Actions, To-Do Lists

Actions

This article provides a detailed guide on configuring and managing ticketing actions within a system. It explains how to create new actions, the purpose of different tabs like Details and Defaults, and how to manage field visibility. Restricting action access by ticket type and workflow step is covered, along with setting default parameters for actions. Additionally, it addresses the creation of action groups for better organization and accessibility. The guide is aimed at administrators managing complex ticketing systems and includes references to further documentation on access control.

Annotating Images in Actions

Azure Actions

Creating and Using Quick Actions

Link a User to an Action

This article provides a guide on linking users to actions within the Halo system by using dollar variables. It covers how to use variables in links, enabling actions for users, and setting default attachment options. Users can receive an email with a link to an action like signing an agreement. A specific variable can force users to log in before accessing the action link, ensuring only logged-in users can complete the action, which will appear on their profile even if they don't have direct ticket access.

To-Do Lists

This article guides users on setting up and managing to-do lists in Halo, which can be attached to tickets manually or through pre-configured templates. It covers creating to-do lists and groups, integrating them into workflows, and customizing them for specific customers. The guide demonstrates adding to-do items via different methods, organizing lists, using ticket templates, and applying customer-specific to-do lists, enhancing task management and workflow efficiency.

Using Dollar Variables in Actions