This entity defines a user-defined field (UDF) in Autotask. Refer to Creating Knowledgebase articles from tickets. When you enable the Organizational Structure feature in Autotask, this object describes an organizational structure Line of Business. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. A time entry allows an Autotask resource to enter ticket and task time (Labor) and general or regular time (non-customer facing time). This entity contains the attachments for the. CreatorResourceID can return a ContactID. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. 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. A new inactive ContactID value cannot be assigned on create() or update(). Want to talk about it? Click on the context menu bar to the left of the Standard category the, click Edit. 2. An error message indicates that Service Request tickets cannot be associated with a problem ticket. 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". Open the Kaseya Helpdesk. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. If you open this dialog box or page from the Edit Ticket page, this check box will not appear. I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. Some fields on Entities require an id to a parent Entity. This entity contains ticket associations for documents in Autotask. UDF changes are included in the criteria for updating LastTrackedModificationDate. I changed some values just in case they are sensitive. It controls who can view the note. /*Timestamp format article. 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. It determines a customer's total taxes on billing items. 5. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. Come try it. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. The function of this entity is to describe the mapping of the contact to the contract billing rule. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. Visit the Ideas forum! 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. A project defines and organizes a group of related tasks, events, and documents. /*Integrating with Autotask - IT Glue The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. This entity's purpose is to describe a Resource - Role - Department relationship. function SendLinkByMail(href) {
The Ticket entity can have no more than 300 UDFs. This entity's purpose is to describe a Country as defined in the Autotask CRM module. For more information about fields marked as picklists, review our Understanding picklists article. Edit: oh and for the REST API, the ID field isn't needed, just so you are aware. Notes have a property called Note Type. Can Query is not included because non-queryable fields are listed under a separate heading. Incidents on Change Request tickets will not be updated. Need troubleshooting help? This entity is only used by multi-currency databases. About an argument in Famine, Affluence and Morality, Redoing the align environment with a specific formatting. Gettings 721 tickets based on a title filter: "Title eq hello!" For example, 'T20200615.0674.'. Enable the Allow Ticket Creation Without Configuration Items option only if you do not track all monitored computers as Autotask Configuration Items. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. As you save each attachment, it will appear on the attachment grid. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Refer to Running a global notes search. An opportunity is a forecasted piece of business; an identifiable prospect that needs a product or service and offers a potential sale, project, or contract. User-defined fields are custom fields that each Autotask customer can add to their Company, Contact, Opportunity, Sales Order, Projects, Products, Assets, Ticket, and Tasktables. Creates a ticket note. Click Get current values to update field values. On notes that can become a notification email, attachments can be included. Unless otherwise noted, APIentities do not support the creation or editing of Rich Text content. Access to version 1.6 will deactivate in Q4 2024. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. One of these entities exists for every UDF that is set as visible on each asset category. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. This entity describes an approved and posted billable item in Autotask. This is by far the best wrapper for the SOAP API. Verify you support email. It mirrors the fields found on the. function SendLinkByMail(href) {
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. How do I connect these two faces together? 1. This entity describes an Autotask service call and its relationship to four other service call related entities. This entity is only used by multi-currency databases. This entity describes an Autotask Allocation Code. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. This entity describes an Autotask Quote Item. For example, when updating an entity, you may not be able to update all fields within the entity. Create Ticket Note. A Contract Rate is associated with a Role and is specific to a contract. }
If ChangeApprovalStatus = Assigned, user can change it to Requested (only). A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. In this section, you add new attachments. function SendLinkByMail(href) {
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. IMPORTANT If the New/Edit Time Entry or New/Edit Note dialog is saved on the Edit Task or Edit Ticket page, both the details panel and main canvas will be updated. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. In Autotask, sales orders are associated to Opportunities. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. It was a requirement for soap though as the other reply says. This entity contains attachments for the Companies entity. This entity contains the attachments for the ExpenseReports entity. The API-only user's security level must allow impersonation on the entity type. This entity contains the attachments for the TaskNotes entity. The function of this entity is to describe the tax rate for a specific billing item. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
This entity provides a method to track cost items generated from an Autotask Quote. This object describes Expense Reports created in Autotask; its purpose is for the submission of expense line items for approval and reimbursement. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. You can create additional mailboxes, but you won't be able to activate them. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. A ticket workflow rule with a Create Ticket Note . If you select a different note type, keep in mind that it might be set to a different Publish option. Want to talk about it? In Autotask, the account team associates resources with an account. 3. 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. Provide feedback for the Documentation team. Configure automatic ticket creation for Workplace Manager - Datto 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,
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