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Autotask

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

Actions524

Contract Exclusion Set Excluded Role → Get

AI-generated

Overview

This node operation retrieves details of a specific Contract Exclusion Set Excluded Role from the Autotask PSA system using its ID. It is useful for scenarios where you need to fetch information about roles excluded from contract exclusion sets, such as for contract management or auditing purposes.

Use Case Examples

  1. Fetch details of a contract exclusion set excluded role by providing its unique ID to review its properties or use the data in further workflow steps.
  2. Use this operation to integrate contract exclusion role data into reporting or automation processes.

Properties

Name Meaning
Excluded Role ID The unique identifier of the contract exclusion set excluded role to retrieve.
Add Picklist Labels Whether to automatically add human-readable label fields for picklist fields in the response.
Add Reference Labels Whether to automatically add human-readable label fields for reference fields in the response.
Select Columns Names or IDs. Specify which fields to include in the response. If none selected, all fields are 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 - The unique identifier of the contract exclusion set excluded role.
  • name - The name of the excluded role.
  • description - Description or details about the excluded role.
  • createdDate - The date when the excluded role was created.
  • modifiedDate - The date when the excluded role was last modified.
  • userDefinedFields - Custom user-defined fields related to the excluded role, optionally flattened to top level.

Dependencies

  • An API key credential for Autotask PSA REST API

Troubleshooting

  • Ensure the Excluded Role ID is correct and exists in the 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 include the fields you expect.
  • Enable 'Add Picklist Labels' and 'Add Reference Labels' to get human-readable values for picklist and reference fields, which can help in understanding the data.

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