I recently had the honor to speak at Autotask’s Community Live 2009 Conference in Nashville, TN. During my talk on using the Autotask developer tools to extend Autotask’s features, I promised I’d publish instructions on creating a LiveLink to locate a Starbucks close to the location of a Ticket.

If you’re unfamiliar with LiveLink creation in general, the Autotask documentation has a lot of great info, as does my blog titled How to Create a LiveLink in Autotask.

Create a new LiveLink and provide it the following settings:

If you’d prefer to copy/paste the information, I’ll include it here as well:

Autotask software includes an innovative feature called a “LiveLink”. This allows a site administrator to create a link inside of the Autotask instance which will allow a user to link directly to another page either inside or outside of Autotask.

The link is dynamic, and can include variable information about the entity from which the link originates (Account name, Ticket Title, Contact Email Address, etc).

To create  a LiveLink, hover the Admin menu and select LiveLinks Designer (see image to right).

On the screen that shows up, click the “+ New” button at the top.

Enter a name, label, and description of the LiveLink. Select an Entity, then enter the Base URL, Querystring Values, and Form Post Parameters.

Click the “Save and Publish” button at the top, and check the users and departments that should be allowed to access the LiveLink.