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Autotask

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

Actions524

Contract Exclusion Role → Get

AI-generated

Overview

This node operation retrieves a specific Contract Exclusion Role from the Autotask PSA system using its ID. It is useful for scenarios where you need to fetch detailed information about a particular contract exclusion role, such as for contract management, auditing, or integration with other systems.

Use Case Examples

  1. Fetch details of a contract exclusion role by its ID to display in a dashboard.
  2. Retrieve contract exclusion role information to validate contract conditions in an automated workflow.

Properties

Name Meaning
Exclusion Role ID The ID of the contract exclusion role to operate on, required to identify which exclusion role to retrieve.
Add Picklist Labels Whether to automatically add "_label" fields for picklist fields with human-readable values (no labels will be added for empty values).
Add Reference Labels Whether to automatically add "_label" fields for reference fields with human-readable values (no labels will be added for empty 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, making UDFs accessible as top-level properties instead of being nested in the userDefinedFields array.

Output

JSON

  • id - The unique identifier of the contract exclusion role.
  • name - The name of the contract exclusion role.
  • description - Description or details about the contract exclusion role.
  • picklistLabels - Human-readable labels for picklist fields if enabled.
  • referenceLabels - Human-readable labels for reference fields if enabled.
  • userDefinedFields - User-defined fields related to the contract exclusion role, optionally flattened to top-level properties.

Dependencies

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

Troubleshooting

  • Ensure the Exclusion Role ID is correct and exists in the Autotask system to avoid 'not found' errors.
  • Check API credentials and permissions if authentication errors occur.
  • If no data is returned, verify that the selected columns and filters are correctly set.

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