Deep Linking

Brian Dosal -

Overview 

Deep Linking is an exciting feature we are releasing to our community in stages.  The way it works is simple, in BrightGauge, certain fields will turn be hyperlinks so when you click on a certain value, it will drill through directly to the datasource URL.   The best example is for Ticket Numbers and how you can link back directly into Connectwise:

As you can see, this is showing in Drilldown.  But the same will work for List Gauges and Tables Gauges as well!  

Note: Deep Linking will show everywhere EXCEPT on Client Reports.  We have kept it disabled for any and all client reports.

 

 

ConnectWise On Premise

For Connectwise on premise users, you will have to go to your datasource and enter in these three fields.  Once that is complete, for any gauges being powered off datasets with the below five fields will be hyperlinked back to your Connectwise web portal.

  1. ticket_number
  2. config_id
  3. opportunity_recid
  4. so_activity_recid
  5. Time_RecID

Let us know if you have any feedback! 

 

 

ConnectWise API

For Connectwise API users, you will have to go to your datasource settings page and select just one dropdown field.  Once that is complete, for any gauges being powered off datasets with the below five fields will be hyperlinked back to your Connectwise web portal..  Please not that default datasets for CW API contain an "id" field and a "ticket_number" field.  The links will appear in Drilldown and List Gauges!

  1. ticket_number
  2. config_id
  3. opportunity_recid
  4. so_activity_recid
  5. Time_RecID

Let us know if you have any feedback!

 

 

Labtech

For Labtech on premise users, you will just have enter the URL you use for your labtech server.  See example here:

Once updated, when you use the computerid field in a gauge it will be hyperlinked back to your Labtech URL.

 

 

Autotask

For Autotask users, it's simply entering in the Autotask URL you use to access Autotask.  For example, see below.

Once you get that updated in your datasources page, the field "ticket_id" will be hyperlinked in any drilldown or list gauge.  Please note, this ticket id field is different from the ticket_number field.  

 

 

ZenDesk

For ZenDesk users, this feature works straight out of the box as you already enter their ZenDesk URL to connect the the datasource. This means that once the datasource is connected, the field "ticket_number" will be hyperlinked in any drilldown or list gauge.  Please note, this "ticket_number" field is different from the "id" field.  

 

 

Kaseya BMS (Vorex)

For Kaseya BMS users, this feature works straight out of the box as you already your BMS URL to connect the the datasource. This means that once the datasource is connected, the available fields become hyperlinks in drilldown and list gauges.  For BMS, the fields are:

  • ticket_id
  • account_id
  • hardware_asset_id
  • software_asset_id
  • opportunity_id
  • activity_id
  • project_id
  • invoice_id
  • contract_id

 

Datasources Unavailable

Any custom datasource as well as N-Able, Kaseya, Quickbooks, Dropbox, TigerPaw, and MaxFocus do not have options for Deep Linking.  

 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk