var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
For String datatypes, the number in parentheses ( ) indicates the maximum number of characters allowed. This entity describes an Autotask Resource. A ticket workflow rule with a Create Ticket Note . The instructions in this topic help you create an Autotask API user account, configure configuration items and monitors, and configure ticket management in Autotask for your Firebox integration. The change request approval process is part of the Autotask Change Management feature set. IMPORTANT Except in the case of certain entities, when the APIreceives a request to update a field that contains Rich Text, the APIwill update the text-only version of the field and overwrite the data in the Rich Text field with plain text. Thanks for your feedback. To verify and configure these settings perform the following steps. This entity contains checklist items related to documents in Autotask. Assets are Products with an association to a Company entity. window.open(uri);
The properties represent data fields. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. If more than one person is added, +# is added to the first name. You can select a different note type from the drop-down list. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. If it is selected, you can update the status of all incidents. By rejecting non-essential cookies, Reddit may still use certain cookies to ensure the proper functionality of our platform. Tracks updates to any field except changes to the LastActivityDate, LastCustomerNotificationDateTime, LastCustomerVisibleActivityDateTime. A setting on the General tab of the category will determine if a note title is required for task and ticket notes. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. If it does not exist, the ContractIDwill be set to null. Want to learn about upcoming enhancements? IMPORTANT By default, notes and time entry pages launched from a task or ticket in New, Edit, or View mode open in a modal dialog box. This entity's purpose is to describe a cost associated with a Change Order to an Autotask Project. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Create an account to follow your favorite communities and start taking part in conversations. Refer to WebhookUdfFields (RESTAPI). Invoice templates define the appearance and content of an invoice generated by Autotask. [CDATA[*/
The following table describes the standard Autotask field objects for this entity. 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). The Autotask REST API presents selected Autotask resources as programming objects that allow the client to perform actions on them. This entity contains notes for Knowledgebase articles in Autotask. 3. This entity describes an Autotask Shipping Type. Want to talk about it? This resource describes contract billing rules that generate charges which allow you to bill your customer by the end user or by the asset. UDF changes are included in the criteria for updating LastTrackedModificationDate. Any existing Change Request tickets can be edited. The purchase approval option is available through Autotask procurement. You use it to override your company's standard role rate for labor tracked against the contract. If TicketType = Service Request and the ticket also specifies a ProblemTicketID, the ticket type is updated to Service Request. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. A subreddit for users of Autotask Professional Services Automation tool. This entity describes an Autotask To-Do, a scheduled item associated with a Company that appears on the user's Autotask calendar. This entity describes an Autotask Ticket. window.open(uri);
Create a new record or update an existing record in your app. AllocationCodeID is required on create() and update() if your company has enabled the Autotask system setting that requires a Work Type on a Ticket. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. Service calls are instances of time, with specified start and stop times, that are scheduled to perform work for a Company. This entity represents articles created by Knowledgebase users in Autotask. To obtain complete field information specific to your Autotask implementation, use theGETAPIcalls described in the resource and child collection access URLs section of this document. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Notes published . They can click New Ticket on the Autotask interface sub-navigation menu to open the New Ticket window. The Note Type field defaults to Task Summary. The check boxes are shortcuts to manually selecting or clearing role-based recipients on the Notification panel. Every attempt gives me a 500 server error. It is only available through the REST API. Within Autotask navigate to Homepage > Admin > Features & Settings; Tip - click the images to make them larger. [CDATA[*/
Click New; Tip - click the images to make them larger Also create Note/Attachment(s) on # incident(s). This entity describes an individual business unit that has an association with a company in Autotask. A SubscriptionPeriod stores the information for an individual billing period item associated with an Autotask Subscription. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. This entity describes an Autotask project Phase. Visit our SOAPAPIlifecycle FAQ article to learn more. REST API supportability and query thresholds If you find a defect in the API. This entity describes the pricing and costing tiers for a specific billing product on the Product table. The name of the user who is filling the role is added to the role name. When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. It controls who can view the note. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. window.open(uri);
If the Contract is associated to an SLA, then use that ID. Expand RESOURCES/USERS (HR) and click Resources/Users; Tip - click the images to make them larger. /*]]>*/Want to tell us more? Namely the VS solutions are here. A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This entity contains attachments for the Tickets entity. A billing item may or may not be included in an invoice and billed to the customer. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
'Mine + Accounts' will be treated as 'None.' Notes have a property called Note Type. The status field describes how close a ticket is to resolution, or how close a task is to completion. If setting equals 'Never' then the API will not require the QueueID value. You cannot change a resource's ticket number prefix once created. Every time i get a very helpful "Internal Server Error" message back, nothing else. Currently, the API provides the following actions: GET, PUT, PATCH, POST, and DELETE. The REST API permits you to retrieve values for all entity UDFs via the query method. You can create additional mailboxes, but you won't be able to activate them. Find centralized, trusted content and collaborate around the technologies you use most. This entity represents checklist libraries related to documents in Autotask. When a ticket category is applied and it changes the value of ChangeApprovalType, the field will be updated even if the ticket type does not = ChangeApproval. The AllocationCodeID field must reference a Work Type allocation code. You can only associate it with a Quote entity. This object describes general information for a survey generated by Autotask. This entity describes an Autotask Service added to a Recurring Service contract. If you attempt to query these fields, you will receive an error message. LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. This is by far the best wrapper for the SOAP API. 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. Refer to WebhookExcludedResources (REST). The note will only be added to the incidents of problem tickets, not incidents of Change Request tickets. 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. [CDATA[*/
This entity describes an Attachment in Autotask. Implementing the time entry portion wouldn't be terrible. This will populate the LOB field with that selection when creating any entities where LOB can be applied. This entity's purpose is to describe a resource assigned to a task but not as the primary resource. This entity contains the attachments for the ConfigurationItemNotes entity. If it is selected, the note is created with the Internal & Co-managed publish type. permission is required. The function of this entity is to describe the Webhook error log where errors are kept by the application for 30 days. Most of the values were taken from an existing ticket. This entity describes an Autotask Project. }
This entity describes notes created by an Autotask user and associated with a Product entity. This field is not filterable for tickets in the API. Is there a proper earth ground point in this switch box? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. This check box only appears for notes and time entries on problem tickets associated with one or more incidents. [CDATA[*/
For more information, check out the Datto/Autotask page about this module too.
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