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Halo

Release notes

Current stable release
2.236.122
Latest beta
2.250.22

2.218

Beta

170 updates across 6 patch releases

2.218.6

Dec 4, 20252 fixed

Fixed an issue with accessing services on the self service portal

#1107342

Fixed a timeout issue during upgrade for large databases

#1116017

2.218.5

Dec 2, 20254 fixed

Fixed issue with articles not loading under FAQ List

Also in 2.218.5 · 2.208.105

#1113521

Fixed an issue with the new encryption method

#1114617

Fixed an issue where the agent countersign signature would not load for notification emails

#1114698

Fixed issues with service item enhancements

#1114863

2.218.4

Dec 1, 202510 fixed

Fixed issue with FAQ List restrictions

Also in 2.218.4 · 2.208.104

#1099753

Fixed an issue when a lookup cascades into triggering multiple other lookups

#1110201

Resolved an issue with downpayment recognition creating negative lines with a higher then expected value

Also in 2.218.4 · 2.208.111

#1110786

Fixed an issue with the resource booking max days setting

#1111244

Fixed an issue using the authorization code methods for Single Sign-On

#1112164

Fixed a rare issue where the "Ignore parent budget when parent is an opportunity" setting did not apply when creating new project child tickets

#1112846

Fixed issues with service catalogue enhancements

#1112901

Fixed an issue deleting assets

#1112959

Fixed an issue retrieving items from the API

Also in 2.218.4 · 2.208.111

#1113059

Resolved an issue with popup notes failing to show as modal and with HTML content on the new ticket screen

#1113608

2.218.3

Nov 28, 20257 fixed

Fixed an issue where category fields would appear to be auto-populated with a value despite being empty

#1094970

Fixed an issue when the "created by" field got cleared after editing existing Halo API application

#1105875

Fixed an issue with attachment upload with content-type application/json; charset=utf-8

#1105978

Resolved an issue with Quarterly reporting periods used on the Report builder failing to correctly adjust using the configured Timezone

#1106124

Fixed a rare issue where Incomplete Timesheet notifications wouldn't send

Also in 2.218.3 · 2.208.111

#1106671

Fixed issue with descripte ticket rules action notes

#1106980

Fixed an issue where members would not be added to Nurture Mail Campaigns when using a Dynamic Distribution List

#1109938

2.218.2

Nov 24, 20257 fixed

Fixed an issue with Entra group membership deltas

Also in 2.218.2 · 2.208.102

#1092312

Fixed an error accessing the advanced settings page

#1104040

Fixed an issue with upgrading to 2.218.1

#1104694

Fixed an issue with the integration service

#1104901

Fixed an issue with encryption

#1105076

Fixed an encryption error on v2.218.1

#1105306

Fixed an issue with columns not showing in the related CIs tab

#1105856

2.218.1

Nov 19, 202532 added · 7 improved · 101 fixed

Fixed a visual issue with using horizontal and vertical radio custom fields with the same values alongside one another

#686028

Added the ability to use tabs for dashboards

#718178

This can be enabled with the following reporting setting:

When enabled, the dashboards module will show all available dashboards in one window and you can navigate between them by clicking on the dashboard title:


You can restrict the list of dashboards shown by filtering by dashboard tab group, a new field configurable per dashboard. Any ungrouped dashboards will only show when viewing "all" dashboard tab groups:



You can configure the list of dashboard tab groups through the 'view dashboard tab groups' button next to the tab group on each dashboard or the same button below the 'use tabs for dashboards' reporting setting.

Added an option to dynamic Distribution lists to use a SQL query instead of a pre defined filters

#744258

Added a setting to use only the project’s own budgets when the parent is an opportunity ticket

#775722

Added a new setting that allows project tickets to use only their own budgets when the parent ticket is an opportunity.
This can be found in Configuration > Project Management > General Settings, under the Budgets tab.

NOTE: When enabled, this will override the Budget Calculation setting.

Resolved an issue with some grouped rows, configured by column profiles, showing the ID for the grouped column instead of the value

#796561

Fixed an issue with attachments being added too early when sending a purchase order linked to a ticket

Also in 2.218.1 · 2.208.111

#797067

Introduced a document knowledge base article type that will display Office documents on the knowledgebase article

#808224

Can be enabled in Configuration > Knowledge Base. 


When enabled there will be a new dropdown option when creating a knowledge base article for type: Document. 


If selected, you can upload a single attachment in the following formats: 

  • .doc 
  • .docx
  • .xls
  • .xlsx 
  • .xlsm 
  • .ppt
  • .pptx
  • .pptm

Once uploaded, this will render the file on the article. 


Word documents will be scanned and text will be extracted for searching/AI searching functionality. In order for this to work, the module needs to be enabled in the integrator and file scanning needs to be enabled

Fixed a template child rule criteria display issue

#829206

Added the ability to consign existing unlinked assets

#855129

Need setting has been added to Configuration > Purchase Orders: 

If enabled, this allows existing assets to be linked during consignment when the PO is set to Deliver to user.

Fixed issues with some dynamic reports failing to load in rare cases

Also in 2.218.1 · 2.208.111

#957776

You can now set Agent idle timeout warnings in Config > Advanced Settings

#963458

Fixed an issue when uploading link attachments

#979565

Added new group PDF print options for purchase orders

#982257

The following settings that were available on quotes and sales orders are now available on purchase orders:

You can now create Email Template Groups

#996572

Added ServiceNow supplier action webhooks

#1009500

These are configured in exactly the same manner as the customer webhooks but contain minor differences within the ServiceNow script.


The differences are reflected after pressing the 'Generate ServiceNow Action Webhook Code' button on the supplier details scren under the ServiceNow tab:


Please note that supplier webhooks can only update tickets with actions and they can not create new tickets within Halo.

Added a Notification Log tab to tickets

#1009704

There is a new setting to enable notification logging in Configuration > Notifications > General Settings, along with a setting to display the tab.


When enabled, a tab appears on tickets allowing you to view notifications that have triggered. This also includes webhooks, runbooks and system notifications such as Approval Process emails.

Added the ability to translate language packs using Azure AI Translator for the portal only

#1010531

Added the option to colour code single select ticket custom fields in column profiles

#1011769

When configuring a single select ticket custom field, there is now an option to specify a colour for each value. This will colour that value when shown as a column in a table.



Added className tags to the cost and delivery elements on the service details screen

#1016832

Fixed "credit remaining" being calculated incorrectly when using negative values on Credit Notes

#1021319

You can now change the primary asset on a ticket from its asset dependency diagram by right-clicking on an asset

#1023727

Added a ticket tab for related/impacted CIs

#1023752

When "Allow automatic linking of Assets and Services" is enabled and a ticket has a primary asset, the Related CIs tab will show.

This will include all assets that show as direct relationships on the dependencies diagaram and any other assets that have been manually added to the ticket.

This will either display using the default column profile for assets, or you can specify a column profile per ticket type using "Column profile for the related CIs tab". In addition to those columns ,the following columns will also be displayed: "Is Primary", "Manually Linked", and "Related CI".

The CI Type column has also been added top column profiles for use with this functionality.

Added new settings to limit the fields available as Ticket search filters

#1029462

The setting can be enabled under Config > Advanced Settings.


This only applies to system fields. Custom fields can be hidden from search individually via their respective configuration pages.

Added the ability to set column profiles on Prospects and Accounts

#1030392

Added new Ticket > General Setting to enable descriptive 'Rule Applied' action notes

#1033522

When enabled, the "Rule Applied" action show details about the fields that were updated by the rule.

Added Reference field to Recurring Invoice column profiles

#1039805

Added multi-select filtering for Statuses to Ticket Lists

#1042200

Fixed an issue where Tickets wouldn't load on the Self-Service Portal in some cases

#1046887

Fixed an issue where images may not display in notifications triggered by incoming emails

#1049582

Added the tickets setting "Do not copy the ticket history when cloning a ticket"

#1050305

When enabled, cloning a ticket will not display the "Do not clone the Ticket history" checkbox and the ticket history will not copy over to the clone

Added a new Agent permission, "Can edit action visibility for users", which is now separate from "Can use the Treat as Spam button"

#1058093

Fixed an issue with CRM Notes getting an invalid email error in some cases

Also in 2.218.1 · 2.208.111

#1058363

Added the setting 'Allow partial matching on the email address, network login and User matching fields' to the Virima integration

#1063759

Fixed an issue where deal details were not being sent during HubSpot deal sync

Also in 2.218.1 · 2.208.111

#1064749

Added a new variable $-ALLFIELDSCARD to display a styled version of the ALLFIELDS table

#1065730

In addition to Ticket details, there is an equivalent variable available for Asset details: $-ALLASSETFIELDSCARD


Fixed an issue with recurring invoice lines price/cost not updating when a linked licence price/cost changed via the Halo integrator

Also in 2.218.1 · 2.208.111

#1068046

Added "Closed by" field to Ticket Column Profiles

#1076139

Fixed a minor issue with Ingram Micro Reseller webhooks

Also in 2.218.1 · 2.208.111

#1078433

Fixed line charts not using custom colour palettes when generated as part of composite reports or scheduled reports

#1079033

Added multiple condition types to asset field and button restrictions

#1080355

Added Description, Creation Date and Created By fields to API applications

#1081398

The Creation Date and Created By fields will be automatically populated when creating a new API application.
The Description field can be used to provide details about the purpose of the API application or to add any other relevant notes.

Added GUIDs to fields used in template child creation rules for config tracking

#1085891

Fixed an issue using the authorization code and authorization code with PKCE grant types in the new single sign-on module

#1087040

Fixed an issue with Halo concurrent licence tolerance

#1087061

Fixed an issue where prepended and appended PDFs wouldn't display when approving a Quotation

Also in 2.218.1 · 2.208.111

#1088455

Fixed an issue with non-optional quote lines being rejected after quote approval

Also in 2.218.1 · 2.208.121

#1089069

Fixed an issue with the 'Link to Ticket' button on Knowledge Base articles

#1089946

Fixed a minor issue with creating projects from sales order lines

Also in 2.218.1 · 2.208.111

#1090025

Minor visual change to the delete button on entities

#1090745

Added Created By column to Purchase Orders

#1091115

Fixed an issue with Dynamics PO lines failing to delete in some cases

Also in 2.218.1 · 2.208.111

#1092356

Fixed an issue clearing fields in the ServiceNow integration against a supplier or customer

Also in 2.218.1 · 2.208.111

#1092484

Fixed an issue with live chat notification sounds not muting

Also in 2.218.1 · 2.208.111

#1092507

Fixed an issue updating tickets on the portal where you have change collision detection enabled

Also in 2.218.1 · 2.208.111

#1092523

Fixed issue with tickets failing to match on Freshdesk ID

#1092720

Fixed an issue with a setting displaying for chat and runbook workflows when not intended to

Also in 2.218.1 · 2.208.111

#1093590

Fixed a minor display issue with the "Field Edit Restrictions" table in asset type configuration

Also in 2.218.1 · 2.208.111

#1093676

Fixed an issue with asset fields being mandatory when they should not be

#1093817

Fixed an issue where SLA status would not get updated when changing a ticket status through a ticket rule

#1094004

Fixed an issue with using the Email CC List field

Also in 2.218.1 · 2.208.111

#1094032

Fixed various field-mapping issues with the AWS integration

Also in 2.218.1 · 2.208.111

#1094035

Fixed an issue with Halo chat using AI Response actions

Also in 2.218.1 · 2.208.111

#1094190

Resolved an issue with incorrectly calculated SLA resolution when there are multiple SLA Hold actions in a row

#1094193

Fixed a minor issue with directly adding Ingram Micro Reseller products

Also in 2.218.1 · 2.208.111

#1094934

Fixed an issue where an incorrect response message could be returned from the invoice PDF creation endpoint

Also in 2.218.1 · 2.208.111

#1094983

Fixed an issue with adding the authorisation header to runbooks

Also in 2.218.1 · 2.208.111

#1095069

Fixed an issue with Exact No Content responses displaying unnecessary errors in some cases

Also in 2.218.1 · 2.208.111

#1095102

Fixed an issue with opening links in read-only rich text custom fields

Also in 2.218.1 · 2.208.111

#1095132

Fixed an issue where an agents LogMeIn Node ID could be incorrectly populated

#1095235

Fixed an issue with logging tickets where a rule matched to change ticket type in certain conditions

Also in 2.218.1 · 2.208.111

#1095371

Minor language pack improvements

Also in 2.218.1 · 2.208.111

#1095385

Fixed an issue where Quotations weren't attached to notification emails when Countersigning

#1095572

Fixed an issue where new Invoices with Payments wouldn't sync from Xero when using Payment webhooks

Also in 2.218.1 · 2.208.111

#1095637

Fixed an issue where Resource Booking timeslots would display incorrectly for some Australian timezones

Also in 2.218.1 · 2.208.111

#1095703

Fixed an issue preventing the saving of new Knowledge Base (KB) articles

Also in 2.218.1 · 2.208.111

#1095853

Fixed an issue with HubSpot quote sync

Also in 2.218.1 · 2.208.111

#1095938

Resolved an issue with currency showing on the Item selection screen when Multi-currency is not enabled

Also in 2.218.1 · 2.208.111

#1096046

Resolved an issue with the SLA Recalculation that occurs when a Ticket is removed from hold.

#1096056

Resolved a timezone issue with the GetSLATimeLeft function

#1096245

Fixed an issue with filtering ticket lists on milestones

#1096455

Fixed an issue where some variables wouldn't populate when viewing Quotations on the Self-Service Portal

Also in 2.218.1 · 2.208.111

#1096466

Fixed an issue where submitted tickets could be assigned to the wrong team when the agent is set to Unassigned and the ticket type default is "Agent Logging"

#1096521

Fixed an issue where the Unpaid Invoices automation criteria wouldn't generate automated Tickets

Also in 2.218.1 · 2.208.111

#1096878

Fixed an issue where Incomplete Timesheet emails would send for days without target hours

Also in 2.218.1 · 2.208.111

#1096963

Resolved an issue with Next Activity Date failing to populate when using resource booking

#1097518

Fixed a minor display issue with the $-STARTTIME and $-TARGETTIME variables

#1097571

Fixed a permissions issue with the 'Can Create SQL Data Sources' agent permission

#1097575

Fixed an issue with using action responses when the action is in an action group

Also in 2.218.1 · 2.208.111

#1097592

Fixed an issue with forward email formatting

#1097624

Resolved an issue with discounts failing to work on Xero invoices when they are created from Sales Orders until they are edited and saved again

Also in 2.218.1 · 2.208.111

#1097902

Resolved an issue with only the first 100 Customer mappings appearing for the N-Able N-Sight integration

#1098126

Fixed an issue with setting the parent project template on a sales order

Also in 2.218.1 · 2.208.111

#1098259

Updated Xero error message langpack

Also in 2.218.1 · 2.208.111

#1098305

Fixed an issue with agent invoice approval settings

#1098351

Fixed a minor issue with ServiceNow supplier updates imported via the Halo integrator

#1098451

Fixed issues with change management settings being visible incorrectly

#1098462

Improved the defaults for ticket filters

#1098610

Fixed an issue with restricting the editing of the assets field on tickets

Also in 2.218.1 · 2.208.111

#1098665

Fixed an issue where Custom Translations wouldn't apply for Anonymous users on the Self-Service Portal

#1098687

Fixed the guide links on Configuration > Tickets > Views page

Also in 2.218.1 · 2.208.111

#1098800

Resolved an issue with Cost Only lines on Sales Order retaining Price data incorrectly

#1098844

Fixed an issue when cloning email templates when you have multi-language email templates enabled

#1098909

Resolved an issue with SQL Calculated Quantity failing to be set correctly during Invoice creation when using the variable $_INVOICELINEID

Also in 2.218.1 · 2.208.111

#1099234

Fixed an issue with asset field date value display

Also in 2.218.1 · 2.208.111

#1099414

Fixed an issue with syncing merged invoices to Fortnox

Also in 2.218.1 · 2.208.111

#1099611

Fixed an issue with SLA information showing in the 'My Tickets' widget on the portal when not intended to

Also in 2.218.1 · 2.208.111

#1099669

Fixed an issue with saving new assets when the related services field is mandatory and services are inherited from the asset type

#1099890

Improved efficiency of custom field data deletes for very large numbers of tickets

#1099952

Fixed a translation issue with service status start and end dates

Also in 2.218.1 · 2.208.111

#1100026

Fixed an issue where duplicate ticket types could be returned when filtering by team

Also in 2.218.1 · 2.208.111

#1100120

Added minor changes to the Pax8 configuration screen to improve the set-up process

#1100194

Fixed an issue with User Role criteria in Approval Processes

Also in 2.218.1 · 2.208.111

#1100390

Added a setting to specify the user ID field in SailPoint

#1100602

Fixed an issue with retrieving dashboard filters for published dashboards accessed anonymously

#1100732

Resolved an issue with price updates from Products/Items failing to push to recurring invoices when Multi-currency is enabled

#1100748

Fixed an issue with saving workday breaks when creating a workday

#1100755

Fixed an issue where date invoice would not be cleared on a sales order if the invoice is deleted

Also in 2.218.1 · 2.208.111

#1100765

Fixed a UI issue with the "Don't send acknowledgement email" setting on an email rule

Also in 2.218.1 · 2.208.111

#1100766

Fixed an issue validating custom fields when saving a new template

Also in 2.218.1 · 2.208.111

#1100836

Resolved an issue with Reporting filters including the start of the next day after the end of the period specified

#1100863

Fixed an issue where merging a sales order line into an existing recurring invoice line did not set the sales order ID, preventing related sales order lines from being unlinked after recurring invoice line deletion

#1100869

Minor performance improvement to Ticket Rule criteria groups

#1100939

Resolved an issue with unlinking a Task from a Project failing to remove the time from the Project budgets

Also in 2.218.1 · 2.208.111

#1100960

Fixed an issue when trying to end chats

#1100987

Fixed an issue where the next Ticket would not be assigned if there was a backlog of unassigned tickets when using the "Automatically assign the next available Unassigned Ticket when an Agent closes a Ticket" and "Don't load balance new Tickets when there is an unassigned backlog" settings

#1101048

Minor changes made to the Mail Campaign instructions to better explain how Users are added to the Campaigns

#1101198

Fixed an issue where Ticket rules were applied to the Send Invoice action

#1101460

Fixed a minor issue with deleting product groups

Also in 2.218.1 · 2.208.111

#1101696

Fixed an error when loading a list of users on the portal

Also in 2.218.1 · 2.208.111

#1101738

Resolved issue with Stripe payments when using the configuration that allows a Site to belong to multiple Clients

Also in 2.218.1 · 2.208.111

#1101740

Added logging when ticket type field list records fail to save

Also in 2.218.1 · 2.208.111

#1101783

Resolved an issue with using the include_custom_fields property and passing the ID for a "Table" custom field

Also in 2.218.1 · 2.208.111

#1101824

Fixed an issue when logging a ticket from a Halo Chatbot inside of Microsoft Teams

Also in 2.218.1 · 2.208.111

#1101949

Resolved an issue with Prepay records showing with lots of decimal places when using Monetary values for prepay balance

Also in 2.218.1 · 2.208.111

#1101994

Resolved an issue with an error message showing when choosing CAB members during a Quote approval

#1101998

Resolved an issue with an incorrect message showing when using colission detection on Quotes/Orders/Invoices

Also in 2.218.1 · 2.208.111

#1102021

Resolved an issue with being able to choose from only the first 1000 Items when linking Expense Types to Items

Also in 2.218.1 · 2.208.111

#1102195

Fixed an issue with syncing roles between instances

Also in 2.218.1 · 2.208.111

#1103134

Fixed a minor issue with importing N-Central devices

Also in 2.218.1 · 2.208.111

#1103256

Fixed an issue where agents couldn't book holiday if no allowance but the type doesn't affect allowance

Also in 2.218.1 · 2.208.111

#1103299