Recent updates
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Copying Files and Emails Between Records
Updated onArticleOnit allows end-users to upload files (e.g., documents, spreadsheets) and emails directly into Records. While building a workflow, you may want to programmatically copy files/emails from their original Record into a different/separate Record, or from one area of a Record into a different area of the same record.
For example, let’s say that a Record is created in a Legal Service Request app. At the end of this Record’s life, a user clicks a Button on the Record to create a new related Record in a different App named Matter. The new Matter Record should inherit various data from the Legal Service Request Record, including its files/emails.
Onit provides various Actions to solve business problems like these. In this tutorial we’ll cover each one.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Records
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Release Notes - Feb. 2019
Updated onArticleWhat's New: App Creator
- HTMLfields now show Required checkbox in the Builder, and honor it when set.
- The Generate Spreadsheet action now supports template names that include spaces.
- Configuration for an "Approve and Next" button has a new option: Execute Business Logic Immediately.
When this box is checked, the approval given from the button no longer happens in the background. This means you won't be navigated to your next pending transaction until the business logic is finished processing. If there's a lot of business logic to do, that can degrade the user experience; it can speed things up overall, in cases where Onit's machinery for processing business logic in the background is under heavy load. - Anonymous launch links are no longer case sensitive.
- Line charts and series chars now have control to add a rotation to the labels on the Suite bar chart widgets have long had a control to add a rotation to the labels on the x-axis. That function has now come to line charts and series charts too.
What's New: Admin
- The system administration pages are now using the React UI. The Legacy UI version has been retired.
What's New: React UI
- App panel grids can now be set as editable. On an editable grid, you can click a supported field type and change its data, without having to navigate to the view page for that transaction.
Supported Field types:- Text
- Textarea
- Combo
- Checkbox
- Currency
- Multicurrency
- Decimal
- Integer
- Administration options relating to iManage are now hidden by default. To unhide them, you can go to the administration pages, under Corporation Settings, in the Integrations tab (renamed from "Billing Integrations") and check the appropriate box.
- Related atoms and sibling atoms App panels have a new control:
When this box is checked, the App panel tab will only render if its grid would show at least one transaction, and will hide otherwise. - It's now possible to check the contents of a Field using Liquid, and show warnings or throw errors based on the contents. When you configure a UI Action, you can now create Field Validations, in a way similar to Field Updates.
Actions have a new "Copy" button.
If you want a new action that's similar to one which already exists, you can now start by copying the existing one.- Business Rules can now be copied.
- Form Buttons, now only show you the "Message" field when you're actually creating a "Save and Go To Message" button.
- In the Legacy UI Wizard, App creators aren't allowed to rename the required system fields of name, requester_name, and requester_email. The names of these fields are now non-editable in the React Wizard also.
Release Notes App Builder Release Notes App Builder Release Notes
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Release Notes - Mar. 2019
Updated onArticle- System Administrators can now set their corporations to use an extra level of authentication by enabling Two-Factor Authentication for non SSO users. In Corporation Settings, on the Security tab, in the Password box, you can now check Enable Multi Factor Authentication. When this is on, you can't directly enter your password at the login screen. Instead, you enter an email address to which an email will be sent. Only after following the link in the email can you enter your password and log in.
- Accounts are locked after too many failed login attempts in a row, for non SSO users. The number of allowed login attempts defaults to five but can be customized in the Corporation Settings. Previously, accounts would only unlock after a five minute period. Now there are four possible unlock strategies available:
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Time – the account unlocks after a set period of time. This is still the default. The amount of time is now customizable: you can set it anywhere from one minute to one month.
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Email – when an account is locked, an email is sent to its owner, with a link to follow that will unlock it. The link expires after an amount of time that can be set.
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Both – an email is sent, but if the link is not used then the account will unlock on its own after a set period.
- None – the user has no way of unlocking the account, and must contact system administrators.
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Time – the account unlocks after a set period of time. This is still the default. The amount of time is now customizable: you can set it anywhere from one minute to one month.
- It's now possible to show users a message and force them to confirm the operation before they are allowed to download various kinds of data, such as exporting a dashboard grid to a spreadsheet or downloading file attachments. The message is customizable by navigating to the Administration page, Corporation Settings, then the Data Exports tab.
Release Notes App Builder Release Notes App Builder Release Notes
- System Administrators can now set their corporations to use an extra level of authentication by enabling Two-Factor Authentication for non SSO users. In Corporation Settings, on the Security tab, in the Password box, you can now check Enable Multi Factor Authentication. When this is on, you can't directly enter your password at the login screen. Instead, you enter an email address to which an email will be sent. Only after following the link in the email can you enter your password and log in.
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API Examples
Updated onArticleThe following code will retrieve 10 Records from an App and update each Record with a new Field value.
Reference Materials App Builder API Documentation API Reference and Examples
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How to Create a Sibling App Panel
Updated onArticleHave you built any parent-child relationships yet in Onit? If so, great! This tutorial will expand your skill set in this area. If not, however, this tutorial might not make a lot of sense - in that case, check out Creating a Parent-Child Relationship before moving on. In addition, you’ll also need to understand what an App Panel is in Onit if you’re not familiar with this concept, see our Displaying Related Atoms Dashboards as Tabs tutorial.
Developer Tutorials and Materials App Builder Developer Tutorials Building Workflow
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Release Notes - Dec. 2018
Updated onArticle- When you click an "Approve and Next" button, we immediately remove the transaction from your pending work queue. So even if the approval takes some time to process, you won't see that transaction in the "My Pending Work" view on a dashboard grid, and it won't be counted as pending by suite counter widgets.
- The Reject Action in the Designer now has an "Endorsement" field. It's used to find a specific participant or participants to reject for: you enter a Liquid expression that evaluates to an endorsement ID.
Release Notes App Builder Release Notes App Builder Release Notes
- When you click an "Approve and Next" button, we immediately remove the transaction from your pending work queue. So even if the approval takes some time to process, you won't see that transaction in the "My Pending Work" view on a dashboard grid, and it won't be counted as pending by suite counter widgets.
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Release Notes - Oct. 2018
Updated onArticleThe React Designer can now be made the default in your environment. In environments that are set to use "New Home Page" and "React UI", the system administrator can turn on a setting that will take users directly to the React Designer when they edit an App. (You can still get to the Legacy UI Designer, by editing the URL in the browser bar.)
Release Notes App Builder Release Notes App Builder Release Notes
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Approved HTML Tags
Updated onArticleIf you are in a widget, Field, or Action that accepts HTML these tags are the only HTML tags Onit will accept.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Data Integration Configuration
Updated onArticleHave you checked out our Syncing Flat-File Data to Transactions tutorial yet? If not, it may be helpful to read through before beginning this one.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Overview of Mechanisms for Uploading Data to Onit
Updated onArticleOnit provides three different mechanisms for creating and updating Records from files of data. While each serve as efficient ways to translate rows of data in external files into Onit Records, their use cases vary slightly.
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Synchronize Transactions from List can be used when you have an Excel file of data you need to create or update Records from. It is executed from a corporation's Administration page, not from an Action; it is therefore a good option when you need to make a one-time upload of data to Onit.
See the Creating and Updating Transactions from a List tutorial for more information.
- The Update Related Atoms from Spreadsheet Action is typically used in conjunction with a Generate Spreadsheet Action. After users have generated an Excel spreadsheet of Record data and made updates to that spreadsheet, this Action provides a mechanism for pushing those changes back to Onit.
See the Keeping Transactions Updated with a Generated Spreadsheet tutorial for more information.
- Finally, the Sync Data to Transactions Action is for creating, updating, and optionally deleting Records from a delimited flat file (e.g., CSV file), rather than an Excel file. This Action is typically used for data migrations and, in conjunction with an SFTP Server, data integrations between an external system and Onit. This Action provides the fastest way to upload data to Onit.
See the Sync CSV Data to Transactions tutorial for more information.
The table below outlines the main differences between these mechanisms:
Developer Tutorials and Materials App Builder Developer Tutorials Working with Spreadsheets and Documents
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Synchronize Transactions from List can be used when you have an Excel file of data you need to create or update Records from. It is executed from a corporation's Administration page, not from an Action; it is therefore a good option when you need to make a one-time upload of data to Onit.