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Consume Autotask REST API

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Overview

This node operation retrieves multiple Contract Exclusion Role records from the Autotask REST API using an advanced filtering mechanism. It allows users to specify complex query criteria in JSON format to filter the results precisely. This is useful for scenarios where you need to extract specific contract exclusion roles based on detailed conditions, such as filtering by role attributes or related contract data. For example, you might want to get all exclusion roles that match certain billing criteria or are linked to specific contracts.

Properties

Name Meaning
Get All Determines whether to return all matching Contract Exclusion Role records or limit the number of results.
Max Records Specifies the maximum number of Contract Exclusion Role 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 to filter Contract Exclusion Roles. This allows for complex and precise filtering based on field values.
Add Picklist Labels If enabled, adds human-readable '_label' fields for picklist fields in the output, making it easier to understand picklist values.
Add Reference Labels If enabled, adds human-readable '_label' fields for reference fields in the output, improving readability of referenced entities.
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.
Flatten User-Defined Fields If enabled, user-defined fields (UDFs) are brought to the top level of each returned object instead of being nested inside a userDefinedFields array.

Output

JSON

  • id - Unique identifier of the Contract Exclusion Role record.
  • fieldName - Various fields of the Contract Exclusion Role as returned by the Autotask API, depending on selected columns.
  • picklistField_label - Human-readable labels for picklist fields, if 'Add Picklist Labels' is enabled.
  • referenceField_label - Human-readable labels for reference fields, if 'Add Reference Labels' is enabled.
    userDefinedFields - User-defined fields nested or flattened depending on 'Flatten User-Defined Fields' setting.

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 correctly formatted and contains a valid 'filter' array as per Autotask API documentation.
  • Requesting too many records without pagination or 'Get All' enabled may lead to timeouts or API limits. Use 'Max Records' to limit results or enable 'Get All' cautiously.
  • Selecting invalid or unsupported fields in 'Select Columns' may cause errors. Use 'Get Field Info' or API docs to confirm valid field names.
  • If picklist or reference labels are not appearing, verify that the corresponding fields have values and that the label options are enabled.
  • API authentication errors may occur if the Autotask API key credential is missing or invalid. Verify credentials in node settings.

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