Introduction
Custom objects are used in Halo to store information against a particular entity in a custom way. In this course we will cover how each type of custom object can be used and how to create these. There are various different modules for custom objects, as shown in Fig 1. Fig 1. Custom Objects Configuration […]
Adding Iframes to Custom Tabs
In this lesson 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 Buttons
In this guide we will cover: – The benefits of using custom buttons and tabs – How to create a custom button 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 use case of using custom buttons and […]
Custom Tabs
In this lesson we will cover: – The Benefits of using custom tabs – How to create a new custom tab (Worked example) Associated Administrator Guide: Custom Tabs The Benefits of using custom tabs This video By Connor from Renada, goes over the use case of using custom buttons and tabs: Custom Tabs are […]
Custom Tables
In this lesson we will cover: – How to Create Custom Tables – How to display Custom Tables Associated Administrator Guide: Custom Tables Creating Custom Tables Custom Tables are created in Configuration > Custom Objects > Custom Tables. All Custom Tables are shown here in one list and the entity is chosen during the creation […]
Dynamic SQL Lookup Fields
In this lesson we will cover: – How to create a dynamic SQL lookup field – Worked example Custom fields of type single/multiple select can be configured to return data from elsewhere in HaloPSA. This is done via utilising a Dynamic SQL query to directly extract data from the database. Creating Dynamic SQL Lookup Fields […]
Database Lookup example- Attaching the User’s Role to a Ticket.
In this lesson we will cover: – How to attach a user's role to a ticket using a database lookup One of the great features within Halo is the ability to populate fields on i.e. a ticket with information found in the database. This data is found using SQL queries which will return the information […]
Adding Dashboards to Custom Tabs
In this lesson we will cover: – Creating a Custom Tab that displays a Dashboard – Filtering the dashboard to only show data for the customer/user/site it is under Associated Administrator Guide: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders Purchase Orders […]
Navigation Buttons that Link to a Custom URL
In this lesson we will cover: – Creating a Custom URL Navigation Button – Setting the Button – Opening in a New Tab Within Halo, you can use custom tabs with external websites attached, that can be stored in the main navigation menu on the left hand side of your Halo screen. Creating a Custom […]
Custom Fields
In this lesson we will cover: – What are custom fields? – Creating a new Custom Field – Displaying Custom Fields – Setting Validation for date fields Associated Admin Guide: Custom Fields What are custom fields? Custom fields can be used to collect and store additional information in any area of your Halo. In the […]
