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Autotask

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

Actions524

Quote Template → Get Many

AI-generated

Overview

This node operation retrieves multiple quote templates from the Autotask PSA system. It is useful for scenarios where you need to fetch a list of quote templates, for example, to display available templates for selection or to process multiple templates in bulk. Users can specify whether to return all results or limit the number of records, and can customize the output by selecting specific fields, adding human-readable labels for picklist and reference fields, and flattening user-defined fields for easier access.

Use Case Examples

  1. Fetch all quote templates to display in a dropdown menu for user selection.
  2. Retrieve up to 50 quote templates to process and analyze their details in a workflow.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (returnAll boolean). Defaults to false.
Max Records Maximum number of quote template records to return when 'Get All' is false. Range is 1-500. Defaults to 10.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values. Defaults to true.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values. Defaults to true.
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 being nested in the userDefinedFields array. Defaults to false.

Output

JSON

  • id - Unique identifier of the quote template.
  • name - Name of the quote template.
  • description - Description of the quote template.
  • createdDate - Date when the quote template was created.
  • modifiedDate - Date when the quote template was last modified.
  • userDefinedFields - Array of user-defined fields associated with the quote template, if not flattened.
    _label - Human-readable label for picklist or reference fields, if enabled.

Dependencies

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

Troubleshooting

  • Ensure the API credentials are correctly configured and have sufficient permissions to access quote templates.
  • If no records are returned, verify the filters and limits set in the node parameters.
  • Errors related to rate limits may occur; the node attempts to initialize a rate tracker to handle this, but fallback to local counting is possible.

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