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Interact with Kaseya's Autotask PSA REST API to manage companies, tickets, contracts, and more.

Actions524

Checklist Library Item → Create

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Overview

This node operation allows users to create a new Checklist Library Item in the Autotask PSA system. It is useful for automating the addition of checklist items to a checklist library, which can help standardize and streamline task management processes within projects or service tickets.

Use Case Examples

  1. Automatically add a new checklist item to a checklist library when a new project phase starts.
  2. Create checklist items programmatically based on external triggers or data sources to ensure consistency in task execution.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation.
Fields Map the fields to be used in the create operation for the checklist library item. This allows specifying the details of the checklist item to be created.

Output

JSON

  • id - The unique identifier of the created checklist library item.
  • name - The name of the created checklist library item.
  • description - Description or details of the checklist library item.
  • status - The status of the checklist library item after creation.

Dependencies

  • Requires an API key credential for Autotask PSA to authenticate and perform the create operation.

Troubleshooting

  • If the node returns an error about missing or invalid fields, ensure that all required fields for creating a checklist library item are correctly mapped in the 'Fields' property.
  • If the 'Dry Run' option is enabled, no actual creation will occur; disable it to perform the operation.
  • Authentication errors indicate issues with the provided API credentials; verify the API key and connection settings.

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Discussion