This entity describes the Resource and Role through the Queue association. All fields are read-only. You can only create it; you cannot query or update it. This entity represents company (account)categories in Autotask. 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. The Modules entity surfaces the availability and active status of modules (such as the Procurement module and the Inventory module)in Autotask. This includes the category field itself. On update, a TicketCategory cannot be updated to another TicketCategory that is inactive. Yep tried that - on the example given by Autotask it included "Id": "0" on the first line - but it doesn't make any difference. The Autotask REST API Getting started REST API security and authentication REST API revision history Working in the API Introduction to the Autotask REST API Introduction to REST API calls Autotask REST API resources Good to know. Want to talk about it? Access to version 1.6 will deactivate in Q4 2024. You can create additional mailboxes, but you won't be able to activate them. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. This entity contains tag associations for documents in Autotask. , This field is editable for tickets whose ticket category is 'RMA.'. Autotask currently provides five contract types: Time and Materials, Fixed Price, Block Hours, Retainer, and Recurring Service. 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. Here is the code I tried (after authenticating). Which actions can be performed on the entity. Incidents on Change Request tickets will not be updated. 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. Create an account to follow your favorite communities and start taking part in conversations. This entity's purpose is to describe a Quote in Autotask. A new inactive ContactID value cannot be assigned on create() or update(). When updating a field that has Rich Text, the APIwill return the text-only version of the field. Do not confuse it with Currency local term selection, which is not available when using Multi-currency. This allows the field to be cleared for tickets that are not Change Request type tickets. Adding or editing a note To open the page, use the path (s) in the Security and navigation section above. 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. To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. You can only create it; you cannot query or update it.
Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. Click on Service Desk/Ticket Categories. Form templates follow the limitations of the currently applied category and the user's security settings. Any entities or attachments that the account creates will be attributed to "APIUser." Is it possible to rotate a window 90 degrees if it has the same length and width? window.open(uri);
This entity represents the categories for documents in Autotask. On create(), if InstalledProductID is populated, the InstalledProduct.AccountID must = Ticket.AccountID. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. The entity exists for billing use purposes. This entity's purpose is to describe a currency available for use with the Autotask multi-currency installed module. The properties represent data fields. If you send the content back, the Rich Text and all images that it contains will be lost. Does ZnSO4 + H2 at high pressure reverses to Zn + H2SO4? This entity's purpose is to describe a ticket category, applied to tickets in Autotask to specify features and fields that appear on the ticket detail. An error message indicates that Service Request tickets cannot be associated with a problem ticket. [CDATA[*/
In Picklist, an inactive TicketCategory displays in italic text. Come try it. On notes that can become a notification email, attachments can be included. A cost is a billing item for products or materials. 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 entity's purpose is to describe a Resource - Role - Queue relationship. Want to learn about upcoming enhancements? Attachments are external documents that are associated with an Autotask Account, Task, Ticket, Task or Ticket Note, Time Entry, Asset, Asset Note, Project, or Opportunity entity. Create Ticket Note. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. To learn more, refer to our AutotaskRESTAPIcalls >Timestamp format article. It determines a customer's total taxes on billing items. Contracts specify a billing arrangement with a Company. If the Contract Service or Bundle is associated to an SLA, then use that ID. /*Integrating with Autotask - IT Glue You cannot change a resource's ticket number prefix once created. This entity's purpose is to describe a note created by an Autotask user and associated with a Ticket entity. All text formatting and images will be lost. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. permission is required. resource and child collection access URLs, Resource and child collection access URLs, Finding resource and child access URLs of REST API entities, Allow impersonation of resources with this security level, ArticleConfigurationItemCategoryAssociations,
WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? This entity contains the attachments for the SalesOrders entity. Enter the recipient email address in the Email API Token to (optional) field and click Email Token (Optional) The sent email includes the API Key and the server URL to query. To complete the attachment process, you must save the note or time entry. This entity represents associations between asset categories and documents in Autotask. You can only associate it with a Quote entity. REST API supportability and query thresholds If you find a defect in the API. A Contact is an individual associated with a Company. This section will be expanded if the note or time entry has at least one attachment. Head on over to our Community Forum! Changing the task the time entry is associated with, Creating Knowledgebase articles from tickets, Can view time entry internal notes, internal notes, and internal attachments (on Ticket Detail and CRM Detail screens), Can view time entry internal notes, internal notes, and internal attachments (on Task Detail screens), Need troubleshooting help? Open the Kaseya Helpdesk. 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. 'Mine + Accounts' will be treated as 'None.' Visit our SOAPAPIlifecycle FAQ article to learn more. Saves the note or time entry and closes the dialog box. What is a word for the arcane equivalent of a monastery? It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. This entity contains attachments for Knowledgebase articles in Autotask. 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. To make calls to the entities of the AutotaskRESTAPI, you will need to use their resource access URLs or child collection access URLs. These are referred to as Reference fields. 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. }
The API currently exposes the following entities. This entity's purpose is to describe a list item associated with a UserDefinedFieldDefinition entity that has dataType = List. 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. 3. This entity describes an Autotask Service Bundle added to a Recurring Service contract. A Resource + Role combination assigned to a ticket must be associated with at least one Service Desk Queue. The status field describes how close a ticket is to resolution, or how close a task is to completion. Write. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href;
Autotaskincludes a time off policy management feature that enables your company to track employee time off benefits. This entity describes an Autotask Notification, as listed in the Notification History page. Read-Only:Read-Only fields cannot be changed by, Required: Required fields must be present when you attempt a. function SendLinkByMail(href) {
This data will not change during update operations. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting.