Autotask icon

Autotask

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

Actions524

Checklist Library → Get Many (Advanced)

AI-generated

Overview

This node operation retrieves multiple records from the Checklist Library resource in Autotask using advanced filtering options. It is useful for scenarios where users need to fetch a customized list of checklist libraries based on specific criteria, such as filtering by certain fields or limiting the number of records returned. For example, a user might want to get all checklist libraries related to a particular project or status, or limit the results to a maximum number for performance reasons.

Use Case Examples

  1. Fetch all checklist libraries with a specific status using an advanced JSON filter.
  2. Retrieve up to 50 checklist libraries created after a certain date.
  3. Get all checklist libraries without any limit by setting the 'Get All' option to true.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of records to return when 'Get All' is false, ranging from 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter the checklist libraries.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values.
Select Columns Names or IDs Choose which fields to include in the response. If no fields are selected, all fields will be returned. The ID field is always included regardless of selection.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object instead of being nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the checklist library record.
  • name - Name of the checklist library.
  • description - Description of the checklist library.
  • createdDate - Date when the checklist library was created.
  • modifiedDate - Date when the checklist library was last modified.
  • userDefinedFields - Array of user-defined fields associated with the checklist library, if not flattened.
  • picklistLabels - Human-readable labels for picklist fields, if enabled.
  • referenceLabels - Human-readable labels for reference fields, if enabled.

Dependencies

  • An API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Ensure the advanced filter JSON string is correctly formatted and contains a valid 'filter' array as per Autotask API documentation.
  • If no records are returned, verify the filter criteria to ensure they match existing checklist library records.
  • Check API credentials and permissions to confirm access to the Checklist Library resource.
  • If the node fails with rate limit errors, consider enabling rate tracking or adjusting request frequency.

Links

Discussion