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 (v2.182.1+) – Restricting by Asset Type (v2.195.1+) Admin Guides: Custom Buttons Related Guides: Custom Buttons What is a Custom Button? Custom buttons are a way of adding your own functionality into areas of Halo. […]
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: – 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 […]
Custom Table Import via Email and CSV – Scheduled Imports
OverviewThis guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The process allows you to update custom tables by simply emailing CSV files to your Halo instance. Prerequisites Access to Halo configuration settings A custom table already created in Halo CSV file with data matching the […]
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 – Adding Prefixes (v2.192.1+) 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. […]
Iframe Custom Tabs on Assets
In this guide we will cover: – How to create a new custom tab for an Iframe – How to apply this custom tab to an asset type Using Iframes within custom asset tabs will allow you to view an external site/page from within your asset. Configuring the Custom Tab To add custom tabs to […]
