autotask api create ticket
The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. 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. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. It describes whether a Product 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. 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 table describes the standard Autotask field objects for this entity. Thanks for your feedback. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? This entity's purpose is to describe a note associated with an Autotask Contract. Append to Resolution on # incident(s) (tickets only). Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. This entity describes visual identifiers that you can use to categorize and search for Companies. 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. Thanks for your feedback. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. This entity contains attachments for documents in Autotask. You can create additional mailboxes, but you won't be able to activate them. Form templates follow the limitations of the currently applied category and the user's security settings. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. This entity describes results and information for a survey generated by Autotask. This entity describes notes created by an Autotask user and associated with a Task entity. Although you can query this entity, it contains one or more fields that are not queryable. This object describes notes created by an Autotask user and associated to a Project entity. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Create Tickets in autotask using REST api in python This entity represents time off requests submitted by Autotaskusers. 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. This entity manages the tags associated with tickets in Autotask. The entity exists for billing use purposes. The name of the user who is filling the role is added to the role name. Change request tickets are part of the Autotask Change Management feature set. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. This entity contains the attachments for the TicketNotes entity. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. That InstalledProduct must also reference a Product that is EligibleForRma. If no asset or contract SLA, then check the Ticket Category. This entity describes an Autotask Contract Rate. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? A new inactive ContactID value cannot be assigned on create() or update(). This entity's purpose is to describe a deliverable item that represents a pre-defined unit of work performed for a set price and billed at regular intervals; for example, a 'Disk Backup' performed for one computer. In the Quick Notification (Notify via "To") section, you can use check boxes to quickly add common role-based notification recipients to the note or time entry notification email. Refer to Forwarding and modifying tickets. They are saved as replies to the note or time entry they are added to. Phases allow users to break projects into sub-groups of project tasks. This entity's purpose is to describe a Resource - Role - Queue relationship. 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. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. The Status defaults to the current status of the parent entity when the page or dialog box is opened. function SendLinkByMail(href) { To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Refer to Adding and managing attachments. This entity's purpose is to describe a geographic area where billing items have the same tax rate. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity contains the attachments for the ConfigurationItems entity. function SendLinkByMail(href) { These are referred to as Reference fields. A ticket can have additional assets even if there is no primary asset. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. Head on over to our Community Forum! If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. Invoice templates define the appearance and content of an invoice generated by Autotask. If the ticket category = 'RMA', and no value is supplied for the Contact field, it will be set to the contact of the supplied asset. window.open(uri); 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. TicketCategory default values will be applied unless another value is passed in. This entity contains attachments for the Tasks entity. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. A resource can be associated with multiple LOBs; entities cannot. Tickets and project tasks share the same list of statuses. Some entities support file attachments. 3. /*Autotask: Line of Business (LOB) Key Things to Know If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Logon to the Datto (AutoTask) PSA. This entity describes an individual business unit that has an association with a company in Autotask. Invoices include Billing Items that have been approved and posted and are being billed to a customer or presented for information purposes only. If a status or quick edit field supplied by the dialog fields conflicts with an unsaved change on the Edit Ticket page, the dialogs value will be used.Information on the Insights panel will not be updated until that task or ticket is saved. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. 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 In Autotask, you can create ticket categories that are identified as API-Only. 4. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. function SendLinkByMail(href) { This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. Tickets define service requests within the Autotask system. Have an idea for a new feature? Want to learn about upcoming enhancements? Configure automatic ticket creation for Workplace Manager - Datto This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Available in the UI only when the installed module is enabled. 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. 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. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. Head on over to our Community Forum! If an association is removed from a resource and that pairing is set as the default, that default is not removed. Have an idea for a new feature? Create Quote. The Note Type field defaults to Task Summary. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. [CDATA[*/ This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. Each of the entities inherits from the Autotask base class Entity. Autotask Customer Satisfaction Surveys, One-Click CSAT or CES Ticket By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. If you send the content back, the Rich Text and all images that it contains will be lost. Notes published . 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. To learn more, see our tips on writing great answers. Does anyone have sample code for how to create a ticket using the REST API. This entity contains ticket associations for documents in Autotask. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. [CDATA[*/ The API user security level has access to contact impersonation for tickets. /*REST API: User-defined fields (UDFs) - Autotask This entity contains attachments for the Companies entity. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message.
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