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Overview

This node operation retrieves multiple Project Note records from the Autotask REST API using advanced filtering criteria. It is useful for users who need to query project notes with complex conditions, such as filtering by specific fields or values, and control the number of records returned. For example, a project manager can use this operation to fetch all notes related to a particular project phase or notes created within a certain date range.

Properties

Name Meaning
Get All Determines whether to return all matching project note records or limit the results to a specified maximum number.
Max Records Specifies the maximum number of project 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 query criteria according to the Autotask API's advanced query syntax. This allows complex filtering of project notes based on various fields.
Add Picklist Labels If enabled, adds additional fields with '_label' suffix to the output for picklist fields, providing human-readable labels instead of raw values.
Add Reference Labels If enabled, adds additional fields with '_label' suffix to the output for reference fields, providing human-readable labels instead of raw IDs.
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 moved to the top level of each returned object instead of being nested inside a 'userDefinedFields' array.

Output

JSON

  • id - Unique identifier of the project note record.
  • content - The textual content of the project note.
  • createdDate - Date and time when the project note was created.
  • modifiedDate - Date and time when the project note was last modified.
  • userDefinedFields - Array of user-defined fields associated with the project note, unless flattened.
    _label - Human-readable label for picklist or reference fields if 'Add Picklist Labels' or '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 too many records without pagination or 'Get All' enabled may lead to timeouts or API limits. Use 'Max Records' to limit results.
  • If picklist or reference labels are not appearing, verify that 'Add Picklist Labels' and 'Add Reference Labels' are enabled and that the fields support labels.
  • Errors related to unsupported fields in 'Select Columns' may occur if field names or IDs are incorrect. Use 'Get Field Info' to confirm valid fields.

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