Views/Fields
5 guides
Asset Custom Buttons
The article details how to create and manage Asset Custom Buttons in Halo, which allow users to add functionality by opening URLs or starting runbooks. It explains configuring these buttons, including naming, labeling, and setting their action, like opening a link in a new tab or launching a runbook. The guide also covers restrictions based on agent permissions, asset type, access control, and asset field values to control visibility. This ensures administrators can tailor button access and visibility to enhance user experience within asset management.
Asset Fields
The article provides a comprehensive guide on managing Asset Fields in a system. It explains how to create and configure asset fields and custom fields for asset entities, highlighting their differences. It also covers setting visibility and access control for these fields, ensuring only authorized users can modify them. The guide describes using SQL Lookups for asset fields and introduces asset variables useful for extracting specific asset information. The guide is useful for administrators in asset management looking to customize and control data tracking for various asset types.
Asset Views
The article provides a comprehensive guide on managing Asset Views in HaloPSA, including aspects like asset lists, key fields, column profiles, and display settings. It explains how to set default views for assets by type or group and customize column profiles to display specific fields. The guide also covers configuring related assets in tickets, changing asset display names, and using key fields effectively. The objective is to enhance the user interface for managing assets by allowing tailored views and configurations per asset type.
Batch Updating Asset Fields
The article provides a guide on batch updating asset fields within a list of assets, useful for maintaining up-to-date information such as software installed or asset ownership. Users can select multiple assets by checking boxes either individually or per group/type. Using the 'Batch Update' option, users can add system or custom fields to update collectively. The values for these fields are displayed before and after updates. This process helps streamline asset management in evolving technological environments.
Iframe Custom Tabs on Assets