Each entity description includes the following information: Note that actions are governed by the permissions of the logged-in end user; for example, although a Company entity allows a create call, the logged-in end user may not have permission to create a Company entity. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity contains the attachments for the TimeEntries entity. Open the Kaseya Helpdesk. https://www.autotask.com/, Press J to jump to the feed. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. /*]]>*/Want to tell us more? Action. 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. Asking for help, clarification, or responding to other answers. /**/Want to tell us more? Refer to Web Services APIsecurity settings. If you have not clicked the Get current Status link, it will be the date and time you opened the page. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. They are also not exposed in the API or LiveReports. A resource can be associated with multiple LOBs; entities cannot. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. Head on over to our Community Forum! 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". The function of this entity is to describe the relationship between an asset category and a specific UDF. 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 describes results and information for a survey generated by Autotask. Which actions can be performed on the entity. 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. This entity represents aliases for ticket and article tags in Autotask. Both the integration user and the API-only user must have security level permission to add or edit the entity. If the ticket category was configured to display them, additional ticket fields appear in this section on time entries and notes. window.open(uri); This check box only appears for notes and time entries on problem tickets associated with one or more incidents. function SendLinkByMail(href) { window.open(uri); 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 controls who can view the note. This entity contains attachments for documents in Autotask. It can be a separate physical location or a division or agency operating in the same physical location as the company. Is there a proper earth ground point in this switch box? All text formatting and images will be lost. Come try it. Resources receive assignment to one or more roles through their department and queue associations. A WorkTypeModifier entity modifies a given Work Type BillingCode. How to follow the signal when reading the schematic? If no value is provided for Ticket.Source when a ticket is created via the API, the default Source value is returned on update. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. If the ticket catgeory = 'RMA', the TicketType is set to 'Change Request', regardless of the value that is supplied. Can airtags be tracked from an iMac desktop, with no iPhone? This entity's purpose is to describe a reusable set of roles and work types that are excluded from the contract to which the set applies. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. Resource access URLs for all entities appear in the next section of this article. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. On the Note dialog box or page, this check box is missing and the attachment inherits the setting of the note. Refer to Time Entry/Note Quick Edit Fields. They are saved as replies to the note or time entry they are added to. If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. This entity describes an Autotask Company. You can assign it to any resource and associate it with a Contract, Ticket, or Opportunity. A resource must have at least one role assignment. 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. This entity's purpose is to describe a Resource - Role relationship. Refer to WebhookFields (REST API). A Department is an association the application can use to manage resources, especially when assigning project tasks. [CDATA[*/ You can update an existing Ticket that has a Resource + Role combination that uses an inactive role. It mirrors the fields found on the. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). This entity describes an Autotask SubscriptionPeriod. Change request tickets are part of the Autotask Change Management feature set. The DomainRegistrars entity contains WHOISdetails for Domain assets. The allowed actions are specific to the field. Every attempt gives me a 500 server error. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. Invoice templates define the appearance and content of an invoice generated by Autotask. Refer to WebhookUdfFields (RESTAPI). The integration user's security level must allow impersonation of the resource. This is an event a Zap performs. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. This entity's purpose is to describe an asset category. Some fields on Entities require an id to a parent Entity. This entity allows all items in a checklist library to be added to a ticket. Thanks for your feedback. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. This entity represents ticket tag groups in Autotask. This entity describes an Autotask Contract Rate. Don't assume anything incl. API users cannot be assigned as a resource to content such as opportunities or tickets, but they can be selected as a filter on fields and in widgets that are date, time . Access to version 1.6 will deactivate in Q4 2024. An error message indicates that Service Request tickets cannot be associated with a problem ticket. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. This entity represents checklist libraries related to documents in Autotask. Available in the UI only when the installed module is enabled. We're using Power Apps to capture information and then Flow passes it to Autotask, i can pull information using GET but unable to create anything. To obtain extended information about entities and their field data, use the GET API call. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. The API will set the impersonated users name and impersonatorCreatorResourceID value as the content creator during create operations. 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. This entity describes visual identifiers that you can use to categorize and search for Companies. A new inactive ContactID value cannot be assigned on create() or update(). Calculated in hours only. This entity describes an Autotask Task. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. Visit our SOAPAPIlifecycle FAQ article to learn more. This entity describes a cost associated with an Autotask Ticket. 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. The value you select will be set as the status of the parent entity when the dialog box or page is saved. If the ticket has no associated posted items and Ticket.AccountID is changed, any associated (non-posted) Contract, TimeEntries, or TicketCosts are set to Null, along with any Service or ServiceBundle items associated with the TimeEntries or TicketCosts. In Autotask, the account team associates resources with an account. Autotask now allows Role to be inactivated. If you attempt to query these fields, you will receive an error message. If selected, the text entered into the Summary Notes or Description field will be added to the end of the Resolution field of the ticket. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. 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 describes an Autotask project Phase. ServiceLevelAgreementPausedNextEventHours. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. This entity contains the attachments for the ProjectNotes entity. But does anyone know what should be used to create a ticket? Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. Update Status on {#} incident(s) (tickets only). There is no warning. CreatorResourceID can return a ContactID. Security: This check box is available even if users do not have permission to edit tickets. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. Want to learn about upcoming enhancements? A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. NAVIGATION Billing milestones define tangible work or measured progress that must be completed before billing can take place.

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