[Question]: Search for Clients who have a custom object

[E1iTeDa357]

Contact Details

No response

What happened?

Was wondering if you can query all clients and only return clients that have a custom field of a certain value?

Version

1.0.1

Which operating systems have you tested on?

• [ ] Windows 10
• [X] Windows 11
• [ ] Mac OS
• [ ] Linux

What PowerShell version are you running?

7.0.6

Halo Product

Halo PSA

Halo Version

2.88.21

What command did you run?

No response

What was the output of the command?

No response

[homotechsual]

Good question, and an example I'll make a note to add when I get to this cmdlet.

Halo does not, natively, allow us to pre-filter results based on custom fields - the API doesn't support it. PowerShell however does.

Get-HaloClients -FullObjects | Where-Object { ($_.customfields.length -gt 0) -and ($_.customfields.name -eq 'CFCustomerTest' -and $_.customfields.value -eq 'Test') }

Change out CFCustomerTest with your chosen field name and Test with your required value.

[E1iTeDa357]

Can you also give an example of: 1. how to update a CF at the client level. And also how to update/add a subscription and quanity for a client? Really appreciate the help!

[homotechsual]

1. Custom Fields:

   $CustomFields = (Get-HaloClient -ClientId 17).CustomFields # When updating custom fields we have to get the current values - we can't just "blindly" set the value without wiping out any other custom field values.
   ForEach ($CustomField in $CustomFields | Where-Object { $_.name -eq 'CFCustomerTest' }) { $CustomField.Value = 'TestTest' } 
   Set-HaloClient -Client @{ id = 17; customfields = $CustomFields }

For subscriptions/quantities - I would strongly recommend relying on the CSP, Azure AD or other integrations if you can.

[E1iTeDa357]

For subscriptions/quantities - I would strongly recommend relying on the CSP, Azure AD or other integrations if you can. Yes for Microsoft licenses the CSP intergration works well but if we want to have ALL of the other products that we sell as an MSP updated automatically for billing the best way I found was to tie an invoice line item to a subscription quantity so when we sell things like backup licenses, antivirus licenses etc. I think that's the best place to have those counts correct? We have found the endpoint /api/SoftwareLicenses that works for us.