Gospel Group The Nightingales, Articles A

This entity represents articles created by Knowledgebase users in Autotask. This entity's purpose is to describe a line item associated with an Expense Report entity. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. NOTE Although the Autotask interface now allows multiple resources on a ticket, the current versions of the Web Services API do not support this feature. NOTE This field is visible only if Co-managed Help Desk is enabled on the Activation page, and only shown to resources who are not co-managed. If you select a different note type, keep in mind that it might be set to a different Publish option. window.open(uri); Open the Datto Help Center. Autotask REST API resources The assets associated with Knowledgebase articles are recorded in this entity. Need troubleshooting help? Log into Autotask and navigate to the menu on the left and click on Admin This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. /*]]>*/Want to tell us more? This entity's purpose is to describe a billing Role that has been excluded from a Contract. This entity contains checklist items related to documents in Autotask. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. The Entities list provides a link to additional information about the entity and its standard Autotask fields. Want to learn about upcoming enhancements? Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. } This entity's purpose is to describe an asset category. /*]]>*/Want to tell us more? A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). How to connect Autotask + Microsoft Excel - Zapier The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. This entity's purpose is to describe a cost associated with an Autotask Project. This entity contains attachments for Knowledgebase articles in Autotask. Tasks are associated with a Project and define work that must be done. 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. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. Refer to API-only Ticket Categories. Changes made to the Contract by using the ContractServiceAdjustment entity affect only the quantity of units. The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. In Autotask, the account team associates resources with an account. 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. /*]]>*/Want to tell us more? This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. Head on over to our Community Forum! This resource describes key business details for the Autotask Company 0, the Autotask user's company account. Create Ticket Note. Autotask Service Bundles group multiple Services for purchase. Either click the template or click. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Click New; Tip - click the images to make them larger The status code getting printed here is 401! A resource must have at least one role assignment. Reddit and its partners use cookies and similar technologies to provide you with a better experience. Autotask: Ticketing and Asset Tracking Integration This includes the category field itself. Connect and share knowledge within a single location that is structured and easy to search. } Cost items can be billable or non-billable. This entity is only used by multi-currency databases. If setting equals 'Never' then the API will not require the QueueID value. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. window.open(uri); var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Namely the VS solutions are here. Open the Kaseya Helpdesk. This entity contains attachments for the Projects entity. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Tickets where Type = Service Request cannot be associated with a ProblemTicket ID. ConfigurationItemWebhookExcludedResources. 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. The purchase approval option is available through Autotask procurement. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. Setting Up the Autotask API Integration with CloudRadial The function of this entity is to describe the associations between Change Request tickets and both Incidents and Problems. Refer to The Rich Text editor to learn more. Most of the values were taken from an existing ticket. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Is it possible to rotate a window 90 degrees if it has the same length and width? When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. For more information, refer to. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. The configurationItemType associates one or more user-defined fields with assets of the same type. This entity's purpose is to describe a billing role that is excluded from the contract to which the set applies. For the Autotask REST API, the Read-Only and Required field attributes have the following meanings: It is possible for a field to be both Read-Only and Required. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity describes the Resource Role and Department association. This entity surfaces the Autotaskversion number. function SendLinkByMail(href) { Every time i get a very helpful "Internal Server Error" message back, nothing else. How to Configure Datto (AutoTask) PSA - RocketCyber ChangeApprovalStatus can only be set to Requested or Assigned. This entity contains notes for Knowledgebase articles in Autotask. To verify and configure these settings perform the following steps. If you close without saving, the attachments will not be uploaded or attached to the parent entity. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. TicketCategory - Autotask It will not appear on the New Ticket Note or New Ticket Time Entry form. Refer to the previous bullet point. Here is the code I tried (after authenticating). 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 you open this dialog box or page from the Edit [Entity] page, the section containing this field will not appear, and this field will not be editable. If an association is removed from a resource and that pairing is set as the default, that default is not removed. window.open(uri); When an inventory product is manually created, stocked items are also created. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. /*]]>*/Want to tell us more? To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Resources receive assignment to one or more roles through their department and queue associations. 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. 1. Want to learn about upcoming enhancements? } Any unsaved changes in those areas will be kept. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. Creates a ticket note. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type 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. PDF Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal Any existing Change Request tickets can be edited. The Status field is required on all tickets and project tasks, regardless of category. 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. This entity contains attachments for the Tasks entity. Did any DOS compatibility layers exist for any UNIX-like systems before DOS started to become outmoded? If it is selected, you can update the status of all incidents. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity's purpose is to describe a serial number associated with an Inventory Item. [CDATA[*/ This entity represents associations between asset categories and documents in Autotask. The id field belongs to each entity and acts as the unique identifier. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. GitHub - KelvinTegelaar/AutotaskAPI: Autotask 2020.2 REST API A project defines and organizes a group of related tasks, events, and documents. Ticket - Autotask It describes Price List information associated with a WorkTypeModifier entity. This entity contains attachments for documents in Autotask. Create an account to follow your favorite communities and start taking part in conversations. Field is cleared when ticket comes out of Waiting Customer status and is recalculated every time ticket goes back into Waiting Customer status. Thanks for your feedback. 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. You can only associate it with a Quote 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. Notes have a property called Note Type. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. The resources then have access to the account data when their security level allows account access at the Mine level. 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. Open the Kaseya Helpdesk. The allowed actions are specific to the field. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. /*]]>*/Want to tell us more? Head on over to our Community Forum! This entity represents documents associated with Knowledgebase articles in Autotask. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. For more information, refer to Notification panel. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. Want to talk about it? Open the Kaseya Helpdesk. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Wherever it is available, it tracks essential information about the record. This field is editable for tickets whose ticket category is 'RMA.' An error message indicates that Service Request tickets cannot be associated with a problem ticket. The status field describes how close a ticket is to resolution, or how close a task is to completion. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. Thanks for your feedback. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. REST API supportability and query thresholds If you find a defect in the API. But does anyone know what should be used to create a ticket? Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? This entity describes one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID).