Onit Documentation

Release Notes - Jan. 2017

by Leah Gilman Updated

App Creator Features

Flat-file migrations and integrations

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.

Bulk add and remove participants

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 jane.smith@onit.com in her role as Invoice Approver while leaving her as Billing Contact.)

Data View Editor with Liquid

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.

Inline form buttons

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.

Launch links for Suite Portal Widgets

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"}}

Hide emails for an app

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.

Other App Creator enhancements

  • 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 Features

Message your environment's users

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.

Control an environment's date format

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.

Restore deleted transactions

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.

Suite navigation menu section headers

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.

Other System Admin enhancements

  • 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.

End User Features

  • If a tab on a View Page in the React UI has a Field with an invalid value or is missing a required value, we now highlight the tab in red so that it’s easy to tell what’s preventing users from saving updates to transactions.
  • We’ve added a Suites section to the React UI's non-Suites navigation menu so users can quickly access any of their environment’s Suites without having to return to the Homepage.

Bug Fixes

General Platform:

  • The beta feature Background Email Notifications no longer interferes with synchronizing a list to an app, the firing of a Run Action on Transactions Action or Conditional Compound Actions set to run in the background.
  • Fixed an issue which prevented an Approve Action from working when called by a Run Action on Transaction Action.
  • Fixed a security issue where the grouped by headers on app dashboards were allowing HTML to render.
  • We've added some protections around Business Rule configuration that would previously throw transactions into infinite loops. App Builder can now detect and abort certain situations where a transaction is attempting a Phase Change too many times.
  • Fixed an issue where users pending invitations to an environment could not be activated with an Activate User Action.

React UI:

  • Scrollbars are now available on dropdowns and long dialogs, allowing users to manually scroll.
  • Fixed an issue that caused Master Detail forms to not work correctly for several minutes after loading.
  • Timeline widgets without any events never stopped saying the widget was “Loading…”. We fixed this so the widgets now display “Showing 0” if no events exist.
  • DateTime Fields are now displaying on app dashboards in the user’s time zone rather than their value in UTC.
  • Fixed an issue that prevented a transaction detail’s from rendering for Read Only Requester Roles.
  • Fixed an issue that prevented saving of list-backed Multiselect fields.
  • In React, Regex validators are now checked at the same time required Fields are validated as in EXT, preventing loss of data on Submit.
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