Autotask icon

Autotask

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

Actions524

Contract Milestone → Update

AI-generated

Overview

This node operation updates an existing Contract Milestone in the Autotask PSA system. It is useful for scenarios where you need to modify details of a specific milestone within a contract, such as changing milestone dates, descriptions, or statuses. For example, a project manager might update a milestone to reflect a new completion date or adjust milestone details based on project progress.

Use Case Examples

  1. Updating the due date of a contract milestone to reflect a project schedule change.
  2. Modifying the description or status of a milestone to indicate progress or completion.

Properties

Name Meaning
Milestone ID The ID of the milestone to operate on, used to identify which contract milestone to update.
Dry Run Whether to return a request preview instead of executing the operation. Useful for testing and validation without making actual changes.
Fields The fields of the contract milestone to update, allowing the user to define which properties of the milestone should be changed and their new values.

Output

JSON

  • id - The unique identifier of the updated contract milestone.
  • name - The name or title of the updated contract milestone.
  • status - The current status of the contract milestone after the update.
  • dueDate - The due date of the contract milestone after the update.
  • otherUpdatedFields - Any other fields of the contract milestone that were updated and returned by the API.

Dependencies

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

Troubleshooting

  • Common issues include providing an invalid or non-existent Milestone ID, which will cause the update operation to fail.
  • If 'Dry Run' is enabled, no changes will be made; ensure it is disabled to apply updates.
  • Errors may occur if required fields for the update are missing or if the API credentials are invalid or expired.

Links

  • Autotask PSA REST API Documentation - Official documentation for the Autotask PSA REST API, useful for understanding the contract milestone update operation and its parameters.

Discussion