autotask api create ticket

This entity allows all items in a checklist library to be added to a ticket. UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. 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. 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. Thanks for your feedback. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. 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. The function of this entity is to describe the tax rate for a specific billing item. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. This entity contains the attachments for the ContractNotes entity. function SendLinkByMail(href) { This entity is only used by multi-currency databases. Thanks for your feedback. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. For additional information, refer to. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. The Deleted Ticket Activity log provides a list of ticket time entries, notes, and attachments that were deleted from your system. These notifications will include notifications for lack of Company or Configuration Item mapping. A ticket can have additional assets even if there is no primary asset. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. Come try it. This entity's purpose is to describe a serial number associated with an Inventory Item. If the ticket is created from a Datto RMM alert and the Autotask ticket category has a Due Date and Time configured, then we will clear the DueDateTime field on the alert supplied by Datto RMM, and apply the default from the Autotask ticket category. This entity describes an approved and posted billable item in Autotask. This entity's purpose is to describe a billing Role that has been excluded from a Contract. This selection opens a page that contains a subset of the fields documented above. Have an idea for a new feature? It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. Instructions Navigate to Account > Integrations and create a new integration by using the Autotask option. 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. The ticket must be associated to either the contact's account or any of its child accounts. 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). Resources receive assignment to one or more roles through their department and queue associations. Write. Tickets define service requests within the Autotask system. Visit the Ideas forum! Have an idea for a new feature? This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. This entity provides a method to track cost items generated from an Autotask Quote. All other statuses, Not Assigned, Partially Approved, Approved, or Rejected can only be set by the system. On the incidents, the Internal Notes are created as a reply to the Summary Notes. If no asset or contract SLA, then check the Ticket Category. This will populate the LOB field with that selection when creating any entities where LOB can be applied. Want to talk about it? This entity describes list items added to a check list on an Autotask ticket or task. 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 Resource - Role - Queue relationship. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? The application records an error when the maximum number of retries (5) have occurred for an event, but the payload could not be delivered. This entity contains attachments for the Projects entity. Tickets with no TicketType specified are set automatically to Service Request. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. You can only create it; you cannot query or update it. This entity contains tag associations for documents in Autotask. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. This check box will only appear if the ticket to which the note or time entry is being added is a problem ticket with at least one incident. This entity describes results and information for a survey generated by Autotask. Billing milestones define tangible work or measured progress that must be completed before billing can take place. I changed some values just in case they are sensitive. This entity's purpose is to describe a configurable alert message, associated with an account, that appears on different account-related pages. function SendLinkByMail(href) { This entity records existing associations between tags and Knowledgebase articles in Autotask. If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. The function of this entity is to describe the relationship between an asset category and a specific UDF. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. If setting equals 'Never' then the API will not require the QueueID value. function SendLinkByMail(href) { Here is the code I tried (after authenticating). https://www.autotask.com/, Press J to jump to the feed. 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. This entity describes an Autotask Service added to a Recurring Service contract. It is only available through the REST API. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. . This entity contains the attachments for the ConfigurationItems entity. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. 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. Integration vendors NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Thanks for your feedback. NAVIGATION IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. To verify and configure these settings perform the following steps. 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 . 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. function SendLinkByMail(href) { This entity contains the attachments for the. 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? If the time entry page is open for a long time, it is possible for the Status field to be changed by another user or a workflow rule. The RMA ticket category cannot be edited through the API. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. permission is required. This entity contains the attachments for the TicketNotes entity. This entity describes an Autotask Allocation Code. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. If setting equals 'RequiredWhenPrimaryResourceIdBlank', then the API will produce an error when both the QueueID and ResourceID fields are empty. Notes published . If the ticket category is associated to an SLA, then use that ID. 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). Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. 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 our SOAP API lifecycle FAQ article to learn more. I am using CyberDrain PowerShell module but I am clearly missing something. . Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity is only used by multi-currency databases. It allows users to track and manage Inventory Items created from Autotask Products that require a unique serial number. ChangeApprovalBoard must reference an active Change Approval Board. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. For detailed information, refer to The task or ticket stopwatch. A new inactive ContactID value cannot be assigned on create() or update(). The Ticket entity will support the Ticket Category: The following fields are not editable when ticket category is RMA: AccountID, InstalledProductID, TicketType. This entity's purpose is to describe a Contact associated with a ContactGroup. All fields are read-only. Both the integration user and the API-only user must have security level permission to add or edit the entity. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. This entity's purpose is to describe a line item associated with an Expense Report entity. Access to version 1.6 will deactivate in Q4 2024. Phases allow users to break projects into sub-groups of project tasks. Open the Kaseya Helpdesk. 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. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. What could be the reason? 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. In Autotask, you can create ticket categories that are identified as API-Only. SubIssueType is associated with an Issue and the available SubIssueType picklist items are specific to the associated IssueType. Please open the solution (the C# one) in Visual Studio and work with the sample code there. This entity describes an Autotask Task. 4. The returned body will be super useful going forward if you can get it though! The DomainRegistrars entity contains WHOISdetails for Domain assets. Is it possible to rotate a window 90 degrees if it has the same length and width? Calculated in hours only. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. The configurationItemType associates one or more user-defined fields with assets of the same type. This entity describes notes created by an Autotask user and associated with a Product entity. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. 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. This entity contains the attachments for the ProjectNotes entity. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. When an inventory product is manually created, stocked items are also created. This is by far the best wrapper for the SOAP API. This entity is only used by multi-currency databases. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. In Autotask, the account team associates resources with an account. Everything else looks correct! Resources receive assignment to one or more roles through their department and queue associations. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. Where does this (supposedly) Gibson quote come from? Tasks are associated with a Project and define work that must be done. Refer to Autotask Integration and Monitors. The 'YYYYMMDD' value must be a date less than or equal to today's date. 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. Want to learn about upcoming enhancements? This entity describes an Autotask Contact. If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. Head on over to our Community Forum! Head on over to our Community Forum! If you edit a note or time entry that is associated with existing attachments, they appear in a separate Attachments section. /*]]>*/Want to tell us more? Set up a mailbox in Autotask. function SendLinkByMail(href) { Either click the template or click. An error message indicates that Service Request tickets cannot be associated with a problem ticket. The Administrative Email Address for Action-Required Notifications should be an email address that does not create tickets in your Autotask. You use it to override your company's standard role rate for labor tracked against the contract. Autotask creates a ticket. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. IMPORTANT Selecting a form template is the equivalent of manually populating the form. This entity represents articles created by Knowledgebase users in Autotask. This entity's purpose is to describe a Resource - Role - Department relationship. Every time i get a very helpful "Internal Server Error" message back, nothing else. In this section, you add new attachments. 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. /*
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