• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation

Halo Service Desk

  • Features
  • Pricing
  • Integrations
  • Case Studies
  • Contact Sales
  • Start Trial
  • Request Demo

Halo Service Desk Guides

Documentation to assist with the setup and configuration of the Halo Service Desk platform

Guides > Database Lookup Guide

Database Lookup Guide


  1. Head in to Configuration>Integrations and enable ‘Database Lookups’ by clicking on the X in the corner when hovering over the icon. Now click in to the module and create ‘New’.
  2.  Create a name for your lookup, and select the Use:

 

Graphical user interface, text, application, email 
Description automatically generated

 

            


3. In the trigger fields section, this will be the field which you want to trigger the automation of your other chosen fields, so for this example will be Email Address and this field will be required for the lookup, and the 'Active' checkbox should be checked: 


4. The next step will be to set up your connection. This can be used to connect to external databases, but in this example we are connecting to our own database which is where we are creating the fields from. Please contact us for your connection details and we can provide these for you, but will look something like this:



5.  After this, you will create the script which performs the lookup based on the trigger field you have chosen. Where email address matches X, it will select First Name and Last Name related to that email address within your database:



6. You now need to map the lookup fields which will be populated when the email address is entered, in this case First Name and Last Name:



Hit save. Now you have finished creating your lookup code!  


Now, when an email address is entered to a form, where first and last name fields exist, they will automatically populate:



Popular Guides

  • Asset Import - CSV/XLS/Spreadsheet Method
  • Call Management in Halo
  • Creating Agents and Editing Agent Details
  • Departments, Teams and Roles
  • Importing Data
  • Multiple New Portals with different branding for one customer [Hosted]
  • Organisation Basics
  • Organising Teams of Agents
  • Step-by-Step Configuration Walk Through
  • Suppliers
  • Syncing Exchange Calendars

Footer

Products

Cultivating a Service Desk with a smile

Company

  • Contact Us
  • Careers
  • Channel Partner
  • Technology Partner
  • Referral Program

Halo Service Desk

  • Features
  • Integrations
  • Mobile Apps
  • Pricing
  • Blog

Key Features

  • Incident Management
  • Problem Management
  • Change Management
  • Configuration Management
  • ITIL Service Catalogue
  • Knowledge Management

Compare

  • ServiceNow Alternative
  • FreshService Alternative
  • TOPdesk Alternative
  • Cherwell Alternative
  • Hornbill Alternative
  • Ivanti Alternative
  • ManageEngine Alternative
  • Spiceworks Alternative

Social

  • Terms and Conditions
  • Privacy Policy
  • Security