Recent updates
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Matter Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Fall Release 2023 (Part 1)
Updated onArticleWe are pleased to release an enhanced and performant version of the Matter Suite after implementing the feedback that we received from our customers as enhancement requests or product requests. We have also updated the Spend Suite Template with some valuable enhancements. The Matter Suite Template and Spend Suite Template will be available to all reporting customers after our Fall Part 1 release which is scheduled for Nov 4th.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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Submitting a Budget for Life of Matter Fee Arrangement
Updated onArticlePlease note: these instructions only apply to matters with a Life of Matter fee arrangement, which is not applicable to all clients. If your client has a custom configured budgeting solution in Onit, please refer to their instructions.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Release Notes - October 2023
Updated onArticle- Bar Charts can now be configured to show Averages instead of Sums (default behavior). Simply go to the configuration form for the Bar Chart widget and you will see a new dropdown option called "Y-Axis Value Type".
- In some cases you may want to restrict grid exports to only be emailed to the current user. There are new App Settings options for the Grid export email options. The options are: Email to any system user and Restrict to current user.
- There is now a way for App Builders to add in launch form links that allow them to pass in parameters and keep the user in SPA.
- The widget_atom_launch function can now take in initial value parameters for fields. Here's an example of how to configure:
Release Notes App Builder Release Notes App Builder Release Notes
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Creating Raw Filters
Updated onArticleFilters are a critical tool in Onit app building, which enable you to filter for a subset of transactions or users that meet specific criteria. Filters can be assigned to certain Actions or Business Rules to limit their scope. For example, you can limit which users receive a notification or which transactions will be modified.
Note that Onit distinguishes between Raw Filters used to filter for users and transactions so we'll be referring to Raw Transaction Filters and Raw User Filters separately in this tutorial.
Developer Tutorials and Materials App Builder Developer Tutorials Basics of Business Logic
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App Builder Best Practices
Updated onArticleOnit App Builder provides you with many different tools and methods to solve business problems. When you are faced with a specific use case, our platform may present you with literally dozens of different ways to solve the same problem. Inevitably though, some solutions will be better than others, and usually there is one single solution that trumps them all.
When building a new Onit App or workflow, you should always aim for a solution that is performant, user friendly, safe, readable by others, and testable. Of course, designing a solution that checks all of these boxes can be challenging.
In this tutorial we’ll cover commonly accepted best practices used by Level 4 certified App Builder Developers. While following these best practices won’t 100% guarantee success, it will put you on the right path.
Developer Tutorials and Materials App Builder Developer Tutorials Administration
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Internationalization (Language Support)
Updated onArticleBefore continuing, a system admin must enable the Enable Translations beta feature.
Developer Tutorials and Materials App Builder Developer Tutorials Customizing the User Interface
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Spend Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Drafting - Requirements Gathering
Updated onArticleDo we want to re-work and/or provide homework or put in the meeting invite
- Slides for the Meeting - https://www.dropbox.com/s/bzrvi5qmjqvqai0/ReviewAI%20Requirements%20Template.pptx?dl=0
Catalyst for Contracts End User Guides
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Configuring the ONIT Outlook Add-In 2.1
Updated onArticleGo to Administration. You should see a node labeled “Extensions”.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations