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

You can read more about the Action in our Syncing Flat-File Data to Transactions article. For more information on integrations, see our Setting Up a Data Integration article.

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

You can now replace a participant with this Action and add or remove participants. You can also limit your adding/removing/replacing to selected roles. (For example, you could replace [email protected] 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 to configure 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.

So that you know, 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. For instance, you may use this to fire a UI Action to show/hide a set of Fields.

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 Builder from there. You can select Display as Form Buttons for Combo Fields in this Builder.

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

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 an app's Activity Log and prevent them from appearing in an environment's global search results.

You can 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 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 can create related transactions.
• We’ve increased the number of names in the dropdown menu for adding participants from ten to 300.
• We now prevent you from deleting an app referenced by a Suite Table widget while providing details about where the reference exists.

System Admin can now set a message 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.

You can visit the React Admin page's new Maintenance Window section to set a message for your users.

We still have a few ways to go before offering 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, visit the Company Details tab of your Edit Corporation page in Administration. Then, you can use the Date Settings section to configure your preference.

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 displayed 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 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 the time of deletion and all relationships to other transactions intact, except relationships to child atoms deleted via a cascade delete. Documents attached to previously deleted transactions have not been restored. (Links are restored, but attempting to follow the link fails.)

To access this feature, go 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 assign Separators a label to display as a section header in your Suite's navigation menu. Provide a value for the separator's Section Header property.

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.