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Autotask

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

Actions524

Search Filter → Dynamic Build

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Overview

This node operation dynamically builds search filters for querying entities in the Autotask API. It allows users to specify an entity type and construct complex filter groups with logical operators (AND/OR) and multiple conditions. Each condition can specify a field, operator, value type, and value, enabling precise and flexible filtering of data. This is useful for automating data retrieval based on custom criteria in Autotask, such as filtering tickets, companies, or other entities by various attributes.

Use Case Examples

  1. Build a filter to find tickets where the status equals 'Open' and priority is greater than 2.
  2. Create a filter group to search companies with a specific user-defined field (UDF) value and location.
  3. Dynamically construct filters for projects based on start date and project manager.

Properties

Name Meaning
Entity Type Name or ID The entity type to build a filter for. Users can select from a list or specify an ID using an expression.
Filter Groups Groups of filters combined with logical operators. Each group contains conditions specifying fields, operators, and values to filter the data dynamically.

Output

JSON

  • filter - The dynamically built filter structure representing the filter groups and conditions for querying the specified entity type.

Dependencies

  • Requires an API key credential for Autotask API authentication.

Troubleshooting

  • Ensure the entity type is valid and supported by the Autotask API.
  • Use the correct field names or IDs, especially for user-defined fields (UDFs) which are prefixed with 'UDF:'.
  • When using 'In List' or 'Not In List' operators, ensure the value type is set to 'Array' and values are comma-separated.
  • Date values should be correctly formatted and timezone settings considered if applicable.
  • Logical operators and filter groupings must be correctly structured to avoid invalid filter errors.

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Discussion