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Autotask

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

Actions524

Company Note → Get Many (Advanced)

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Overview

This node operation retrieves multiple company notes from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to fetch a customized list of company notes based on specific query parameters, such as filtering by date, content, or other note attributes. For example, a user might want to extract all company notes related to a particular project or within a certain time frame for reporting or analysis purposes.

Use Case Examples

  1. Retrieve all company notes related to a specific company using a JSON filter.
  2. Fetch a limited number of company notes with specific fields selected for a summary report.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (maxRecords).
Max Records Maximum number of company notes to return when 'Get All' is false. Range is 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter the company notes retrieved.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values in the output.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values in the output.
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 nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the company note.
  • content - Content or text of the company note.
  • createdDate - Date and time when the note was created.
  • modifiedDate - Date and time when the note was last modified.
  • userDefinedFields - Array of user-defined fields associated with the company note, if not flattened.
  • picklistLabels - Human-readable labels for picklist fields, if enabled.
  • referenceLabels - Human-readable labels for reference fields, if enabled.

Dependencies

  • Autotask PSA API credentials

Troubleshooting

  • Ensure the JSON in the Advanced Filter is correctly formatted and matches the Autotask API query criteria syntax to avoid query errors.
  • If no results are returned, verify that the filter criteria actually match existing company notes in the Autotask system.
  • Check API credentials and permissions to ensure the node has access to read company notes.
  • If the node fails with rate limit errors, consider adjusting the request frequency or enabling rate limiting features if available.

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