u/AUPete

Autoexpand Category Levels not working (or I don't understand :-) )

Autoexpand Category Levels not working (or I don't understand :-) )

Hoping this is a simple one ..... but I was keen to have categories auto expand to the second level which I thought the following should do for me (https://usehalo.com/halopsa/guides/1808#category\_auto\_expand). However, no matter what number I change this two when the category selector display the 1st level only. I am simply misunderstanding this setting, or is it not working?

https://preview.redd.it/j0ui5mfmj7kh1.png?width=651&format=png&auto=webp&s=9e61e4fda55dedba1aed5d79c49178fb7abc7e5b

https://preview.redd.it/nfu858ktj7kh1.png?width=363&format=png&auto=webp&s=11c3926a262c783e635e1caf8f215bb4509577ad

In case there is additional settings I am missing My category groups look like this

https://preview.redd.it/zwpe86n4k7kh1.png?width=1124&format=png&auto=webp&s=6d0abe320157ba8f7828f10580f5aec573e5a973

https://preview.redd.it/sk2th4l6k7kh1.png?width=448&format=png&auto=webp&s=deec8c557cecff3300a577dcd1ead10464a33783

reddit.com
u/AUPete — 2 days ago

Halo email subjects: Remove the ticket ID

We are looking for a way to send out emails from a halo ticket (not mail distribution), but keen to not have them appear as auto generated email message. For the life of me I can't find a way to stop it from appending the ticket number to the subject. Anyone know if this is possible and how it can be done.

reddit.com
u/AUPete — 8 days ago

HaloPSA to KQM / Datto Commerce - Custom Product Feed

I am looking trying to get a custom supplier feed from our Halo for internal products

Essentially I am creating a report that has the relevant fields for KQM's Custom Supplier product feed specifications https://help.quotemanager.kaseya.com/help/Content/2-integrate/supplier-integrations/product-feed-specifications.htm

It is working from the most part

  • Create the product in halo
  • Run and email the report to KQM
  • Product is generated/updated
  • Add to quote
  • Sync Quote
  • Halo product isn't duplicated (although strips the recuring nature of the product)

However, the critical component I need to get into the import is

  • Recuring (Monthly)
  • Also having some issues getting category, Subcategory and Subcategory 2 to map (using " around them or not)
    • I am Mapping
      • Category - Software
      • Subcategory - Services & Training or "Services & Training"
      • Subcategory 2 - Vendor Services or "Vendor Services"

Anyone had any experience with the feeds and how this can be achieved

NB: it appears if I update in KQM to recurring and assign the category manually it seems to hold

reddit.com
u/AUPete — 19 days ago

Project - Populating Project Tasks

What methods are people using to build out their projects ... we have been using templates, but 9 times out of 10 there are significant changes so looking to see if there are "end user" driven methods in play to upload/import a list of tasks from a spreadsheet ... or similar.

Any thoughts,

reddit.com
u/AUPete — 24 days ago

Projects - managing time for review

I am missing something basic about the flow of Time for our project tickets. All time that I enter within my project or task seems to automatically move to reviewed and passes directly to invoicing. I have searched through

  • Default settings and only found a reference under Billing > Labour and Travel > which we have set to Enable Ticket review processing (With this enabled, Tickets must be reviewed before they can be billed)
  • Action settings associated with the time entry
  • Ticket Type the time entries are placed on

Can anyone explain what controls if these time entries appear in the Awaiting Review area or go directly to Ready for Invoice.

reddit.com
u/AUPete — 28 days ago
▲ 1 r/Auvik

HaloPSA Integration with Auvik - API User Account.

I am interested if others have had any experience with integrating HALO with Auvik. Guides | HALO My primary question is best practice for the account the API should be created against. Doco seems a little light on but my logic suggests

- API key generated will have the permissions for the given user.
- The API created on a dedicated Halo User for audit and ongoing management

But unclear what permissions may be required. thoughts?

reddit.com
u/AUPete — 2 months ago

Ordering Fields on Asset Tabs

I am trying to find a way to group/order fields on the details tab of the assets. I am familiar with how to do this with Custom Fields, but I am trying to group the following on the details tab Business Owner (Inbuilt), Technical Owner (Inbuilt) and a customer Field Operational Owner (Custom Field)

I could swear I found where you could change field's locations for assets but for the life of me can't find it again.

reddit.com
u/AUPete — 3 months ago

Notifications when ticket reaches X Hrs of Support

I have been asked to setup alerts for SDM's when time on tickets reach 5hrs of billable support. I realise there are notifications for exceeding time estimates, but are there any inbuilt approaches for alerting based on hours reached and in particular billable hours? Any suggestions

reddit.com
u/AUPete — 3 months ago
▲ 7 r/ZigBee

Zigbee Switches that support binding/clustering

Objective: Establish a smart lighting system with a robust core control layer independent of software, with an overlay smart layer powered by Home Assistant.

Core Control Layer: Zigbee group binding enables direct device-to-device communication for reliable switching.

Smart Overlay Layer: Home Assistant provides automation

Example Use Case: Two Zigbee switches control one light. One switch is wired, the other is decoupled and bound via a Zigbee group. Both provide instant control even Controller or Home Assistant is offline.

Issue: Finding Switches that support zigbee binding exposing genOnOff (Australia Certified)

Devices

  • ZBM5-3C-86W however not AU Certified
  • Metcator advised that while zigbee 3 the tuya side may block this functionality
  • Zemismart advised it has not got binding

To me this solution seems like gold, but can't find devices ... anyone done this or know of devices that may work?

reddit.com
u/AUPete — 3 months ago

Pax8 Integration Limitations (Feature Request and workarounds)

I have just submitted this feature request as I believe these are current limitations, and Halo has advised I should submit a feature request (Pax8 Integration improvements)

We are currently moving a number of our subscriptions to Pax8 and while the integration is workable, there are a couple of additions that we feel are critical to being able to deliver accurate subscription billing.

Customisation of product mapping defaults

  • Currently when the integration maps a new product on an RI to the subscription it applies the default options. Our requirements case (which I would think would be 90% of MSP's is to enable the options to automatically update the RI item cost and price, without this we will need to implement a pricing increase process based on when the customer 365 subscriptions renews;
    • Update Invoice unit price when the linked subscription price changes
    • Update Invoice unit cost when the linked subscription cost changes

Having a mapping table between Pax8 Categories or Sub Categories

  • Similar to the Datto Commerce Integration
  • Basic Level : GL Mapping: Being able to map the Pax8 Category or Sub Category to the Halo Product Group. Allowing subscription products to report to different income and expense GL's (eg Azure, M365 Subscriptions, Backup Subscriptions, Security Subscriptions)
  • Advanced Level: In addition to product group defining the subscription to RI product mapping. Allowing Pro Rata setting to be defined based on product group. (Eg Exclaimer you pay the full month, while 365 is Pro Rata from purchase date)

At this stage we are reverting to the following process to achieve the above requirements

  • Subscript/Product Mapping Defaults
    • Scheduled API to set RI Item subscription mappings for pax8 products: Update unit price and cost price
    • RISK: Clunky work around, Scheduled process stops running for whatever reason.
  • Product GL Mapping
    • Option 1: Consolidating all subscriptions to 1 GL (Senior management not in support)
    • Option 2: Manual process in procurement step to update generated product when new product procured
    • Option 3: Disable the Pax8 integration and manually map all products and subscriptions
  • Product Pro Rata Mapping
    • Option 1: Manual process in procurement step to update RI when new products are purchased for a customer
    • Option 2: Disable the Pax8 integration and manually map all products and subscriptions
u/AUPete — 3 months ago