AutoTask LCP #45
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| Original file line number | Diff line number | Diff line change |
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| { | ||
| "steps": [ | ||
| { | ||
| "displayName": "Autotask connection", | ||
| "dataStream": { "name": "companies", "timeframe": "none" }, | ||
| "success": "Successfully connected to Autotask", | ||
| "error": "Cannot connect to Autotask — check your Zone URL, Integration Code, Username and Secret", | ||
| "required": true | ||
| } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,37 @@ | ||
| [ | ||
| { | ||
| "name": "Autotask Company", | ||
| "sourceType": "autotask-company", | ||
| "icon": "building-2", | ||
| "singular": "Company", | ||
| "plural": "Companies" | ||
| }, | ||
| { | ||
| "name": "AutotaskContact", | ||
| "sourceType": "autotask-contact", | ||
| "icon": "user", | ||
| "singular": "Contact", | ||
| "plural": "Contacts" | ||
| }, | ||
| { | ||
| "name": "AutotaskProject", | ||
| "sourceType": "autotask-project", | ||
| "icon": "folder-kanban", | ||
| "singular": "Project", | ||
| "plural": "Projects" | ||
| }, | ||
| { | ||
| "name": "AutotaskResource", | ||
| "sourceType": "autotask-resource", | ||
| "icon": "hard-hat", | ||
| "singular": "Resource", | ||
| "plural": "Resources" | ||
| }, | ||
| { | ||
| "name": "AutotaskContract", | ||
| "sourceType": "autotask-contract", | ||
| "icon": "file-text", | ||
| "singular": "Contract", | ||
| "plural": "Contracts" | ||
| } | ||
| ] | ||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,36 @@ | ||
| { | ||
| "name": "companies", | ||
| "displayName": "Companies", | ||
| "description": "All active companies in AutoTask", | ||
| "tags": ["Companies"], | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Companies/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
|
Member
There was a problem hiding this comment. Given you have paging added, you could reduce the 500 needed here if you hit size limits - or it could be faster fetching more smaller pages. |
||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "companyName", "displayName": "Company Name" }, | ||
| { "name": "isActive", "displayName": "Is Active" }, | ||
| { "name": "phone", "displayName": "Phone" }, | ||
| { "name": "address1", "displayName": "Address" }, | ||
| { "name": "city", "displayName": "City" }, | ||
| { "name": "state", "displayName": "State" }, | ||
| { "name": "postalCode", "displayName": "Postal Code" }, | ||
| { "name": "country", "displayName": "Country" }, | ||
| { "name": "createDate", "displayName": "Created Date", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "name": "ownerResourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false }, | ||
| { "name": "ownerResourceName", "displayName": "Owner", "sourceId": "ownerResourceID", "objectPropertyPath": "name" }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } | ||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,31 @@ | ||
| { | ||
| "name": "contacts", | ||
| "displayName": "Contacts", | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "visibility": { "type": "hidden" }, | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Contacts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "id", "displayName": "ID", "shape": "string" }, | ||
| { | ||
| "name": "fullName", | ||
| "displayName": "Full Name", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['firstName'] + ' ' + $['lastName'] }}" | ||
| }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,55 @@ | ||
| { | ||
| "name": "contractStatus", | ||
| "displayName": "Contract Status", | ||
| "description": "Status and key dates for contracts belonging to the selected company", | ||
| "tags": ["Contracts"], | ||
| "baseDataSourceName": "httpRequestScopedSingle", | ||
| "timeframes": false, | ||
| "matches": { | ||
| "sourceType": "autotask-company" | ||
| }, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"eq\",\"field\":\"companyID\",\"value\":{{objects[0].companyId}}}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "sourceId", "displayName": "Object ID", "shape": "string", "visible": false }, | ||
| { "name": "id", "displayName": "ID", "sourceType": "autotask-contract", "shape": "string", "visible": false }, | ||
| { "name": "contractName", "displayName": "Contract Name" }, | ||
| { "name": "companyID", "displayName": "Company ID", "sourceType": "autotask-company", "shape": "string", "visible": false }, | ||
| { "name": "companyName", "displayName": "Company", "sourceId": "companyID", "objectPropertyPath": "name" }, | ||
| { | ||
| "name": "contractTypeName", | ||
| "displayName": "Contract Type", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['contractType'] == 1 ? 'Time and Materials' : $['contractType'] == 3 ? 'Fixed Price' : $['contractType'] == 4 ? 'Block Hours' : $['contractType'] == 6 ? 'Retainer' : $['contractType'] == 7 ? 'Recurring Service' : $['contractType'] == 8 ? 'Incident' : 'Unknown' }}" | ||
| }, | ||
| { | ||
| "name": "statusName", | ||
| "displayName": "Status", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}", | ||
|
Member
There was a problem hiding this comment. Are you using a value expression AND a map here so users can both see our statues like 'success', 'error' as well as nicer raw names like 'Active' and 'Completed'? I think it's OK, just not seen this before. |
||
| "shape": ["state", { | ||
| "map": { | ||
| "success": ["Active", "Completed"], | ||
| "error": ["Cancelled"], | ||
| "warning": ["Upcoming"], | ||
| "unknown": ["Inactive", "Unknown"] | ||
| } | ||
| }] | ||
| }, | ||
| { "name": "startDate", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "name": "endDate", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } | ||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,21 @@ | ||
| { | ||
| "name": "contracts", | ||
| "displayName": "Contracts", | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "visibility": { "type": "hidden" }, | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| } | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,50 @@ | ||
| { | ||
| "name": "financialHealth", | ||
| "displayName": "Financial Health", | ||
| "description": "Estimated revenue, cost, and hours across all contracts", | ||
| "tags": ["Finance"], | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Contracts/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "id", "displayName": "ID", "visible": false, "shape":"string" }, | ||
| { "name": "contractName", "displayName": "Contract Name" }, | ||
| { | ||
| "name": "contractTypeName", | ||
| "displayName": "Contract Type", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['contractType'] == 1 ? 'Time and Materials' : $['contractType'] == 3 ? 'Fixed Price' : $['contractType'] == 4 ? 'Block Hours' : $['contractType'] == 6 ? 'Retainer' : $['contractType'] == 7 ? 'Recurring Service' : $['contractType'] == 8 ? 'Incident' : 'Unknown' }}" | ||
| }, | ||
| { "name": "estimatedRevenue", "displayName": "Estimated Revenue", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
|
Member
There was a problem hiding this comment. You can specify the currency dynamically if it's returned in the data / as a column FYI. |
||
| { "name": "estimatedCost", "displayName": "Estimated Cost", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { "name": "estimatedHours", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { | ||
| "name": "statusName", | ||
| "displayName": "Status", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Upcoming' : $['status'] == 3 ? 'Cancelled' : $['status'] == 4 ? 'Completed' : $['status'] == 6 ? 'Inactive' : 'Unknown' }}", | ||
| "shape": ["state", { | ||
| "map": { | ||
| "success": ["Active", "Completed"], | ||
| "error": ["Cancelled"], | ||
| "warning": ["Upcoming"], | ||
| "unknown": ["Inactive", "Unknown"] | ||
| } | ||
| }] | ||
| }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } | ||
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,46 @@ | ||
| { | ||
| "name": "projectStatus", | ||
| "displayName": "Project Status", | ||
| "description": "Status, progress, and schedule for all projects", | ||
| "tags": ["Projects"], | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "id", "displayName": "ID", "shape": "string" }, | ||
| { "name": "projectName", "displayName": "Project Name" }, | ||
| { "name": "status", "displayName": "Status (Raw)", "shape": ["number", { "decimalPlaces": 0 }], "visible": false }, | ||
| { | ||
| "name": "statusName", | ||
| "displayName": "Status", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['status'] == 1 ? 'Active' : $['status'] == 2 ? 'Inactive' : $['status'] == 3 ? 'Completed' : $['status'] == 5 ? 'On Hold' : 'Unknown' }}", | ||
| "shape": ["state", { | ||
| "map": { | ||
| "success": ["Active", "Completed"], | ||
| "warning": ["On Hold"], | ||
| "unknown": ["Inactive", "Unknown"] | ||
| } | ||
| }] | ||
| }, | ||
| { "name": "completedPercentage", "displayName": "Completed %", "shape": ["number", { "decimalPlaces": 0 }] }, | ||
| { "name": "actualHours", "displayName": "Actual Hours", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { "name": "estimatedTime", "displayName": "Estimated Hours", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { "name": "startDateTime", "displayName": "Start Date", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "name": "endDateTime", "displayName": "End Date", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,21 @@ | ||
| { | ||
| "name": "projects", | ||
| "displayName": "Projects", | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "visibility": { "type": "hidden" }, | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Projects/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| } | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,33 @@ | ||
| { | ||
| "name": "resourceUtilisation", | ||
| "displayName": "Resource Utilization", | ||
| "description": "Time entries logged by resources within the selected timeframe", | ||
| "tags": ["Resources"], | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "timeframes": true, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/TimeEntries/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"gte\",\"field\":\"dateWorked\",\"value\":\"{{timeframe.start}}\"},{\"op\":\"lte\",\"field\":\"dateWorked\",\"value\":\"{{timeframe.end}}\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "id", "displayName": "ID", "visible": false,"shape":"string" }, | ||
| { "name": "resourceID", "sourceType": "autotask-resource", "shape": "string", "visible": false }, | ||
| { "name": "resourceName", "displayName": "Resource", "sourceId": "resourceID", "objectPropertyPath": "name" }, | ||
| { "name": "dateWorked", "displayName": "Date Worked", "shape": ["date", { "timeZone": "Etc/UTC" }] }, | ||
| { "name": "hoursWorked", "displayName": "Hours Worked", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { "name": "hoursToBill", "displayName": "Hours to Bill", "shape": ["number", { "decimalPlaces": 2 }] }, | ||
| { "name": "billingCodeID", "displayName": "Billing Code ID" }, | ||
| { "name": "ticketID", "displayName": "Ticket ID" }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,31 @@ | ||
| { | ||
| "name": "resources", | ||
| "displayName": "Resources", | ||
| "baseDataSourceName": "httpRequestUnscoped", | ||
| "visibility": { "type": "hidden" }, | ||
| "timeframes": false, | ||
| "config": { | ||
| "httpMethod": "get", | ||
| "expandInnerObjects": true, | ||
| "endpointPath": "atservicesrest/v1.0/Resources/query?search={\"MaxRecords\":500,\"filter\":[{\"op\":\"exist\",\"field\":\"id\"}]}", | ||
| "pathToData": "items", | ||
| "paging": { | ||
| "mode": "nextUrl", | ||
| "pageSize": { "realm": "none" }, | ||
| "in": { | ||
| "realm": "payload", | ||
| "path": "pageDetails.nextPageUrl" | ||
| } | ||
| } | ||
| }, | ||
| "metadata": [ | ||
| { "name": "id", "displayName": "ID", "shape": "string" }, | ||
| { | ||
| "name": "fullName", | ||
| "displayName": "Full Name", | ||
| "computed": true, | ||
| "valueExpression": "{{ $['firstName'] + ' ' + $['lastName'] }}" | ||
| }, | ||
| { "pattern": ".*" } | ||
| ] | ||
| } |
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| Original file line number | Diff line number | Diff line change |
|---|---|---|
| @@ -0,0 +1,2 @@ | ||
| const selectedIds = new Set(context.objects.map(o => String(o.companyId))); | ||
|
Member
There was a problem hiding this comment. I presume there's not an API parameter to filter by company ID/name? |
||
| result = (data.items ?? []).filter(ticket => selectedIds.has(String(ticket.companyID))); | ||
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I don't think the name is used for much, but this has a space in while the others do not...