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Autotask

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Overview

This node operation retrieves multiple project tasks from the Autotask system. It is useful for workflows that need to fetch lists of tasks associated with projects, for example, to display task summaries, perform batch updates, or integrate task data with other systems. Users can specify which fields to retrieve, control the number of tasks returned, and enhance the output with human-readable labels for picklist and reference fields.

Properties

Name Meaning
Fields Defines which fields of the project tasks to retrieve and map in the output. Supports custom mapping and auto-mapping of fields.
Get All Determines whether to return all matching project tasks or limit the number of results.
Max Records Specifies the maximum number of project task records to return when 'Get All' is false. Valid range is 1 to 500.
Add Picklist Labels If enabled, adds additional fields with '_label' suffix containing human-readable labels for picklist fields.
Add Reference Labels If enabled, adds additional fields with '_label' suffix containing human-readable labels for reference fields.
Select Columns Names or IDs. Allows selection of specific fields to include in the response. If none 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 task object instead of being nested.

Output

JSON

  • id - Unique identifier of the project task.
  • name - Name or title of the project task.
  • status - Current status of the task.
  • startDate - Start date of the task.
  • dueDate - Due date of the task.
  • assignedResourceId - Identifier of the resource assigned to the task.
  • assignedResourceId_label - Human-readable label for the assigned resource (if Add Reference Labels is enabled).
  • priority - Priority level of the task.
  • priority_label - Human-readable label for the priority (if Add Picklist Labels is enabled).
  • userDefinedFields - Array of user-defined fields associated with the task, unless flattened.

Dependencies

  • Requires an API key credential for Autotask REST API authentication.

Troubleshooting

  • If no tasks are returned, verify that the project tasks exist and the API credentials have sufficient permissions.
  • If the node returns an error about unsupported resource or operation, ensure the resource is set to 'task' and operation to 'getMany'.
  • If the maximum records limit is exceeded, reduce the 'Max Records' value or enable 'Get All' to retrieve all tasks.
  • If picklist or reference labels are missing, check that 'Add Picklist Labels' and 'Add Reference Labels' options are enabled.
  • If user-defined fields are not accessible as expected, verify the 'Flatten User-Defined Fields' option setting.

Discussion