CyberCNS (Cyber CNS) Integration

Any issues with the integration will need to be sent to Cyber CNS, the below link is the integration guide created by Cyber CNS. Cyber CNS Documentation

How to Create New Request Buttons within a Service

Creating service request buttons via the service details table. The custom scribe iframe can be found for this within the lesson "The Service Catalogue – Advanced Configuration" 1. Add a new service request button. 2. Name the button, I have named this one 'Request Microsoft software' 3. Now choose the ticket type this button will […]

Project Sales Process

In this guide we will cover: – How to have new leads automatically log lead/opportunity tickets – How to Embed opportunity tickets into a website – Using Opportunity Templates – Configuring the Sales Flow for Project Sales Processes Configuring Actions for opportunity flow   Quotation approvals (agent approvals)  Keeping updated on quotation activity The Opportunity Workflow […]

KeyCloak Integration

In this guide we will cover: – What is the KeyCloak Integration? – Connecting to KeyCloak – User and Agent Mapping Related Guides: SAML 2.0 What is the KeyCloak Integration? The KeyCloak integration allows use of SAML to authenticate users and agents. Connecting to KeyCloak Go to the SAML (AD FS) integration within Halo and […]

Calculating Asset Quantities from SQL Query

Example below select count(did) as [Quantity] from device left join  xtype on ttypenum = dtype where dsite in (select ssitenum from site where sarea= (select ihaarea from invoiceheader where ihid=$INVOICEID))and (tdesc like '%Workstation%' OR tdesc like '%IPSec Tunnel%') and tdesc NOT like '%Switch%'

HTML for ‘Today’s Date’

HTML for 'Today's Date' for use in PDF template.  <p><b>Date:</b> <span id="p1"></span>         <script> var date = new Date();                 var current_date = date.getDate()+"/"+(date.getMonth()+1)+"/"+date.getFullYear();                 document.getElementById("p1").innerHTML = current_date; </script> </p>

Making Reports Show Viewer Specific Information

How to use the built in pseudo-variables to match viewers to the data on a report. Within the reporting suite there are pseudo-variables that you are able to match the date on the report to, some being $agentid,$userid, $siteid, $clientid, and $invoiceid. $agentid allows you to make internal reports only match to the viewing agent. […]

Link Excel to Halo Report

In this guide we will cover: – Setting an Access Level on a Report – Setting Up Excel Setting an Access Level on a Report We first need to gather the API link to access the report. This can then be concatenated onto your URL.  The API extension on your report can be found within […]

Vorboss Integration

In this guide we will cover: – What is the Vorboss Integration? – Enabling the Integration – Connecting to Vorboss – Using the Integration What is the Vorboss Integration? Vorboss can be integrated with Halo to browse Vorboss services by postcode, and place orders. Enabling the Integration The Vorboss integration can be found in the […]

Project Hierarchies

In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]