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Autotask

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

Actions524

Contract Exclusion Role → Create

AI-generated

Overview

This node operation allows users to create a new Contract Exclusion Role in the Autotask PSA system. It is useful for managing contract exclusions by defining roles that should be excluded from certain contract conditions or billing rules. For example, a user can create a contract exclusion role to exclude specific roles from contract billing calculations or service agreements.

Use Case Examples

  1. Create a new Contract Exclusion Role to exclude a specific role from contract billing.
  2. Add a Contract Exclusion Role to manage contract exclusions dynamically based on role assignments.

Properties

Name Meaning
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation.
Fields Fields to map for the Contract Exclusion Role creation. Defines the data to be sent in the create request.

Output

JSON

  • id - The unique identifier of the created Contract Exclusion Role.
  • name - The name of the created Contract Exclusion Role.
  • description - Description or details of the Contract Exclusion Role.

Dependencies

  • Requires an API key credential for Autotask PSA REST API authentication.

Troubleshooting

  • Common issues include invalid or missing required fields in the 'Fields' property, causing API errors.
  • If 'Dry Run' is enabled, no actual creation occurs; ensure it is disabled to create roles.
  • API authentication errors if credentials are incorrect or expired.

Links

Discussion