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Autotask

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

Actions524

Contract Milestone → Count (Advanced)

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Overview

This node operation counts the number of Contract Milestone records in Kaseya's Autotask PSA system that match advanced filter criteria provided by the user. It is useful for scenarios where users need to get a count of contract milestones based on complex query conditions, such as filtering by specific fields or statuses. For example, a user might want to count all contract milestones that are due within a certain date range or belong to a particular contract type.

Use Case Examples

  1. Count contract milestones with a specific status using an advanced JSON filter.
  2. Get the total number of contract milestones for contracts of a certain type using a custom filter.

Properties

Name Meaning
Advanced Filter A JSON string containing a "filter" array with Autotask API query criteria to specify which contract milestones to count.

Output

JSON

  • count - The total number of contract milestones matching the advanced filter criteria.

Dependencies

  • Requires an API key credential for Kaseya's Autotask PSA REST API.

Troubleshooting

  • Ensure the Advanced Filter JSON is correctly formatted and contains a valid "filter" array as per Autotask API documentation.
  • Common errors may include invalid JSON syntax or unsupported filter fields, which can be resolved by verifying field names using the Get Field Info operation and constructing the filter with the Search Filter Build tool.
  • API authentication errors may occur if the API key or credentials are incorrect or expired; verify and update credentials as needed.

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