<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Variables on Actions</strong></p><p><strong>- Using Variables in Links</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Variables on Actions</span></strong></p><p>Within Halo you can use a dollar variable to link users to an action. There are default attachment options at the action level, so the use case may be you need the customer to sign for something, therefore you send them a link to the action, with the attachment from the ticket added to the action, when they click into the link in the email. You can email the user with a link and an attachment, then a "Sign Here" link to send them to the portal where they can use the action (pre loaded) to sign for i.e. an agreement stating that they acknowledge they have hardware which you recommend they replace. </p><p><br></p><p>The action screen can look something like this: </p><p><br></p><div style="border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-weight: 400; font-stretch: inherit; font-size: 12pt; line-height: 1.38; font-family: Aptos, Aptos_EmbeddedFont, Aptos_MSFontService, Calibri, Helvetica, sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; margin: 0cm 0cm 8pt; padding: 0px; vertical-align: baseline; color: rgb(0, 0, 0); letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"> <img data-custom="AAMkADk5ZWIxM2Y4LWY4ZTgtNDY4Zi04YjMxLWVmNGNmMDk5NDExMwBGAAAAAABxm548liSBRIX%2BC0wr8NNfBwDskgdib8uxQLAhxcfPtAgTAAAAAAEJAADskgdib8uxQLAhxcfPtAgTAAEDhTb7AAABEgAQAHLS2aYpx11FhpP6kuIyzEs%3D" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyOGE0NDZjLWIxZTgtNDhkMi05YThlLWU3ZTQ2OWE2ODEyYiJ9._RwqK3GLwrMWEoqwxirCLILu-nKD5IfHpEXq9mBaapw" size="29613" tabindex="0" style="border: 0px; font: inherit; padding: 0px; color: inherit; animation: 0.1s ease-out 0s 1 normal none running Do8Zj; max-width: 100%; cursor: pointer; min-width: auto; min-height: auto; height: auto;" class="fr-fic fr-dii" width="940" height="auto"></div><p><strong><span style="font-size: 10pt;">Fig 1. Action screen example</span></strong></p><p><br></p><p>The field list of this action contained the following fields:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4Y2Y2OGMxLWYzMDMtNGY2OC04NTA5LTc1MmY0OTgwNjEyMCJ9.xbj-SspPTTbuCiGbimWJGbPIrwVxCaMiAWLHVIQvf3g" class="fr-fic fr-fil fr-dib" width="756" height="435"></p><p><strong><span style="font-size: 10pt;">Fig 2. Field list on an action</span></strong></p><p><br></p><p>You will also need to make sure the action can be used by users:</p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ3M2QzY2I3LTRkMmUtNGIzOC1iNjgxLTcwZTkzNjgxM2ZlNiJ9.aWt4k1dCcwGXNDgkYFJoupzrHAfHFt4V4eHs0Xpp0So" class="fr-fic fr-fil fr-dib" width="815" height="330"></strong></p><p><strong><span style="font-size: 10pt;">Fig 3. Allow Users to use this action checkbox</span></strong></p><p><br></p><p>Attachment option on defaults Tab, which you can set for the email to user action:</p><div style="border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-weight: 400; font-stretch: inherit; font-size: 12pt; line-height: 1.38; font-family: Aptos, Aptos_EmbeddedFont, Aptos_MSFontService, Calibri, Helvetica, sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; margin: 0cm 0cm 8pt; padding: 0px; vertical-align: baseline; color: rgb(0, 0, 0); letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"> <img data-custom="AAMkADk5ZWIxM2Y4LWY4ZTgtNDY4Zi04YjMxLWVmNGNmMDk5NDExMwBGAAAAAABxm548liSBRIX%2BC0wr8NNfBwDskgdib8uxQLAhxcfPtAgTAAAAAAEJAADskgdib8uxQLAhxcfPtAgTAAEDhTb7AAABEgAQAEuAFoGJPktPtNQ1tH9ti54%3D" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVmMmM5NGRiLTQ1NjYtNGZjMC1iOWUyLTNjOTY4ZTdlOTNiNCJ9.8PWcVZjQ9Qmv-beRDF-S_AYjb4WCnGDeofxGbQMlrLA" size="4280" tabindex="0" style="border: 0px; font: inherit; padding: 0px; color: inherit; animation: 0.1s ease-out 0s 1 normal none running Do8Zj; max-width: 100%; cursor: pointer; min-width: auto; min-height: auto; height: auto;" class="fr-fic fr-dii" width="637" height="auto"></div><p><span style="font-size: 10pt;"><strong>Fig 4. Include all attachments from a ticket in the email by default checkbox</strong></span></p><p><br></p><p id="isPasted"><strong><span style="font-size: 14pt;">Using Variables in Links</span></strong></p><p>You can use this dollar variable in your link, where the number in the brackets refers to the id of the action, which you will find in the URL when in the configuration screen of the action, i.e. <a href="https://milestonebilling.halopsa.com/config/tickets/outcomes?id=79" rel="noopener noreferrer" target="_blank" style="color: rgb(15, 97, 161);background-color: transparent;text-decoration: none;">https://{YOURHALODOMAIN}/config/tickets/outcomes?id=79</a>:</p><div style="border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-weight: 400; font-stretch: inherit; font-size: 12pt; line-height: 1.38; font-family: Aptos, Aptos_EmbeddedFont, Aptos_MSFontService, Calibri, Helvetica, sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; margin: 0cm 0cm 8pt; padding: 0px; vertical-align: baseline; color: rgb(0, 0, 0); letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-custom="AAMkADk5ZWIxM2Y4LWY4ZTgtNDY4Zi04YjMxLWVmNGNmMDk5NDExMwBGAAAAAABxm548liSBRIX%2BC0wr8NNfBwDskgdib8uxQLAhxcfPtAgTAAAAAAEJAADskgdib8uxQLAhxcfPtAgTAAEDhTb7AAABEgAQAEnt6iRocOtMq6HRaRYcrOM%3D" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgxN2I3NDM5LWZkNjEtNGQ4Mi1iN2EzLTU3Zjg4NzRhNWY4ZiJ9.es1SP8dfUo2h9M7MlRRHOTKCEIU8ygTNWTJ3Qnmv1Q0" size="31951" tabindex="0" style="border: 0px; font: inherit; padding: 0px; color: inherit; animation: 0.1s ease-out 0s 1 normal none running Do8Zj; max-width: 100%; cursor: pointer; min-width: auto; min-height: auto; height: auto;" class="fr-fic fr-dii" width="839" height="auto"></div><p><span style="font-size: 10pt;"><strong>Fig 5. Adding the variable as the link URL</strong></span></p><p><br></p><p id="isPasted">It will appear like this in the email, where they can click and go into the portal:</p><div style="border: 0px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-weight: 400; font-stretch: inherit; font-size: 12pt; line-height: inherit; font-family: Aptos, Aptos_EmbeddedFont, Aptos_MSFontService, Calibri, Helvetica, sans-serif; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; margin: 0px; padding: 0px; vertical-align: baseline; color: rgb(0, 0, 0); letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-custom="AAMkADk5ZWIxM2Y4LWY4ZTgtNDY4Zi04YjMxLWVmNGNmMDk5NDExMwBGAAAAAABxm548liSBRIX%2BC0wr8NNfBwDskgdib8uxQLAhxcfPtAgTAAAAAAEJAADskgdib8uxQLAhxcfPtAgTAAEDhTb7AAABEgAQAHGtD%2F70jiFIiVkdWbeNpUo%3D" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZiOGIxOWJjLTg2YTAtNDVjMi04NGJlLTA0NzdhNWU3Njc0NCJ9.oZt3fdp1HgqUj-S1L1jGH2Zhuu9vLX3bDNX5xLEfCZA" size="30275" tabindex="0" style="border: 0px; font: inherit; padding: 0px; color: inherit; animation: 0.1s ease-out 0s 1 normal none running Do8Zj; max-width: 100%; cursor: pointer; min-width: auto; min-height: auto; height: 431.61px; width: 977px;" class="fr-fic fr-dii" width="977" height="432"></div><p><strong><span style="font-size: 10pt;">Fig 6. The link on the email</span></strong></p><p><br></p><p>After the user clicks on the action link from within their email, they will be redirected to the portal, and they can use the action:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyYjgwOTJjLTJjMWItNDU5Ny1hMWZkLWJkNWMwYWFkZjQyNyJ9.KMosoiaTJIK8aCH_1H_Yqg7Pu3Y9rErS4JZVB95DxVc" class="fr-fic fr-fil fr-dib" width="976" style="width: 978px; height: 541.681px;" height="542"></p><p><strong><span style="font-size: 10pt;">Fig 7. Action the user is linked to</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Force Login</span></strong></p><p>A variable that will force login to be able to use this functionality - "$-LINKTOUSERACTIONLOGGEDIN", which works the same way with the ID in brackets.</p><p><br></p><p>Whilst the previous variable allowed anonymous-adjacent use (no login required, only name), this one forces login upon use.</p><p><br></p><p>When used, the user will be forced to the login screen first.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhNDFhZTFkLWFhZjItNGVkZi1iYzhiLWE3Y2I4YWZkMTFjYSJ9.7YTJOliMw7NZkcGUYUtSJF4Cq7hXOvc4c3EeVXa4bVI" class="fr-fic fr-fil fr-dib" width="1233" style="width: 1235px; height: 584.043px;" height="584"></p><p><strong><span style="font-size: 10pt;">Fig 8. Login screen forced.</span></strong></p><p><br></p><p>Upon login, the page to add the action will then appear and can be completed. The action will then appear on the ticket under that user's profile, even if the user does not have access to the ticket.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyNTcwN2EzLTgyZTQtNDFiNS05NWExLWFiNzgyN2Y3N2U0MyJ9.oxh4A-mtjvtymxDezHkZbNVtjOciVCN3iDZMIzs0C9I" class="fr-fic fr-fil fr-dib" style="width: 1234px; height: 580.321px;" width="1232" height="580"></p><p><strong><span style="font-size: 10pt;">Fig 9. Completed action.</span></strong></p><p><br></p>
