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Overview

This node operation retrieves multiple Company Note records from the Autotask REST API using advanced filtering criteria. It is useful for users who need to query and extract specific sets of company notes based on complex conditions, such as filtering by date ranges, note content, or related company attributes. For example, a user can fetch all company notes created within a certain period or notes containing specific keywords, enabling detailed data analysis or integration workflows.

Properties

Name Meaning
Get All Determines whether to return all matching company note records or limit the results to a specified maximum number.
Max Records Specifies the maximum number of company note records to return when 'Get All' is false. The value must be between 1 and 500.
Advanced Filter A required JSON string containing a 'filter' array that defines the Autotask API query criteria for filtering company notes. Users should construct this JSON using the Autotask API field names and query syntax.
Add Picklist Labels Indicates whether to automatically add human-readable '_label' fields for picklist fields in the output. Empty values will not have labels added.
Add Reference Labels Indicates whether to automatically add human-readable '_label' fields for reference fields in the output. Empty values will not have labels added.
Select Columns Names or IDs. Allows selection of specific fields to include in the response. If no fields are selected, all fields are returned. The ID field is always included regardless of selection.
Flatten User-Defined Fields Determines whether user-defined fields (UDFs) are brought up to the top level of each returned object instead of being nested inside a 'userDefinedFields' array.

Output

JSON

  • id - Unique identifier of the company note record.
  • content - Text content of the company note.
  • createdDate - Date and time when the note was created.
  • userDefinedFields - Array of user-defined fields associated with the note, unless flattened to top-level properties.
    _label - Human-readable label for picklist fields if 'Add Picklist Labels' is enabled._label - Human-readable label for reference fields if 'Add Reference Labels' is enabled.

Dependencies

  • Requires an Autotask API key credential for authentication to access the Autotask REST API.

Troubleshooting

  • Invalid JSON in 'Advanced Filter' property can cause query failures. Ensure the JSON string is well-formed and follows Autotask API filter syntax.
  • Requesting more than 500 records when 'Get All' is false will be limited to 500 due to API constraints.
  • If no records are returned, verify that the filter criteria correctly match existing company notes.
  • Enabling 'Add Picklist Labels' or 'Add Reference Labels' may increase response size; disable if not needed.
  • Flattening user-defined fields may cause naming conflicts if UDF names overlap with standard fields.

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