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AutoTask: Dynamic status/priority lookups, Company variable, and OOB dashboard improvements (v1.0.4)#54

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May 29, 2026
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AutoTask: Dynamic status/priority lookups, Company variable, and OOB dashboard improvements (v1.0.4)#54
TimWheeler-SQUP merged 1 commit into
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AutoTask-statusmap

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@TimWheeler-SQUP TimWheeler-SQUP commented May 28, 2026

📋 Summary

Replaces hardcoded computed columns for ticket status and priority with dynamic graph lookups (objectPropertyPath), so displayed values always reflect the actual labels configured in AutoTask rather than static assumptions. Adds indexed types for ticket statuses and priorities, introduces a Company variable to the OOB dashboard so all tiles are scoped to a selected company, and fixes several broken status filters in the dashboard.


🔗 Related issue(s)

None


🧩 Plugin details

  • Plugin name: AutoTask
  • Type of change:
    • Bug fix
    • New datastream
    • Enhancement to existing datastream
    • Performance improvement
    • Documentation / metadata / logo
    • Other (please describe):

Changes included:

  • Updated status and priority look-ups in tickets data stream to return all values
  • statusHealth computed column now derives its value from statusName (instead of raw status IDs) so the two columns are always consistent
  • Updated OOB dashboard with dashboard variable of companies

⚠️ Breaking changes

Does this PR introduce any breaking changes?

  • Yes (please describe):

What breaks:

  • Only columns that weren't working properly will break - Status and priority.

Who is impacted: Existing installations with custom tiles built on the previous version of this plugin.


📚 Documentation

  • Documentation updated
  • No documentation changes needed

✅ Checklist

  • No secrets or credentials included
  • Plugin, datastream and UI naming follow SquaredUp guidelines
  • I agree to the Code of Conduct

…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>
@TimWheeler-SQUP TimWheeler-SQUP requested a review from a team May 28, 2026 19:52
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🧩 Plugin PR Summary

📦 Modified Plugins

  • plugins/AutoTask/v1

📋 Results

Step Status
Validation ✅ Passed
Deployment 🚀 Deployed

🔍 Validation Details

autotask
{
  "valid": true,
  "pluginName": "autotask",
  "pluginType": "cloud",
  "summary": {
    "Data Streams": 13,
    "Import Definitions": 1,
    "UI Configuration": true,
    "Has Icon": true,
    "Has Default Content": true,
    "Config Validation": true,
    "Custom Types": true
  }
}

Comment thread plugins/AutoTask/v1/metadata.json
@TimWheeler-SQUP TimWheeler-SQUP requested a review from clarkd May 28, 2026 20:03
@clarkd clarkd added bug Something isn't working plugin: AutoTask labels May 29, 2026
@TimWheeler-SQUP TimWheeler-SQUP merged commit 64a1958 into main May 29, 2026
2 checks passed
@TimWheeler-SQUP TimWheeler-SQUP deleted the AutoTask-statusmap branch May 29, 2026 16:37
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