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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.214.1

Unreleased

Released on Oct 21, 2025 · 193 updates

★ Highlight

Added the Project Setup Wizard

#769329

You can now enable the project setup wizard in Sales Order or Project settings, once enabled the new Project setup wizard tab is available on Quotes and Sales Orders:


On this screen you can add new projects, set the lines that are linked to the project, whether it has a parent and adjust it's template. The two new buttons against each line when not in edit mode allow you to edit the template for that line, or create the project.

Resolved an issue with the "Attach quotation PDF when sending email" setting failing to function for Actions that send Quote emails

#1077103

Added 'Rich' as a type of field for asset fields

#1073877

Added a target date field to software releases

#1069542

Added option to specify Application identity roles when "Agent to log in as" is not set to an Agent on a Halo API application

#1065228

This allows you to give an application permissions without it acting as a particular agent.


Added the ability to an apply a template to an Asset via the API

#1063514

The API field for this is "template_id"

Added ALLFIELDSCFQA dollar variable

#1063336

Added More Asset System Fields to Device Change Tracking

#1057703

Added new $-POUSEREMAILADDRESS variable

#1054124

This variable returns the email address of the User associated to the Purchase Order.

Added a setting to prevent configuration changes being pushed into an instance

#1052480

Improved the accuracy of popup notification displays when multiple rules match at once

#1048194

Added Ticket Source to the Query Builder

#1047023

Added validation when setting email start and end tags in Email Configuration

#1043864

You can now hide user action on the customer portal

#1034684

You can now use the status field on an asset for dynamic field visibility on assets

#1032001

Added option to make Asset Tag mandatory when creating serialised assets during consignment or adding stock

#1031510

You can now choose which entities get committed when syncing to Avalara

#1027858

There is now a configuration option, set at Avalara tenant level, to decide which entities get committed when syncing to Avalara.



Added the ability to set the default score on Satisfaction Survey

#1027560

You can now set a default width for columns on column profiles

#1019311

Please note that this will follow the system’s minimum and maximum column width limits

Added Asset Status variable for Asset Custom Buttons

#1011860

Added the ability to set colours for custom buttons

#997636

If using a custom colour, the background of the button will be coloured appropriately with the icon and text automatically adjusted:

Added a new type of Distribution Lists where its Members are made up of Tickets

#996443

An option at Distribution List level has been added: Member Type.

This consists of two options, "Users" and Tickets/Opportunities.

Existing lists will have their Member Type set to "Users"


This means your Distribution List can be made up of Tickets, added either manually to a static list, or filtered dynamically using Ticket filters.


When sending emails to Ticket lists, if an Opportunity Email address is set, this will be used first. If not, it will check and use the Tickets' End User contact details.


These lists can also be used for Mail Campaigns.

Added the ability to set upper and lower bounds for data in forecast outputs

#995797

Minor webhook performance improvements

#979558
  • Improvements to unbatched Webhook performance when using "Lightweight logs".
  • Additional Payload option of "Event information only" which only sends information about the event type and changed object's id. The recipient can use this to query the Halo API for more information. This sends and stores a much smaller payload improving performance in Halo.

Added a Ticket setting that allows users to retain their selected tickets after completing a bulk edit

#965079

You can now create Mail Campaign Groups

#963652

Added the ability to determine the asset type for assets imported from Snow in via rules or from a field value

#898813

The Snow assets page now has the following configuration options:

  • Use the same type for all assets - this is the existing behaviour
  • Use a field to determine each Asset's type - a selection of fields can be selected from. The asset type will be the value of the field.
  • Determine Asset type using rules - you can configure asset type mappings to set the asset type using a variety of criteria

Added a portal display name to services

#897912

Services now have a Portal Display Name field.

If set, this name is shown in the self-service portal in the service catalogue, on the portal service status notifications, and when agents search for services to log. 

To use these names in emails, the following $-variables have been added:

  • RELATEDSERVICES_DISPLAY
  • RELATEDBUSINESSAPPS_DISPLAY
  • SERVICE_DISPLAYNAME
  • OWNING_SERVICE_NAME
  • OWNING_SERVICE_DISPLAYNAME

If the portal name is not set, the standard service name will be used in all of these cases instead.

The related service and primary service fields ona ticket are not affected by this change


Added the option to have the ticket timer be a ticket details widget

#832771

Added cost field to Agent Roles

#831614

New field has been added to Agent Roles.


Note: This is for reporting purposes only.

Added the ticket setting "Only allow admins to clone tickets"

#798650

Added the option to restrict categories by Category Group

#775657

When setting allowed category values on an entity you can now specify a Category Group. All categories that are in that group will be shown.


Added the ability to set an agent's manager based on their manager in Microsoft Entra ID

#759608

There is a new "linemanager" option in the agent field mappings table which can be mapped to the "manager" field in Azure. If a matching agent is found in Halo then the Halo manager field will be populated.

Added the setting 'Asset type tree ordering' to asset setting

#713251

Added a Customer Mappings table to the N-Able N-Sight integration

#710040

You can now use the Primary & Secondary agent as an option for the agent assigned on a ticket type, rule, template and scheduled ticket

#703404

Fixed a rare issue where Ticket Type field visibility wouldn't display correctly

Also in 2.214.1 · 2.208.91

#1078912

Updated "Powered By Halo" Url

Also in 2.214.1 · 2.208.91

#1078774

Fixed an error when searching issues for on-premise instances of Jira Software

Also in 2.214.1 · 2.208.91

#1078686

Resolved an issue with recognising partial deferred revenue when downpayment have been made on a sales order line with quantity of 1

Also in 2.214.1 · 2.208.91

#1078329

Fixed an issue where load balance / round robin could assign tickets to agents who don't have access to the ticket's client

#1078142

Fixed an issue where composite PDF generation would throw an error despite having permissions to do so

Also in 2.214.1 · 2.208.91

#1078027

The generation of PDF's on a comp report

Fixed a visual issue on the status history asset tab

#1077543

Fixed an issue where some invoices did not open due to missing integration details

Also in 2.214.1 · 2.208.91

#1077469

Resolved an issue where agent images imported from Entra were too large.

#1077384

Fixed an issue where Addigy configuration wouldn't be migrated into multi-tenancy format

Also in 2.214.1 · 2.208.68

#1077365

Fixed an issue with assets not being able to be saved when the services field is mandatory

Also in 2.214.1 · 2.208.91

#1077359

Fixed an issue creating tickets via the v1 Slack app

#1077157

Fixed a display issue with the article type field on article details

#1077142

Fixed workflow automations not triggering via parent status updates configured on child templates

#1077120

Fixed some issues with attaching documents to an action

Also in 2.214.1 · 2.208.91

#1076921

Fixed an issue where attachments would not correctly migrate when migrating Tickets with the Zendesk Migration

Also in 2.214.1 · 2.208.91

#1076333

Fixed an issue with the setting 'Copy values to parent Tickets on new Ticket screen'

#1076324

Fixed issues with mandatory KB comments

#1076170

Fixed the KB link icon showing next to product bundle names

#1076146

Fixed an issue where in certain cases the other open tickets filter would not display correctly

#1076031

Fixed an issue with updating the markup of values on all lines of a quotation or sales order

#1075810

Fixed counter widgets not loading when based off of a report that uses a system data source

Also in 2.214.1 · 2.208.91

#1075805

Resolved an issue with Pax8 products failing to import correctly

Also in 2.214.1 · 2.208.91

#1075789

Fixed an issue with using "Transfer timed out" multiple times on chat flows

Also in 2.214.1 · 2.208.91

#1075749

Fixed an issue when adding a new field group to a new action or new ticket type

#1075702

Fixed multiple issues with RAG chart dashboard widgets

#1075652

Updated Pre-pay recalculation langpack

#1075457

Fixed an issue where Fortnox customers would have their country set incorrectly on outbound requests

Also in 2.214.1 · 2.208.91

#1075421

Fixed the Create Bill button on Purchase Orders sometimes failing with a "no lines to invoice" error despite lines being available

Also in 2.214.1 · 2.208.91

#1075318

Fixed priority being set incorrectly on Zabbix alert tickets

#1075291

Resolved an issue with incorrect Users showing when creating a Ticket and adding approvals from the self service portal

Also in 2.214.1 · 2.208.91

#1075118

Fixed an issue when searching an email address and using the relevance order by

#1075094

Improved accuracy of approval timeouts within 10 minutes

#1075039

Fixed an issue where the Estimated Time field could not be set when creating a new ticket

#1075020

Fixed the "User must be covered by the contract" option on Billing Plans not filtering by the specific contract

Also in 2.214.1 · 2.208.91

#1074891

Added "Show on Related?" to the attachments table in the attachments tab within tickets

#1074874

Fixed an issue when importing assets when the customer was not specified

Also in 2.214.1 · 2.208.91

#1074758

Minor changes to the layout of deferred revenue configuration

Also in 2.214.1 · 2.208.91

#1074628

Fixed an issue where the field would not show when setting dynamic field visibility for actions based on the charge type

Also in 2.214.1 · 2.208.91

#1074624

Resolved an issue with Primary Service restrictions failing to apply when using an Action.

Also in 2.214.1 · 2.208.91

#1074609

Also resolved an issue with Summary and Primary Service failing to show when editing an Action Field List that contains these Fields

Resolved an issue with updating Agent Roles when the Cost value is 0

#1074054

Fixed an issue with adding multiple rows at once to a custom table

Also in 2.214.1 · 2.208.91

#1073914

Fixed an issue where some Ninja devices may not be imported when "only import assets from mapped organisations" is enabled

Also in 2.214.1 · 2.208.91

#1073831

Fixed an issue with dynamic assignment of agents through ticket rules

#1073771

Fixed an issue where some Workflow criteria would not show all options for fields using the "Includes" criteria type

Also in 2.214.1 · 2.208.91

#1073764

Fixed an issue with adding Client/Site/User list filters with criteria on the Client/Site/User fields not loading

Also in 2.214.1 · 2.208.91

#1073758

Fixed an issue with field mappings not using third party values for the Dynamics 365 CRM Integration

Also in 2.214.1 · 2.208.91

#1073731

Fixed an issue with the OnlineStatus endpoint

#1073624

Fixed incorrect column header names when exporting a custom SQL report

#1073605

Fixed a minor issue with report deletions not showing the report name in change tracking

#1073595

Fixed an issue with the software releases API endpoint

#1073399

Fixed imported runbook steps not linking to imported custom integration methods

#1073387

Fixed an issue with the password expiry feature

#1073352

Fixed an issue with updating rich text fields for KB articles and templates

#1073330

Fixed an issue where Attachments on Templates wouldn't apply to Tickets

#1072863

Fixed a minor issue when deleting attachments

#1072545

Fixed an issue with saving Risk Score values on custom fields

Also in 2.214.1 · 2.208.91

#1072542

Fixed an issue creating tickets via the Slack v1 app

#1072390

Fixed PO approvals not being auto-approved when created by an approver, and the approval being incorrectly reset in some cases

Also in 2.214.1 · 2.208.91

#1072382

Resolved an issue related to adding followers to tickets for API only agents

Also in 2.214.1 · 2.208.91

#1072232

Fixed tickets created from other tickets not being included in the "my submitted tickets" filter

#1072061

Fixed a display issue with large ticket ids on search screens

#1072014

Fixed an issue where Price and Cost wouldn't be set when importing Licences from Rhipe

Also in 2.214.1 · 2.208.91

#1071919

Added $ SUPPLIERSORDERREFERENCE to the list of dollar variables

Also in 2.214.1 · 2.208.91

#1071859

Resolved an issue with failed CSP Consumption imports failing to restart completely

Also in 2.214.1 · 2.208.91

#1071354

Fixed an issue with some Live Chat JWT subject claim mappings

Also in 2.214.1 · 2.208.91

#1069923

Fixed an issue where tickets closed by ticket rules did not set a closure date

Also in 2.214.1 · 2.208.91

#1069908

Fixed an issue with display of radio customer custom fields on tickets

#1069776

Resolved an issue with using a custom field to limit a dataset generated with AI prompts failing to construct correctly

Also in 2.214.1 · 2.208.91

#1069731

Fixed a visual issue with action group title text in certain cases

#1069575

Fixed an issue with some service fields being reset after saving when the service is linked to an asset

Also in 2.214.1 · 2.208.91

#1068991

Fixed an issue with discarding an action containing default attachments.

Also in 2.214.1 · 2.208.91

#1068865

Fixed an issue where action restrictions would remain cached after an action is deleted

#1068756

Fixed an issue with the report builder restricting queries too much.

Also in 2.214.1 · 2.208.91

#1068724

Improved the performance when configuring workflows

#1068700

Fixed an issue with invoice creation failing in rare cases

Also in 2.214.1 · 2.208.91

#1068617

Fixed an Asset Type's default template not applying correctly for existing Assets in the API

#1068568

Fixed issue when creating Asset Templates

#1068400

Added a field hint to advise the use of API field when editing the Kanban layout

#1068351

Fixed an issue where the user matching field was not saving in Virima integration

Also in 2.214.1 · 2.208.91

#1067976

Fixed an issue with loading the WhatsApp Integration configuration

#1067839

Resolved an issue with the default setting to show inactive recurring invoices

#1067828

Fixed an issue where the 'Ticket Items are billable' field was not visible on the new ticket screen, even when field visibility settings allowed it

#1067622

Fixed an issue with AI suggested categories not returning exact category values

#1067604

Fixed an issue where you couldn't select a charge rate when logging unlogged time on a timesheet

Also in 2.214.1 · 2.208.91

#1067584

Fixed Ticket Reference column not populating data on the portal

#1067524

Fixed an issue where grouping by a single select field using the query builder would not display results if null

Also in 2.214.1 · 2.208.91

#1067498

Resolved an issue with some system fields showing up multiple time in field list selection

Also in 2.214.1 · 2.208.91

#1067407

Fixed an issue with determining CAB approvers using a custom field

Also in 2.214.1 · 2.208.91

#1067385

Fixed an issue with setting a delegated approver as a user on the portal

Also in 2.214.1 · 2.208.91

#1067349

Fixed an issue with accounts codes not showing against item groups for Sage Intacct in some cases

Also in 2.214.1 · 2.208.91

#1067325

Resolved an error when using "Action is reviewed" on a new ticket form throws an error in validation

Also in 2.214.1 · 2.208.91

#1067321

Fixed an issue with Sales Order Updated notification trigger not sending notifications

Also in 2.214.1 · 2.208.91

#1067266

Fixed an issue with full text searching

#1067127

Fixed some issues with a new beta setting for multiple QuickBooks Online items linked to 1 Halo item

Also in 2.214.1 · 2.208.91

#1066821

Fixed issues with Asset List Groups

Also in 2.214.1 · 2.208.91

#1066400

Fixed an issue with the owning CI field on assets not defaulting correctly in the UI

Also in 2.214.1 · 2.208.91

#1066208

Fixed an issue with importing date values

Also in 2.214.1 · 2.208.91

#1066114

Added $ TIMESHEETAPPROVALDATE variable

#1066113

Timesheet variables have been split.


$ TIMESHEETDATE - Returns the date the timesheet relates to.

$ TIMESHEETAPPROVALDATE - Returns the date the timesheet was approved or rejected.

Fixed an issue with mapping barcodes in the Jamf integration

Also in 2.214.1 · 2.208.91

#1065688

Fixed a visibility issue with the Entra SSO Tenant Sign-In scope setting

Also in 2.214.1 · 2.208.91

#1065599

Fixed an issue with dynamic field visibility on actions

Also in 2.214.1 · 2.208.91

#1065440

Removed visibility of "Exclude from $ALLFIELDS and $ALLFIELDSQA variables" setting on Table Custom Fields

Also in 2.214.1 · 2.208.91

#1065279

Fixed issue with editing Client and Agent Runbook criteria

#1065269

Fixed an issue with non-taxable items contributing tax to tax total amounts on invoice PDFs (v2 billing totals calculation)

Also in 2.214.1 · 2.208.91

#1065105

Fixed language issues in Advanced Settings

Also in 2.214.1 · 2.208.91

#1065072

Fixed an issue with filtering field values on orders and quotes

#1064872

Fixed an issue with Azure AI searching

Also in 2.214.1 · 2.208.91

#1064710

Fixed an issue where licence deletions linked to recurring invoice lines were not handled correctly

Also in 2.214.1 · 2.208.91

#1064706

Fixed an issue where ticket rules did not change the End User field on the New Ticket screen

#1064665

Fixed an issue with searching Ingram Micro Reseller quotes

Also in 2.214.1 · 2.208.91

#1064654

Added Quantity column to PO Line Column Profiles

Also in 2.214.1 · 2.208.91

#1064600

Fixed an issue with the back button on the self-service portal

#1064309

Resolved an issue with Users being allocated CSP licenses from the incorrect tenant when there are more than one tenants mapped to the Customer

Also in 2.214.1 · 2.208.91

#1064251

Fixed an issue with importing subscriptions from Google Workspace

Also in 2.214.1 · 2.208.91

#1064095

Resolved an issue with background task failing to return error messages to the UI when the error is large

Also in 2.214.1 · 2.208.91

#1063598

Fixed an issue where an error would be thrown when trying to view Ready for Invoicing in full screen

Also in 2.214.1 · 2.208.91

#1063405

Fixed an issue with recall to supplier actions not using the "runbook to use instead of email when contacting the supplier"

Also in 2.214.1 · 2.208.91

#1063218

Fixed an issue where Dynamic SQL reports wouldn't display columns in some cases

Also in 2.214.1 · 2.208.91

#1062918

Fixed an issue where agent approval reminders, after the initial one, send out accept and reject links using the portal URL instead of the agent URL.

Also in 2.214.1 · 2.208.91

#1062363

Fixed an issue with applying custom table config commits via API

Also in 2.214.1 · 2.208.91

#1061969

Fixed issue with Ticket Type options on actions not updating based on Team restrictions

Also in 2.214.1 · 2.208.91

#1061531

Fixed an issue where Date fields could display incorrectly in some timezones

#1060894

Fixed an issue with navigating to the search screen from the side menu search

#1060268

Removed the link to the AI configuration when setting up an AI connection and already on the AI settings page

#1060012

Fixed the "edit columns" button incorrectly showing on the product bundle configuration

Also in 2.214.1 · 2.208.91

#1059974

Fixed issue with re-assigning new Tickets that are qualification matched

Also in 2.214.1 · 2.208.79

#1059387

Fixed issue with Available Agent condition on Live Chat

Also in 2.214.1 · 2.208.91

#1059249

Fixed an issue where syncing roles between instances could silently fail.

Also in 2.214.1 · 2.208.91

#1058659

Fixed issues with not being able to save changes to tax rates on group lines on invoices, and group line tax not showing up on PDFs.

Also in 2.214.1 · 2.208.91

#1058419

Fixed an issue where service update SMS messages may not send.

Also in 2.214.1 · 2.208.91

#1057200

Allowed agents to use actions that change the ticket type to one that the agent cannot access

Also in 2.214.1 · 2.208.91

#1056526

Added new periodic meter reading options allowing quantity to be the last reading, the highest unbilled reading, or the reading the last time the meter was billed.

Also in 2.214.1 · 2.208.91

#1054414

Fixed attachment counts for child/related tickets when deleting attachments on parent tickets

#1049336

Fixed some issues with decimal and thousand separators

Also in 2.214.1 · 2.208.116

#1047957

Fixed an issue when bulk creating tickets where one error would cause the following tickets to also error

#1046483

Fixed saving issue with Mailbox sender restrictions

Also in 2.214.1 · 2.208.79

#1044899

Added the setting 'Prevent editing of permissions at Agent level' to advanced settings

#1044519

Fixed an issue with saving values in dynamic lookups using the 'Load only the top 100 rows' feature.

Also in 2.214.1 · 2.208.91

#1041915

Fixed name not populating when adding an ad-hoc agent approver

Also in 2.214.1 · 2.208.91

#1038888

Fixed an issue where contract references were not generating correctly

Also in 2.214.1 · 2.208.91

#1036988

Fixed an issue where automated closure emails would fail to change the status to Closed when using workflow status restrictions, causing repeated emails to send

Also in 2.214.1 · 2.208.91

#1033116

Fixed an issue with creating new users from SAML logins not using the correct name

Also in 2.214.1 · 2.208.91

#1022379

Added deletion of upcoming status email automations when the “inform user after X working hours (recurring)” setting is disabled in Ticket status settings

#1018872

Added click-through to funnel charts

#1015286

Added a string Ticket Type display value for Runbook Event Conditions

Also in 2.214.1 · 2.208.91

#1011985

Added Sortable Date columns to the Query Builder

#1000756

Fixed an issue with Fortnox not syncing clients in some cases

Also in 2.214.1 · 2.208.91

#987149

fixed an issue with the RELATEDASSETSTABLE variable when the ticket has no primary asset

Also in 2.214.1 · 2.208.91

#983606

Fixed an issue importing runbooks from the online repository not importing the relevant integrations/methods

#982159

Fixed an issue with dynamic field visibility when the dependency field is read-only.

Also in 2.214.1 · 2.208.91

#970374

Improved date type asset field display

Also in 2.214.1 · 2.208.91

#923745

Fixed an issue where runbooks or webhooks did not trigger when the criteria was set to 'User Role Value Changed'

Also in 2.214.1 · 2.208.91

#815984

Fixed the back button incorrectly showing on dashboard reports when a widget is opened in a new tab

#729738

Fixed ticket statuses not being ordered correctly when using the Kanban view on the portal

#722475

Fixed an issue where assets could be created with no asset tag

Also in 2.214.1 · 2.208.91

#1069850

Added additional logging to Charge rounding at Ticket Level for clients affected by rounding issues

Also in 2.214.1 · 2.208.91

#1063089