If selected, only internal Autotask resources will be able to view the note, and the, you opened the Time Entry or Note page from the Edit Ticket page, you don't have permission to edit tickets. Notes can be searched and viewed from one place using the Global Notes Search, accessed from > Home >Search > Global Notes Search or > Reports > Other >General. Head on over to our Community Forum! var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; To complete the attachment process, you must save the note or time entry. NOTE Not all entities use UDFs. /*]]>*/Want to tell us more? LastActivityPersonType values indicating whether the initiator of the last activity was a resource or a contact. If the time entry dialog box is open for a long time, the Quick Edit fields can be changed by another user or a workflow rule. 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". The company handles all billing for the business unit. This entity contains the records for the Deleted Ticket Activity journal located in the Autotaskapplication at >Admin > Features and Settings > Projects & Tasks >Deleted Ticket Activity Log. Click on the context menu bar to the left of the Standard category the, click Edit. The API user security level has access to contact impersonation for tickets. They are saved as replies to the note or time entry they are added to. The fields that do appear show the following differences: A Keep Current option is available and is the default. Have an idea for a new feature? This entity's purpose is to describe an asset category. This object associates a Product entity with a PurchaseOrder entity. This entity describes an Autotask Shipping Type. In Autotask, you can create ticket categories that are identified as API-Only. 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. 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. If a ticket already has checklist items, the checklist library is appended to the end of the list of checklist items. This entity's purpose is to describe a location defined in Company Setup in the Autotask Admin module. If Ticket.AccountID is updated then Ticket.AccountPhysicalLocation must have AccountID = Ticket.AccountID. Log into Autotask and navigate to the menu on the left and click on Admin var uri = 'https://docs.google.com/forms/d/e/1FAIpQLSdw1y-_z7_O1tSWNFkiDliribqAz5IrqAiJJ6u2KsbEvICTqw/viewform?usp=pp_url&entry.876121135=' + document.location.href; 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. ProblemTicketID cannot = TicketID of a ticket that is already associated with a ProblemTicketID; that is, an incident ticket already associated with a problem ticket cannot become a problem ticket. You cannot use the API to create items that contain Rich Text, but you can add Rich Text later via a supported method. For more information, refer to Notification panel. This entity contains the attachments for the ContractNotes entity. Create a Ticket in Autotask using Powershell 27 Aug 2015. This entity describes an instance of hardware, software, or a material item in Autotask that a company sells or supports for customers. This entity contains the attachments for the TicketNotes entity. LOB security is respected in the API. /**/Want to tell us more? Saves the note or time entry and opens a new dialog box. This entity contains SSLSubject Alternative Name (SAN) records associated with the ConfigurationItemsentity in Autotask. Head on over to our Community Forum! To verify and configure these settings perform the following steps. This entity's purpose is to describe a Vendor type Company with an association to an Autotask Product. If more than one person is added, +# is added to the first name. RESTAPIsupportability and query thresholds, Using Swagger UIto explore REST API requests. It allows developers to use the API to implement multi-tier approval for Autotask time entries. Which actions can be performed on the entity. This entity represents aliases for ticket and article tags in Autotask. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. ServiceLevelAgreementPausedNextEventHours. This entity is only used by multi-currency databases. and not visible to the API user when inspecting the Extension Callout on edit and when creating a new Extension Callout. Tickets with no TicketType specified are set automatically to Service Request. For more information about fields marked as picklists, review our Understanding picklists article. 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. If the Contract Service or Bundle is associated to an SLA, then use that ID. The function of this entity is to describe the tax rate charged to a customer for specific goods or services purchased in a specified tax region. The properties represent data fields. 2. An attempt to create a Ticket using a Resource + Role combination with an inactive Role will trigger an error. Roles are associated with a department, have a standard billing rate, and are assigned to resources for billing purposes. In this section, you add new attachments. Visit the Ideas forum! It describes whether a ServiceBundle 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. Thanks for your feedback. A billing item may or may not be included in an invoice and billed to the customer. TicketCategory default values will be applied unless another value is passed in. 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.