Autotask operation
The Autotask operation defines how to interact with your Autotask account, and represents a specific action (Query, Create and so on.) to be performed against a specific Autotask object (such as Contract, Account, and Invoice).
You must create a separate operation component for each action and object combination required for your integration.
Options tab
Click Import Operation, then use the Import wizard to select the object with which you want to integrate. The following table describes the default field definitions for each action type:
Object - Displays the object type that you selected in the Import Operation wizard.
Tracking Direction - Select the document tracking direction for the operation, either Input Documents or Output Documents. This setting enables you to choose which document appears in Process Reporting. Start steps always track output documents regardless of your selection.
If the tracking direction is read-only, the feature to change the direction is either unavailable or the developer set the configuration to read-only. The default value you see shows you which document appears in Process Reporting.
Request Profile (Create and Update)
The XML profile definition that represents the XML structure sent to the connector.
After selecting the Query connector action and using the Import Wizard, you can add query filters.
Return Application Error Responses - This setting controls whether an application error prevents an operation from completing:
- If you clear the setting, the process stops and reports the error on the Process Reporting page.
- If you select the setting, processing continues and passes the error response to the next component processed as the connection output.
Archiving tab
See the topic Connector operation’s Archiving tab for more information.
Tracking tab
See the topic Connector operation’s Tracking tab for more information.
Caching tab
See the topic Connector operation’s Caching tab for more information.
