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Autotask

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

Actions524

Service → Get Many (Advanced)

AI-generated

Overview

This node operation interacts with the 'Service' resource in the Autotask PSA REST API to retrieve multiple service records based on advanced filtering criteria. It supports fetching either all matching records or a limited number of records, with options to customize the fields returned and to add human-readable labels for picklist and reference fields. This operation is useful for scenarios where users need to query and analyze service data with complex filters, such as generating reports, integrating service data into other systems, or automating workflows based on service attributes.

Use Case Examples

  1. Retrieve all services that match specific criteria defined in an advanced JSON filter to analyze service usage.
  2. Fetch a limited number of service records with selected fields for display in a dashboard.
  3. Use advanced filters to get services with particular statuses or attributes for automated processing.

Properties

Name Meaning
Get All Whether to return all results or only up to a given limit.
Max Records Maximum number of service records to return when not returning all.
Advanced Filter A JSON string containing a 'filter' array with Autotask API query criteria to filter the services.
Add Picklist Labels Whether to automatically add '_label' fields for picklist fields with human-readable values.
Add Reference Labels Whether to automatically add '_label' fields for reference fields with human-readable values.
Select Columns Names or IDs. Choose which fields to include in the response; if none selected, all fields are returned. The ID field is always included.
Flatten User-Defined Fields Whether to bring user-defined fields up to the top level of each object instead of nested in the userDefinedFields array.

Output

JSON

  • id - Unique identifier of the service record.
  • name - Name of the service.
  • description - Description of the service.
  • status - Status of the service.
  • _label - Human-readable labels for picklist or reference fields if enabled.
  • userDefinedFields - User-defined fields related to the service, optionally flattened to top-level properties.

Dependencies

  • Autotask PSA REST API
  • API authentication credentials

Troubleshooting

  • Ensure the advanced filter JSON is correctly formatted and matches Autotask API query criteria to avoid errors.
  • If no records are returned, verify the filter criteria and the selected fields.
  • Authentication errors may occur if API credentials are invalid or missing; verify credentials configuration.
  • Rate limiting may affect large data retrieval; consider using 'Get All' carefully or implement pagination.

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