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Add dynamic status/priority lookups and company variable to AutoTask plugin (v1.0.4)
- Replace hardcoded status/priority computed columns with graph objectPropertyPath lookups (statusName, priorityName) so values reflect actual AutoTask picklist labels - Index ticket statuses and priorities as graph objects (autotask-ticket-status, autotask-ticket-priority) via new ticketStatuses and ticketPriorities data streams - Drive statusHealth computed column from statusName rather than raw status IDs, eliminating mismatch between the two columns - Make statusFilter and priorityFilter tile parameters optional (driven by data streams, no longer mandatory with hardcoded fixed lists) - Add scopes.json with Companies scope and multi-select Company variable - Rewrite tickets OOB dashboard with variable-based scopes on all tiles, fixed status/priority filters, and cleaned up dataSourceConfig values Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
1 parent b4ff16f commit a62676b

10 files changed

Lines changed: 229 additions & 200 deletions

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‎plugins/AutoTask/v1/custom_types.json‎

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"icon": "file-text",
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"singular": "Contract",
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"plural": "Contracts"
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},
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{
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"name": "AutotaskTicketStatus",
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"sourceType": "autotask-ticket-status",
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"icon": "circle-dot",
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"singular": "Ticket Status",
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"plural": "Ticket Statuses"
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},
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{
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"name": "AutotaskTicketPriority",
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"sourceType": "autotask-ticket-priority",
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"icon": "arrow-up-circle",
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"singular": "Ticket Priority",
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"plural": "Ticket Priorities"
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}
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]

‎plugins/AutoTask/v1/dataStreams/scripts/ticketPriorities.js‎

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const priorityField = data.fields.find(f => f.name === "priority");
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const values = priorityField ? priorityField.picklistValues : [];
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result = values
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.filter(pv => pv.isActive)
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.sort((a, b) => a.sortOrder - b.sortOrder)
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.map(pv => ({ id: String(pv.value), name: pv.label }));

‎plugins/AutoTask/v1/dataStreams/scripts/ticketStatuses.js‎

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const statusField = data.fields.find(f => f.name === "status");
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const values = statusField ? statusField.picklistValues : [];
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result = values
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.filter(pv => pv.isActive)
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.sort((a, b) => a.sortOrder - b.sortOrder)
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.map(pv => ({ id: String(pv.value), name: pv.label }));

‎plugins/AutoTask/v1/dataStreams/ticketPriorities.json‎

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{
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"name": "ticketPriorities",
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"displayName": "Ticket Priorities",
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"description": "All ticket priorities from AutoTask",
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"tags": ["Tickets"],
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"baseDataSourceName": "httpRequestUnscoped",
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"visibility": { "type": "hidden" },
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"endpointPath": "atservicesrest/v1.0/Tickets/entityInformation/fields",
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"postRequestScript": "ticketPriorities.js",
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"paging": { "mode": "none" }
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},
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"metadata": [
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{ "name": "id", "displayName": "Priority ID", "shape": "string", "role": "value", "visible": false },
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{ "name": "name", "displayName": "Priority Name", "shape": "string", "role": "label" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/ticketStatuses.json‎

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{
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"name": "ticketStatuses",
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"displayName": "Ticket Statuses",
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"description": "All active ticket statuses from AutoTask, including custom statuses",
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"tags": ["Tickets"],
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"baseDataSourceName": "httpRequestUnscoped",
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"visibility": { "type": "hidden" },
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"timeframes": false,
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"config": {
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"httpMethod": "get",
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"endpointPath": "atservicesrest/v1.0/Tickets/entityInformation/fields",
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"postRequestScript": "ticketStatuses.js",
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"paging": { "mode": "none" }
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},
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"metadata": [
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{ "name": "id", "displayName": "Status ID", "shape": "string", "role": "value", "visible": false },
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{ "name": "name", "displayName": "Status Name", "shape": "string", "role": "label" }
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]
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}

‎plugins/AutoTask/v1/dataStreams/tickets.json‎

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"config": {
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"httpMethod": "get",
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"expandInnerObjects": true,
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"endpointPath": "atservicesrest/v1.0/Tickets/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"in\",\"field\":\"status\",\"value\":[{{statusFilter}}]},{\"op\":\"in\",\"field\":\"priority\",\"value\":[{{priorityFilter}}]},{\"op\":\"gte\",\"field\":\"lastActivityDate\",\"value\":\"{{timeframe.start}}\"},{\"op\":\"lte\",\"field\":\"lastActivityDate\",\"value\":\"{{timeframe.end}}\"}]}",
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"endpointPath": "atservicesrest/v1.0/Tickets/query?search={\"MaxRecords\":500,\"filter\":[{{statusFilter ? '{\"op\":\"in\",\"field\":\"status\",\"value\":[' + statusFilter + ']},' : ''}}{{priorityFilter ? '{\"op\":\"in\",\"field\":\"priority\",\"value\":[' + priorityFilter + ']},' : ''}}{\"op\":\"gte\",\"field\":\"lastActivityDate\",\"value\":\"{{timeframe.start}}\"},{\"op\":\"lte\",\"field\":\"lastActivityDate\",\"value\":\"{{timeframe.end}}\"}]}",
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"postRequestScript": "tickets.js",
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"pathToData": "items",
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"paging": {
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{ "name": "id", "displayName": "Ticket ID", "shape": "string", "visible": false },
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{ "name": "title", "displayName": "Title" },
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{ "name": "description", "displayName": "Description", "visible": false },
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{ "name": "status", "displayName": "Status (Raw)", "sourceType": "autotask-ticket-status", "shape": "string", "visible": false },
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{
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"name": "statusName",
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"displayName": "Status",
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"visible": true,
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"sourceId": "status",
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"objectPropertyPath": "name"
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},
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{
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"name": "statusHealth",
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"displayName": "Status Health",
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"computed": true,
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"valueExpression": "{{ $['status'] == 1 ? 'New' : $['status'] == 5 ? 'Complete' : $['status'] == 8 ? 'In Progress' : $['status'] == 9 ? 'Waiting Customer' : $['status'] == 10 ? 'Waiting Materials' : $['status'] == 11 ? 'Waiting Vendor' : $['status'] == 12 ? 'Escalate' : $['status'] == 13 ? 'Waiting Approval' : 'Unknown' }}",
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"valueExpression": "{{ $['statusName'] }}",
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"shape": ["state", {
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"map": {
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"success": ["Complete"],
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"error": ["Escalate"],
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"warning": ["New", "In Progress"],
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"unknown": ["Waiting Customer", "Waiting Materials", "Waiting Vendor", "Waiting Approval", "Unknown"]
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"warning": ["New", "In Progress", "Waiting Customer", "Waiting Materials", "Waiting Vendor", "Waiting for Vendor", "Waiting Approval"]
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}
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}]
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},
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{
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"name": "priorityName",
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"displayName": "Priority",
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"computed": true,
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"valueExpression": "{{ $['priority'] == 1 ? 'Critical' : $['priority'] == 2 ? 'High' : $['priority'] == 3 ? 'Medium' : $['priority'] == 4 ? 'Low' : 'Unknown' }}"
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"sourceId": "priority",
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"objectPropertyPath": "name"
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},
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{ "name": "priority", "displayName": "Priority (Raw)", "shape": ["number", { "decimalPlaces": 0 }], "visible": false },
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{ "name": "priority", "displayName": "Priority (Raw)", "sourceType": "autotask-ticket-priority", "shape": "string", "visible": false },
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{ "name": "companyID", "sourceType": "autotask-company", "shape": "string", "visible": false },
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{ "name": "companyName", "displayName": "Company", "sourceId": "companyID", "objectPropertyPath": "name" },
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{ "name": "contactID", "sourceType": "autotask-contact", "shape": "string", "visible": false },
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"label": "Status",
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"allowCustomValues": true,
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"isMulti": true,
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"defaultValue": "1,5,8,9,10,11,12,13",
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"data": {
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"source": "fixed",
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"values": [
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{ "value": "1,5,8,9,10,11,12,13", "label": "All Statuses" },
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{ "value": "1", "label": "New" },
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{ "value": "8", "label": "In Progress" },
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{ "value": "9", "label": "Waiting Customer" },
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{ "value": "10", "label": "Waiting Materials" },
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{ "value": "11", "label": "Waiting Vendor" },
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{ "value": "13", "label": "Waiting Approval" },
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{ "value": "12", "label": "Escalate" },
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{ "value": "5", "label": "Complete" }
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]
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},
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"validation": { "required": true }
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"source": "dataStream",
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"dataStreamName": "ticketStatuses",
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"dataSourceConfig": {}
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}
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},
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{
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"name": "priorityFilter",
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"type": "autocomplete",
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"label": "Priority",
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"allowCustomValues": true,
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"isMulti": true,
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"defaultValue": "1,2,3,4",
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"data": {
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"source": "fixed",
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"values": [
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{ "value": "1,2,3,4", "label": "All Priorities" },
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{ "value": "1", "label": "Critical" },
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{ "value": "2", "label": "High" },
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{ "value": "3", "label": "Medium" },
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{ "value": "4", "label": "Low" }
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]
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},
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"validation": { "required": true }
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"source": "dataStream",
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"dataStreamName": "ticketPriorities",
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"dataSourceConfig": {}
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}
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}
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]
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}

‎plugins/AutoTask/v1/defaultContent/scopes.json‎

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[
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{
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"name": "Companies",
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"matches": {
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"sourceType": {
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"type": "oneOf",
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"values": ["autotask-company"]
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}
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},
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"variable": {
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"name": "Company",
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"allowMultipleSelection": true,
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"default": "none",
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"type": "object"
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}
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}
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]

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