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 […]
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 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 […]
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 […]
Adding Dashboards to Custom Tabs
In this guide 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 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 […]
