It was a requirement for soap though as the other reply says. This entity enables you to decrease inventory counts associated with the InventoryProducts entity. This entity contains the attachments for the CompanyNotes entity. 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. This field is not filterable for tickets in the API. Head on over to our Community Forum! The purchase approval option is available through Autotask procurement. This entity describes an adjustment to the quantity of units of a Contract Service entity that are added to a Recurring Service Contract. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. If you want your integration users' names to show on the entity, follow these steps: This example adds an impersonated user to a request's headers. Click Get current values to update field values. This entity represents associations between, This entity represents articles associated with. This object associates a Product entity with a PurchaseOrder entity. /*]]>*/Want to tell us more? There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. The id field belongs to each entity and acts as the unique identifier. 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. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Thanks for your feedback. This entity is only used by multi-currency databases. Every attempt gives me a 500 server error. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). This entity describes an Attachment in Autotask. I am new to autotask. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. 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 Autotask Company Contact that has access permissions for the Client Access Portal. Have an idea for a new feature? This entity describes an Autotask Quote Template that defines the content and appearance of an Autotask Quote. Cost items can be billable or non-billable. 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. Log into Autotask and navigate to the menu on the left and click on Admin 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. Entity details You can also retrieve this information with the Web Services API call The getEntityInfo () SOAP API call. Thanks for your feedback. This entity allows all items in a checklist library to be added to a ticket. /*]]>*/Want to tell us more? var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; [CDATA[*/ The API currently exposes the following entities. ServiceLevelAgreementPausedNextEventHours. This entity describes visual identifiers that you can use to categorize and search for Companies. When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. The allowed actions are specific to the object. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. Create a new record or update an existing record in your app. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. The value you select will be set as the status of the parent entity when the dialog box or page is saved. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. The current data is loaded when the section is first expanded. You can make this a default setting. function SendLinkByMail(href) { This entity describes an Autotask Time Entry. , This field is editable for tickets whose ticket category is 'RMA.'. This entity represents company (account)categories in Autotask. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). 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. This entity describes notes created by an Autotask user and associated with a Task entity. Logon to the Datto (AutoTask) PSA. This entity represents documents associated with Knowledgebase articles in Autotask. UDF changes are included in the criteria for updating LastTrackedModificationDate. This entity's purpose is to describe a Contact associated with a ContactGroup. Refer to Time Entry/Note Quick Edit Fields. The function of this entity is to describe the Ticket History, which tracks changes to the fields of the ticket entity, as well as the fields of any Service Level Agreement associated with the ticket. The fields that do appear show the following differences: A Keep Current option is available and is the default. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. This resource describes key business details for the Autotask Company 0, the Autotask user's company account. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . The function of this entity is to describe the tax rate for a specific billing item. 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. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). Please open the solution (the C# one) in Visual Studio and work with the sample code there. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity describes the pricing and costing tiers for a specific billing product on the Product table. The ticket category controls which fields appear here and in what order. About note types. /*]]>*/Want to tell us more? If a law is new but its interpretation is vague, can the courts directly ask the drafters the intent and official interpretation of their law? UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Invoice templates define the appearance and content of an invoice generated by Autotask. A billing item may or may not be included in an invoice and billed to the customer. It represents any organization with which you do business. A project defines and organizes a group of related tasks, events, and documents. This entity defines a user-defined field (UDF) in Autotask. How to follow the signal when reading the schematic? Verify you support email. Zapier's automation tools make it easy to connect Autotask and Microsoft Excel. It determines a customer's total taxes on billing items. This object describes list items added to a check list on an Autotask ticket. NOTE If the APIuser does not have the Contracts impersonation option enabled, it will be unable to specify custom values for the AttachedByContactIDand the CreatedByContactIDfields. 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. This entity describes an Autotask Shipping Type. For additional information, refer to. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. A shipping type defines a carrier for a product shipment. 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. I have taken the Resource location "15" from the below page on autotask because while creating the api user I have selected the location as "Headquarters". 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? Autotask is a one solution ticketing system for managing your IT business that integrates with N-able N-central enabling you to map customers between both systems and share asset information for ticket creation, configure automatic ticket creation and bundle accounts in Autotask for billing. If you close without saving, the attachments will not be uploaded or attached to the parent entity. You can only create it; you cannot query or update it. Review the setting of the Internal Only check box. /*]]>*/Want to tell us more? Have an idea for a new feature? This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Additionally, only those statuses that are available to all selected tickets categories are available for selection. 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. It will not appear on the New Ticket Note or New Ticket Time Entry form. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. Thanks for your feedback. REST API supportability and query thresholds If you find a defect in the API. It can be a separate physical location or a division or agency operating in the same physical location as the company. 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. [CDATA[*/ This entity's purpose is to describe an asset category. A subreddit for users of Autotask Professional Services Automation tool. This entity describes an Autotask Contract. window.open(uri); Notes have a property called Note Type. On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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 represents associations between assets and documents in Autotask. Only the incidents of problem tickets will have their status updated. 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 Service entity assigned to a ServiceBundle entity. For information about the currently-available entities and fields, consult the individual descriptions in the section of this article. All fields are read-only. 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's purpose is to describe a template that defines the content and appearance of an Autotask Invoice. 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'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. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Refer to Note Titles. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. This entity's purpose is to describe a transaction where a specified quantity of one Inventory Item entity transfers from the items currently assigned Inventory location to another Inventory location. This entity describes an Autotask Role. The New and Edit pages for each entity feature a notification panel that is accessed from a persistent handle at the bottom of the page. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. import requests. From the Autotask Home page toolbar, select Help. This object describes general information for a survey generated by Autotask. window.open(uri); var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity represents articles created by Knowledgebase users in Autotask. This entity describes notes created by an Autotask user and associated with a Product entity. Is there a proper earth ground point in this switch box? Action. 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. The company handles all billing for the business unit. Refer to WebhookExcludedResources (REST). This entity is only used by multi-currency databases. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. ChangeApprovalBoard must reference an active Change Approval Board. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. Step 1: Creating an API User and Getting API Keys from Autotask (REST API) Why are we doing this? This entity describes results and information for a survey generated by Autotask. The function of this entity is to describe the default settings for fields associated with the specified ticket category. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. DocumentConfigurationItemCategoryAssociations. Resources receive assignment to one or more roles through their department and queue associations. All users can view attachments they uploaded. I changed some values just in case they are sensitive. I use the Powershell API to create tickets based on an Excel spreadsheet. This entity surfaces the Autotaskversion number. Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. A new inactive ContactID value cannot be assigned on create() or update(). This entity's purpose is to describe a billing Role that has been excluded from a Contract. 4. Calculated in hours only. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; function SendLinkByMail(href) { The following table describes the standard Autotask field objects for this entity. 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). They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. Update Status on {#} incident(s) (tickets only). Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. Any unsaved changes in those areas will be kept. Easily create an Autotask survey Easy copy/paste process takes less than 5 minutes Including survey in existing notifications means no extra emails for your clients Sync Autotask ticket details with feedback Gain further context about feedback by retrieving ticket info through the Autotask API.