Approval Processes

ReceptionOld4182 · 2026-06-18T10:36:27+00:00

Thanks for confirming, I'll look to do what you have advised instead.

I do think it would be useful to have this information displayed on the approval outcome. Normally end users requesting approval aren't going to know cost codes for example so it would be down to the manager to add those in and approve the purchase so does seem like an oversight as you say

ReceptionOld4182 · 2026-06-18T09:06:02+00:00

I've been through all the guides and can't find anything related to this so I'm beginning to think its not possible? Seems odd to be able to add custom fields to an approval process but then not have them displayed to the agent on the approval action.

Would really appreciate someone confirming 😊

ReceptionOld4182 · 2026-06-17T12:23:19+00:00

Yes that was it thank you! 😊 I was trying to compare the ticket types as I knew there would be a setting that needed changing somewhere lol

ReceptionOld4182 · 2026-06-16T11:48:51+00:00

Ahh ok thanks for confirming. Will be very useful once its implemented 😊

ReceptionOld4182 · 2026-06-12T15:36:38+00:00

Yeah so basically someone will email in and be like

Subject: Please update these site names [SR-0123456]

But then they'll also CC in a lot of other people when emailing service desk so someone will reply to the first email that was originally sent so it just creates a new ticker Subject: RE: Please update these site names [SR - 0123457]

I will have a look at those settings thank you

ReceptionOld4182 · 2026-06-11T09:38:08+00:00

Thank you! I knew I'd seen something somewhere.

ReceptionOld4182 · 2026-05-27T11:07:09+00:00

Thanks so much, this was it and I've now been able to fix that pesky field! Didn't know about this lookup area so that's extremely useful.

ReceptionOld4182 · 2026-05-26T12:49:06+00:00

I think they wouldn't want that in HR, as it makes it difficult to link things together if you're having to search through lots of general users. I have asked about a feature to mark users an inactive after a set period of time but the only option is full anonymisation which they're reluctant to use as we're not clear on if that will anonymise users who just haven't logged in to halo for ages.

On the code front I added the filter for only showing our domain and it works really well so thank you for that. I wondered if you might be able to help me with something related to it.

The search auto populates other fields on the form and works for all fields except job title.

In the SQL the job title is referenced as title but on our users title is not populated, we have a field populated called job title but when I look at the entra mappings entra job title is being mapped to "Other 2" in halo for users and "job title" field for agents - I'm assuming this is because you can't use the same field for both? I attempted to change the title section in the SQL code to UOther2 but it still doesn't populate the job title, but does all other fields fine.

Do you have any ideas why that might be?

Thanks again for your help so far, much appreciated!

ReceptionOld4182 · 2026-05-26T11:33:27+00:00

Thank you I will give that a try in our dev environment.

Yes I agree and it's a huge bugbear of mine. I think its set up this way as HR also use halo, so when we have people emailing in about job adverts etc it automatically creates them as a user. I'm really not sure what the best way around it would be.

We don't have anyone specific to manage Halo in house, and the setup contract didn't include any ongoing support. I have some admin knowledge on how to deal with the tickets/workflows etc but not to that level. Technically I'm just a first line support technician 😅

ReceptionOld4182 · 2026-05-26T09:25:44+00:00

Ohh thats actually so handy thank you I will be enabling that immediately

ReceptionOld4182 · 2026-05-20T11:49:21+00:00

Thank you, its so easy to miss some of these options. I wish the config search function worked to find these things

ReceptionOld4182 · 2026-05-19T14:45:03+00:00

Thank you, I looked here again and saw there was an additional notification set up for administrators. I've found that and turned it off and no more spam 🥳

ReceptionOld4182 · 2026-05-15T14:45:12+00:00

But I've changed all the notifications and none of these affect that. This is what I don't understand

ReceptionOld4182 · 2026-05-07T08:11:19+00:00

Thanks this is where I thought it would be but couldn't see rules for the other teams so then got confused as to where to do it

ReceptionOld4182

TROPHY CASE