Asset Custom Buttons

In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button  – Restricting Visibility (v2.182.1+) Admin Guides: Custom Buttons Related Guides: Custom Buttons What is a Custom Button? Custom buttons are a way of adding your own functionality into areas of Halo. They can be used to open a […]

Batch Updating Asset Fields

In this guide we will cover: – Batch Updating Asset Fields Admin Guides: Asset Fields Related Guides: Asset Fields Custom Fields Batch Updating Asset Fields Asset fields can be batch updated together when viewing a list of assets. This is useful for keeping assets up to date as their technology changes, for instance which software […]

Asset Management

In this guide we will cover: – Viewing Assets – Asset Overview – Configuring Assets – Barcode Scanning – Asset Fields and Custom Fields Admin Guides: Asset Fields Asset Groups Asset Relationships Asset Statuses Asset Templates Asset Types General Settings (Asset Management) Related Guides: Access Control  Restricting Asset Access Viewing Assets To view a list […]

Device Change History

In this guide we will cover: – Tracking Device Change History – Filtering Device Change History – Changing to Tile View – Reporting on Device Changes Admin Guides: General Settings (Asset Management) Related Guides: Asset Management Linking Assets  The Asset Catalogue Tracking Device Change History Within your "Assets" area, you can track changes made to […]

Asset Template Creation

In this guide we will cover: – What is an asset template? – How to create and use an asset template What is an asset template? Asset templates can be used as a base when creating new assets. Information about the asset can be saved to an asset template, then when creating a new asset […]

Iframe Custom Tabs on Assets

In this guide we will cover: – How to create a new custom tab for an Iframe – How to apply this custom tab to an asset type Using Iframes within custom asset tabs will allow you to view an external site/page from within your asset. Configuring the Custom Tab To add custom tabs to […]

Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type To see what each setting against an asset type does, check out the associated admin guides: Admin Guides: Asset Types Asset Groups  Configuring asset types and groups in Halo will […]

Asset Views

In this guide we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset Associated Admin Guide: Asset General Settings In this guide, we will look at the different ways that the list of assets can be presented & the different […]

Asset Fields

In this guide we will cover: – Creating Asset Fields – Creating Custom Fields for the Asset Entity  – Difference between Asset Fields and Custom Fields for Assets Admin Guides: Asset Fields Related Guides: Batch Updating Asset Fields Asset fields correspond to the different pieces of data you care to track against an Asset of […]

Linking Assets

A guide to linking assets to tickets, users, sites and other assets. Related Articles: Asset Management Assets – The Basics In this guide we will cover: – How to Link an Asset to a Ticket – How to Link an Asset to a User or a Site – How to Link to a User/Parent/Child Asset […]