New: the Halo × Pennylane integration by Halentra is live. Take a look
Halentra
Home/Solutions/Halo/Release notes
Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.188.1

Unreleased

Released on Apr 7, 2025 · 186 updates

★ Highlight

Added a module to track Ticket Volumes logged per type & source Added a Forecasting module to predict future Ticket volumes using historical data (Uses Nixtla TimeGPT integration)

#820211

This change comprises of three separate modules. Their combined usage will allow you to predict future inbound Ticket Volumes.


The modules are:

  • Ticket Volumes,  located in the Reporting Module
  • Forecasting
  • Nixtla TimeGPT, located in the Integrations Module


Ticket Volumes

This module allows you to configure tracking of inbound (tickets logged) data which is grouped on an hourly basis. You may configure specific Ticket Types and Sources to be logged to the 'HistoricalTicketVolumes' table.


This will run a query every hour to count the number of Tickets logged for the configured Ticket Types & Sources, and record this as a row in the table. This is run for the previous hour, each hour when enabled. Dates are stored in UTC.


Historical Ticket Volume data can be imported via spreadsheet import.


Forecasting

This module will allow you to predict future values for a dataset (Currently just Historical Ticket Volume data), over a given frequency and horizon. For example you could predict the next 7 days of inbound Tickets for each hour. Or you could predict the next 12 months of inbound Tickets by each month.


This module requires the Nixtla TimeGPT integration to be configured by supplying an API key in the Nixtla TimeGPT integration module.


Data is sent to the TimeGPT API to be processed and predicted. No PII is sent.


You may augment your historical data with "Events" (exogenous data)an Event is a period of time marked as something that would influence the inbound volume, for example a public holiday, or marketing drive. This can be marked against your historical data, and added for the future so the Model can take the previous, historical data into account for an event which is going to happen in the horizon of the forecast. This should provide a more accurate forecast.


Forecasted data is output to the 'ForecastOutputValue' table and can be used in reporting to visualise the predictions.


Nixtla TimeGPT

This module contained within the integrations module allows you to add your Nixtla TimeGPT API key which will be used to connect to the TimeGPT API when forecasting.

Added the option to use a different certificate for signing SAML request

#855316

A new option has been added to choose which certificate should be used for signing Authn Requests sent from Halo to the identity provider. 



Any customers already using the integration who wish to change to the recommended method will need to re-download the Halo metadata after changing the setting and re-upload it to their identity provider.


On-premise customers using the recommended option can generate their own self-signed certificate that will be used for signing the requests. A guide to configuring this can be found here, as well as within the Config > Security section of your Halo instance.

Added sleep steps to runbooks

#836919

You can now configure a runbook step to sleep for a specified number of seconds. This allows better communication with APIs with rate limits or methods that don't process immediately. 

Added the option to show a "View log" tab on Ticket details

#836475

If "Record Ticket views" is enabled, you can now add a tab to Ticket Details to show the log of who viewed the ticket.


Enable this from Config > Advanced Settings - Show the "View Log" tab on Ticket Details.


Added a new setting to the Xero integration to set automatic sales tax results

#832023

Invoice lines must initially sync to Xero with the 'AVALARA' taxcode and 'Invoice Updated' webhooks must be enabled for the tax to apply to Halo invoice lines

Added the option to specify a default item for new assets at asset type level

#830116

Added $ SERIOUSNESSCOLOUR variable

#830115

This is replaced with the colour specified for the ticket's priority. 

Added the option to use the colour of the priority when displaying as a counter on a dashboard

#830110

This option is only available when the priority field is added as part of a "Multiple fields" type widget.

Added the option to hide the user selection field when logging a new ticket via an action

#830103

This can be enabled at action level using the setting "Hide the user details when logging ticket". This will default the ticket's user to the agent doing the action.

Added the option to filter date fields on the last 2 weeks for ticket lists and reports

#830049

Added the option to restrict the fields searched when searching assets to improve performance

#829849

This can be enabled using the setting "Only search main asset fields" in Configuration > Advanced Settings.

With this enabled the asset search will only search the: client name, site name, inventory number, and key fields 1 - 3. 

Added haloChat_inboundEvent_updateBubbleContainerStyles and haloChat_inboundEvent_updateBubbleStyles inbound event functions to the embeddable Chat Widget

#827310

These functions can be called to update the bubbleContainerStyles and bubbleStyles props after the chat has been initialised. You should send a JSX style object with the event.

Added the ability to configure CSS style profiles for knowledge base articles and FAQ lists

#824017

These profiles first need to be enabled using the setting "Enable Style Profiles" in Configuration > Knowledge base.


Once enabled, you can configure style profiles. Each style profile can have multiple rules, which are pairs of CSS selectors and style attributes.

The precedence for the profiles and rules orders the styling, allowing rule of higher precedence to override lower precedence ones. 


A profile can have a type of All, allowing it to be linked to FAQ lists and articles, or be linked to only one of those types.

The profiles can be linked either from the profile itself or from an article or FAQ list.

The styling for FAQ lists does not affect the lists themselves but instead will inherit to the articles within them. e.g. the top 2 below are inherited:

The styles will apply when viewing, but not editing, the article in the agent or user portal and when generating a PDF for the article.

Additionally, Style profiles are config tracked.


For more information on this check out https://usehalo.com/haloitsm/guides/2520

Added canned response variable mappings for the Freshdesk Migration

#822472

Added Ticket Source as a Ticket Rule Outcome

#789729

Added multiple change history columns to asset column profiles

#726276

Added the following columns:

  • Last updated
  • Updated by
  • Created by
  • Created Date

Added XLS Quotation Line Imports

#698436

Quotation lines can now be imported. Quotation Line XLS profiles can be edited from Quotation settings.



To show the 'Import Quotation Lines' option on quotes, enable the following option in Quotation settings:


Fixed an issue with logging tickets

Also in 2.188.1 · 2.184.61

#881364

Fixed an issue where incoming email error notifications may be reported incorrectly

Also in 2.188.1 · 2.184.49

#881270

Fixed an issue with the metadata that is produced for the SAML integration

Also in 2.188.1 · 2.184.61

#880711

Resolved an issue with the setting for enforcing the extra Asset field to be filled in during serialization causing the Stock import function to fail to function correctly

#880548

Fixed an issue with using the pax8 system authentication in integration runbooks failing to reauthenticate in some cases

Also in 2.188.1 · 2.184.61

#879940

Minor change to display for User Role Removed Audit History

#859128

Fixed a minor issue with the organisational chart

Also in 2.188.1 · 2.184.61

#859127

Fixed some minor issues with n-central configuration tracking

#859049

Fixed an issue with config tracking FAQ Lists

Also in 2.188.1 · 2.184.61

#859048

Fixed an issue with colour change rules on Widgets

Also in 2.188.1 · 2.184.61

#859010

Fixed issues with using the report builder when querying assets

Also in 2.188.1 · 2.184.61

#858940

Fixed an issue with Agent list record counts showing more than the number of agents

Also in 2.188.1 · 2.184.61

#858863

Fixed item group defaults not saving after being applied on items

#858705

Fixed an issue with the Items tab being inaccessible in some situations

Also in 2.188.1 · 2.184.101

#858552

Fixed an issue with chat profile config tracking losing the allowed teams

Also in 2.188.1 · 2.184.61

#858447

Fixed an issue where agents could not edit an asset from a list view in certain scenarios

Also in 2.188.1 · 2.184.61

#858417

Fixed an issue with importing assets from Device42 with multiple asset type mappings

Also in 2.188.1 · 2.184.61

#858379

Fixed a rare error related to agent statuses when logging a ticket with load balance / round robin from the end-user portal

Also in 2.188.1 · 2.184.61

#858313

Fixed an issue where $-QUOTESIGNATURE variable wouldn't populate on PDFs sent to Users when signed without being logged in

Also in 2.188.1 · 2.184.61

#858210

Fixed an issue with new tabs going behind modal windows when opening links from a modal window when using multiple Halo tabs

#858168

Resolved an issue with Ticket level Time Rounding failing to save the correct rounding for new actions

#858142

Fixed an issue with configuring business applications and services

Also in 2.188.1 · 2.184.61

#858123

Fixed an UPDATE_APPROVAL_COUNT error on the self-service portal

Also in 2.188.1 · 2.184.61

#858117

Fixed an issue with custom field mappings in the Halo Asset Discovery Integration

Also in 2.188.1 · 2.184.61

#858054

Fixed an issue with milestone billing requiring chargeable actions when billing based on milestone value

#857951

Resolved a minor issue with Xero invoice updated webhooks with empty line descriptions

#857767

Fixed a minor display issue with tables in the custom integration area

Also in 2.188.1 · 2.184.61

#857524

Resolved an issue with Tax Breakdown showing incorrectly on the PDF generated for an Invoice when using the Tax option for rounding per Invoice Line for Composite rates

#857452

Fixed HTML tags showing in the ticket list hover text when it is set to use the AI Conversation Summary

Also in 2.188.1 · 2.184.61

#857416

Fixed an issue where integration asset field mappings would not update when renaming asset fields.

Also in 2.188.1 · 2.184.61

#857173

Improved the setting label for hiding appointment actions from the user

Also in 2.188.1 · 2.184.61

#856759

Fixed an issue with Rapid7 runbook buttons

Also in 2.188.1 · 2.184.61

#856660

Fixed a visual issue with filtering tickets on the self service portal

Also in 2.188.1 · 2.184.61

#856647

Fixed calculated custom fields not working when the expression contains money variables and there are custom decimal/thousands separators configured

Also in 2.188.1 · 2.184.61

#856627

Fixed an issue where Notifications with deleted Custom Field conditions wouldn't load

Also in 2.188.1 · 2.184.61

#856575

Fixed the Autotask import making existing users inactive, and removed username matching to allow multiple users to be imported with the same name

Also in 2.188.1 · 2.184.61

#856548

Fixed an issue with custom fields that use a custom integration method to load values not saving correctly

#856433

Fixed an issue where Monthly Subscription price and cost wouldn't apply when initially creating a Recurring Invoice

Also in 2.188.1 · 2.184.61

#856377

Fixed an issue where PO number on Projects wouldn't copy to Project Tasks

Also in 2.188.1 · 2.184.61

#856369

Fixed a UI with Lightweight Logs

#856311

Fixed an issue where adding Geo Location Restrictions for KB Articles would error

#856282

Added 'assettag' as a mappable field for the N-Central integration

Also in 2.188.1 · 2.184.61

#855841

Resolved an intermittent issue with text failing to generate correctly when using references (<link>) in PDF templates to external sources

Also in 2.188.1 · 2.184.61

#855501

Fixed an issue with blank records showing in the FAq list article order tab

Also in 2.188.1 · 2.184.61

#855397

Fixed an issue with the query builder when referencing agent fields from the actions entity

Also in 2.188.1 · 2.184.61

#855279

Fixed an issue with loading the custom integration repository

Also in 2.188.1 · 2.184.61

#855252

Minor amendment to HaloPSA Trial Signup form

#855030

Resolved an issue with API key authorization for custom integration methods

Also in 2.188.1 · 2.184.61

#855000

Fixed the status after supplier update being validated against a ticket type's allowed statuses if suppliers are not in use

Also in 2.188.1 · 2.184.61

#854908

Fixed an issue with the 'Related Tickets' tab not appearing in certain scenarios

Also in 2.188.1 · 2.184.61

#844720

Fixed an issue with user's 2nd level manager approval process

Also in 2.188.1 · 2.184.61

#844675

Fixed an issue where Items added via Bundles wouldn't use Client/Site tax code overrides

Also in 2.188.1 · 2.184.61

#844434

Fixed an issue where attachments could not be uploaded anonymously on the portal for hosted customers

Also in 2.188.1 · 2.184.61

#844255

Fixed an issue with editing Appointments on Tickets

Also in 2.188.1 · 2.184.61

#844241

Fixed an issue where adding Geo Location Restrictions for KB Articles would error

Also in 2.188.1 · 2.184.61

#844229

Fixed an issue when deleting a custom field from a custom table

Also in 2.188.1 · 2.184.61

#844221

Fixed issue with bulk updating asset custom fields from the related assets tab of a ticket

Also in 2.188.1 · 2.184.61

#844163

Improved the error handling when using the Halo integrator to sync data from Virima

Also in 2.188.1 · 2.184.61

#843740

Fixed a minor display issue with the outgoing email log screen

Also in 2.188.1 · 2.184.61

#843710

Fixed an issue with case sensitivity with allowed attachments

Also in 2.188.1 · 2.184.61

#843659

Fixed an issue with tickets not moving to the last step of their workflow on closure

Also in 2.188.1 · 2.184.91

#843643

Fixed an issue with the image editor not displaying when viewing the rich text editor in full screen

Also in 2.188.1 · 2.184.61

#843624

Fixed an issue where client-site-user would display in the wrong order on the New ticket screen

Also in 2.188.1 · 2.184.61

#843607

Fixed errors when cloning agent roles

Also in 2.188.1 · 2.184.61

#843594

Fixed an issue with the contract balance field on tickets not showing negative pre-pay balance

Also in 2.188.1 · 2.184.61

#843540

Fixed an issue with the user's assets field not updating when changing a ticket's user

Also in 2.188.1 · 2.184.61

#843336

Fixed an issue with the Project Manager and Child Status search filters

Also in 2.188.1 · 2.184.61

#843282

Fixed an issue where SQL Lookup Custom Fields on tables wouldn't populate live Custom field values

Also in 2.188.1 · 2.184.61

#843281

Fixed an issue with supplier matching when an email matches an email rule and a supplier's settings

Also in 2.188.1 · 2.184.61

#843254

Fixed an "Asset is mandatory" error when saving actions despite an Asset already being set on the ticket

Also in 2.188.1 · 2.184.61

#843162

Fixed an issue where immediately invoiced prorata would not be linked to the recurring invoice

#843154

Resolved an issue where Contracts/Agreements that are set to be Inactive were not locking time entries from the recalculate billing function

#843017

Added a hint to the workflow configuration for timed automations

Also in 2.188.1 · 2.184.61

#842838

Fixed an issue with custom field $ variables not populating in chatbot

Also in 2.188.1 · 2.184.61

#842554

Fixed an issue with the agent/user "hidden if empty" settings for single select fields

Also in 2.188.1 · 2.184.61

#842504

Fixed an issue where incoming emails from new users would fail in rare situations

#842369

Fixed a display issue with tickets at the end stage of their workflow

Also in 2.188.1 · 2.184.61

#842332

Fixed error when configuring report filrers

#842280

Fixed an issue where Invoice ID's wouldn't populate on Consignment PDFs when the Invoice was created after the Consignment

Also in 2.188.1 · 2.184.61

#842256

Fixed scrollbar not appearing on the login screen

Also in 2.188.1 · 2.184.61

#842247

Fixed a visual issue with currency converted tax value in some situations

Also in 2.188.1 · 2.184.61

#842116

Fixed an issue with the User Created event when creating a new user by the self-service portal

#842061

Removed the automatic sales tax column label on quotes and sales orders

Also in 2.188.1 · 2.184.61

#841839

Fixed an issue with importing config not working when the entity includes custom translations

#841759

Resolved open tickets not showing against assets when the tickets are from Ninja alerts

Also in 2.188.1 · 2.184.61

#841699

Fixed an issue with Item Margin/Markup being calculated with recently cleared values when in Edit mode

Also in 2.188.1 · 2.184.61

#841612

Resolved an issue with Address data failing to import when using the Sage Business Cloud integration

#841610

Resolved an issue with error handling using the Sage Business Cloud integration failing to return the error correctly.

#841473

Added a setting to unlink Halo assets from users if the link is not found in Intune

#841459

Updated the app used for the Snelstart integration

Also in 2.188.1 · 2.184.61

#841440

Resolved an error given when searching for a Supplier in the Supplier single select on Purchase Orders

#840710

Fixed a small display issue with custom tables

Also in 2.188.1 · 2.184.61

#840598

Improved error reporting

Also in 2.188.1 · 2.184.61

#840416

Resolved an issue with incorrect discount being applied to Pro-rata lines that are created from Recurring Invoice lines with discount applied

#840384

Fixed an issue with creating projects, that have templated budgets, from sales order lines that also have a item budgets

Also in 2.188.1 · 2.184.61

#840046

Fixed an issue where $-REPORTSTARTDATE and $-REPORTENDDATE variables could calculate incorrectly in some scenarios

Also in 2.188.1 · 2.184.61

#839996

Resolved an issue with Pax8 Usage Subscriptions failing to import with a price for Azure Usage

#839816

Fixed an issue with the types of distribution lists that are available to select on Mail Campaigns

Also in 2.188.1 · 2.184.61

#839737

Fixed an issue with ServiceNow Webhooks syncing tasks

Also in 2.188.1 · 2.184.61

#839688

Added accounts code imports to items when importing from Fortnox

#839466

Resolved an issue with the global default for immediately invoicing manually added pro-rata

Also in 2.188.1 · 2.184.61

#839344

Added 'Forethought' as a Ticket source value

#839317

Resolved a minor configuration wording issue in Advanced Settings

#838964

Fixed an issue with service category title colour not changing if there was a background applied to it

Also in 2.188.1 · 2.184.61

#838812

For instances where a white or light background has been set for the Service Catalogue, the "Service Categories" title colour can be adjusted using custom CSS in the Self Service Portal settings page.


div:has(> h2):not(:has(> h2 + a)) > h2 {

  color: black !important;

}


Resolved an issue with Agents being unable to use the Clear Feedback button a Ticket when they have the permission correctly

#838646

Fixed an issue with viewing Ticket lists when sorting by the Email List field

#838565

Fixed some item $-variables missing from the variables list

#838483

Fixed an issue with the NEWWORKDAYS View

#838440

Resolved an issue with the Actions on Sales Order Lines being partially visible only

#838382

Fixed an issue with generating Agreement References

Also in 2.188.1 · 2.184.61

#838378

Fixed an issue with generating PDFs that have a file name containing a comma

Also in 2.188.1 · 2.184.61

#838220

Added the option to not clear inline attachments when using the 'Clear All Ticket Data' button

#837659

Fixed an issue with Updating Currency on invoices

#837526

Fixed an issue with editing asset field single selects that have lots of options

#836925

Fixed some issues with the new HubSpot quote/deal imports

Also in 2.188.1 · 2.184.61

#836666
  1. Fixed an issue with the quote and deal group heading field
  2. Fixed an issue with discount not working as intended
  3. Fixed an issue with quotes created from deals off hubspot duplicating in rare cases

Fixed an issue where emails in 'My Inbox' area couldn't be added to existing opportunities when Agents weren't Administrators

Also in 2.188.1 · 2.184.61

#836654

Fixed an error when manually importing Exchange Calendar appointments

#836653

Fixed the Exchange Calendars integration sometimes making Halo appointments public despite "Make every newly imported appointment private" being enabled

#836589

Fixed an issue where Audit records for custom field defaults that aren't on the ticket could be added erroneously

#836452

Fixed the @mention dropdown appearing on internal notes for billing entities

#836446

Resolved an issue with the Milestone List on Projects sorting incorrectly after refreshing. Also resolved a minor display issue that meant deleted Tasks still showed in the Milestones Task selection

#836041

Minor changes to the link icon used in Configuration Administrator Guides

#835802

Fixed an issue with lookups that return multiple results when making changes on the ticket details screen

Also in 2.188.1 · 2.184.61

#835171

Fixed an issue with NinjaOne webhooks not importing in some cases

Also in 2.188.1 · 2.184.61

#835038

Resolved an error given when a new Ticket is raised via the API using "third_party_id_string" or "third_party_id" when the value existed on a deleted Ticket

#834717

Fixed an issue with the setting "Do not increase line quantity when pro-rata is invoiced" in combination with the setting "Immediately Invoice this Pro-Rata"

#834577

Fixed an issue with new user creation on new ticket screen

Also in 2.188.1 · 2.184.61

#834380

Fixed an issue with agents not being allowed to create services

Also in 2.188.1 · 2.184.61

#833820

Resolved an error opening the Tax list or loading a Tax selection when multiple Accounting Integrations exist for the same Company ID

#833726

Resolved an issue causing Actions added by Appointments to appear as a non Agent action

#833279

Fixed an issue with supplier API access when the Halo version is different between the customer and the supplier

#832724

Fixed the ticket checkbox being obscured by the scrollbar when Table Bulk Select Position is set to Right

#832703

Fixed the deleted ticket list failing to load when non-admins use the Restore Tickets button

#832691

Fixed an issue where Invoice Due Dates could be calculated incorrectly when automatically generating Recurring Invoices in some timezones

#832275

Fixed an issue with the anonymise user functionality affecting multiple users in certain cases

#831847

Fixed an issue where PDF generation could fail when embedding XMLs

Also in 2.188.1 · 2.184.61

#831540

Fixed user variables not working in Quote Approved emails

#830578

Added the option to display the "Default Customer/Site for New Sales" on Opportunities

Also in 2.188.1 · 2.184.61

#829999

Fixed duplicate mention notifications firing when using "Show an option to create a calendar entry on the Action screen"

Also in 2.188.1 · 2.184.61

#829153

Fixed several issues with SentinelOne

Also in 2.188.1 · 2.184.61

#829120

Fixed an issue where Prepay records would display incorrectly in some timezones

#828929

Fixed a permissions issue that could prevent Halo Integrator from adding Sales Mailbox emails to opportunities.

Also in 2.188.1 · 2.184.61

#828068

Fixed an issue with closure confirmation actions displaying as the incorrect user in some cases

Also in 2.188.1 · 2.184.61

#827601

Fixed an issue where $-SATISFACTION variable wouldn't populate

Also in 2.188.1 · 2.184.61

#826601

Fixed an issue where the number of sent emails on a mail campaign may be inaccurate for large mail campaigns

Also in 2.188.1 · 2.184.61

#826333

Fixed an issue where variables on sent Quotations sometimes wouldn't populate when 'Only show this field to Agents' was enabled

Also in 2.188.1 · 2.184.61

#825875

Fixed an issue where Database Lookups could calculate incorrectly when updating multiple values

Also in 2.188.1 · 2.184.61

#825504

Fixed a minor issue with the Ingram Micro Reseller product lookup

Also in 2.188.1 · 2.184.61

#824874

Fixed approval process rule criteria not being updated when a Team is renamed

#824669

Fixed a minor visual issue with quote/sales order/purchase order group lines in dark mode

Also in 2.188.1 · 2.184.61

#822656

Fixed an issue resulting in the error message "Stock was not reduced when consigning the Item"

#822087

Added new user filter option "Show/Hide Prospects"

#817686

New user filter option has been added to the dropdown menu to show/hide prospect users


Fixed an issue with currency conversion on .pdfs

#817390

Fixed an issue with quotes using simple approval but falling under the total cost threshold still requiring approval

#817121

Fixed an issue where an SLA Hold action would not be logged for new tickets logged via API/integration, that match a rule, that sets the status to an SLA hold status.

Also in 2.188.1 · 2.184.61

#816445

Fixed small mapping issue with Outlook Contact imports

#815163

Improved the user matching for the Snipe IT integration

#814824

Updated the hint on the Canned Text table on Agents to reflect the new access control functionality

#814183

Fixed an issue with certain API validation text translations

#814103

Fixed various issues with document management

Also in 2.188.1 · 2.184.61

#812160

Fixed an issue with customer/site/user level document management

Also in 2.188.1 · 2.184.61

#812095

Fixed an issue with Purchase Currency on Quotes

#807715

Fixed a rare issue where Workdays with equal start and end times could error

Also in 2.188.1 · 2.184.61

#801481

Fixed an issue where ticket status changes via approval processes may not cancel existing status-based automations from the previous status.

#794339

Fixed an issue where Report URL filters wouldn't apply to generated PDFs

Also in 2.188.1 · 2.184.61

#757207

Fixed an issue with calendar scree appointments locations options not persisting after screen refresh.

Also in 2.188.1 · 2.184.61

#756527

Fixed minor issue with Knowledge Base attachment area

#752476

Fixed an issue with mapping the 'activationLockBypassCode' from Intune

#570654

Resolved issues with the Invoice screen and Recurring Invoice creation where the Start/End dates on the Invoice Lines were not correctly being used for setting Active state

#507677