GitHub Integration

In this guide we will cover: – What is the GitHub Integration? – Configuring GitHub What is the GitHub Integration? The GitHub integration is essentially a Webhook set up in GitHub which adds links to commits from the Change Information tab which have the body of the commit equal to the ticket ID. This Integration […]

Filtering responses via the ‘datesearch’ query parameter

In this guide we will cover: – Using the 'datesearch' Query Parameter – Relevant Endpoints – Example Using the 'datesearch' Query Parameter When querying the API, the response can return a filtered list of entities based on a date range. This can be done via the application of 3 query parameters: datesearch, start_date and end_date. […]

Heimdal Integration

The security software provider Heimdal has created an integration with Halo. This allows you to sync alerts to Halo creating a ticket, which there is a guide for here: Heimdal Documentation.

Link a User to an Action

In this guide we will cover: – Variables on Actions – Using Variables in Links Variables on Actions Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, […]

Release Notes

In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown in […]

Starting a Workflow from an Action

In this guide we will cover: – Setting a Workflow on an Action – Use on a Ticket Admin Guides: Actions Workflows Setting a Workflow on an Action In Configuration > Tickets > Actions, you can select the action you wish to apply this to. Under the Details tab of the action, there is a […]

Product Price Overrides

In this guide we will cover: – How to Set Price Overrides for a Product – Examples For each Product in Halo, the price and cost can be set to change dynamically based on who is purchasing the item and/or the supplier providing it. More specifically: The supplier the item is being purchased from The […]

Virima Integration

In this guide we will cover: – What is the Virima Integration? – Connecting to Virima – Site Mappings – User Mappings – Asset Imports – Miscellaneous Settings – Syncing  – How to import Assets from Virima What is the Virima Integration? The Virima integration can be used to import assets from Virima into Halo. […]

Emails with New Ticket Hyperlinks

In this guide we will cover: – Sending Specific URLs – Prefilling Form Data using URLs Sending Specific URLs When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page. For example […]

Dynamic Field/Value Visibility

In this guide we will cover: – What Dynamic Visibility Is – Configure Dynamic Field Visibility  – Grouped 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, […]