LiveLinks

What is a LiveLink?

LiveLinks are intelligent "links" from Autotask to external applications or web sites, or customized links within Autotask. LiveLinks can pass Autotask information to a target application or web site, helping to streamline your workflow.

IMPORTANT  LiveLinks will not open local or server files.

Examples of what LiveLinks can do

• Access a Monitoring Application: A LiveLink on the right-click menu of an Autotask Devices Your Autotask instance may be configured to use one of the following terms instead: Asset, Configuration Item, Installed Asset, Installed Product. list can launch a monitoring application Device Information page. It can then pass information about the device to display on that page.
• Launch VoIP System: A LiveLink can launch a VoIP system from the right-click menu on the Contacts search results table, and pass the contact's phone number directly to the application to initiate a phone call.
• Find an organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site.'s customer location on a Mapping Web Site: A LiveLink in the LiveLinks menu on the Organization page can launch a mapping Web site, retrieve the organization's address, state and zip code, and pass them to the Web site to pinpoint the organization's customer location.

LiveLinks can be simple or complex. You can even set up automatic user or application level authentication for sites that require a login.

How do I use LiveLinks?

LiveLinks are published to selected users. They are available in LiveLink menus or as a LiveLink button in a number of places in Autotask. Simply click the menu item or button to launch the LiveLink. Refer to Publishing LiveLinks and Executing a LiveLink.

How do I create a LiveLink?

NAVIGATION   > Admin > Automation > AutoForms & LiveLinks  > LiveLinks Designer or,
For non-administrators, > Home > View > LiveLinks Designer

You create and manage LiveLinks from the LiveLinks Designer. Users with LiveLinks permission can access the LiveLinks Designer through the Autotask menu under Admin or Home. Refer to Creating or editing a LiveLink.

How do I get permission to create and manage LiveLinks?

Permissions to create, manage, and publish LiveLinks are separate from your Autotask security level permissions. They can be assigned to any user. A System Administrator can assign LiveLinks permissions through the LiveLinks Designer. Refer to Security Policies tab.

What is the AXN Catalog?

Through the AXN Catalog you can share LiveLinks with other members of the Autotask user community and you can download LiveLinks created by others. Upload LiveLinks permission is required. Refer to Sharing LiveLinks through the AutotaskExtend Catalog.