Category: PSA-Specific Workflows · View source ↗
PSA-Specific Workflows
Halo Recurring Tickets
HaloPSA recurring tickets and parent/child structures: work the generated instance, never the template, and respect parent/child closure rules on sync.
Runs as: Skill — you run it in Super Magic and confirm each write; there’s no Flow trigger for this one.
Connectors: Thread — native, no connector required
Role: Service & Ops Manager
Outcome: Fewer Escalations & Less Noise, Time & Cost Savings (Capacity)
When to use: A Halo ticket looks auto-generated (“scheduled maintenance”, identical monthly tickets), “cancel this recurring ticket”, or working a parent ticket with open children (or vice versa).
Run it: on one ticket · or across all occurrences of a recurring template.
Related topics
Recurring Maintenance TicketsHaloPSA Integration FAQ and TroubleshootingConfigure Ticket Type Categorization in Autotask and HaloWas this page helpful?
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