The Autotask Operation defines how to interact with your Autotask account. The Operation represents a specific action (e.g. Query, Create, Update) to be performed against a specific Autotask object (e.g. Contract, Account, Invoice, etc.). You will need to create a separate Operation Component for each action/object combination required for your integration.
Options Tab
The Options Tab will enable you to browse and import the desired object from Autotask.
To import an object:
- Click on the Import button.
- Select your Atom from the drop-down menu.
- Select the Autotask connection you wish to use. If you have not yet created an Autotask connection, you have the option of creating a new connection.
- Click Next
- The Atom will now connect to Autotask and return a list of objects.
- Select the object with which you would like to work from the drop-down menu.
- Click Next
- The response profile will now be created.
- Click Finish to exit the wizard.
| Field |
Description |
| Object |
The Autotask object that the operation is currently referencing |
| Response Profile |
Auto-generated XML Profile for the response message. |
| Return Operation Error Responses |
If selected, this option will return any error messages back into the process. |
Filters
Filters allow you to limit the records returned to those that match certain criteria. The filters essentially represent the input parameters for this Operation. You will provide values to pass into the filter(s) when the Operation is used, be it in a Connector step or a Connector Call within a Decision, Map Function or other Process step.
You can find more information on filters here
Archiving Tab
Click here for more information on Archiving.
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