Autotask icon

Autotask

Consume Autotask REST API
Join our community

Actions389

Overview

This node operation dynamically builds search filters for querying entities in the Autotask API. It allows users to specify an entity type and construct complex filter groups with logical operators and multiple conditions. This is useful for creating precise queries to retrieve data matching specific criteria from Autotask, such as filtering tickets, projects, or contacts based on various fields and user-defined fields (UDFs). For example, a user can build a filter to find all tickets with a status of 'Open' and priority greater than 2, or all projects created after a certain date.

Properties

Name Meaning
Entity Type Name or ID Specifies the Autotask entity type to build the filter for, either by selecting from a list or providing an ID via expression.
Filter Groups Defines one or more groups of filter conditions combined with logical operators (AND/OR). Each group contains multiple conditions specifying field, operator, value type, and value to filter the data.

Output

JSON

  • filter - The constructed filter object representing the dynamic search filter groups and conditions, formatted for use in Autotask API queries.

Dependencies

  • Requires an authenticated connection to the Autotask REST API via an API key credential.

Troubleshooting

  • Ensure the 'Entity Type Name or ID' is valid and corresponds to a queryable entity in Autotask; invalid entity types will cause errors.
  • When building filter groups, only one user-defined field (UDF) can be queried at a time; attempting multiple UDFs may cause API errors.
  • Date values are converted to UTC based on credential timezone settings; incorrect timezone configuration may lead to unexpected filter results.
  • Operators must be compatible with the field type; for example, 'Contains' is valid for string fields but not for numeric fields.
  • If dynamic loading of entity types or fields fails, check network connectivity and API credentials validity.

Links

Discussion