From the main navigation menu click Admin/Features & Settings. The function of this entity is to describe the default settings for fields associated with the specified ticket category. NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. They are required in the UI only if the system setting 'Require Issue and Sub-Issue on tickets' is enabled. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. This entity is only used by multi-currency databases. Update Status on {#} incident(s) (tickets only). If a ticket has TicketType not equal to 'Change Request' and it has data in one or more the fields that are exclusive to Change Request tickets, then the ticket can be saved. The ticket category controls which fields appear here and in what order. Thanks for your feedback. This entity contains attachments for the Tickets entity. }
Autotaskwill automatically assign the record number that follows the prefix. This entity describes an Attachment in Autotask. The resources then have access to the account data when their security level allows account access at the Mine level. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Write. You can only create it; you cannot query or update it. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. Resources receive assignment to one or more roles through their department and queue associations. Refer to Creating Knowledgebase articles from tickets. The template corresponding to the speed code will be highlighted automatically. Enter your API credentials and then click Connect. LOB security is respected in the API. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. Come try it. An error message indicates that Service Request tickets cannot be associated with a problem ticket. This entity contains checklist items related to documents in Autotask. Tasks are associated with a Project and define work that must be done. A Contract Rate is associated with a Role and is specific to a contract. A ticket can have additional assets even if there is no primary asset. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
If setting equals 'Always', the API will always require the QueueID value. A project defines and organizes a group of related tasks, events, and documents. 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. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. 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. This entity contains the attachments for the CompanyNotes entity. The function of this entity is to describe the mapping of the contact to the contract billing rule. 3. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. As you save each attachment, it will appear on the attachment grid. Autotask now allows Role to be inactivated. window.open(uri);
This entity contains the attachments for the ExpenseReports entity. Visit our SOAPAPIlifecycle FAQ article to learn more. ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). The API currently exposes the following entities. https://www.autotask.com/, Press J to jump to the feed. This entity contains the attachments for the TimeEntries entity. /*]]>*/Want to tell us more? Access to version 1.6 will deactivate in Q4 2024. This entity describes an Autotask Service Bundle added to a Recurring Service contract. This entity describes an Autotask SubscriptionPeriod. A cost is a billing item for products or materials. For example, although the client can create certain resources, not all resources accept a create call. This data will not change during update operations. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. On update(), InstalledProduct.ID cannot be updated to an InstalledProduct where InstalledProduct.AccountID Ticket.AccountID. Also create Note/Attachment on # incident(s) (tickets only). This entity contains notes for documents in Autotask. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. function SendLinkByMail(href) {
This entity contains the attachments for the. This entity describes an Autotask Contact. This entity's purpose is to describe a Country as defined in the Autotask CRM module. This entity describes an Autotask Ticket. 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). Refer to. This selection opens a page that contains a subset of the fields documented above. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. For example, when updating an entity, you may not be able to update all fields within the entity. Log into Autotask and navigate to the menu on the left and click on Admin Creating titles using key words will allow you to find notes later in lists and searches. This entity describes an Autotask Company. window.open(uri);
By accepting all cookies, you agree to our use of cookies to deliver and maintain our services and site, improve the quality of Reddit, personalize Reddit content and advertising, and measure the effectiveness of advertising. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. What could be the reason? It determines a customer's total taxes on billing items. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. Head on over to our Community Forum! The entity header identifies the parent entity the note or time entry is associated with. 'Mine + Accounts' will be treated as 'None.' Head on over to our Community Forum! On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Calculated in hours only. Want to talk about it? This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. This entity describes an Autotask Project. This entity's purpose is to describe a transaction where a specified quantity of a Purchase Order Item is 'received,' that is, debited from the Quantity value of the associated Purchase Order Item and added to the Quantity On Hand value of the Inventory Item. Where does this (supposedly) Gibson quote come from? It allows you to create, query, and update expense line items through the API. If no asset or contract SLA, then check the Ticket Category. This entity contains the categories that hold Knowledgebase articles in Autotask. This entity describes an Autotask project task assigned to a service call. This entity allows all items in a checklist library to be added to a ticket. A Contact is an individual associated with a Company. Create Ticket Note. This entity contains attachments for documents in Autotask. Refer to Webhooks (REST API). The ticket must be associated to either the contact's account or any of its child accounts. Visit the Ideas forum! }
This entity enables you to decrease inventory counts associated with the InventoryProducts entity. /*Timestamp format article. It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. From the pull-down menu, Verify you support email. Resource access URLs for all entities appear in the next section of this article. rev2023.3.3.43278. NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. When an inventory product is manually created, stocked items are also created. 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. If ChangeApprovalStatus = Assigned, user can change it to Requested (only). Refer to Finding resource and child access URLs of REST API entities to learn how to locate these paths. Provide feedback for the Documentation team. the URL but request it using, Create Tickets in autotask using REST api in python, webservices.autotask.net/atservicesrest/v1.0/, How Intuit democratizes AI development across teams through reusability. This object describes a payment amount applied to the purchase of (or pre-payment for) one or more Service Desk Tickets through a Per Ticket Contract. On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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 . It represents any organization with which you do business. Refer to Note Titles. The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. This entity describes list items added to a check list on an Autotask ticket or task. This entity describes an Action Type assigned to a CRM Note or To-Do. The API can complete a ticket that has one or more incomplete 'Important' Checklist items. An inventory product represents a set of stocked items that share a product and a location. When the Organizational Structure is enabled in Autotask, this object describes an organizational structure Branch. This entity's purpose is to describe a Resource - Role relationship. This entity describes an Autotask resource assigned to a ticket that is assigned to a service call. About note types. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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.