2024.2 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 4. April, 2024 01:00 05:00 4 hrs
America East 1 & 2 11. April, 2024 01:00 06:00 5 hrs
America West 1 & 2 18. April, 2024 01:00 06:00 5 hrs

UK, UK 2 and EU 1 (English)

 17. April, 2024 19:00 00:00 5 hrs

Australia and New Zealand

 18. April, 2024 14:00 16:00 2 hrs
German and Spanish 17. April, 2024 20:00 22:00 2 hrs

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

New Features

The Autotask integration with Microsoft Teams provides users with an alternate method for receiving the notifications generated by ticket workflow rules. Instead of a mailbox, the notification is sent to Microsoft Teams and posted to a channel via a webhook URL. The workflow rules define the events and conditions as well as the Teams channel the notification is posted to.

Each post contains the following information:

Below the information fields are three action buttons:

  • View Ticket
  • Edit Ticket
  • Add Time Entry

Clicking a button will open the respective ticket or time entry page in Autotask.

Configuration

  1. In Microsoft Teams, you set up the team and channel or channels that will generate the webhooks that establish the connection to Autotask and receive the notifications. For more information, refer to Create an Incoming Webhook for a channel.
  2. Once the incoming webhook URLs are set up in Teams, the Teams channel connectors must be set up in Autotask. Refer to Creating and managing Teams channel connectors.
  3. The final step is to configure ticket workflow rules to post notification emails to a Teams channel instead of, or in addition to, sending an email notification.
    1. Scroll to the very bottom of the workflow rule form's General tab,
    2. Select Actions: Post in Microsoft Teams Channel.
    3. Select one or more channels to post the notifications to. You can associate up to 10 separate channels with one workflow rule.
    4. Click Save & Close.

Devices associated with selected (or all) contexts in VSA X can now be synchronized with Autotask. The range of VSA X device fields that are available in Autotask are similar to the ones available with the Datto RMM integration, and are presented in a Details from VSA X section on the Device page.

Importantly, the integration will allow the VSA X integration to set up the Mac Address of mapped devices in Autotask. This address is visible to other integrations such as Datto RMM or IT Glue, and will prevent the creation of duplicate devices in Autotask if multiple Kaseya IT Complete applications referencing the same device are connected.

Configuration

  • The integration is mostly configured in VSA X, but it requires that a dedicated API user is created for the Integration Vendor Kaseya - VSA X - RMM. This API user will be used by VSA X for authentication.
  • Once the integration is configured in VSA X, devices will be created for mapped contexts/organizations, and tickets according to notification criteria.

UI changes if the integration is enabled

  • On the Device Category > General tab, the Details from VSA X section appears and is visible by default.
  • On the Device Category > Insights tab, the VSA X Device insight appears but is hidden by default.
  • On the Device page of devices synced from VSA X, you will see the Details from VSA X section.
  • The VSA X Device insight is available on the Insights panel of devices and tickets linked to VSA X.
  • On all device search pages and grids, a filter and a column called Associated with VSA X are now available.
  • On other pages where devices appear (Organization, Contract, and Contact pages), the Associated with VSA X column is available.
  • On the ticket search pages and tables, you can display the Device Associated With VSA X column.
  • In Device widgets, Associated with VSA X is available as a grouping and filtering criteria.
  • In Ticket widgets, Device Associated with VSA X is available as a grouping and filtering criteria.
  • On ticket boards, Device Associated with VSA X can be added as a filter to the "On Deck" section.
  • Contacts cannot automatically be associated with devices. You can manually associate them on the Device Mapping page, where we added VSA X as a filter to the Discovered By field.

Cooper Bot is a new system API user that appears as the actor for workflows that are automatically initiated (triggered) in other Kaseya IT Complete modules. There is no charge for system resources, and they cannot be edited. To prevent changes, all menu options are disabled for the Cooper Bot system resource.

The Cooper Bot avatar appears in the Activity feed associated with notes generated in other IT Complete modules.

The notes are pulled every 15 minutes from KaseyaOne, Datto RMM, and IT Glue.

For more on Cooper Bots, refer to Cooper Bots.

List of improvements and fixes in this release

Type Summary

Improvement

 Updated the Admin > Automation > AutoForms & LiveLinks > AutoForms Designer table to the modern table style.
Improvement Updated the Admin > Features & Settings > Application-wide (Shared) Features > System Settings table to the modern table style.

Fix

 Fixed an error that occurred when a user was hovering over the Work Type field on the Approve & Post page.

Fix

 Fixed an error that occurred when hovering over the primary contact in the notification tab at the same time as using a time entry form template.

Fix

 Fixed an error where Contract UDF information is not displayed for some contracts when drilling into a sub-widget.

Fix

 Fixed an issue where users without Finance, Accounting, and Invoice admin permissions were able to create invoice templates from the Contact menu.

Fix

 Fixed an issue where on a quote, products that were selected using the multi-selector icon were showing the wrong period type.

Fix

 Fixed an issue where during a merge, the status of the absorbed ticket did not change to Complete and the queue did not change to Merged Tickets.

Fix

 Fixed an issue where the Tax Region was set to required for the Organization Category, but the field was not flagged as required with a red asterisk and attempting to save resulted in an error.

Fix

 Fixed an issue where the Available Inventory column on the Product Selector page displays 0 available units when there is inventory available.

Fix

 Fixed an issue where attempting to delete an unposted charge from a contract resulted in an error.

Fix

 Fixed an issue where clicking the first bookmark on the Bookmarks list in the top menu resulted in an error.

Fix

 Fixed an issue where it was possible for Boards to not have a default card, which resulted in an error every time you tried to create a new board.

Fix

 Fixed an issue where you received an error when attempting to delete a contract instead of the list of reasons why deleting is prevented.

Fix

 Fixed an issue where Contract Balance-based invoice variables are not populating in the invoice Appendix section.

Fix

 Fixed an issue where during vendor organization merges, you received an Internal Server Error when the vendor is associated with a stocked item.

Fix

 Fixed an issue when drilling into the Amount Invoiced widget, the Total column didn't match the Amount Billed on the Widget.

Fix

 Fixed an error where you were unable to set a tab-level filter to the account manager.

Fix

 Fixed an issue that when the contract end date was changed in the API, the End after # Occurrences was not updated.

Fix

 Fixed an issue where the Organization field on the Device page is not populated for Subsidiary Accounts when logged in as the Parent Organization.

Fix

 Fixed an issue where navigating service desk checklists using TAB does not highlight the current selection.
Fix

Fixed an error when trying to configure an identity provider for Client Portal clients.
Fix

Fixed an issue with checklists no longer showing when Tickets are created via the Client Portal and the ticket category has a default Checklist.
Fix

Fixed an issue where you were unable to update existing domain assets or create new domain assets if the domain ends in .be. Attempting to create a new domain asset will result in an error.
Fix

Fixed an issue with Forward/Modify where, if the Ticket Category configuration for Resource selection is Custom (Department/Workgroup), then co-managing users display twice (once for Department level association and once for Account level association).
Fix

Fixed an issue with Invoice entity widgets where a data error is displayed when designing a Shared Dashboard tab.
Fix

Fixed an issue with certain insights still displaying even though "Always Display (even when empty)" is not checked.
Fix

Fixed an issue with attempting to access Boards from Admin > Service Desk.
Fix

Fixed an issue with inactive contracts not showing on the Unpost page even if they are selected.
Fix

Fixed an issue where the user Profile Preference for Organization Detail /Dashboard page was overridden by toggling on the Organization page directly.
Fix

Fixed an error that occurred when the Contract Export Wizard was run.
Fix

Fixed an issue when Organization Structure is disabled in Admin but not on the Activations page, Line of Business is still a ticket field on the ticket category and will error if required.
Fix

Fixed an issue where Quote Approval from end user Approve/Decline Quote page calculated UTC incorrectly.
Fix

Fixed an issue where on a Ticket Import, the Resolution field didn't get populated most of the time.
Fix

Fixed an error when trying to delete a queue.
Fix

Fixed an error when searching for labor adjustments.
Fix

Fixed an issue where the Device Description for a device was not displayed in the Client Portal.
Fix

Fixed an error that occurred when trying to export data from a widget drill-down grid.
Fix

Fixed a Workflow Rules issue where the Event "Change Approval Requested" was not firing if the Ticket Category has "Automatically request approval" checked.
Fix

Fixed an issue where updating the Work Type on a ticket and allowing it to change any unposted time entries incorrectly attributed the change to the date/time of the creation of the time entry.

Fix

Fixed an issue where on task checklists, item indents where not retained when the checklist was copied.

Fix

Fixed an issue with security level access to Form Templates so that the Admin settings will control the page level access to that area and Other > Form Templates settings control the specific permissions for what a user can do in an area they have access to.

Fix

Fixed an issue with the IT Glue sub-domain failing validation when setting up the Autotask integration with IT Glue.

Fix

Fixed an Internal Server Error when attempting to merge organizations.

Fix

Fixed an issue where a service call that was completed in Autotask after being synced to Outlook was deleted in Outlook.

Fix

Fixed an issue where non-billable time entries using start/stop time on a task are marked as Show On Invoice even though that setting was not selected.

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.