autotask api create ticket
Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. Every attempt gives me a 500 server error. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. This entity is only used by multi-currency databases. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Visit the Ideas forum! This entity's purpose is to describe a Quote in Autotask. It mirrors the fields found on the. I am trying to create a ticket in autotask using the below python code: Integration vendors For more information, refer to Time Entry/Note Quick Edit Fields. Review the setting of the Internal Only check box. 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. If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved. 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. If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill 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 Payment Term. For more information, refer to Notification panel. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. Need troubleshooting help? I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. 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? For additional information, refer to. REST API supportability and query thresholds If you find a defect in the API. Cost items can be billable or non-billable. It represents any organization with which you do business. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. 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. This entity describes an Autotask Opportunity. Open the Kaseya Helpdesk. A resource can be associated with multiple LOBs; entities cannot. /*]]>*/Want to tell us more? This entity provides a method to track cost items generated from an Autotask Quote. Quote Items define a line item added to an Autotask Quote. I changed some values just in case they are sensitive. window.open(uri);
Verify you support email. This entity describes an Autotask Subscription. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. Notes published . In this section, you add new attachments. 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. 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. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. There is no warning. 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. Saves the note or time entry and closes the dialog box. This entity represents ticket tag groups in Autotask. Phases allow users to break projects into sub-groups of project tasks. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity's purpose is to describe a Resource - Role relationship. This entity represents ticket and article tags in Autotask. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. How do I align things in the following tabular environment? Visit the Ideas forum! This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. Click New; Tip - click the images to make them larger This entity describes an Autotask Time Entry. If you use the Kaseya RMM Extension, tickets generate by using Incoming Email Processing. 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. 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. This selection opens a page that contains a subset of the fields documented above. This entity describes an Autotask Role. How to handle a hobby that makes income in US. 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. This entity allows you to track the progress of the opportunity and generate sales forecasts. To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. How do I connect these two faces together? Calculated in hours only. Creates a ticket note. Autotask Service Bundles group multiple Services for purchase. Don't assume anything incl. The Add New Attachments section is always collapsed. You can select a different note type from the drop-down list. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. 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. This entity's purpose is to describe a Resource - Role - Department relationship. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. [CDATA[*/
A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. The Ticket entity can have no more than 300 UDFs. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. Tickets and project tasks share the same list of statuses. }
You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. What video game is Charlie playing in Poker Face S01E07? This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. 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. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Is there any way for you to see what the response from Autotask is? It does not describe transactions where an Inventory Item is associated with a Company as an Asset. [CDATA[*/
A new inactive attribute value cannot be assigned. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. 4. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. 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. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This object describes general information for a survey generated by Autotask. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. A billing item may or may not be included in an invoice and billed to the customer. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). Open the Datto Help Center. All users can view attachments they uploaded. window.open(uri);
Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. This section will be expanded if the note or time entry has at least one attachment. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. This data will not change during update operations. This entity contains the attachments for the TimeEntries entity. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. /*]]>*/Want to tell us more? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. }
As you save each attachment, it will appear on the attachment grid. 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. Thanks for your feedback. This entity contains the attachments for the SalesOrders entity. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. 'Mine + Accounts' will be treated as 'None.' 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. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. 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. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. This entity contains the attachments for the ConfigurationItems entity. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. Refer to Creating Knowledgebase articles from tickets. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. ChangeInfoFields are available regardless of whether they are Active or Inactive. Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. /**/Want to tell us more? This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Autotask administrators create UDFs in the Administration Settings of the Autotask system. An API user is a special type of account required for communication with the Autotask API. This entity describes results and information for a survey generated by Autotask. In Autotask, you can create ticket categories that are identified as API-Only. This entity represents the daily availability, hours goal, and travel for a resource. A cost is a billing item for products or materials. Which actions can be performed on the entity. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. 3. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. This entity describes an Autotask Resource. UDF changes are included in the criteria for updating LastTrackedModificationDate. This entity represents the categories for documents in Autotask. import requests. Refer to Adding and managing attachments. To learn more, refer to The Rich Text editor. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. 1. Saves the note or time entry and opens a new dialog box. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. You can make this a default setting. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. This entity's purpose is to describe a Country as defined in the Autotask CRM module. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
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