Update Onboard/Offboard ticket with link crates: Use Plain Text URLs for Autotask PSA Ticket Notes
E
Elaborate Grouse
The generate_link_note task in both the onboarding and offboarding link crates uses Markdown formatting for Autotask PSA ticket notes. Autotask does not render Markdown in ticket notes — bare URLs are the correct format as Autotask auto-hyperlinks them natively.
Current Behavior The else branch in generate_link_note outputs Markdown:
To initiate a new User Onboarding for this request, please use this form.
To initiate a new User Offboarding for this request, please use this form.
This renders as raw text with visible [, ], (, ) characters in the Autotask ticket note.
Expected Behavior The note should use a plain text bare URL:
To initiate a new User Onboarding for this request, please use this form: https://...
To initiate a new User Offboarding for this request, please use this form: https://...
Autotask automatically hyperlinks bare URLs in ticket notes, producing a clickable link without any markup.
Workaround Confirmed working — plain text bare URLs are auto-hyperlinked by Autotask, producing a functional clickable link.
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