<style> .chartjs-size-monitor { display: none !important; height: 0 !important; overflow: hidden !important; }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>- Asset Actions (v2.248+)</strong></p><p data-pasted="true"><strong>- Asset Workflows (v2.250+)</strong></p><p><strong>- Applying and using an Asset Workflow (v2.250+)</strong></p><p><br></p><p data-pasted="true"><strong>Configuration Settings Guides:</strong></p><ul><li><a href="https://www.usehalo.com/guides/2949" target="_blank" rel="noopener noreferrer" style="font-weight: bold;"><strong>Asset Workflows</strong></a></li><li><a href="https://www.usehalo.com/guides/1368" target="_blank" rel="noopener noreferrer"><strong>Asset Types</strong></a></li></ul><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://www.usehalo.com/guides/2428" target="_blank" rel="noopener noreferrer" style="font-weight: bold;"><strong>Asset Management</strong></a></li><li style="font-weight: bold;"><strong><a href="https://www.usehalo.com/guides/2440" target="_blank" rel="noopener noreferrer" style="font-weight: bold;">Asset Custom Buttons</a></strong><p><br></p></li></ul><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Asset Actions (v2.248+)</strong></span></p><p>To create an Asset Action you will need to create an<a href="http://usehalo.com/halopsa/guides/2440" target="_blank" rel="noopener noreferrer"> Asset Custom Button</a>. Head to Configuration > Custom Objects > Custom Buttons, and change the entity in the top left to "Asset" by clicking on the arrow and then selecting it from the dropdown.</p><p><br></p><p>Now click the "New" button in the top right to create a button.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk0NjIxZTZmLWE2MjAtNDAyNC1iN2MwLWQ5NWViM2RlNTA0OCJ9.b135pBE-vxMY0Kq4DLO21NqsDsMUnZ2G0NSwF1LIXB0" class="fr-fic fr-fil fr-dib" width="1182" style="width: 1184px; height: 395.162px;" height="395"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 1. Asset Custom Buttons</strong></span></p><p><br></p><p>To make your Custom Button into an Asset Action you will need to set the Button Use to "Open an Action Form".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxYzBjOTdlLWJiNWItNDhhMy05OWZlLTY3NWVjOGVkMjUwMSJ9.INRyCo3KTQ_Z5lgOH2IYqpg1g6MPCeu97T83yAMK-8c" class="fr-fic fr-fil fr-dib" width="1194" style="width: 1196px; height: 377.967px;" height="378"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 2. Asset Custom Buttons</strong></span></p><p><br></p><p>Once selected you can set additional details, such as the status of the Asset after the Action is used, and the button icon.</p><p><br></p><p>Next you will need to add fields to the Action. To do this, head into the Field List tab, and click "Add". When you add a field you will need to select which type of field to add using the radio list, then use the dropdown to select a field to add. </p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUzY2Y5YzhkLTAyMDItNDJkNi1iYjQ2LTQ0NWRmNmM0MmQwNCJ9.j8WxT4r6LttZ7M8CBBH90ncjBcQSeI3uiXkhY9BfrIs" width="690" height="380" style="box-sizing: inherit; border-style: none; text-align: left;" class="fr-fil fr-dib"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><strong style="box-sizing: inherit; font-weight: bolder;"><span style="box-sizing: inherit; font-size: 10pt;">Fig 3. Adding fields to an Asset Button </span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p>Once added, these fields can then be edited using the pencil icon to determine the Agent Action visibility. This allows you to make specific fields mandatory or read-only.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRlNTcyN2ViLTM5NzctNDlkMS04ODFiLWUwNDM4MzdkYzhjZSJ9.yEmhYulraNWkej-eL3pZA0SdHCQrpdAkd6q2cAYvYhY" width="1002" height="326" style="box-sizing: inherit; border-style: none; text-align: left; width: 1004px; height: 325.518px;" class="fr-fil fr-dib"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><strong style="box-sizing: inherit; font-weight: bolder;"><span style="box-sizing: inherit; font-size: 10pt;">Fig 4. Asset Action Field List</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p>The fields added to the Field List will only show on Assets where the field is visible. The Action can still be used on Assets with the field hidden, but these fields will not show on the Action form.</p><p><br style="box-sizing: inherit;"></p><p>When the Asset Action is used, a modal window will open showing the fields. These can be used to update the fields on the Asset.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1MmRiODNmLWVhODEtNGM0Ni04YTY3LTJkNGI0NDdiMjFkMiJ9.-xBBe8H-9TYgJBzWRHAfNn-0Wetbxd7_aKbYXiQWgBM" width="994" height="540" style="box-sizing: inherit; border-style: none; text-align: left; width: 996px; height: 539.704px;" class="fr-fil fr-dib"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><strong style="box-sizing: inherit; font-weight: bolder;"><span style="box-sizing: inherit; font-size: 10pt;">Fig 5. Using an Asset Action</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit;"></p><p>These Actions will then show in the Action History tab of the Asset.</p><p><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE1YjkwYjYzLWE5NTMtNDk0My05MDIxLWZkNWZiMjFlZWUwYiJ9.hCfXXdDdXLTUaCTqyGue1jMmPS5wnQVk59TyDmw1RVo" width="994" height="226" style="box-sizing: inherit; border-style: none; text-align: left; width: 996px; height: 226.392px;" class="fr-fil fr-dib"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><strong style="box-sizing: inherit; font-weight: bolder;"><span style="box-sizing: inherit; font-size: 10pt;">Fig 6. Action History tab on an asset</span></strong></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Asset Workflows<span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong> <span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong><span style="font-size: 14pt;" data-pasted="true"><strong>(v2.250+)</strong></span></strong></span></strong></span></strong></span></strong></span></strong></span></strong></span></strong></span></strong></span></p><p>Asset Workflows can be used to determine the order in which Actions show on an an Asset, allowing set processes to be created. In Configuration > Asset Management, you will find the optional module "Asset Workflows". If not already enabled, enable Asset Workflows by hovering over the module and clicking the "+" icon.</p><p><br></p><p>Now click into the module to view existing, or create new Asset Workflows.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliZDZiYWU4LWJiNjgtNDY0Yi1hNGIwLTNkNzIyNTA0MDMwNiJ9.uhdr2utrugJhgoP66YATEEwUcchVGmMlPaZr0Oxh8H0" class="fr-fic fr-fil fr-dib" width="1028" style="width: 1030px; height: 161.428px;" height="161"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 7. Creating an Asset Workflow</strong></span></p><p><br></p><p>When creating a new Workflow, you will need to set a name, and set the Workflow to active, by checking "Show in lists". You can create stages for your Workflow by adding to the "Stages" table, and setting a stage name and sequence. Alternatively these can be created directly on the Workflow. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3YzhlZWQ5LWYxYWEtNDI0OS05MmUwLTU4MzU4MWQyMGI1NyJ9.9qDqx-9ukrzVuy6NqMGLLyF0gdEfdu_112T7fagVkE8" class="fr-fic fr-fil fr-dib" width="1039" style="width: 1041px; height: 482.252px;" height="482"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 8. Details tab</strong></span></p><p><br></p><p>In the Flow Chart tab you can configure the Workflow itself. When you click into this tab the first step may automatically open. If this does not happen, you can edit or add a new step by using the pencil icon on the step, or by clicking "Add a Step".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZkZDcwMzk2LTNiYzctNGQxOS04YjBiLTRkYmQxMzNjOGIxZCJ9.KpuyXJiWuz1gJnWROY81ikkYDELjYq6_EA2HmAntotc" class="fr-fic fr-fil fr-dib" width="365" style="width: 367px; height: 349.141px;" height="349"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 9. Adding a step to an Asset Workflow </strong></span></p><p><br></p><p>When creating a step you will need to determine the name, and step "Type". Here you can also set the corresponding stage, or have the step create a new stage automatically. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhjM2YxZGE1LTQ2YTctNGNlNC04ZTlhLTVlZjFkMGM1NTQyMCJ9.pzIaKNopQsWdE91JM3T-EJIgQ69LO6skAB8l7dwon1o" class="fr-fic fr-fil fr-dib" style="width: 1038px; height: 230.667px;" width="1036" height="231"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 10. Step Type dropdown</strong></span></p><p><br></p><p><strong><span style="font-size: 12pt;">Condition</span></strong></p><p>A condition step allows you to direct the flow based on specified criteria. When selected, and "Condition" table will show where the criteria can be specified. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFkNzNhOTUxLTE1ZWYtNDQxZC04Mjc0LTE1Zjc4ODA1YWI1YiJ9.4YAAXUyYUlb5jD5NAiGkcMq02extL1Lqcwt0VJP4XdI" class="fr-fic fr-fil fr-dib" style="width: 1061px; height: 337.249px;" width="1059" height="337"></strong></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 11. Adding Conditions to a step </strong></span></p><p><br></p><p>By default the workflow will move onto a new step for each outcome. However, if you already have a step you would like the workflow to move to, hover over the line in the Outcome table, and click the pencil icon to choose where to direct the Workflow if the condition is met vs not met.</p><p><br></p><p><br></p><p><strong><span style="font-size: 12pt;">Actions </span></strong></p><p>Workflow Actions can be used to start an Automation, or to allow use of an Asset Action. Click "Add" on the Actions table, and select the Action Type you would like to allow. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUyMjhlYTUwLWQzMDUtNDlmMy05MjU0LTlkODk1N2YxZTJjOCJ9.LypXpzPboXhCv2cI7gSU49PH-AdhdpLo3W6OXRdh_6c" class="fr-fic fr-fil fr-dib" width="1052" style="width: 1054px; height: 271.408px;" height="271"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 12. Adding Actions to a step</strong></span></p><p><br></p><p><strong>Automation</strong></p><p>When adding an automation you will be able to select a Runbook and trigger. You can also restrict the start of a Runbook based on conditions added to the "Conditions to evaluate prior to queuing the automation" table. Finally use the "Move Workflow" dropdown to choose where the workflow should go once the automation is complete.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwNTJkZjY4LTQyOTctNDNjNi04MjdjLTAzZTcwMjZiMTFlYiJ9.A-zeU3B1_F67Gfh80Y44CC4CKb7bjQ58Z6Z-mXH8c30" class="fr-fic fr-fil fr-dib" width="619" height="814"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 13. Automations</strong></span></p><p><br></p><p><strong>Actions</strong></p><p>When allowing the use of an Action at this step, you will need to select the Action you would like to allow, and use the "Move Workflow" dropdown to choose where the workflow should go once the automation is complete. To restrict who can see this Actions, select "Restrict access to these Actions", and add to the restrictions table. This means you can control which Agents can action an Asset at each step of the workflow. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5ZmJhZjhjLWNjZGUtNGYwOS1hNWJkLWI5YWM3YjhhOGRkMyJ9.rIjApCyqJrK-WtX8U53LUfUYeqBymN8KEXUjt8soU8Q" class="fr-fic fr-fil fr-dib" width="620" height="683"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 14. Adding Actions</strong></span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Applying and using an Asset Workflow (v2.250+)</strong></span></p><p>Once you have created and saved your Asset Workflow it can be set against an Asset Type. Head to Configuration > Asset Management > Asset Types, and click into the Workflow tab. Change "Start a Workflow" to the Workflow you would like this Asset Type to use. Here you can also determine if you would like to "Show the workflow progress on Assets", and "Change workflow when assets are changed to this asset type".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJjNTFkNDU0LWFiODAtNDk4MS1iMzI5LWQxNjRmYzM1ZGExOSJ9.Pn8qtCv7rP6rYsmdO8FmeCaKLlUYjZanH9c8oTNVEg0" class="fr-fic fr-fil fr-dib" width="1062" style="width: 1064px; height: 230.364px;" height="230"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 15. Starting a Workflow from an Asset Type</strong></span></p><p>All newly created Assets of this Type will now start on this Workflow. </p><p><br></p><p>Alternatively, you can manually set or change the Workflow against an Asset itself. In the Details tab, you will find the "Workflow" dropdown. Here you can manually set the Workflow to use for this Asset. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQwMGY4OWIwLWEwZTctNGVhNy1hZGJiLTBmYjI0OWU3OGM4MyJ9.i1XxqVZezfwzbiNDqQZAA0d5xhyYJ5Uvtrb2-F6ACdc" class="fr-fic fr-fil fr-dib" width="1068" style="width: 1070px; height: 470.255px;" height="470"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 16. Adding Actions</strong></span></p><p><br></p><p>You will now see the available Actions along the top of the Asset record.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0NDViZWRmLTVmYmQtNGRjMi04NzExLTUyNmEwNGE2N2UxYiJ9.J8WleNi-VovmcwdQqrkC5qRJt7Pgq9xZba88SG9euQk" class="fr-fic fr-fil fr-dib" width="1070" style="width: 1072px; height: 283.544px;" height="284"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 17. Asset Actions </strong></span></p><p><br></p><p>The Actions and automations performed on the Asset will be visible in the "Action History" tab </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJiODI3YmI1LTBlYjktNDAxMi05NmU4LWY0MTQ2NGQ2MjNiYiJ9.Aa4n8J0WdVrCZ8cUVj0RUFj7NodNWsGs2FzbD3SUMjg" class="fr-fic fr-fil fr-dib" width="1071" style="width: 1073px; height: 438.489px;" height="438"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 18. Action History </strong></span></p><p><br></p>
