Custom Objects

Adding Dashboards to Custom Tabs

This article provides a guide on adding dashboards to custom tabs, giving users the ability to display dashboards specific to certain entities like tickets, customers, and users. The guide explains how to create these custom tabs, configure dashboards, and filter dashboard data to show only relevant information for the selected entity, such as a specific customer or user. It also covers importing and exporting dashboards using JSON, as well as troubleshooting common issues with filters on dashboards.

Adding Iframes to Custom Tabs

Custom Buttons

This guide explains the creation and use of custom buttons in Halo, including benefits like enhanced integration and shortcuts. It details how to set up a custom button, such as selecting a type (e.g., Customer, Site, User), naming, and defining functionality (opening URLs or triggering runbooks). Additionally, the guide covers restrictions and access control, noting changes in version 2.212 that enable more precise permissions management. Custom buttons can add significant functionality with easy configuration in various Halo records.

Custom Fields

The article serves as a comprehensive guide on custom fields within Halo, detailing their creation, configuration, and application. It explains the use of different data types for custom fields and their respective input options. The guide includes instructions on setting visibility restrictions, applying access controls, and using variables to populate fields automatically. Furthermore, it covers step-by-step processes for cloning fields and setting validation rules for date fields, highlighting how these features enhance data management and customization within the Halo platform.

Custom Tables

This guide explains the creation and use of custom tables in Halo, allowing for the storage of information related to various entities. It details steps for creating custom tables and fields, linking them to entities, and displaying them within the platform. A focus is given to organizing and ordering table fields, restricting field access based on user roles, and customizing how data is added to tables. It also covers using custom tables for automation, with instructions on configuring tables to support dynamic SQL lookups and queries.

Custom Tabs

Database Lookup Example - Attaching the User's Role to a Ticket.

Dynamic Custom Fields

This article provides a guide on creating dynamic SQL fields within HaloPSA. It explains how to set up single/multiple select custom fields to retrieve data dynamically using SQL queries. Instructions include configuring the custom fields, constructing SQL queries for user lists related to Tickets, and handling scenarios with large data returns. Additionally, it covers utilizing SQL variables to tailor results based on ticket or user characteristics, and setting defaults to the first returned value from queries. Examples and steps for search functionality in SQL fields are also included.

Dynamic SQL Lookup Fields - Customer Specific Lookup

This guide explains creating customer-specific lookups for dynamic SQL fields using the $-userid variable. By structuring the SQL query appropriately, it will function similarly to $-clientid in customer reporting. The provided script generates a list of sites associated with the current user, filtering out inactive users and excluding generic user accounts, allowing for efficient dynamic field completion.

Navigation Buttons that Link to a Custom URL

This article provides a step-by-step guide for creating custom URL navigation buttons within the Halo system. It explains how to add these buttons through the custom tab configuration area by selecting the Navigation Menu entity, and subsequently how to set them within the screen layout profile configuration. The article also covers how to open links in new tabs, either manually by right-clicking or automatically by enabling a checkbox during navigation link creation. This allows users to easily integrate external websites into their Halo navigation menu.