We're excited to introduce our new Sync Data to Transactions Action, which can migrate tens of thousands of rows of data from flat-files into Onit transactions in a jiffy. And with an SFTP job setup, it can even support data integrations with external systems.

Read more about the Action in our Syncing Flat-File Data to Transactions article. For more info on integrations, you should check out our Setting Up a Data Integration article.

We've replaced the Replace Participant Action with a new and improved Manage Participants (Parameterized) Action.

In addition to being able to replace a participant with this Action, you can now also add or remove participants. You can also limit your adding/removing/replacing to selected roles. (E.g., You could replace [email protected] in her role as Invoice Approver while leaving her as Billing Contact.)

We love our new Data View Editor because it accepts Liquid. Say goodbye to using Raw Transaction Filters for configuring Suite Table and Counter widgets! (No really, we strongly recommend replacing any Raw Transaction Filters used in Table and Counter Widgets with a Data View since Raw Transaction Filters don't let you define the grid setup these widgets will take users to.)

To access the Data View Editor, you'll need to hop over to the React UI's Advanced Designer and select Data Views from the sidebar.

Note that Data Views are no longer displayed in the Views dropdown of your app's dashboard; You'll use this editor to access your Data Views from now on.

You can now set Combo Field values to appear as buttons. Clicking one of these buttons will set the combo value but won't change the button's display. You may use this to fire a UI Action to show/hide a set of Fields, for instance.

To configure a Combo Field to display as a set of buttons, you'll need to access the React UI's Advanced Designer and navigate the the Builder from there. In this Builder, you can select Display as Form Buttons for Combo Fields.

You probably won't know you need this until you do but when the right use case finds you, this config option will come in handy.

You can now create links in suite portal widgets to launch an app. This uses a new Liquid filter called widget_atom_launch. Here's an example that launches an app named "NFL Teams":

{{"click here" | widget_atom_launch: "NFL Teams"}}

App Creators can now hide emails from the Activity Log of an app and keep them from appearing in an environment's global search results.

Visit the Settings page of the Advanced Designer and select the Hide emails from activity log property to enable this feature.

• System Fields (e.g., Phase, Last Activity, etc.) are now available for use in a Transaction List Provider.
• The Save and Relate New Form Button is fully implemented for the React UI.
• App Creators can now control whether Custom Roles are allowed to create related transactions.
• We’ve increased the number of names that the dropdown menu for adding participants displays from ten to 300.
• We now prevent you from deleting an app that is referenced by a Suite Table widget while providing details about where the reference exists.

System Admin can now set a message to appear as a popup for all users in an environment. When enabled, messages display at the beginning of each user's daily session in Onit until the System Admin removes the message.

To set a message for your users, visit the React Admin page's new Maintenance Window section.

We've still got a little ways to go before we can offer automated localization. In the meantime, we wanted to support our international clients by allowing System Administrators to set their environment's date format for display and input.

To set your environment's date format, you can visit the Company Details tab of your Edit Corporation page in Administration. Use the Date Settings section to configure any preference you have.

The first value in the Allowed Input Date Formats property must be the same as the Display Date Format property.

App Creator Tip: The new Liquid filter display_date outputs Date Fields in the format set at this environment-level setting. (E.g., {{date | display_date}} )

Default Settings: Without setting this property, environments display in the M/D/YYYY format accept all available formats: YYYY-M-D, YYYY/M/D, M/D/YYYY and M-D-YYYY.

System Admin can now restore previously deleted transactions from a new section in an app's React Advanced Designer.  

Undeleted transactions are restored with all Field data, Activity, and Phase state from time of deletion and all relationships to other transactions intact, with the exception of relationships to child atoms deleted via a cascade delete. Documents attached to previously deleted transactions are not restored. (Links are restored, but attempting to follow the link fails.)

To access this feature, you'll need to hop over to the React UI's Advanced Designer and select Deleted Transactions from the sidebar.

Note: This permission is not made available to App Creators.

You can now provide a label to Separators in your Suite's navigation menu to display as a section header. Simply provide a value for the Section Header property of a Separator.

• We now prevent System Admin from deleting lists if they are being used by an app while providing details on where the reference to the list must be cleared.