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Autotask

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

Actions524

Resource Role → Get Many (Advanced)

AI-generated

Overview

This node interacts with the Autotask PSA REST API to perform advanced retrieval of multiple Resource Role records based on user-defined JSON filters. It is useful for scenarios where users need to query Resource Roles with complex criteria, such as filtering by specific attributes or conditions, and optionally limit the number of results or return all matching records. For example, a user might retrieve all Resource Roles that match certain skill sets or roles within a company.

Use Case Examples

  1. Retrieve all Resource Roles with a specific skill level using an advanced JSON filter.
  2. Get a limited number of Resource Roles that meet certain 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 records to return when not returning all results (range 1-500).
Advanced Filter A JSON string containing a "filter" array with Autotask API query criteria to specify complex filtering conditions for the Resource Roles to retrieve.
Add Picklist Labels Whether to automatically add "_label" fields for picklist fields with human-readable values (no labels added for empty values).
Add Reference Labels Whether to automatically add "_label" fields for reference fields with human-readable values (no labels 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 up to the top level of each object, making them accessible as top-level properties instead of nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the Resource Role record.
  • name - Name of the Resource Role.
  • description - Description of the Resource Role.
  • userDefinedFields - Array of user-defined fields associated with the Resource Role, if not flattened.
  • _label - Human-readable labels for picklist or reference fields if enabled.

Dependencies

  • Autotask PSA REST API credentials (API key and integration code)

Troubleshooting

  • Ensure the JSON in the Advanced Filter is correctly formatted and matches the Autotask API query criteria syntax to avoid query errors.
  • If no results are returned, verify the filter criteria and selected columns to ensure they match existing Resource Role data.
  • Authentication errors may occur if API credentials are missing or incorrect; verify credentials in node settings.
  • Rate limiting may affect large queries; consider using the 'Get All' option carefully or implement pagination.

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