By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. This entity's role is to describe any sort of note created by an Autotask user and associated with a Company entity as opposed to a Ticket Note. This entity describes a ticket category applied to tickets in Autotask to specify features and fields that appear on the ticket detail. This entity describes an Autotask Ticket. After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . All fields are read-only. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. window.open(uri); 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 records existing associations between tags and Knowledgebase articles in Autotask. This entity describes an Autotask Subscription. 4. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. The name of the user who is filling the role is added to the role name. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. If the user sends content back to an unsupported entity, the Rich Text and all images it contains will be lost. Either click the template or click. Most of the values were taken from an existing ticket. I am using CyberDrain PowerShell module but I am clearly missing something. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). [CDATA[*/ This entity's purpose is to describe a payment amount applied to a Retainer type contract and sets the time period covered by the purchase. An allocation code represents one of six billing item categories: Work Types and Internal Allocation Codes (. We then put time entries in through Autotask. Write. This entity's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. 4. 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. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. This entity describes an Autotask Payment Term. If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. Change request tickets are part of the Autotask Change Management feature set. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. 'Mine + Accounts' will be treated as 'None.' This entity enables you to decrease inventory counts associated with the InventoryProducts entity. IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. Namely the VS solutions are here. If it does not exist, the ContractIDwill be set to null. 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 represents associations between, This entity represents articles associated with. This entity's purpose is to describe a modular component that can be added to any ticket or task. 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. A new inactive ContactID value cannot be assigned on create() or update(). Have an idea for a new feature? They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. Enter your API credentials and then click Connect. 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. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. Need troubleshooting help? 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. 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. A resource must have at least one role assignment. This entity describes an Autotask Contract Block which represents a block of hours purchased for a Block Hour type Contract. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. From the pull-down menu, All active note types of the category Task are available, plus the current selection even if it is inactive. 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. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. function SendLinkByMail(href) { /**/Want to tell us more? For detailed information, refer to The task or ticket stopwatch. This entity's purpose is to describe a grouped set of Holiday entities assigned to an Autotask Internal location and used in tracking internal time off. This entity's purpose is to describe a note associated with an Autotask Contract. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. This object describes list items added to a check list on an Autotask ticket. The selected recipients are added to the To: field; CC: and BCC: fields are not populated. 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. This entity defines a user-defined field (UDF) in Autotask. /*]]>*/Want to tell us more? [CDATA[*/ It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. Log into Autotask and navigate to the menu on the left and click on Admin } Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. This entity contains notes for documents in Autotask. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. The ArticlePlainTextContent entity contains the plain text version of body content held by a Knowledgebase article. These are referred to as Reference fields. This selection opens a page that contains a subset of the fields documented above. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. 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. Resources receive assignment to one or more roles through their department and queue associations. It describes whether a ServiceBundle 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. It allows developers to use the API to implement multi-tier approval for Autotask time entries. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity represents time off requests submitted by Autotaskusers. function SendLinkByMail(href) { For more information, refer to. This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. The status field describes how close a ticket is to resolution, or how close a task is to completion. This entity contains attachments for the Tasks entity. 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. Create an account to follow your favorite communities and start taking part in conversations. LOB security is respected in the API. /*]]>*/Want to tell us more? ChangeApprovalBoard must reference an active Change Approval Board. They are saved as replies to the note or time entry they are added to. This entity describes an Autotask Resource. You can also retrieve this information with the Web Services API call The getEntityInfo() SOAPAPIcall. 2. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. This entity describes notes created by an Autotask user and associated with a Task entity. Can airtags be tracked from an iMac desktop, with no iPhone? This entity describes list items added to a check list on an Autotask ticket or task. NOTE If Knowledgebase is enabled and the ticket is used to create a Knowledgebase article, the contents of the Resolution field appear in the article. Provide feedback for the Documentation team. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. This entity enables you to increase inventory counts associated with the InventoryProducts entity. Want to learn about upcoming enhancements? This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. Here is the code I tried (after authenticating). This field is not filterable for tickets in the API. window.open(uri); The date/time stamp indicates the date and time the status was last refreshed from the task or ticket. 3. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. This entity describes an Autotask Shipping Type. This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. You can make this a default setting. Access to version 1.6 will deactivate in Q4 2024. window.open(uri); 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. 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. Visit the Ideas forum! This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. In Autotask, the account team associates resources with an account. Security: This check box is available even if users do not have permission to edit tickets. IssueType and SubIssueType are never required in the API. Such ticket categories are hidden everywhere you select a ticket category . This entity describes an Autotask Inventory module Purchase Order. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. The function of this entity is to describe the tax rate for a specific billing item. The InventoryProducts entity is the container where you define inventory location, minimum and maximum stocking levels, and can see the summary of the product (Available, Reserved, etc.). This entity describes an Autotask Service added to a Recurring Service contract. Create a Ticket in Autotask using Powershell 27 Aug 2015. It represents any organization with which you do business. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. Incidents on Change Request tickets will not be updated. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity contains the attachments for the ConfigurationItemNotes entity.
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