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Autotask

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

Actions524

Configuration Item → Move Configuration Item

AI-generated

Overview

This node operation moves a configuration item from a source company to a destination company within the Autotask PSA system. It supports copying user-defined fields, attachments, notes, and note attachments from the source to the destination configuration item. The operation can optionally deactivate the source configuration item after a successful move and add audit notes to both the source and destination items for traceability. It also supports dry run mode to generate a migration plan without making changes, and includes options for handling masked user-defined fields, attachment size limits, retry strategies for transient failures, and impersonation of resources for audit attribution.

Use Case Examples

  1. Moving a configuration item from one company to another while copying all related data such as attachments and notes, and deactivating the original item after the move.
  2. Performing a dry run to generate a migration plan for moving configuration items without actually creating or updating records.
  3. Moving a configuration item and adding custom audit notes to both the source and destination items for compliance and tracking purposes.

Properties

Name Meaning
Source Configuration Item ID The ID of the source configuration item to be moved.
Destination Company ID The ID of the destination company where the configuration item will be moved.
Destination Company Location ID Optional ID of the destination company location; leaving blank clears the location.
Destination Contact ID Optional ID of the destination contact; leaving blank clears the contact linkage.
Copy UDFs Whether to copy user-defined fields from the source to the destination configuration item.
Copy Attachments Whether to copy attachments from the source configuration item.
Copy Notes Whether to copy all notes from the source configuration item.
Copy Note Attachments Whether to copy attachments on the copied notes.
Deactivate Source Whether to deactivate the source configuration item after successful move.
Source Audit Note Audit note text to leave on the source configuration item, supporting placeholders for dynamic data.
Destination Audit Note Audit note text to leave on the destination configuration item, supporting placeholders for dynamic data.
Dry Run Whether to perform a dry run that returns a migration plan without creating or updating records.
Idempotency Key Optional key for idempotency to include in audit notes and output for traceability.
Impersonation Resource ID Optional resource ID to impersonate for audit attribution; if blank, uses the credential user.
Proceed Without Impersonation If Denied Whether to proceed without impersonation if permission is denied when impersonation is set.
Masked UDF Policy Policy for handling masked user-defined field values in source data.
Attachment Oversize Policy Policy for handling attachments that exceed the configured single-file size limit.
Partial Failure Strategy Strategy for handling partial failures after destination configuration item creation.
Max Retries Maximum number of retries for transient attachment copy failures.
Retry Base Delay Milliseconds Base delay in milliseconds for retry backoff.
Retry Jitter Whether to apply jitter to retry delays to avoid retry storms.
Max Bytes Per 5 Minutes Rolling upload throughput limit in bytes per five minutes to throttle uploads.
Max Single File Bytes Maximum allowed size in bytes for a single attachment file.

Output

JSON

  • newConfigurationItemId - ID of the newly created configuration item at the destination.
  • newConfigurationItemLink - URL link to the newly created configuration item.
  • migrationPlan - Details of the migration plan when dry run mode is enabled.
  • auditNotes - Audit notes added to source and destination configuration items for traceability.
  • errors - Any errors encountered during the move operation.

Dependencies

  • An API key credential for Autotask PSA REST API

Troubleshooting

  • Ensure the source and destination configuration item IDs are valid and accessible with the provided credentials.
  • Check permissions for impersonation if using the impersonation resource ID option; fallback behavior depends on the 'Proceed Without Impersonation If Denied' setting.
  • Attachment size limits and upload throughput limits may cause failures; adjust 'Max Single File Bytes' and 'Max Bytes Per 5 Minutes' accordingly.
  • Masked user-defined fields may cause failures depending on the 'Masked UDF Policy' setting; choose to omit or fail as needed.
  • Partial failures after destination creation can be handled by deactivating the destination or leaving it active with a note, based on the 'Partial Failure Strategy' setting.

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