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Overview

This node interacts with the Autotask REST API to retrieve detailed information about a specific Project Note by its ID. It is useful for workflows that need to fetch and process notes associated with projects, such as project documentation, updates, or comments. For example, it can be used to automatically pull the latest note content for reporting or integration with other systems.

Properties

Name Meaning
Note ID The unique identifier of the project note to retrieve.
Add Picklist Labels Determines whether to add additional fields with human-readable labels for picklist fields in the response. Labels are only added if the picklist value is not empty.
Add Reference Labels Determines whether to add additional fields with human-readable labels for reference fields in the response. Labels are only added if the reference value is not empty.
Select Columns Names or IDs. Specifies which 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) should be moved to the top level of the returned object instead of being nested inside a userDefinedFields array.

Output

JSON

  • id - The unique identifier of the project note.
  • content - The main content or text of the project note.
  • createdDate - The date and time when the note was created.
  • createdBy - Information about the user who created the note, possibly including user ID and name.
  • picklistField_label - Human-readable labels for picklist fields, added if 'Add Picklist Labels' is enabled.
  • referenceField_label - Human-readable labels for reference fields, added if 'Add Reference Labels' is enabled.
  • userDefinedFields - An array of user-defined fields associated with the note, unless flattened to top-level properties.

Dependencies

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

Troubleshooting

  • If the Note ID is invalid or does not exist, the node will throw an error indicating the note could not be found. Verify the Note ID is correct.
  • If API authentication fails, ensure the Autotask API credentials are correctly configured and have sufficient permissions.
  • Selecting specific columns that do not exist or are misspelled may result in incomplete or empty data. Use the 'Select Columns' dropdown or expressions carefully.
  • Enabling 'Flatten User-Defined Fields' may cause naming conflicts if UDF names overlap with standard fields; disable if unexpected data structure issues occur.

Discussion