Autotask icon

Autotask

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

Actions524

Contract Service → Get Many (Advanced)

AI-generated

Overview

This node operation retrieves multiple Contract Service records from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to query contract services with specific conditions, such as filtering by attributes or related data, and optionally limit the number of results or return all matching records. For example, a user might want to fetch all contract services related to a particular contract or within a certain date range using a JSON-based advanced filter.

Use Case Examples

  1. Retrieve all contract services associated with a specific contract ID using an advanced JSON filter.
  2. Fetch up to 100 contract services that meet custom criteria defined in the advanced filter JSON.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (maxRecords).
Max Records Maximum number of contract service records to return when 'Get All' is false. Range is 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter contract service records. This allows complex querying based on Autotask's REST API filtering capabilities.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values in the response. No labels are added for empty values.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values in the response. No labels are added for empty 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 regardless of selection.
Flatten User-Defined Fields Whether to bring user-defined fields (UDFs) up to the top level of each object instead of being nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the contract service record.
  • name - Name of the contract service.
  • description - Description of the contract service.
  • contractId - Identifier of the associated contract.
  • status - Status of the contract service.
  • startDate - Start date of the contract service.
  • endDate - End date of the contract service.
  • billingDetails - Billing related information for the contract service.
  • userDefinedFields - Array of user-defined fields related to the contract service, unless flattened to top-level.
  • _label fields - Additional fields with '_label' suffix providing human-readable labels for picklist and reference fields if enabled.

Dependencies

  • Autotask PSA REST API
  • API authentication credentials

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and follows Autotask API query criteria syntax to avoid query errors.
  • If no results are returned, verify the filter criteria and consider adjusting the 'Get All' and 'Max Records' settings.
  • Authentication errors may occur if API credentials are missing or invalid; verify the Autotask API credentials configuration.
  • Large result sets may cause performance issues; use filtering and limits appropriately.

Links

Discussion