Ticket Categories
In this guide we will cover: – What are Ticket Categories? – Making Ticket Categories – Setting Ticket Categories from an Action – Restricting Ticket Categories – Reporting on Categories – Rules Based on Ticket Category – Field Visibility (as of v2.179.1+) Admin Guides: Categorisation Related Guides: Actions Billing Rules (Formerly Billing Plan Combinations) Customer, […]
Dynamic Field/Value Visibility
In this guide we will cover: – What Dynamic Visibility Is – Configure Dynamic Field Visibility What Dynamic Visibility Is Dynamic field visibility is the process of making a field dependant on the value of another field. When one condition is selected, the field will be made visible. For example, we can configure fields within […]
Restricting Field Access & Visibility
In this guide we will cover: – Restricting Field Access on a Ticket Type Restricting Field Access on a Ticket Type Restricting certain roles from being able to access particular fields on a ticket type is done within the ticket type level. Go into Configuration > Tickets > Ticket Type and enter the edit mode, […]
Database Lookup Example – Attaching the User’s Role to a Ticket.
In this guide we will cover: – How to attach a user's role to a ticket using a database lookup One of the great features within Halo is the ability to populate fields on i.e. a ticket with information found in the database. This data is found using SQL queries which will return the information […]
