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Overview

This node interacts with the Autotask REST API to retrieve multiple records of a specified resource using advanced filtering criteria. It is designed for scenarios where users need to query Autotask data with complex filters beyond simple retrieval, such as fetching resources that meet specific conditions or criteria. For example, a user can retrieve a filtered list of resources based on custom JSON filters, control the number of records returned, and optionally include human-readable labels for picklist and reference fields.

Properties

Name Meaning
Get All Determines whether to return all matching results or limit the output to a specified maximum number of records.
Max Records Specifies the maximum number of 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 for filtering the records.
Add Picklist Labels Indicates whether to automatically add additional fields with '_label' suffix for picklist fields, providing human-readable values instead of raw codes.
Add Reference Labels Indicates whether to automatically add additional fields with '_label' suffix for reference fields, providing human-readable values.
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) should be moved to the top level of each returned object instead of being nested inside a userDefinedFields array.

Output

JSON

  • `` - An array of resource objects matching the advanced filter criteria. Each object contains the requested fields, including optional picklist and reference labels, and optionally flattened user-defined fields.

Dependencies

  • Requires an Autotask API credential (API key or token) to authenticate requests to the Autotask REST API.

Troubleshooting

  • Invalid JSON in the 'Advanced Filter' property will cause the node to fail. Ensure the JSON string is correctly formatted and contains a 'filter' array as per Autotask API documentation.
  • Requesting more than 500 records when 'Get All' is false will be limited to 500 due to API constraints.
  • If no records are returned, verify that the filter criteria correctly match existing data.
  • Enabling 'Add Picklist Labels' or 'Add Reference Labels' may increase response size; disable if not needed.
  • If user-defined fields are not appearing as expected, check the 'Flatten User-Defined Fields' setting.

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