NOTE If the Ticket Note or Ticket Time Entry page is opened from the Edit Ticket page, Forward/Modify is disabled. Additionally, only those statuses that are available to all selected tickets categories are available for selection. update() is allowed on a Ticket with an inactive ContactID value if that value is not being changed, or if a new active value is assigned. The purchase approval option is available through Autotask procurement. Which actions can be performed on the entity. This entity describes an Action Type assigned to a CRM Note or To-Do. If the current priority is inactive, update() is allowed if the Priority value is not changed, or if Priority is changed to an active value. The assets associated with Knowledgebase articles are recorded in this entity. Thanks for your feedback. You cannot change a resource's ticket number prefix once created. Incidents on Change Request tickets will not be updated. Refer to The Rich Text editor to learn more. You can create additional mailboxes, but you won't be able to activate them. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. 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. The integration uses the Autotask Web Services API for automatic ticket creation in Autotask. 4. /**/Want to tell us more? This entity's purpose is to describe a Type, for example, printer, server, or workstation, assigned to a Asset in Autotask. [CDATA[*/ On entities like ticket, task, note, and to-do, the Description field is a core part of the data record. . If the ticket category = 'RMA', the InstalledProductID is required. Complete the New Attachment dialog box. This entity's purpose is to describe a resource assigned to a ticket but not as the primary resource. An inventory product represents a set of stocked items that share a product and a location. 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. For more information on granular ticket security, refer to the Online Help topic: Update() is allowed on a Ticket with an inactive attribute value if that value is not being changed. Checklists are an optional feature on the ticket page that display numbered items to be completed in order to finish work on a ticket. Also create Note/Attachment(s) on # incident(s). This entity's purpose is to describe a billing Role that has been excluded from a Contract. 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. To attach the new attachment to the notification email, select Include Attachments in Email on the notification panel. This entity describes notes created by an Autotask user and associated with a Task entity. If you have not clicked the Get current Status link, it will be the date and time you opened the page. IMPORTANT When this feature is released, we will change the Publish settings of ticket and task notes and attachments to Internal &Co-managed for all tickets and tasks where the Co-managed Visibility is set to Visible. It describes whether a Role Hourly Rate 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. The id value is set by the system and cannot be changed by the user; for example, if you attempt to specify a value for the id field when using the POSTAPI call, the create will fail. Adding or changing a value for a recipient via the Quick Ticket Edits section will cause the names next to that check box to be added or changed accordingly. You can only associate it with a Quote entity. On ticket grids, you can select the Add Note to Selected Tickets option from the bulk menu. Changes made to the Contract by using the ContractServiceBundleAdjustment entity affect only the quantity of Contract Service units. Enter your API credentials and then click Connect. window.open(uri); 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. You can only create it; you cannot query or update it. NOTE If the InstalledProduct value is not being updated, and for some reason it is already associated with an Account that is different from the Ticket Account, the update() will not fail. The change request approval process is part of the Autotask Change Management feature set. This entity contains the attachments for the ContractNotes entity. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. 'Mine + Accounts' will be treated as 'None.' Such ticket categories are hidden everywhere you select a ticket category . Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. window.open(uri); The returned body will be super useful going forward if you can get it though! The function of this entity is to describe the link between co-managed accounts and the resources with a co-managed security level who have access to them. 2. 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". var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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. To learn more, refer to The Rich Text editor. If a value is not provided for ChangeApprovalType: For the ContactID field, Contact.AccountID must = Ticket.AccountID or the ParentAccountID of Ticket.AccountID. Creating titles using key words will allow you to find notes later in lists and searches. IMPORTANT Although you can query all resources, some objects contain fields that you cannot query. [CDATA[*/ I think I posted the beginning of that script in here that will get you connected via Powershell and how to create the ticket. While this is not possible in the UI, in the API, you can create tickets with a ticket category of 'API.'. Head on over to our Community Forum! This entity contains attachments for the Tickets entity. For example, 'T20200615.0674.'. A billing item may or may not be included in an invoice and billed to the customer. /*]]>*/Want to tell us more? You get internal server error when it's not happy about something, but in the returned body it normally expands on the particular error. The company handles all billing for the business unit. This entity describes the pricing and costing tiers for a specific billing product on the Product table. You may also update UDFs for entity types that allow update and create. If QueueID does not meet the requirement specified by the associated ticket category's 'Queue is Required' setting, as listed below, an error will occur. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. The API does not respect the TicketCategory's 'required' and 'available list item' settings, with the exception of the 'Queue is Required' setting. 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. It allows you to compensate for the Block Hour fixed rate by applying a multiplier to specific role rates. Click on the context menu bar to the left of the Standard category the, click Edit. In this section, you add new attachments. Any changes to the Status or Quick Edit fields made on the time entry or note will also be applied to their corresponding ticket fields. If no TicketCategory is passed in, the API will use the logged in resource's default category; if the resource does not have a default category, the API will use the Company's system default ticket category. 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. From the pull-down menu, All text formatting and images will be lost. This entity's purpose is to describe a billing Work Type (Allocation Code) that is excluded from the contract to which the set applies. This entity's purpose is to describe a Resource - Role - Queue relationship. Saves the note or time entry and closes the dialog box. This entity's purpose is to describe a cost associated with an Autotask Project. This entity's purpose is to describe a location associated with an Autotask Quote that defines address information for a shipToLocationID and/or billToLocationID. The 'YYYYMMDD' value must be a date less than or equal to today's date. I know I have correctly authenticated and set the BaseURI because I can get company information for customers. If the ticket category has only the due date or only the due time configured, then the API Ticket.DueDateTime will be required, and not supplying a value will return an error message. This entity provides a method to track cost items generated from an Autotask Quote. CreatorType specifies whether the CreatorResourceID refers to a Resource or a Contact. Visit our SOAP API lifecycle FAQ article to learn more. Click Get current values to update field values. Thanks for your feedback. Resources receive assignment to one or more roles through their department and queue associations. If the ticket type = Change Request, then ChangeApprovalType is set to the default value. Log into Autotask and navigate to the menu on the left and click on Admin This entity contains the attachments for the CompanyNotes entity.
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