You use it to override your company's standard role rate for labor tracked against the contract. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; This entity describes an Autotask Service added to a Recurring Service contract. The function of this entity is to describe the Resource - Service Desk Role association and takes some functionality from the ResourceRoleQueue entity, since Resource - Queue associations no longer require a Role association. This entity contains the attachments for the TicketNotes entity. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. Notes have a property called Note Type. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. All text formatting and images will be lost. This entity describes an Autotask Department. 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. window.open(uri); IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The company handles all billing for the business unit. /* NOTE When opened from the Ticket Time Entry dialog box or page, you can select the Internal Only check box. Any existing Change Request tickets can be edited. In Autotask, the account team associates resources with an account. window.open(uri); Update/Create Maximum Entities: The Web Service API calls can update or create a maximum of 200 objects with one call. Everything else looks correct! All users can view attachments they uploaded. This entity describes an approved and posted billable item in Autotask. This entity represents ticket and article tags in Autotask. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; Open the Kaseya Helpdesk. Thanks for your feedback. The resources then have access to the account data when their security level allows account access at the Mine level. If you select Yes, all incomplete to-dos for the ticket to be set to complete when the note is saved. Enter your API credentials and then click Connect. Refer to The Rich Text editor to learn more. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. In Autotask, you can create ticket categories that are identified as API-Only. In Autotask, sales orders are associated to Opportunities. 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. Want to learn about upcoming enhancements? For more information, refer to Time Entry/Note Quick Edit Fields. It allows developers to use the API to implement multi-tier approval for Autotask time entries. On create(), Priority must be an active priority. Some Read-Only fields must be supplied for a create, so while they are initially required, once the entity has been created, you cannot change them. This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. The value you select will be set as the status of the parent entity when the dialog box or page is saved. 'Mine + Accounts' will be treated as 'None.' This section will be expanded if the note or time entry has at least one attachment. function SendLinkByMail(href) { 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 . var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; ProjectID must be associated with the same Account as the Ticket (Ticket.AccountID). 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. Resources receive assignment to one or more roles through their department and queue associations. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. This entity's purpose is to describe a cost associated with an Autotask contract. How can I explain to my manager that a project he wishes to undertake cannot be performed by the team? This entity's purpose is to describe a modifier for a given Work Type BillingCode. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. Cost items can be billable or non-billable. How to handle a hobby that makes income in US. window.open(uri); We then put time entries in through Autotask. This entity represents the categories for documents in Autotask. Where developers & technologists share private knowledge with coworkers, Reach developers & technologists worldwide, Read the instructions and follow the path. You might want to work with Autotask API's own Visual Studio solutions which are linked on their web services page. You can use notes to track information, update the status of the associated contract, and communicate with resources and customers. They are also not exposed in the API or LiveReports. [CDATA[*/ Form template settings will override any previously populated field content, including notification settings, additional contacts, and secondary resources. QueueID requirement - The ticket's category (Ticket.TicketCategory) will determine whether or not Ticket.QueueID is required, based on the category's 'Queue is Required' setting. rev2023.3.3.43278. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. The integration user's security level must allow impersonation of the resource. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. When querying, a small number of entities contain fields that you cannot query. It describes whether a Product on the Price List uses the internal currency or an external currency for a Product Tier, and if it is external, lets you set the price in that currency. 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. [CDATA[*/ This entity describes an Autotask Company Contact that has access permissions for the Client Access Portal. window.open(uri); Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. This entity contains the attachments for the TimeEntries entity. Although you can query this entity, it contains one or more fields that are not queryable. This entity is only used by multi-currency databases. 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. This entity describes an Autotask Service Bundle added to a Recurring Service contract. The function of this entity is to describe the number of units of a specific service bundle with an association to a Recurring Service contract for a specific date range. The Country entity is referenced by other entities and specifies the display name, address format, two-letter county code, and ISO standard name associated with the country. This entity contains the attachments for the ProjectNotes entity. This entity's purpose is to describe a Resource - Role - Department relationship. This entity describes an Autotask Quote Item. ExpenseItem.AccountID is updated and ExpenseItem.ProjectID, ExpenseItem.TaskID, or ExpenseItem.TicketID is set to Null. If it is selected, you can update the status of all incidents. If there is already text in the Resolution field, two line breaks will separate the existing text from the text added. These are referred to as Reference fields. UDF changes are included in the criteria for updating LastTrackedModificationDate. It also tracks the resource and date &time each step was completed. 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. Come try it. Is there any way for you to see what the response from Autotask is? The returned body will be super useful going forward if you can get it though! Autotask REST API resources For example, 'T20200615.0674.'. How do I align things in the following tabular environment? Thanks for your feedback. When it is expanded on the New Note or New Time Entry form, the New Attachment dialog box will open automatically. This entity's purpose is to describe a group of Service entity items that are priced and billed as one component of Recurring Service type contract. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. A resource must have at least one role assignment. 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 . The AllocationCodeID field must reference a Work Type allocation code. A Subscription creates recurring billing items for Assets when there is no need to track labor costs against subscription revenue; for example, when billing in installments. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. To learn more, refer to The Rich Text editor. The entity provides an efficient way to access the details, via the API, to assist with the customer's Autotask implementation. This entity's purpose is to describe a Quote in Autotask. You can find these fields in the entity description under 'Fields that Cannot Be Queried.'. The ConfigurationItemRelatedItems entity enables you to view, add, and remove related child or parent CIs in Autotask. From the main navigation menu click Admin/Features & Settings. To learn more, refer to The Rich Text editor. Want to talk about it? If ChangeApprovalStatus = Assigned, user can change it to Requested (only). We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. Alert workflow - Autotask For example, when updating an entity, you may not be able to update all fields within the entity. This entity manages the tags associated with tickets in Autotask. For more information or technical support about how to configure settings on the Autotask website, see the Autotask documentation. There were some field name changes between the Soap and REST API, can you try all the same but replace the accountId field with companyId? window.open(uri); Quote Items define a line item added to an Autotask Quote. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. This object describes list items added to a check list on an Autotask ticket. The RMA ticket category cannot be edited through the API. A new inactive ContactID value cannot be assigned on create() or update(). Saves the note or time entry and opens a new dialog box. This entity describes a cost associated with an Autotask Ticket. https://webservices4.autotask.net/atservicesrest/v1.0/Tickets. 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. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. TicketCategory default values will be applied unless another value is passed in. This entity represents checklist libraries related to documents in Autotask. 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. If the Contract is associated to an SLA, then use that ID. You can select a different note type from the drop-down list. 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. function SendLinkByMail(href) { This entity contains the attachments for the ConfigurationItemNotes entity.
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