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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 (Advanced)

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Overview

This node operation retrieves multiple quote templates from the Autotask PSA system using advanced filtering criteria. It is useful for scenarios where users need to fetch a customized list of quote templates based on specific query filters, such as filtering by date, status, or other attributes defined in the Autotask API. For example, a user might want to get all quote templates created within a certain timeframe or matching particular business criteria.

Use Case Examples

  1. Fetch all quote templates with a specific status using an advanced JSON filter.
  2. Retrieve a limited number of quote templates that match complex query conditions for reporting or integration purposes.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit (returnAll boolean). If false, the number of records returned is limited by maxRecords.
Max Records Maximum number of quote templates to return when 'Get All' is false. Value range is 1 to 500.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter the quote templates retrieved. This allows complex and precise filtering based on Autotask's REST API query syntax.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values in the output. 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 output. 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 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 - Additional human-readable labels for picklist or reference fields if enabled.

Dependencies

  • Autotask PSA REST API
  • API authentication token or API key credential

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and matches Autotask API query syntax to avoid query errors.
  • If no results are returned, verify the filter criteria and check if the 'Get All' option or 'Max Records' limit is set appropriately.
  • Authentication errors may occur if API credentials are invalid or expired; verify and update credentials as needed.
  • Network or API rate limit issues may cause failures; check API usage limits and retry later if necessary.

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