The Create an action on a HaloPSA ticket action can add an entirely configurable note to the HaloPSA ticket associated with a scheduling request when it executes.
This action is available when your TimeZest account is connected to HaloPSA.
Configuration Options
This action can be configured with the following options:
The Details field controls the actual content of the action added to the ticket in HaloPSA.
The text with blue backgrounds are variables, which TimeZest will replace with the actual values for the ticket/scheduling request when it generates the text for the action. When editing the action content, you can insert a variable by pressing Shift + { , which will display a list of all variables. Typing a few additional characters will filter this, and you can either click on the variable you want to insert or use the arrow keys and press Enter to insert it.
The complete list of variables can be found in this Help Center article.
Each paragraph has a "condition" which determines, based on if a variable actually has a value or not, whether TimeZest includes it in the action it generates. In the examples above, TimeZest will include the first paragraph in the action it creates in HaloPSA only if the appointment was scheduled using a Shareable URL, but always include the second and third paragraphs.
To edit the condition for a paragraph, simply click on the grey right margin, and select the condition:
Additional Logic
TimeZest will skip executing this action if there is no HaloPSA ticket associated with the scheduling request.
TimeZest will also skip this action is there is no longer a HaloPSA integration connected to your TimeZest account.