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: – 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 guide 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 guide 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 […]
$-Variables (Dollar Sign Variables)
In this guide we will cover: – What Variables can be Used – PDF Variables – Using Variables in Custom Fields 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 customer-specific information on […]
Navigation Buttons that Link to a Custom URL
In this guide 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 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 […]
Custom Buttons
How to add and change custom buttons. Related Articles: Clients and Customers Custom Tables Ticket Types Creating a form Custom Fields – Adding to Your Records Custom buttons can be used to add a host of functionality to various areas in Halo whilst being very simple to configure. You might use custom buttons to: Build […]
