Autotask icon

Autotask

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

Actions524

Contract Milestone → Get Many (Advanced)

AI-generated

Overview

This node operation retrieves multiple Contract Milestone records from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to query contract milestones with specific conditions, such as filtering by date ranges, status, or other custom fields, and want to control the number of records returned or fetch all matching records.

Use Case Examples

  1. Retrieve all contract milestones related to a specific contract ID.
  2. Fetch contract milestones that fall within a certain date range and have a particular status.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of contract milestone records to return when 'Get All' is false.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter contract milestones.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable 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.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object for easier access.

Output

JSON

  • id - Unique identifier of the contract milestone.
  • name - Name or title of the contract milestone.
  • description - Description or details about the contract milestone.
  • startDate - Start date of the contract milestone.
  • endDate - End date or due date of the contract milestone.
  • status - Current status of the contract milestone.
  • contractId - Identifier of the contract to which the milestone belongs.
  • userDefinedFields - Custom fields defined by the user, optionally flattened to top-level properties.
  • _label - Optional human-readable labels for picklist and reference fields if enabled.

Dependencies

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

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and matches Autotask API query criteria syntax.
  • If no records are returned, verify the filter criteria and resource permissions.
  • Check API credentials and network connectivity if authentication errors occur.
  • If the node fails on large data sets, try enabling 'Get All' or increasing the 'Max Records' limit carefully to avoid timeouts.

Links

Discussion