Organisation Contracts/Agreements

In this Guide we will cover: – What are Organisation Contracts/Agreements? – How to create Organisation Contracts/Agreements – How to use Organisation Contracts/Agreements – Sending/renewing contracts Note: Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers contracts/agreement functionality for customers using HaloITSM. For customers using HaloPSA check out […]

Supplier Agreements/Contracts

In this guide we will cover: – What are Supplier Agreements/Contracts in Halo? – How to create a Supplier contract – How to use a Supplier contract – Supplier Contract Expiry Throughout this guide and Halo the terms 'agreement' and 'contract' are used interchangeably.  This guide covers supplier contracts in Halo, if you are looking […]

FAQ List Access Control

In this guide we will cover: – What is Access Control? – Access Control on Existing FAQ Lists – Granting Access Control on FAQ Lists – Viewing FAQ Lists Related Guides: Access Control What is Access Control? Access control is a method of administrator agents allowing non-administrator agents the ability to view, or view and […]

Webhook and Integration Runbook Access Control

In this Guide we will cover: – What is Webhook and Integration Runbook Access Control?  -Giving Access Control  What is Webhook and Integration Runbook Access Control?  Access control can be set against integration runbooks and webhooks to allow certain agents configuration access to selected webhooks and runbooks. This allows you to grant configuration access to […]

System Notifications

In this guide we will cover: – Types of System Notifications – How to Enable Them Halo has some pre-configured system uses for sending out notifications, which can be enabled or disabled within various areas of our system. This guide will cover a list of these, and how to set these up. Account Manager Account […]

Style Profiles for Knowledge Base Articles

In this guide we will cover: – What are Style Profiles? – How to Create Style Profiles – Assigning Style Profiles to Articles – Creating Style profiles- Worked examples Admin Guides: Knowledge Base Related Guides: Knowledge Base What are Style Profiles? Style profiles allow you to create a set of style or formatting, and have […]

Customising the Navigation Menu in Halo

In this guide we will cover: – Ticket/ Navigation Areas – Configuring Ticket Areas – Navigation Menu Layout – Creating Navigation Profiles for Other Entities – Override the Screen Layouts Per Agent – Creating a Custom URL Navigation Module – Setting the Module in the List – Opening in a New Tab Admin Guides:  Areas Advanced Settings Tickets […]

Automatic HTML Additions to Reporting

In this guide we will cover: – Example of Automatic Additions – List of Column Names Automatic HTML additions can be added to reports to apply hyperlinks within certain columns.  Example of Automatic Additions Halo supports the addition of hyperlinks on rows without the need for writing custom HTML for the report. The links are […]

Using HaloDBLookupService to run custom integration methods on internally facing APIs

In version 2.184+ there is a new connection option for Custom Integrations to connect to internally facing APIs: This connection method allows you to host a proxy application called "HaloDBLookupService" on your own network which can access your internally facing APIs. The Halo API then connects to this Service using requests signed by a common […]

Execute Automation Runbooks from the Chatbot

In this guide we will cover: – Introduction – How to trigger a Runbook from the chatbot – Use Chat Data in a Runbook – Keep the User updated on Runbook progress – Auditing the Runbook – Restrict the chat progress based on Runbook Result message Related Guides:  Chat Bot and Chat Profiles Virtual Agents […]