Halo Service Desk

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