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 Note: The features outlined in this guide are available as of v2.208.1+. What is a Statistics Table? Statistics tables are type of Custom Table which allow you […]

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 (v2.212.1+) Admin Guides: Custom Buttons Related Guides: Access Control Custom Buttons What is a Custom Button? […]

Site Address Lookup Custom Field

This custom field provides a dropdown of the site addresses for a customer select distinctssitenum as [ID],concat(sdesc,' ',Asline1,' ',Asline2,' ',ASLine3,' ',ASLine4,' ',Asline5) as [Display]from Siteleft join area on sarea=aarealeft join tree on treeid=atreeidleft Join AddressStore on AddressStore.assiteid = ssitenumwhere isnull(sisinactive,0)<>1and isnull(AIsInactive,0)<>1and isnull(ASInActive,0)<>1and sarea = (select aarea from users left join site on usite = ssitenum left join area on sarea = aarea where uid = $userid)

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 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 guide we will cover: – Creating a Custom Tab – Adding a Custom Tab to a Ticket Type Admin Guides: Custom Tabs This video by Connor from Renada goes over the use case of using custom buttons and tabs.                    Custom Tabs are a means of applying custom fields to tabs that were […]

Custom Tables

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

Dynamic SQL Fields

In this guide we will cover: – How to create a dynamic SQL lookup field – Worked example – Default dynamic SQL fields to the first returned value (2.200+) Custom fields of type single/multiple select can be configured to dynamically return data from elsewhere in HaloPSA. This is done via utilising a Dynamic SQL query […]

$-Variables (Dollar Sign Variables)

In this guide we will cover: – What Variables can be Used – PDF Variables – Using Variables in Custom Fields – Adding Prefixes What Variables can be Used Variables can be used throughout HaloPSA for a variety of functions, some of which include: Returning Ticket-specific information on emails. Returning date-specific information on invoices. Returning […]