Documentation to assist with the setup and configuration of the HaloPSA platform
A new action system use called 'Azure Action' is now available.
When this option is selected, a new "Azure Action" tab will show on the action configuration. Here you can select which Azure action you would like to perform, and which Azure connection you would like to use for the action. Connections setup in the Azure Active Directory Integration and also the Microsoft CSP Integration (HaloPSA) will show here.
If the connection you have chosen does not yet contain the necessary permissions to complete your selected Azure action, the required permissions will be listed as shown below. You must first add one of these permissions to your application in Azure and re-authorize the connection before the rest of the configuration options are made available.
Once your connection has the required permissions, you can configure input and output mappings. Input mappings allow you to map Halo Ticket/Action fields to Azure fields for the corresponding action:
The Azure Action will be performed against the first Azure tenant which has been mapped to the Ticket's assigned Client. If you have multiple Azure tenants mapped to one Client, you can override which tenant the Action is performed against by creating an input mapping for the Azure Tenant field
Output mappings are only available when using the Create User Azure action, which allow you to map the ID of the created user to a ticket custom field.
By creating an output mapping for the id field, you can then use this in subsequent Azure actions. For example, an automation workflow can be created that first creates the Azure user, and then assigns them to a group.
More Azure actions will be made available in the coming months.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through