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 […]
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 in Halo, including: Tickets Customers Locations Users Assets Contracts Actions Items Suppliers Supplier Contracts Agents Organisations This guide will take you through […]
