2023.1 Release Notes

Schedule

For an explanation of the zones, refer to Where am I hosted?

Zone Date From (UTC) To (UTC) Duration
Limited Release and UK Limited Release 14. February 2023 02:00 05:00 3 hrs
America East 1 & 2 1. March 2023 02:00 06:00 4 hrs
America West 1 & 2 15. March 2023 01:00 05:00 4 hrs

UK, UK 2 and EU 1 (English)

 21. March 2023 19:00 23:00 4 hrs

Australia and New Zealand

 22. March 2023 14:00 16:00 2 hrs
German and Spanish 2. April 2023 19:00 23:00 4 hrs

IMPORTANT  All dates are subject to change. For up-to-date information on scheduled releases, refer to the Datto Status Page.

About the release

As Autotask transitions to a more agile development process, you will see smaller, but more frequent releases. This release includes a workflow rule audit and a number of usability improvements.

New Features

The new workflow rule audit feature allows you to check the health of your set of workflow rules. It will notify you if you are approaching the upper limit of 200 allowed active workflow rules, if there are inactive or deleted values in your workflow rules, or if there are rules that have not been triggered in the last ninety days.

The audit can be accessed from two locations, the Workflow Rules page and Admin > Automations > Workflow Rules > Workflow Rule Audit. It must be run manually. When it is run, the following items are checked:

  • Approaching Active Rule Capacity: The total number of active workflow rules is within 10 rules of the limit of 200 workflow rules.
  • Has Inactive User Defined Fields: The workflow rule references a user-defined field that has been inactivated.
  • Has Inactive Static Notification Recipients: The resources who are supposed to receive the notifications were selected by name instead of based on their role and they have since been deactivated.
  • Has not triggered recently: The workflow rule has not fired in the last 90 days.
  • Has attribute with inactive/deleted value: An attribute in the workflow rule uses a value that is inactive or has been deleted.

Once it is run, the results appear in a grid. Each column in the grid has a quick filter to allow easy filtering of the results. There is a link to the impacted workflow rule so it can be opened, reviewed, and modified directly from the results grid.

Usability improvements

Admin

Type Summary

Improvement

We have raised the number of contacts that can be synced using the Active Directory contact sync to 400,000. 10,000 can be synced at a time.

Improvement

When you set up the Active Directory sync for a company, you can now select which contact fields will be synced from AD to Autotask. Only First Name and Last Name are required.

New Feature

We added two new role-based notification recipients to project and task workflow rules: Task Contacts, and Project Contact Team. They allow you to notify customer contacts associated with the task or the project only, rather than all contacts associated with the company.

New Feature

We added a column chooser to the workflow rules grid in Admin. We added the workflow rule Description and Create Date fields as options in the column chooser. We expanded the workflow rule Description field to accept 2000 characters, and we added a Documentation URL field to the workflow rules page, allowing you to link to documentation explaining your workflow rules.

Improvement

The following pages in Admin were updated: General Ledger Codes, Note Types, Territories, Ticket Sources, and Weekly Billable Hours Goal.

Contracts

Type Summary

Improvement

On the Services page of a recurring service contract, users can now select the Service/Service Bundle Internal Description and the Invoice Description columns to appear on the grid.

General

Type Summary

Improvement

You can now enter a URL into the Name field of a checklist item. When you save the checklist, it will rendered as a hyperlink that can be clicked.

Improvement

We have added some significant improvements to opportunity, task, and ticket checklists.

  • You can now add up to 100 checklist items to the list.

  • To make such long lists easier to manage, you can now create checklist items at the parent or at the child level. This will allow you to group checklists and even collapse the list at the parent level.

  • Indenting and outdenting lets you easily move items between the parent and child level.

  • An optional setting allows you to automatically complete all child items when the parent item is completed.

Service Desk

Type Summary

Improvement

We have added Work Date to the available filters on the Ticket Search page. Users can now filter on a date range when a time entry was added to a ticket, and return a list of applicable tickets.

Improvement

We have added the Secondary Resources fields to the Recurring Ticket Template page. All ticket instances created from the template will inherit the secondary resources, but the field will be editable in individual instances.

Improvement

We have added two dynamic resource-based filters to ticket widgets: Is in Logged in Resource's default Department and Is in Logged in Resource's Location.

Updates for developers

Data Warehouse updates and API updates for this release are documented in the Autotask Developer Help. Refer to the following topics:

The Developer Help and the revision histories are available in English only.