The Autotask API does not allow all fields to be searchable. Due to this, those fields are not available as a CRM Search parameter when configuring a new or existing CRM Search.
Currently, we exclude these fields from CRM Search:
CRM Search is a powerful feature of Giant Rocketship. Instead of hard-coding a Process Automation or Escalation Rule against fixed criteria, you can use a CRM Search to ensure that your rules dynamically adjust to the number and types of customers ...
A question that comes up fairly often is “how do I create a CRM Search” in Rocketship that matches a subset of my customers? For example, you may have 500 customers, but you want a given CRM search to only find 20 of those. (Perhaps they are VIP ...
Rocketship supports CRM Searches that use more than one Autotask User Defined Field (UDF). Performance Impact Note however that the Autotask API does not natively support queries with more than a single UDF. When Rocketship detects that your CRM ...
Following are the fields we currently support when a webhook is executed. If you would like other fields added, please create a Feature Request. Module Field Description Scheduling, Escalation {{process.name}} The process name trigger the webhook ...
This knowledge base article provides a comprehensive guide on how to update Autotask Ticket and Task User-Defined Fields (UDFs) using the Rocketship workflow engine. It’s essential to note that this update process is limited to modifying ...