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Autotask

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

Actions524

Resource → Transfer Ownership

AI-generated

Overview

This node operation transfers ownership of various work items and entities from one resource to another within the Autotask PSA system. It is useful for scenarios such as reassigning tasks, projects, tickets, companies, and appointments when a resource changes roles or leaves the organization. For example, it can reassign all tasks and tickets from a departing employee to their replacement, ensuring continuity of work.

Use Case Examples

  1. Reassign all open tickets and tasks from Resource A to Resource B.
  2. Transfer ownership of companies and opportunities from one sales representative to another.
  3. Perform a dry run to preview ownership changes before applying them.

Properties

Name Meaning
Source Resource Name or ID The resource currently assigned to the work that will be transferred.
Receiving Resource Name or ID The resource who will receive the reassigned work.
Dry Run Preview the planned updates without making any actual changes.
Include Appointments Whether to move appointments assigned to the source resource.
Include Companies Whether to transfer company ownership for companies owned by the source resource.
Company ID Allowlist Optional comma-separated list of company IDs to limit the scope of company ownership transfer.
Include Opportunities Whether to transfer opportunities owned by the source resource.
Include Projects Whether to reassign projects including leads, tasks, and/or secondary task resources.
Project Reassign Mode Controls what is reassigned within discovered projects (lead, tasks, secondary resources).
Include Service Call Assignments Whether to move service call ticket/task resource assignments where the source resource is assigned.
Include Tickets Whether to transfer tickets owned by the source resource.
Ticket Assignment Mode Controls whether to transfer primary only or both primary and secondary ticket assignments.
Due Window Restrict work by due/end date window for tickets, tasks, projects, and appointments.
Custom Due Before Custom due cut-off date/time in YYYY-MM-DD or ISO datetime format.
Only Open/Active Whether to exclude closed, complete, done, or inactive statuses by default.
Include Items With No Due Date Whether to include items that have no due or end date.
Max Items Per Entity Maximum number of items to update per entity type to prevent runaway updates.
Max Companies Maximum number of companies to update to prevent runaway ownership changes.
Status Allowlist by Label Optional comma-separated list of status labels to include for tickets, tasks, projects, and opportunities.
Status Allowlist by Value Optional comma-separated list of status integer values to include for tickets, tasks, projects, and opportunities.
Add Audit Notes Whether to add audit notes documenting the ownership transfer.
Audit Note Template Template for audit notes with placeholders for source and destination resource names and IDs, and date.
Impersonation Resource ID Optional resource ID for impersonated write attribution.
Proceed Without Impersonation If Denied Whether to proceed without impersonation if permission is denied when impersonation is used.

Output

JSON

  • transferredEntities - List of entities that had ownership transferred, including details of changes.
  • auditNotesAdded - Indicates whether audit notes were added during the transfer.
  • dryRun - Indicates if the operation was a dry run without actual changes.

Dependencies

  • Autotask PSA REST API
  • API key credential for authentication

Troubleshooting

  • Ensure the source and destination resource IDs are valid and exist in the Autotask system.
  • Check API credentials and permissions to perform ownership transfers.
  • Dry run mode can be used to preview changes and avoid unintended updates.
  • If impersonation is used, verify the impersonation resource has necessary permissions or allow fallback without impersonation.
  • Be cautious with max items limits to prevent partial transfers or missed items.

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