Custom Field Value Storage

In this guide we will cover: – Enabling the New Value Storage Method – Selecting a Storage Method – Differences Between the Two Enabling the New Value Storage Method The new value storage method can be enabled within Configuration > Advanced Settings > Performance section, by enabling the following checkbox. Note: This method will only […]

Dynamic Custom Fields

In this guide we will cover: – Creating Dynamic Fields using a SQL Lookup  – Worked Example -SQL – Using Variables in Dynamic SQL Lookup Queries – Formatting as a Tree Dropdown – Default to the First Returned Value – Creating Dynamic Fields using a Custom Integration Method Custom fields of type "Single Selection" or […]

$-Variables (Dollar Sign Variables)

In this guide we will cover: – What Variables can be Used – PDF Variables – Using Variables in Custom Fields – Formatting Variables – Variable Suggestions Note: Any variable written in this guide is written with a hyphen between the $ sign and the word. This is so there is no replacement of them […]

Password Storing, Sending and Resets

In this guide we will cover: – Changing a Halo Password – Password Auto-Expiry – Storing External Passwords in a Custom Field – Sending Passwords in a One-Time Secure Message Link Related Guides: How are user passwords stored? How long is welcome/password reset e-mail sent from web app valid for? This guide will cover setting […]

Custom Fields

In this guide we will cover: – What are custom fields? – Creating a new Custom Field – Displaying Custom Fields  – Setting Validation for Date fields – Access Control – Using Variables in Custom Fields Admin Guides: Custom Fields What are custom fields? Custom fields can be used to collect and store additional information […]

Dynamic SQL Lookup Fields – Customer Specific Lookup

In this guide we will cover: – How to complete custom specific lookups for dynamic fields If you are looking to create customer specific lookups (such as a lookup of a customer’s sites) you can use the $-userid field in the dynamic SQL query. If you structure the query in a certain way this will […]

Lookups

In this guide we will cover: – What is a lookup? – How to create a lookup – Worked Example – Filtering results with variables What are Lookups? Lookups use SQL scripts to populate fields with information that already exists in your database. For example you could have user's contact details fields populate automatically on […]