When you enable the Organizational Structure feature in Autotask, this object describes the association between an organizational structure Branch and Line of Business. If the Contract Service or Bundle is associated to an SLA, then use that ID. Logon to the Datto (AutoTask) PSA. This entity's purpose is to describe a cost associated with an Autotask contract. /**/Want to tell us more? window.open(uri); This entity describes an association of contacts, from one or more companies, which allows PSA users to send bulk email and create notes and/or to-dos simultaneously for all included contacts. This entity's purpose is to describe a predecessor/successor arrangement between two project schedule items. permission is required. For example, although the client can create certain resources, not all resources accept a create call. Want to talk about it? This entity describes an Autotask Resource. Change request tickets are part of the Autotask Change Management feature set. IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. The function of this entity is to describe the approval status of a project, ticket, or contract purchase cost created in Autotask. This entity defines a user-defined field (UDF) in Autotask. If it is selected, the note is created with the Internal & Co-managed publish type. The entity exists for billing use purposes. Refer to Forwarding and modifying tickets. The configurationItemType associates one or more user-defined fields with assets of the same type. Access deactivation for version 1.5 began in Q1 2022 and will enter its concluding phases in October 2022. 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. This entity describes an internal cost created for a resource-role combination for time entries on a specified contract. Saves and closes the note or time entry and opens the Forward/Modify Ticket(s) page. If the ticket has at least one incomplete to-do, and the value in this field is changed to, Time entries only: If the status is changed to, If you have not changed the status, clicking this link will update the, If the note was created by a Client Portal user, only the value, If the note was created by a Taskfire user, only the value. TicketType must = Incident before the ticket can be associated with a ProblemTicketID. A place where magic is studied and practiced? The status field describes how close a ticket is to resolution, or how close a task is to completion. var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; The function of this entity is to describe the number of units of a specific service with an association to a Recurring Service contract for a specific date range. /*WebhookExcludedResources (REST), ConfigurationItemBillingProductAssociations, Using Swagger UIto explore REST API requests, Need troubleshooting help? The Action Type specifies the type of activity scheduled by the to-do or associated with the note and the actionType View controls where the Note or To-do appears in the user interface. From the pull-down menu, Where does this (supposedly) Gibson quote come from? function SendLinkByMail(href) { This entity is only used by multi-currency databases. window.open(uri); } Thanks for your feedback. /*]]>*/Want to tell us more? If the Quick Ticket Edits section remains collapsed, you can save the note or time entry without completing required fields. This entity describes time and completion data related to service level events tracked for a service level agreement associated with a ticket. Selecting a Note Type populates the Publish To field of the note, but this default can be overridden. The API currently exposes the following entities. It shows the Task Number or Ticket Number, Task Title or Ticket Title, and Company fields, plus the quick copy icons. The nature of simulating nature: A Q&A with IBM Quantum researcher Dr. Jamie We've added a "Necessary cookies only" option to the cookie consent popup. 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 check box only appears for notes and time entries on problem tickets associated with one or more incidents. For the OpportunityID field, Opportunity.AccountID must = Ticket.AccountID. Autotask users manage Asset notes on Assets. This entity describes an Attachment in Autotask. This entity's purpose is to describe a skill or ability that you can associate with a Resource via the ResourceSkill entity. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. /*]]>*/Want to tell us more? 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. Some fields on Entities require an id to a parent Entity. This entity describes an Autotask Contract. 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. Provide feedback for the Documentation team, To retrieve more detailed information specific to a particular Autotask implementation, use the Web Services API call. The integration user's security level must allow impersonation of the resource. function SendLinkByMail(href) { A payment term specifies conditions and requirements for payment due on an Autotask invoice; for example, Net 30 days. This field is required unless the supplied ticket category or the user's default ticket category has both the Due Date and Due Time configured. This entity describes detailed information about on-hand. Available in the UI only when the installed module is enabled. This entity represents ticket tag groups in Autotask. A Department is an association the application can use to manage resources, especially when assigning project tasks. Button bar Header Task Status or Ticket Status General Quick Notification (Notify via "To") Quick Ticket Edits (tickets only) Add New Attachments Attachments The Notification panel Adding a note to selected tickets By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. We recommend that you create a new resource (Autotask user account) for the integration, so that it is separate from other user accounts. Review the setting of the Internal Only check box. Refer to Autotask Integration and Monitors. This entity describes an Autotask Project. UDF changes are included in the criteria for updating LastTrackedModificationDate. Some resources contain additional objects in child collections; these resources have an additional Child collection access URLs field in their Online Help articles. This includes the following fields: ChangeApprovalBoard, ChangeApprovalType, ChangeApprovalStatus, ChangeInfoField1, ChangeInfoField2, ChangeInfoField3, ChangeInfoField4, ChangeInfoField5. Attempting to edit this field on a ticket with a different ticket category will result in the supplied value being ignored. function SendLinkByMail(href) { Visit the Ideas forum! window.open(uri); For example, when creating a Ticket Note you must supply the id for the Ticket that the note will be associated with. If there is no Asset SLA, then check the Contract Service or Bundle SLA. How to follow the signal when reading the schematic? Autotask users manage Tickets through a number of modules including Service Desk, Home, CRM, and Contracts. This object describes notes created by an Autotask user and associated with a Asset entity. A billing item may or may not be included in an invoice and billed to the customer. If the API receives an invalid prefix, it will automatically generate one and assign it to the resource. A resource must have at least one role assignment. As you save each attachment, it will appear on the attachment grid. The current data is loaded when the section is first expanded. import requests. Want to learn about upcoming enhancements? IMPORTANT The SOAP API entered a limited enhancement phase in Q4 2020. Create Ticket Note. This field is editable for tickets whose ticket category is 'RMA.' This entity contains ticket associations for documents in Autotask. The API-only user's security level must allow impersonation on the entity type. Although the data will remain intact and will be reportable, it will not be viewable in the ticket in Autotask. On notes that can become a notification email, attachments can be included. . This entity describes an approved and posted billable item 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. This entity describes an Action Type assigned to a CRM Note or To-Do. Set up a mailbox in Autotask. If cleared (default setting), all Autotask resources, Outsourcing partners, and customers with access to the item in the Client Portal can view the note. REST API supportability and query thresholds If you find a defect in the API. /*