How to Add PSA Hyperlinks to Ticket Numbers in MSPbots - Autotask

This procedure is for Autotask users.

How to hyperlink tickets

1. Log in to the MSPbots dashboard and navigate to Widgets on the menu. 
   
   
   
   
2. Search for the widget that you want to modify and open it.
3. On the Widget Builder window, click the Dataset. 
   
   
   
   
4. Click the ellipsis ... button, then click Edit.
5. Add the ticket ID to the dataset settings. 
   
   
   
   
   1. Add a new column by clicking the + icon.  
   2. Select ticket_id from Column Name and Alias dropdown lists.
   3. Select Hyperlinks for Business Type.
   4. Click the paintbrush icon and select Autotask Ticket URL from the Format dropdown list.
   5. Click Save.
      
      
6. Add the ticket number to the dataset settings.
   
   
   
   
   1. Click the + icon to add a new column.
   2. Select ticket number for Column Name and Ticket # for Alias.
   3. Select Hyperlinks for Business Type.
   4. Click the paintbrush icon and select Autotask Ticket URL from the Format dropdown list.
   5. Click Save. 
      
      
7. Click Save to apply the new settings. When you drill down on a widget, you will see that the entries on the Ticket # column are now hyperlinked.