Custom Buttons

In this guide we will cover: – The benefits of using custom buttons and tabs – How to create a custom button – Create Custom buttons via the API Admin Guides: Custom Buttons Related Guides: Asset Custom Buttons The Benefits of using Custom Buttons and Tabs This video By Connor from Renada, goes over the […]

Statistics Tables

In this guide we will cover: – What is a Statistics Table? – Creating a Statistics Table – Reporting on Statistics Tables Related Guides: Ticket Volumes and Forecasting What is a Statistics Table? Statistics tables are type of Custom Table which allow you to take a snapshot of data based on a query which is […]

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 […]

Asset Custom Buttons

In this guide we will cover: – What is a Custom Button?– Creating an Asset Custom Button  – Restricting by Agent – Restricting by Asset Type – Restricting by Access Control – Restricting by Status and Asset Field Values – Restricting by Asset Permissions (v2.230.1+) Admin Guides: Custom Buttons Related Guides: Access Control Custom Buttons […]

Adding Iframes to Custom Tabs

In this guide we will cover: – How to create a custom tab containing an Iframe  – How to display a report in this custom tab, and filter the report Adding an Iframe to a custom tab is used to embed another website into the custom tab. This means you can see/navigate another webpage within […]

Custom Tabs

In this guide we will cover: – What are Custom Tabs? – Creating a Custom Tab – Adding a Custom Tab to a Ticket Type – Adding a Custom Tab to an Asset Type – Adding a Custom Tab to an Action – Adding Custom Tabs to the Navigation Menu – Other Uses tab Admin […]

Custom Tables

In this guide we will cover: – What are Custom Tables? – Creating Custom Tables – Displaying Custom Tables – Custom Fields on Custom Tables – Auditing Custom Tables – Access Control Admin Guides: Custom Tables What are Custom Tables? Custom tables allow you to store information against various entities in table format, this can […]

Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

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 (v2.228+) 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 […]