2023
05.04

autotask api create ticket

autotask api create ticket

IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. Update Status on {#} incident(s) (tickets only). 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. This entity describes list items added to a check list on an Autotask ticket or task. This entity describes an Autotask Ticket. Access to version 1.6 will deactivate in Q4 2024. Tasks are associated with a Project and define work that must be done. Refer to Creating Knowledgebase articles from tickets. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. The status field describes how close a ticket is to resolution, or how close a task is to completion. On create(), Priority must be an active priority. We then put time entries in through Autotask. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. You can only create it; you cannot query or update it. 5. This entity contains the attachments for the. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Action. A Department is an association the application can use to manage resources, especially when assigning project tasks. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). This entity describes the Resource Role and Department association. Quote Items define a line item added to an Autotask Quote. 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. All users can view attachments they uploaded. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. It describes whether an Allocation Code of type Material Code 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. 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 . Tickets define service requests within the Autotask system. 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 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. } Visit our SOAPAPIlifecycle FAQ article to learn more. 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. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Is there a proper earth ground point in this switch box? Where does this (supposedly) Gibson quote come from? } Only form templates that are available to all selected tickets categories can be selected. The REST API permits you to retrieve values for all entity UDFs via the query method. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. The allowed actions are specific to the object. This entity describes detailed information about on-hand. Thanks for your feedback. A Contract Rate is associated with a Role and is specific to a contract. This object describes general information for a survey generated by Autotask. /*]]>*/Want to tell us more? It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. 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. It describes whether a Service 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. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. 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. 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. The resources then have access to the account data when their security level allows account access at the Mine level. This entity describes notes created by an Autotask user and associated with a Task entity. Want to talk about it? Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This selection opens a page that contains a subset of the fields documented above. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. 'Mine + Accounts' will be treated as 'None.' After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This entity describes an Autotask Quote Item. Have an idea for a new feature? This entity defines a user-defined field (UDF) in Autotask. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Making statements based on opinion; back them up with references or personal experience. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. I am using CyberDrain PowerShell module but I am clearly missing something. This section will be expanded if the note or time entry has at least one attachment. This entity represents company (account)categories in Autotask. The Status field is required on all tickets and project tasks, regardless of category. IMPORTANT Fields that are not visible cannot be validated. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. To open the page, use the path (s) in the Security and navigation section above. window.open(uri); 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. Thanks for your feedback. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. 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. Thanks for your feedback. Namely the VS solutions are here. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. To verify and configure these settings perform the following steps. 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. 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. [CDATA[*/ What is a word for the arcane equivalent of a monastery? When querying, a small number of entities contain fields that you cannot query. Refer to Autotask Integration and Monitors. window.open(uri); To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity's purpose is to describe a cost associated with an Autotask Project. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. 3. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. NOTE Not all entities use UDFs. The purchase approval option is available through Autotask procurement. ServiceLevelAgreementPausedNextEventHours. A project defines and organizes a group of related tasks, events, and documents. Want to talk about it? Visit the Ideas forum! This entity's purpose is to describe a resource assigned to a task but not as the primary resource. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Visit the Ideas forum! window.open(uri); If ChangeApprovalStatus = Requested, user can change it to Assigned (only). On the incidents, the Internal Notes are created as a reply to the Summary Notes. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). If the Contract is associated to an SLA, then use that ID. This entity represents documents associated with Knowledgebase articles in Autotask. The API user security level has access to contact impersonation for tickets. Refer to Webhooks (REST API). 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. In Autotask, you can create ticket categories that are identified as API-Only. 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 Notification, as listed in the Notification History page. The change request approval process is part of the Autotask Change Management feature set. 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". UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Visit the Ideas forum! The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Come try it. To use a speed code, enter it in the field. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity describes an Autotask project Phase. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. An error message indicates that Service Request tickets cannot be associated with a problem ticket. 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. Refer to API-only Ticket Categories. 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 This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. /*

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2023
05.04

autotask api create ticket

IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. Update Status on {#} incident(s) (tickets only). 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. This entity describes list items added to a check list on an Autotask ticket or task. This entity describes an Autotask Ticket. Access to version 1.6 will deactivate in Q4 2024. Tasks are associated with a Project and define work that must be done. Refer to Creating Knowledgebase articles from tickets. A company's category determines the layout of the entity's pages, which fields are visible, and which picklist options are available. The status field describes how close a ticket is to resolution, or how close a task is to completion. On create(), Priority must be an active priority. We then put time entries in through Autotask. Create Tickets in autotask using REST api in python Ask Question Asked 7 months ago Modified 7 months ago Viewed 145 times 0 I am new to autotask. You can only create it; you cannot query or update it. 5. This entity contains the attachments for the. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Action. A Department is an association the application can use to manage resources, especially when assigning project tasks. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. This object describes Autotask Assets (previously known as Configuration Items), other than the primary Assets (Ticket.configurationItemID). This entity describes the Resource Role and Department association. Quote Items define a line item added to an Autotask Quote. 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. All users can view attachments they uploaded. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. It describes whether an Allocation Code of type Material Code 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. 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 . Tickets define service requests within the Autotask system. 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 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. } Visit our SOAPAPIlifecycle FAQ article to learn more. 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. Set up the Autotask trigger, and make magic happen automatically in Microsoft Excel. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Is there a proper earth ground point in this switch box? Where does this (supposedly) Gibson quote come from? } Only form templates that are available to all selected tickets categories can be selected. The REST API permits you to retrieve values for all entity UDFs via the query method. The impersonated resource must have permission to act as configured in the other sections on the Edit Security Level page. The allowed actions are specific to the object. This entity describes detailed information about on-hand. Thanks for your feedback. A Contract Rate is associated with a Role and is specific to a contract. This object describes general information for a survey generated by Autotask. /*]]>*/Want to tell us more? It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. 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. It describes whether a Service 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. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 . By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. 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. 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. The resources then have access to the account data when their security level allows account access at the Mine level. This entity describes notes created by an Autotask user and associated with a Task entity. Want to talk about it? Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. This selection opens a page that contains a subset of the fields documented above. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. 'Mine + Accounts' will be treated as 'None.' After you create the API key, login to your Autotask instance, hover over the Autotask button in the top left corner then . If your company uses Datto RMM, and you have integrated it with Autotask, you can configure monitors to create tickets in Autotask. This entity describes an Autotask Quote Item. Have an idea for a new feature? This entity defines a user-defined field (UDF) in Autotask. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. Making statements based on opinion; back them up with references or personal experience. Basic Incoming Email Processing is available to all Autotask customers at no additional cost, and includes: The Add Ticket Email Service (ATES) mailbox, which is already set up One additional active custom mailbox. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. I am using CyberDrain PowerShell module but I am clearly missing something. This section will be expanded if the note or time entry has at least one attachment. This entity represents company (account)categories in Autotask. The Status field is required on all tickets and project tasks, regardless of category. IMPORTANT Fields that are not visible cannot be validated. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. To open the page, use the path (s) in the Security and navigation section above. window.open(uri); 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. Thanks for your feedback. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. This entity describes the refund or credit charge that generates when the RMA is set as Authorized on a ticket with the RMA ticket category. 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. Thanks for your feedback. Namely the VS solutions are here. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. To verify and configure these settings perform the following steps. 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. 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. [CDATA[*/ What is a word for the arcane equivalent of a monastery? When querying, a small number of entities contain fields that you cannot query. Refer to Autotask Integration and Monitors. window.open(uri); To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity's purpose is to describe a cost associated with an Autotask Project. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. 3. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. NOTE Not all entities use UDFs. The purchase approval option is available through Autotask procurement. ServiceLevelAgreementPausedNextEventHours. A project defines and organizes a group of related tasks, events, and documents. Want to talk about it? Visit the Ideas forum! This entity's purpose is to describe a resource assigned to a task but not as the primary resource. If the setting Enable [Entity] Stopwatch is cleared for the entity category, the stopwatch will not appear. Visit the Ideas forum! window.open(uri); If ChangeApprovalStatus = Requested, user can change it to Assigned (only). On the incidents, the Internal Notes are created as a reply to the Summary Notes. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). If the Contract is associated to an SLA, then use that ID. This entity represents documents associated with Knowledgebase articles in Autotask. The API user security level has access to contact impersonation for tickets. Refer to Webhooks (REST API). 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. In Autotask, you can create ticket categories that are identified as API-Only. 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 Notification, as listed in the Notification History page. The change request approval process is part of the Autotask Change Management feature set. 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". UPDATE: I have published an updated version of this article based on our new PowerShell module for Autotask. Visit the Ideas forum! The client can access and act on the entity's field parameters: supplying, updating, or deleting the field data. Come try it. To use a speed code, enter it in the field. Getting an API User setup, along with the keys, will set us up to establish a link between CloudRadial and Autotask so that they can share information back and forth. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. This entity describes an Autotask project Phase. It does not describe transactions where an Inventory Item is associated with a Company as an Asset. An error message indicates that Service Request tickets cannot be associated with a problem ticket. 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. Refer to API-only Ticket Categories. 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 This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. /*Does Abbey Holmes Have A Baby, Articles A

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