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

Actions524

Contract Exclusion Set Excluded Role → Create

AI-generated

Overview

This node operation creates a new Contract Exclusion Set Excluded Role in Kaseya's Autotask PSA system. It is useful for managing contract exclusions by specifying roles that should be excluded from certain contract sets. This operation is typically used in contract management workflows to automate the exclusion of specific roles from contract terms.

Use Case Examples

  1. Automatically exclude certain roles from contract sets when creating or updating contracts.
  2. Integrate contract role exclusions into a broader contract management automation process.

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 Set Excluded Role resource, allowing definition of the data to be sent when creating the excluded role.

Output

JSON

  • id - The unique identifier of the created Contract Exclusion Set Excluded Role.
  • name - The name or label of the created excluded role.
  • contractExclusionSetId - Identifier of the contract exclusion set to which the role is excluded.
  • roleId - Identifier of the role that is excluded in the contract exclusion set.

Dependencies

  • An API key credential for Kaseya's Autotask PSA REST API

Troubleshooting

  • Ensure the API credentials are correctly configured and have permissions to create contract exclusion set excluded roles.
  • If 'Dry Run' is enabled, no changes will be made; disable it to perform actual creation.
  • Validate that all required fields in 'Fields' are correctly mapped and provided to avoid API errors.

Links

  • Autotask REST API Documentation - Official documentation for Kaseya's Autotask PSA REST API, useful for understanding the contract exclusion set excluded role resource and its fields.

Discussion