If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. 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 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. Thanks for your feedback. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. Access to version 1.6 will deactivate in Q4 2024. The function of this entity is to describe the resources associated with a Company Team. [CDATA[*/ window.open(uri); This entity's purpose is to describe a billing milestone for an Autotask Fixed Price type Contract. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Want to talk about it? This entity describes an Autotask Ticket. Click Get current values to update field values. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. /**/Want to tell us more? This selection opens a page that contains a subset of the fields documented above. Where does this (supposedly) Gibson quote come from? Autotask Resources are employees, contractors, or consultants with access to a company's Autotask system. Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. This entity describes an approved and posted billable item in Autotask. 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". Available in the UI only when the installed module is enabled. It allows developers to use the API to implement multi-tier approval for Autotask time entries. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. 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. You can only create it; you cannot query or update it. If recipients are added or removed from the To: field on the Notification panel, the matching role-based check boxes will become selected or cleared. This object associates a Product entity with a PurchaseOrder entity. The Web Services API stores and returns all time data in Coordinated Universal Time (UTC). What could be the reason? Provide feedback for the Documentation team. 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. If an unsupported entity receives a request to update a field that contains Rich Text, the API will update the text-only version of the field and overwrite the data in the Rich Text field with plain text. I use the Powershell API to create tickets based on an Excel spreadsheet. If selected, the note's Description or the time entry's Summary Notes, Internal Notes, and any new attachments are added to the ticket's incidents, as well. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. 2. If a ticket is created with the 'RMA' ticket category via the API and no value is supplied for this field, the ticket category default value for the field will be used. The function of this entity is to describe the mapping of the Asset (Configuration Item) to the contract billing rule. For example, although the client can create certain resources, not all resources accept a create call. 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 you close without saving, the attachments will not be uploaded or attached to the parent entity. This entity's purpose is to describe a Resource - Role - Queue relationship. 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. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. function SendLinkByMail(href) { This entity describes an Autotask Role. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. 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. For detailed information, refer to The task or ticket stopwatch. Do new devs get fired if they can't solve a certain bug? 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. Resources receive assignment to one or more roles through their department and queue associations. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. 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". /*Timestamp format article. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. } Do not confuse it with Currency local term selection, which is not available when using Multi-currency. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Head on over to our Community Forum! function SendLinkByMail(href) { For more information, refer to Notification panel. This entity describes an Autotask Contact. Both the integration user and the API-only user must have security level permission to add or edit the entity. Thanks for your feedback. Access to version 1.6 will deactivate in Q4 2024. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Autotask Service Bundles group multiple Services for purchase. Thanks for your feedback. /*]]>*/Want to tell us more? By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. This entity describes an Autotask Task. window.open(uri); NOTE The Autotask REST API stores and returns all entity time data in Coordinated Universal Time (UTC). We then put time entries in through Autotask. Such ticket categories are hidden everywhere you select a ticket category when you create or edit a ticket; they are only used when tickets are created via the API. 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. Thanks for your feedback. This entity describes an Autotask Block Hour Factor, an option used with Block Hour type Contracts. Making statements based on opinion; back them up with references or personal experience. Refer to the previous bullet point. This entity describes the pricing and costing tiers for a specific billing product on the Product table. 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 one or more Autotask Assets (previously known as Configuration Items) assigned to a Ticket beyond the primary asset(ticket.configurationItemID). From the main navigation menu click Admin/Features & Settings. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. This entity contains the attachments for the CompanyNotes entity. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. The resources then have access to the account data when their security level allows account access at the Mine level. This field is editable for tickets whose ticket category is 'RMA.' 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. 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. Create an account to follow your favorite communities and start taking part in conversations. LOB security is respected in the API. 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. The function of this entity is to describe the default settings for fields associated with the specified ticket category. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. ChangeApprovalBoard must reference an active Change Approval Board. This entity represents a document in Autotask. If you have not clicked the Get current Status link, it will be the date and time you opened the page. That InstalledProduct must also reference a Product that is EligibleForRma. How do I align things in the following tabular environment? If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. If TicketType = ChangeRequest, ProblemTicketID cannot have a value. Want to learn about upcoming enhancements? You use it to override your company's standard role rate for labor tracked against the contract. 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. They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. This entity describes an Autotask project task assigned to a service call. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. The attachments will only be added to the incidents of problem tickets, not incidents of Change Request tickets. 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. Assets are products that are associated with a Company entity. This entity describes an Autotask Payment Term. 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. This entity contains the attachments for the ConfigurationItemNotes entity. , This field is editable for tickets whose ticket category is 'RMA.'. ServiceLevelAgreementPausedNextEventHours. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. These accounts are free of charge, but they do not provide access to the Autotask UI. If an association is removed from a resource and that pairing is set as the default, that default is not removed. Refer to Web Services APIsecurity settings. /*