Onit Documentation

Release Notes - July 2021

by David Goldfarb Updated Jul 23, 2021

July 26 release

What's New - App Creator

  • Anonymous launch previously could only be disabled at the corporation level: it was allowed or disallowed for all apps. Administrators can now control this at the app level. On the Settings page for an app, there's now a drop down menu to set Authentication Level. The options are:
    • Restricted: this corresponds to the checkbox that was previously there for "Restrict Access", and has the same function.
    • Authenticated: the default option for newly created apps, this gives the normal level of access to users who are logged in, but prevents anonymous portal launch.
    • Anonymous: this allows anonymous launch.

Newly created apps now default to "Authenticated"level.

  • In addition, a new node in the Administration page called "Security Audit" allows you to:
    • quickly see what Authentication Level each app in your corporation has.
    • manage the Level for multiple apps at once with a bulk action.
    • see who set a given app to have Anonymous access, and when.
    • confirm that an app with Anonymous access should have it.
    • for an app that has had confirmation, see who confirmed and when.
    • see for each app how many of its transactions were created anonymously.
  • Security Audit also has a tab for Lists, that lets you:
    • See all List Providers grouped by access level.
    • See who set anonymous access and when.
    • Remove anonymous access from multiple List Providers with a bulk action.
  • Transaction List Providers have two new options, controlled by checkboxes:
    • Anonymously Accessible: check this to allow your TLP to be accessed on an anonymous launch form. (Existing TLP's will be set to "true", in case existing workflows rely on them being available.)
    • Include Private Atoms: this allows the TLP to return names of atoms that are marked as Private via checkbox.
  • Transaction List Providers can now take a Raw Transaction Filter to limit what transactions are returned.
  • In the configuration for participant roles, there's now a field "Can manage roles". This allows increased participant security by limiting what roles a given participant can add.

When this field is blank, then a participant using the the "Add Participant" button can add someone in any role. But in the example above, someone in the Approver role would only be able to add another Approver, not someone in any other role.

  • Apps set to Compact layout can be displayed in columns on their view page. Set this on the Settings node in the Designer, under Appearance: the setting here will override the setting in the Theme tab of Corporation Settings in Administration. (Note that transactions will still have one column on launch and when being edited.)
  • Under Appearance, you can also set whether an app will have labels on top or on the left.

"Inline Responsive" means labels are on the left but will switch to the top when the screen is narrow, while "Vertical" means labels are always on top.

  • Action buttons now have a checkbox "Require Comments". When you check this box, it means that users who click the button will see a dialog box to enter a comment, and they are required to put some message or the action won't fire. Note that this is not compatible with the old version of the Outlook plugin, so if you check the box you will be required to also check "Hide When Outlook Client". (Note that the new version of the plugin simply doesn't support use of action buttons at all.)
  • The Action Update Related Atoms From Spreadsheet now supports the use of different Fields as the primary key. Previously only transaction ID was allowed here. Now there's a new field in the configuration, Related Key Field. This can be any Field in the child app.

Note that the Field you use needs to have unique data for every transaction.

  • The Liquid Functions node in the Designer has a new "Liquid GraphQL Query" option, which lets you save functions that use GraphQL and then use them in the Liquid editor or in Actions that support Liquid.
  • In the Wizard's General tab, under "Test URL", you'll now see two options:
    • Portal URL: this is a URL suitable for anonymous launch, equivalent to the old Test URL.
    • Authenticated URL: this is a URL that launches the app when the user is logged in. If the user tries to follow this URL when they don't have an active session, they'll be required to log in. It'll direct them to their preferred suite if they have one.

For both options, click on the clipboard icon to copy the URL into your clipboard for later pasting.

  • Postgres mode now supports REST calls with date format yyyyMMdd (e.g., 20021225).
  • When you're configuring REST Request Actions you can now try them out: there's a section at the bottom where you can pick an atom of your current app and then execute the request on it.
  • The Custom Tab Text control in the Theme section of Corporation Settings is now accessible in New Look.
  • Some new System Colors that had been added are now available in the Liquid system_colors object, and in the Liquid editor color palette menu.
  • A new System Color has been added: Helper Text Color. This controls the color of text that appears when a field is empty, "Empty Text" in the Wizard, for fine control of its brightness or darkness — you can even make it a different color if you wish.
  • You can now control the styling on a transaction's Edit button, similar to the styling available on Action buttons.
  • When you reset system colors to the defaults, this will now also reset the button styling controls to "Primary".
  • As part of the corporation theme you can now have a band of color at the top of the header. The color is set as Brand Header, and you can make the band a thin 2 pixels or a slightly thicker 4 pixels.

Here's a 4-pixel red, along with the relevant controls in the Theme tab.

  • API calls to corporations in Postgres mode now support the "blanks" operator that lets you filter the dashboard grid for empty date fields.
  • Cascading Listcombo fields now support initial values or values inherited from a parent at multiple levels, not just the topmost.
  • Actions of type Create Transaction From Transactions now have an option to be run as batch processes.
  • API calls to corporations in Postgres mode now support the "blanks" operator that lets you filter the dashboard grid for empty date fields.
  • Cascading Listcombo fields now support initial values or values inherited from a parent at multiple levels, not just the topmost.
  • Actions of type Create Transaction From Transactions now have an option to be run as batch processes.
  • The Docusign Post and Docusign Webhook Actions now support sending and receiving of multiple signature documents.
  • A new Action called NetDocuments Update Attribute allows you to sent custom requests to NetDocuments, to help support that integration.
  • When you configure a UI Action in an app that allows anonymous access, ​​you'll now see a warning that UI Actions can expose data; so UI Actions should only be used for cases where we are sure that the app doesn't have data that is sensitive.​​​

What's New - End User

  • The New Look is now the only look: the toggle to switch between them has been removed.
  • You can now upload a picture, and have it show in the header bar when you're logged in; a smaller version will appear next to your name in the Participants and Activity panels. To upload, click on the user icon in the header and select "Profile Settings". This picture now replaces your name in the top right; to see your name, click on the icon and you'll see it in the drop down box.
  • When filters are applied to a grid, a message appears saying "Filters applied". This message now has an X icon that you can use to quickly clear all filters.
  • The switch to move between Simple and Advanced filtering modes now appears in the main header again, instead of only being in a menu.
  • On an app dashboard grid, the Field Selector now has a checkbox option that lets you truncate data in cells, instead of letting it wrap and increase the row height.
  • Anonymous launch forms now have updated styling.
  • Items in the headers now have some tooltips that will show up if you hover your pointer over them.
  • The time stamp for comments in the Activity feed has been moved down to the next line.
  • When you're making a comment, and you attach a file, then change your mind, you now have an X you can click to remove the file entirely. (Previously you could change which file you uploaded but not have no file.)

Resolved Issues - App Creator

  • Fixed an issue with anonymous launch in Postgres mode that could result in transactions being created with no requester.
  • Using Liquid to find a transaction's URL (with something like {{ atom.url }} or {{ belongs_to_field.url }}) now works in Postgres mode.
  • API calls to created_at and updated_at no longer return a time to the millisecond in Postgres mode; this makes them consistent with Mongo mode so that integrations configured in Mongo mode won't break.
  • Data views may no longer be saved with blank names.
  • Apps that are used in a suite may no longer be deleted.
  • In the Users page in Administration, you can now filter the "Last Sign In At" column by blank values.
  • When configuring a Business Rule, starting to create a new Action, typing to filter the Action type list, then clearing the filter, no longer brings up a blank popup window.
  • In the Liquid editor, filtering the grid of transactions down to no rows, and then clearing or changing your filter so that there are rows, no longer results in a full-screen error in Postgres mode.
  • Fixed an issue in Postgres mode where app admins didn't have correct rights when the app had an Associated App.

Resolved Issues - End User

  • Fixed an issue that could cause Sibling Dashboard app panels not to show any records.​
  • When grid column headers are set to Wrap (rather than Truncate) the bars where we show filters now line up instead of looking jagged.
  • Fixed an issue where trying to launch a related transaction would fail, if the transaction you were on had a Multiselect field that was created after the transaction was saved.
  • The graphical time picker hands were yet again not landing right where you clicked. 
  • Fields of type Password no longer reveal the length of what is in them when you edit a transaction.
  • Fixed an issue where menus could be cut off when editing a record with a header widget.
  • Fixed an issue that could bring on a full-screen error when editing a MultiCurrency Field in an editable grid.
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