Custom Objects
4 guides
Custom Buttons
The article provides instructions on configuring custom buttons within the HaloPSA platform, accessible via the HaloPSA Academy. Users can specify button attributes such as name, label, icon, usage (e.g., opening URLs or triggering runbooks), color, and position in lists. Visibility can be controlled based on asset access levels, statuses, and dynamic conditions. It offers options for opening links in new tabs and selecting conditions under which the button appears, particularly when asset control is applied.
Custom Fields
The article provides detailed instructions on configuring and managing custom fields within a system. It outlines the various field types, input methods, and customization options, such as field labels, selection types, default values, and visibility settings. Additionally, it discusses advanced settings like encryption, validation, and integration options. There are also guidelines for managing field behavior across associated tickets in the system, including copying field values to related records and setting data deletion schedules. The article emphasizes conditional visibility based on customer or organization criteria.
Custom Tables
This article provides guidance on configuring Custom Tables within the HaloPSA platform. It details various fields such as table name, table label, and notes, and explains their roles in database storage and display. Additionally, it covers linking tables to entities, import procedures, ordering data, and setting up data entry types. The article describes functions like importing spreadsheets, using import keys, and scheduling import searches. Advanced settings like schema tables, SQL scripts, and statistics table configurations for report snapshots are also discussed.
Custom Tabs