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

Actions524

Contract Exclusion Billing Code → Get Many (Advanced)

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Overview

This node operation retrieves multiple Contract Exclusion Billing Code records from the Autotask PSA system using an advanced filter. It allows users to specify detailed query criteria in JSON format to filter the results according to their needs. This operation is useful for scenarios where users need to fetch a customized list of contract exclusion billing codes based on complex conditions, such as billing codes excluded from certain contracts or roles.

Use Case Examples

  1. Fetch all contract exclusion billing codes that match specific criteria defined in an advanced JSON filter.
  2. Retrieve a limited number of contract exclusion billing codes with human-readable labels for picklist and reference fields.
  3. Use the advanced filter to get contract exclusion billing codes excluding certain roles or work types.

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 results.
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.
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 contract exclusion billing code record.
  • billingCodeId - Identifier of the billing code associated with the exclusion.
  • contractId - Identifier of the contract related to the exclusion.
  • exclusionReason - Reason for the billing code exclusion in the contract.
  • createdDate - Date when the exclusion record was created.
  • modifiedDate - Date when the exclusion record was last modified.
  • _label - Human-readable labels for picklist or reference fields if enabled in input properties.

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 contract exclusion billing codes.
  • Check API credentials and permissions to confirm access to contract exclusion billing code data.
  • If labels are not appearing as expected, verify that 'Add Picklist Labels' and 'Add Reference Labels' options are enabled.

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