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, […]

Site Address Lookup Custom Field

This custom field provides a dropdown of the site addresses for a customer select distinctssitenum as [ID],concat(sdesc,' ',Asline1,' ',Asline2,' ',ASLine3,' ',ASLine4,' ',Asline5) as [Display]from Siteleft join area on sarea=aarealeft join tree on treeid=atreeidleft Join AddressStore on AddressStore.assiteid = ssitenumwhere isnull(sisinactive,0)<>1and isnull(AIsInactive,0)<>1and isnull(ASInActive,0)<>1and sarea = (select aarea from users left join site on usite = ssitenum left join area on sarea = aarea where uid = $userid)

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 […]

Ticket Types (Field Lists)

In this guide we will cover: – Adding to Your Field Lists – Modifying Fields – Asset Dependencies Tab – Adding Signature Fields to Ticket Types Associated Admin Guides: Ticket Types If you head to Configuration > Tickets > Ticket Types, you will be presented with a list of all of the ticket types currently […]

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. […]

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 […]

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 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 a ticket once their first and last name […]