It also controls if this section is automatically expanded when the time entry or note is opened for creating or editing. Want to learn about upcoming enhancements? This entity contains attachments for the Tasks entity. This entity describes an adjustment to the quantity of units of a Service Bundle that are added to a Recurring Service Contract. One of these entities exists for every UDF that is set as visible on each asset category. This entity describes one or more account contacts assigned to a Ticket, other than the Ticket Contact (Ticket.contactID). This entity's purpose is to describe a geographic area where billing items have the same tax rate. Billable cost items appear in Approve and Post. This entity's purpose is to describe a Country as defined in the Autotask CRM module. function SendLinkByMail(href) {
If you set the status of selected tickets to Complete, and one or more tickets have incomplete to-dos, a confirmation message will ask if you want to complete associated to-dos. Refer to Forwarding and modifying tickets. This will populate the LOB field with that selection when creating any entities where LOB can be applied. If the ticket type is not = Change Request and a current ChangeApprovalType value exists on the entity, then the field is cleared. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Refer to Adding and managing attachments. Click on Service Desk/Ticket Categories. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. Three read only fields, MonitorID, MonitorTypeID, and RMMAlertID are currently available for use by the Autotask RMM integration only. On the incidents, the Internal Notes are created as a reply to the Summary Notes. 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. This entity describes an Autotask Shipping Type. A ticket can have additional assets even if there is no primary asset. A billing item may or may not be included in an invoice and billed to the customer. Create Workflow Rules to Set Ticket Severity Level In Autotask, you can set the ticket severity level by creating workflow rules using information provided in the Ticket Title or Description fields. A cost is a billing item for products or materials. Set up a mailbox in Autotask. Cost items can be billable or non-billable. 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. window.open(uri);
It allows you to create, query, and update expense line items through the API. 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 . var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
If the ticket category is associated to an SLA, then use that ID. Some users wanted a benchmark of the new API. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. Refer to Creating Knowledgebase articles from tickets. I changed some values just in case they are sensitive. For more information, refer to Notification panel. You can configure API Only security levels to allow the impersonation of other resources on supported endpoints. This entity describes an Autotask Role. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. 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 cost associated with an Autotask Project. This entity describes an approved and posted billable item in Autotask. https://www.autotask.com/, Press J to jump to the feed. The ArticleTicketAssociations entity records existing associations between tickets and Knowledgebase articles in Autotask. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Create Quote. 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. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. Configure your support email address. Saves the note or time entry and opens a new dialog box. These accounts are free of charge, but they do not provide access to the Autotask UI. 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. Any existing Change Request tickets can be edited. This entity contains ticket associations for documents in Autotask. This entity is only used by multi-currency databases. Come try it. Hello, i've been trying to create a ticket in Autotask using the API but the documentation (as everyone has already mentioned) is virtually useless. A cost is a billing item for products or materials. The template corresponding to the speed code will be highlighted automatically. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. Refer to Time Entry/Note Quick Edit Fields. 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. This entity contains attachments for Knowledgebase articles in Autotask. Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. Staging Ground Beta 1 Recap, and Reviewers needed for Beta 2, Representational state transfer (REST) and Simple Object Access Protocol (SOAP), Use of PUT vs PATCH methods in REST API real life scenarios, Calculating probabilities from d6 dice pool (Degenesis rules for botches and triggers). This entity contains the attachments for the ConfigurationItemNotes entity. 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. In Picklist, an inactive TicketCategory displays in italic text. Contact Groups are an association of contacts, from one or more companies, that allow PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. Thanks for contributing an answer to Stack Overflow! If you attempt to query these fields, you will receive an error message. It has code to get popular entities like accounts, tickets, contacts etc. ServiceLevelAgreementPausedNextEventHours (read only) is calculated as the time differential between the most recent time the ticket status changed to Waiting Customer and the time of the next SLA target. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. 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. If you send the content back, the Rich Text and all images that it contains will be lost. This entity takes on the UDFs that hold the site setup information for the Company represented by companyID. 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. 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. You can make this a default setting. You'll need to ensure that you configure the security level of the impersonated resource to allow impersonation. This entity contains the records for the Deleted Task Activity journal located in the Autotaskapplication at, This entity contains the records for the Deleted Ticket log located in the Autotaskapplication at. Head on over to our Community Forum! Thanks for your feedback. 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. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Creates a ticket note. /*
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