Resource

IMPORTANT  The SOAP API entered a limited enhancement phase in Q4 2020. Access to version 1.6 will eventually be deactivated. At this time, there is no end-of-lifecycle date.

This entity describes an Autotask Resource. Resources are employees, contractors, or consultants with access to a company's Autotask system. Autotask administrators manage Resources through the Admin Module (Admin > Site Setup > Resource Setup > Resources).

Entity details

You can also retrieve this information with the Web Services API call The getEntityInfo() SOAP API call.

Entity Name:	Resource
Can Create:
Can Update:	System administrators only
Can Query:
Can Delete:
Can Have UDFs:

Fields that cannot be queried

The following fields from this entity will return an error when queried.

• DefaultServiceDeskRoleID
• Password

Conditions and Requirements

• Resource update() is only available when logged into the Web Services with Autotask System Administrator level access.
• On query() or update(), if the date range for Internal Cost does not include the current date, the Internal Cost is not active and InternalCost value is set to 0.

• For Password field

Not required on update() performed on existing Resource. If password is set, then we will store in DB.

Query will never return the Password field as part of the entity returned (it will always be null). 

To update for an existing entity, set the Password field to the new password to be stored on update().

If strong password is specified for the Autotask application, must enforce the following restrictions:
1)Must be at least 7 characters
2) Must have at least one special character in the second through sixth position. Special characters: ` ~ ! @ # $ % ^ & * () _ + - = {} | \ [] : ; " ' < > ? , . /
3) Must contain characters from at least 2 of the following 3 groups: English uppercase letters A, B, C, ... Z; English lowercase letters a, b, c, ... z; Westernized Arabic numerals 0, 1, 2, 3, 4, 5, 6, 7, 8, 9
4) Must be different from the resource's previous 5 passwords

• Email address character limit: the Web Services API now enforces a limit of 254 characters for Resource email addresses (Email, Email2, and Email3).
  If an unverified email is changed, the change takes place immediately. If a verified email is changed, a Confirm change email is sent and the resource is prompted to confirm the change when they next log in.
• Resource.InternalCost will display Null value if the API user does not have View permission for this field.

Field definitions

Field Name	Label	Datatype	Read Only	Is Required	Reference Name	Picklist
AccountingReferenceID	Accounting Reference ID	string (100)
Active	Status	boolean
DateFormat	Date Format	string (20)
DefaultServiceDeskRoleID	Default Service Desk Role	long			Role
Email	Email	string (50)
Email2	Add Email 1	string (50)
Email3	Add Email 2	string (50)
EmailTypeCode	Email Type	string (20)
EmailTypeCode2	Add Email 1 Type	string (20)
EmailTypeCode3	Add Email 2 Type	string (20)
FirstName	First Name	string (50)
Gender	Gender	string (1)
Greeting	Greeting	integer
HireDate	Hire Date	datetime
HomePhone	Home Phone	string (25)
id	Resource ID	long
Initials	Pay Roll Identifier	string (32)
InternalCost	Internal Cost	double
LastName	Last Name	string (50)
LicenseType	License Type	integer
LocationID	Pimary Location	integer
MiddleName	Middle Initial	string (50)
MobilePhone	Mobile Phone	string (25)
NumberFormat	Number Format	string (20)
OfficeExtension	Office Extension	string (10)
OfficePhone	Office Phone	string (25)
Password	Password	string (64)
PayrollType	Payroll Type	integer
ResourceType	Resource Type	string (15)
Suffix	Suffix	string (10)
SurveyResourceRating	Survey Resource Rating	double
TimeFormat	Time Format	string (20)
Title	Title	string (50)
TravelAvailabilityPct	Travel Availability Pct	string (15)
UserName	UserName	string (32)
UserType	User Type	integer