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Autotask

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

Actions524

Quote Item → Get Many (Advanced)

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Overview

This node operation retrieves multiple quote item records from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to fetch a customized list of quote items based on complex query filters, such as specific attributes or conditions defined in a JSON filter. For example, a user might want to get all quote items related to a particular project or within a certain date range.

Use Case Examples

  1. Fetch all quote items with a specific status using an advanced JSON filter.
  2. Retrieve up to a specified limit of quote items matching custom criteria for reporting or integration purposes.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of quote item 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 the quote items retrieved.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values in the output.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values in the output.
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 up to the top level of each object instead of nesting them in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the quote item.
  • name - Name or title of the quote item.
  • description - Description details of the quote item.
  • quantity - Quantity of the item quoted.
  • unitPrice - Unit price of the quote item.
  • totalPrice - Total price calculated for the quote item.
  • picklistLabels - Optional human-readable labels for picklist fields if enabled.
  • referenceLabels - Optional human-readable labels for reference fields if enabled.
  • userDefinedFields - User-defined custom fields, either nested or flattened based on configuration.

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 to avoid errors.
  • If no results are returned, verify the filter criteria and the 'Get All' and 'Max Records' settings.
  • Authentication errors may occur if the API key credential is invalid or expired; verify credentials in node settings.
  • Large data requests may hit API rate limits; consider using filters to reduce data size or enable pagination if supported.

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