number. Press question mark to learn the rest of the keyboard shortcuts. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Some entities support file attachments. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. To obtain extended information about entities and their field data, use the GET API call. It describes whether an Allocation Code of type Material Code 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.