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Autotask

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

Actions524

Search Filter → Build

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Overview

The Search Filter node in the Autotask integration allows users to build complex filter groups for querying the Autotask API. It is particularly useful for constructing advanced search queries by combining multiple conditions with logical operators (AND/OR). This node supports filtering by various field types including strings, numbers, booleans, dates, and arrays, and is designed to work with both standard API fields and user-defined fields (UDFs). A practical example is filtering tickets or projects based on specific criteria such as status, priority, or custom fields.

Use Case Examples

  1. Build a filter group to find tickets where the status equals 'Open' AND the priority is greater than 3.
  2. Create a filter group to search projects where a custom user-defined field (UDF) matches a specific value.

Properties

Name Meaning
Filter Groups Allows building multiple filter groups, each containing conditions combined with a logical operator (AND/OR). Each condition specifies a field, operator, value type, and value to filter by.

Output

JSON

  • filterGroups - An array representing the constructed filter groups with their logical operators and conditions.

Dependencies

  • Requires an Autotask API credential for authentication.

Troubleshooting

  • Ensure only one user-defined field (UDF) is used per query as per API limitations.
  • Use the correct data type for the filter value to avoid invalid filters, especially when using 'In List' or 'Not In List' operators which require array types.
  • Verify that date values are correctly converted to UTC if the local timezone is configured, or mark them as UTC if already in that format.

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