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Overview

The 'Project Charge - Get Many (Advanced)' operation allows users to retrieve multiple project charge records from the Autotask system using advanced filtering criteria. This operation is beneficial when users need to query project charges with complex conditions beyond simple filters, enabling precise data extraction for reporting, analysis, or integration purposes. For example, a project manager might use this to fetch all project charges within a specific date range, for certain projects, or matching custom user-defined fields.

Properties

Name Meaning
Get All Determines whether to return all matching project charge records or limit the number of results.
Max Records Specifies the maximum number of project charge 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 with Autotask API query criteria to perform advanced filtering of project charges.
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.
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 project charge record.
  • fieldName - Various fields representing project charge data as per selected columns or all fields if none selected.
  • fieldName_label - Human-readable labels for picklist or reference fields if 'Add Picklist Labels' or 'Add Reference Labels' is enabled.
  • userDefinedFields - Array of user-defined fields unless 'Flatten User-Defined Fields' is enabled, in which case UDFs appear as top-level properties.

Dependencies

  • Requires an Autotask API key credential for authentication.
  • Relies on the Autotask REST API to perform advanced filtered queries on project charges.

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 too many records without 'Get All' enabled may result in incomplete data. Use 'Get All' to retrieve all matching records if needed.
  • Selecting invalid or non-existent fields in 'Select Columns' may cause errors or missing data. Use 'Get Field Info' to verify field names.
  • Enabling 'Flatten User-Defined Fields' may cause naming conflicts if UDF names overlap with standard fields.
  • API rate limits may be encountered if querying large datasets frequently; consider implementing delays or pagination.

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