Iframe Custom Tabs on Assets

In this guide we will cover: – Configuring the Custom Tab – Adding the Custom Tab to an Asset Type Configuring the Custom Tab Using Iframes within custom tabs will allow you to view a specified URL from within your asset. To add custom tabs to your assets you must navigate to Configuration > Custom […]

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 Admin Guides: Custom Tabs The following entities can have a custom tab against them containing a dashboard: Tickets Customers Sites Users Contract Sales Orders  Purchase Orders Quotes […]

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 […]

Password Storing, Sending and Resets

In this guide we will cover: – Changing a Halo Password – Password Auto-Expiry – Storing External Passwords in a Custom Field – Sending Passwords in a One-Time Secure Message Link Related Guides: How are user passwords stored? How long is welcome/password reset e-mail sent from web app valid for? This guide will cover setting […]

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 Table Examples

How to add and change custom tables. Related Articles: Clients and Customers Custom Fields Ticket Types Creating a form     Custom tables can be used to store tabular data against various different entities, including:  Tickets Customers Locations Users Assets Contracts Actions Items Suppliers Supplier Contracts Agents Organisations This guide will take you through the process […]

Dynamic SQL Lookup Fields – Customer Specific Lookup

In this guide we will cover: – How to complete custom specific lookups for dynamic fields If you are looking to create customer specific lookups (such as a lookup of a customer’s sites) you can use the $-userid field in the dynamic SQL query. If you structure the query in a certain way this will […]

Lookups

In this guide we will cover: – What is a lookup? – How to create a lookup – Worked Example – Filtering results with variables What are Lookups? Lookups use SQL scripts to populate fields with information that already exists in your database. For example you could have user's contact details fields populate automatically on […]