Recent updates
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App Builder Objects Interactive Diagram
Updated onArticleWhen writing Liquid, it can be challenging to remember all the available objects. The diagram below serves as a reference guide.For example, you're building a workflow where an Action should fire when a comment contains the word solved. Using the diagram below, you’ll learn that you can easily access a comment’s contents using comments.message object.Here’s a quick breakdown of the colors used within the diagram: The blue boxes represent the highest-level objects that you have available. Specifically, the Record that Liquid is running against and the current Onit User. The red and green boxes represent objects within a Record or a User. The red boxes represent objects that return arrays (e.g., an array of different discrete comments), while the green boxes represent objects that return a single value. When writing Liquid against arrays, you will almost always use a Liquid for Loop to iterate over each value in the array.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Approved HTML Tags
Updated onArticleIf you are in a widget, Field, or Action that accepts HTML, these tags are the only HTML tags Onit will accept.
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Common Onit Error Messages
Updated onArticleBelow are the most common error messages encountered when building in Onit. This list will be expanded with new resolutions, so check back!
Developer Tutorials and Materials App Builder Developer Tutorials Reference Materials
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Data Integration Configuration
Updated onArticleHave you checked out our Syncing Flat-File Data to Transactions tutorial yet? If not, it may be helpful to read through before beginning this one.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Legal Hold Surveys User Guide
Updated onArticleOnit's Surveys feature within Legal Holds enables users to quickly create customized interrogatory questionnaires for custodians and others involved in a Legal Hold. Here, we'll take you step-by-step through the process of creating a Legal Hold survey.
End User Guides Legal Holds Management End User Guides Legal Hold Surveys
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Legal Hold 1.1 Release Notes
Updated onArticleAs part of the Legal Hold 1.1 release, we have introduced some key features to simplify the custodian creation process and make life easier for everyday Legal Hold Users.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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End User Release Notes - September 2020
Updated onArticleOur login and logout screens have had a facelift. Although things look a little different, everything will still work the same way it did before.
Release Notes End User Release Notes End User Release Notes
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DaaS Architecture Guide
Updated onArticleThe Open Data Protocol (OData) is a standardized protocol for consuming data APIs. It builds on core protocols like HTTP and commonly accepted methodologies like REST, resulting in a uniform way to expose full-featured data APIs. OData provides both a standard for representing data and a metadata method for describing the structure of data and the operations available in your API. This document focuses on Onit OData version 4.0.OData applies web technologies such as HTTP and JavaScript Object Notation (JSON) to provide access to information from various programs. OData provides the following benefits: It lets developers interact with data by using RESTful web services. It provides a simple and uniform way to share data in a discoverable manner. It enables broad integration across products. It enables integration by using the HTTP protocol stack. The Onit OData API is a Web Service API feature based on the OData protocol version 4. It's intended to enable access to reporting data from the data warehouse.
End User Guides Reporting & Analytics End User Guides Documentation
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DaaS User Guide
Updated onArticleData as a Service (DaaS) provides Onit clients easy access to their data from Onit’s data warehouse. This enables clients to build their data sources and develop their reporting solutions. DaaS uses the Open Data Protocol (OData), which provides a low-overhead secured data gateway with a modernized API-driven approach to enable broad integration across products such as PowerBI Tableau and Excel.Clients can also utilize DaaS to gain data access and incorporate it into their existing data lakes for enterprise-level reporting using the latest security protocols.For more detailed information on the DaaS architecture, please refer to the Data as a Service Architecture Guide.
End User Guides Reporting & Analytics End User Guides Documentation
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CLM Cycle Time Reports
Updated onArticleThe first release of CLM reports provides information on contract cycle time. These reports' value proposition is that they will help customers gain insights and save time by identifying which contracts or contract phases should be shorter.The CLM Suite's sidebar will contain a link to open Tableau reports called the Cycle Time Dashboard.
End User Guides Reporting & Analytics End User Guides Documentation