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Autotask

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

Actions524

Quote Location → Get Many (Advanced)

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Overview

This node operation retrieves multiple quote location 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 locations based on specific query filters, such as filtering by certain fields or conditions defined in a JSON filter. This operation supports returning all matching records or limiting the number of records returned, and it can include additional options like adding human-readable labels for picklist and reference fields, selecting specific columns, and flattening user-defined fields for easier access.

Use Case Examples

  1. Fetch all quote locations that match a complex filter criteria defined in JSON format.
  2. Retrieve up to a specified maximum number of quote location records with selected columns and labels for easier readability.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (maxRecords). This controls if the query fetches all matching quote locations or just a limited subset.
Max Records Maximum number of quote location records to return when 'Get All' is false. The value must be between 1 and 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter the quote locations. This allows precise control over which records are retrieved based on field values and conditions.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values. This enhances the output by including readable labels for picklist fields.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values. This enhances the output by including readable labels for reference fields.
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. When enabled, user-defined fields (UDFs) will be accessible as top-level properties instead of being nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the quote location record.
  • name - Name or label of the quote location.
  • address - Address details of the quote location.
  • _label - Human-readable labels for picklist or reference fields if enabled.
  • userDefinedFields - Array of user-defined fields associated with the quote location, or flattened as top-level properties if enabled.

Dependencies

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

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and valid according to Autotask API specifications to avoid query errors.
  • If no records are returned, verify the filter criteria and resource-operation selection are correct.
  • If the node throws authentication errors, check that the Autotask API credentials are correctly configured and have necessary permissions.
  • When selecting specific columns, ensure the column names or IDs exist for the quote location resource to avoid empty or incomplete results.

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