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'Mine + Accounts' will be treated as 'None.' This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. The resources then have access to the account data when their security level allows account access at the Mine level. /*Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. If a form template uses a value or provides content that is not allowed in a field by the category or the user's security settings, the field will not be updated. A ticket workflow rule with a Create Ticket Note . . This entity describes an individual business unit that has an association with a company in Autotask. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. They are also not exposed in the API or LiveReports. This entity represents the categories for documents in Autotask. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. It must have an association with an Autotask Opportunity entity, and it allows users to specify and track multiple products, services, labor items, etc., that further define the Opportunity. 3. What is a word for the arcane equivalent of a monastery? Saves the note or time entry and opens a new dialog box. The Entities list provides a link to additional information about the entity and its standard Autotask fields. This entity contains the attachments for the TaskNotes entity. import requests. This entity contains the attachments for the ConfigurationItems entity. If a ticket is created or updated with a sub-issue type that is excluded from the associated contract, the ticket's ContractID will be updated to that of the exclusion contract, if it exists. This entity contains attachments for the Projects entity. This entity describes an Autotask Appointment,a scheduled calendar time that is not a service call. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. The ChangeManagement module must be enabled to create a new ticket with TicketType = Change Request. The status code getting printed here is 401! 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. This entity's purpose is to describe a serial number associated with an Inventory Item. This entity contains the attachments for the Resources entity. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. The time zone and holiday set of the associated location are applied to the resource's time entries and schedules. function SendLinkByMail(href) { Notes published to All Autotask Users are visible to customers. Also create Note/Attachment(s) on # incident(s). /**/Want to tell us more? A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. This entity contains attachments for the Companies entity. . Need troubleshooting help? Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. This entity contains the attachments for the SalesOrders entity. } 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. Only form templates that are available to all selected tickets categories can be selected. Incidents on Change Request tickets will not be updated. Can airtags be tracked from an iMac desktop, with no iPhone? function SendLinkByMail(href) { A Department is an association the application can use to manage resources, especially when assigning project tasks. Visit the Ideas forum! This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. Logon to the Datto (AutoTask) PSA. What could be the reason? Thanks for your feedback. Tickets define service requests within the Autotask system. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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". ChangeApprovalStatus can only be set to Requested or Assigned. function SendLinkByMail(href) { 1. Have an idea for a new 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. It determines a customer's total taxes on billing items. Head on over to our Community Forum! This entity describes an Autotask Ticket. In this section, you add new attachments. The fields that do appear show the following differences: A Keep Current option is available and is the default. The returned body will be super useful going forward if you can get it though! If it is selected, you can update the status of all incidents. When you enable the Organizational Structure feature in Autotask, this object describes an Autotask Resource association with an organizational structure pairing of OrganizationalLevel1 and OrganizationalLevel2 (OrganizationalLevelAssociation entity). It describes whether a ServiceBundle 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. This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. Provide feedback for the Documentation team. This entity describes an Autotask Product with an association to an Inventory location in the Autotask Inventory module. This entity's purpose is to describe a Work Type billing (or allocation) code that has been excluded from a Contract. The allowed actions are specific to the field. The entity header identifies the parent entity the note or time entry is associated with. This entity describes an Autotask Payment Term. If you send the content back, the Rich Text and all images that it contains will be lost. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. } This may be a difference between the SOAP and the REST API, but on SOAP new tickets require the id to be set as 0. When an inventory product is manually created, stocked items are also created. It mirrors the fields found on the. This entity contains attachments for Knowledgebase articles in Autotask. If TicketType = Problem and incidents are associated with the ticket, TicketType cannot be changed to Incident or Service Request until the incidents are disassociated from the ticket. For example, although the client can create certain resources, not all resources accept a create call. This article provides a general technical overview and index of the resources (entities)that you can access via the AutotaskRESTAPI. Refer to WebhookExcludedResources (REST). Refer to WebhookUdfFields (RESTAPI). Best Practice but optional: Set up Workplace-specific queue, ticket source, issues and sub-issues in Autotask. From the main navigation menu click Admin/Features & Settings. Visit our SOAPAPIlifecycle FAQ article to learn more. For information about dialog boxes and how they differ from browser pages, refer to Minimizing Dialog Boxes. 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. Head on over to our Community Forum! 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. On the incidents, the Internal Notes are created as a reply to the Summary Notes. Set up a mailbox in Autotask. Select OK to apply; Setup Extension Callout. If more than one person is added, +# is added to the first name. Assets are Products with an association to a Company entity. For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. 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. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? This entity describes an Autotask Time Entry. This entity describes the Resource and Role through the Queue association. [CDATA[*/ This entity is only used by multi-currency databases. The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. Form templates follow the limitations of the currently applied category and the user's security settings. Review the setting of the Internal Only check box. This entity contains the attachments for the ConfigurationItemNotes entity. If setting equals 'Always', the API will always require the QueueID value. This check box appears on task notes, ticket notes and both task and ticket quick notes and quick replies. Refer to Webhooks (REST API). It can be a separate physical location or a division or agency operating in the same physical location as the company. Head on over to our Community Forum! Click Get current values to update field values. Provide feedback for the Documentation team. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. When you use the APIto update this field, the RESTAPIwill return the text-only version of its content. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 4. To complete the attachment process, you must save the note or time entry. 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. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. If ChangeApprovalStatus = Requested, user can change it to Assigned (only). Autotask administrators create UDFs in the Administration Settings of the Autotask system. In addition, a stumbling block I noted was to double check the AssignedResourceID has the actual role assigned via AssignedResourceRoleID. There is no warning. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. Other fields related to change request will accept values when Change Management is not enabled, but that data will not be available through the UI. A new inactive attribute value cannot be assigned. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact.