Fields, Database Lookups and Categories

$-Variables (Dollar Sign Variables)

This guide focuses on the use of dollar sign variables ($-variables) in the HaloPSA system. It covers the types of variables that can be used, such as those for PDFs, emails, tickets, invoices, and custom fields. Users can access different variable lists specific to areas like PDF templates and recurring invoice lines. The article explains how to incorporate variables in custom fields, enabling automatic data population when logging tickets. It also provides guidance on formatting variables to control output length and adding prefixes to enhance clarity.

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 Field/Value Visibility

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.

Lookups

This article explains how to set up and use lookups in a database system. Lookups utilize SQL scripts to auto-populate fields with existing information from the database, enhancing efficiency and reducing manual input errors. The guide outlines steps to create a lookup, connect to databases, and script SQL queries. It includes worked examples and discusses using variables for filtering results, allowing dynamic data population based on user interaction and specific field inputs. The article also covers advanced features in recent software updates.

Restricting Field Access & Visibility

Site Address Lookup Custom Field

Ticket Categories

This guide outlines the use and management of Ticket Categories, which help categorize tickets to improve efficiency through rules and reports. It covers creating and configuring categories, assigning them to ticket types, and utilizing them in actions, restrictions, and reports. Administrators can set default values, restrict categories by various criteria, and incorporate them into billing and ticket rules. The guide also details dynamic field visibility based on category values. Multiple categories allow for diverse applications across the system.

Ticket Category Defaults and Overrides

Ticket Types (Field Lists)