Recent updates
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DaaS Architecture Guide
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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How to Create Groups on Show-If Formlets
Updated onArticleShow-if Formlet groups allow you to make powerful rules to support complex scenarios by grouping and combining AND and OR operators.
You can only use one rule per formlet per tab. Rules are saved at the app level so they can be used immediately, saved for later, or used on multiple forms. If you update an existing rule, it will apply changes to the rule in each instance that it is used in.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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How to Create a Cascading List Combo (CLC) Backed Formlet
Updated onArticleCascading List Combo (CLC) Backed Formlets utilize cascading list combos (CLC) to drive which formlet renders on a root form. To add a CLC Backed Formlet to a root form, you'll need at a CLC in the app and at least one published formlet.
You can only use one CLC Backed Formlet once per tab per root form.
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Spend Suite Template Training
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Recordings
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Summer Release 2023 (Part 1)
Updated onArticleSpend Suite Template – Beta
- We are pleased to announce that the beta version of Spend Suite Template (Tableau) is being released as part of Summer Part 1 release which is scheduled for production upgrade on July 15th, 2023. Spend Suite Template will be generally available to all reporting clients after Summer Part 2 release which is scheduled for August end. Your beta period will run from July 17th through July 21st. Onit team will collect feedback through a survey on the week of July 24th. The feedback will be incorporated and will most likely be part of summer part 2 release. If you are interested in participating in this beta, please contact our Sr. Director of Reporting & Analytics - Naveed Syed [email protected]
- Note: Only client admins will be able to see this Spend Suite Template through Onit on the release date. Clients will need to email Onit Support if new dashboard needs to be available for any other non-admin groups.
- Spend Suite Template includes following features:
- Upgraded charts and time series comparisons with flexibility to run metrics based on different dimensions within single dashboard.
- Dynamically update KPIs based on year, quarter, and month selection.
- Budgeting: Spend Suite includes aggregate budget tracking yearly/quarterly/monthly or lifetime budget tracking. It provides additional visibility in Vendor/Matter Budget through a hierarchy chart.
- Note: Onit’s standard budgeting app needs to be configured within Onit ELM to reflect in the matter suite.
- Ability to View Spend by calendar year or fiscal year.
- Note: Fiscal year app must be configured within Onit ELM for the matter suite to return data based to client specific fiscal year, quarter and month.
- Flexibility to view year-to-date spend comparison between current period and same period of previous year or just view the 12 months rolling spend trend.
- Navigate to Onit invoice page through Spend Suite itself.
- Advanced filter to calculate Spend based on Invoice Approval and Invoice Paid date.
- Organizing line items through UTBMS Code set and ability to export specific task codes across invoices.
- Enhanced Aggregation Buttons to group Invoice Statuses and Spend.
- Drill through features from bar charts to invoice grid view.
- Ability to export invoices and invoice line items grids in excel or csv.
Matter Suite Template - Enhancements
- Addition of advanced filter to calculate Spend based on Invoice Approval and Invoice Paid date.
- Enhanced the grid reporting to breakdown Fees, Expenses, Discounts, Adjustments and Discount %. Rearranged the columns in a logical sequence of the grids.
- Secured Matter Suite template is available for clients to use. This template will inherit Onit security to Tableau so users don’t have to maintain security at 2 different places. Please get will Onit support or your account manager to enable this feature.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
- We are pleased to announce that the beta version of Spend Suite Template (Tableau) is being released as part of Summer Part 1 release which is scheduled for production upgrade on July 15th, 2023. Spend Suite Template will be generally available to all reporting clients after Summer Part 2 release which is scheduled for August end. Your beta period will run from July 17th through July 21st. Onit team will collect feedback through a survey on the week of July 24th. The feedback will be incorporated and will most likely be part of summer part 2 release. If you are interested in participating in this beta, please contact our Sr. Director of Reporting & Analytics - Naveed Syed [email protected]
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Onit Connector Walkthrough
Updated onArticleDeveloper Tutorials and Materials Integration Builder Tutorials Guides
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Formatting, Importing and Updating a List
Updated onArticleMicrosoft Excel spreadsheets can be imported as Lists. Apps can take advantage of imported Lists in a variety of powerful ways, such as:
- Lookups: When an App runs, it can perform real-time lookups into imported Lists. The data returned from the List can be used to set a Record’s variables, and even to make workflow routing decisions. For instance, it’s common for a List to act as a Decision Table, which defines how a Record should be routed based on a complex set of rules that are tied to Field values.
- Field Values: The values available within an App’s Combo Field can come directly from an imported List, as opposed to being hardcoded into the Field’s definition in Onit. For example, an imported List could provide the names (and properties) for all managers within a company, which could then be used to provide values to a Manager Combo Field. By using this List-based approach, an App’s creator wouldn’t have to type each manager’s name one-by-one into the Manager Field when creating the App -- instead, the App would automatically pull from the imported List. In the future, any changes to the List could be made directly within the Excel spreadsheet, which provides a richer interface for viewing and modifying column/row-based data.
- Creating New Records: Lists can be used to quickly create a set of new Records from every row of data in a List.
Before importing an Excel spreadsheet into Onit as a List, it must be formatted in a specific manner so let's start there and then we'll walk through how to import and update that List.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Spreadsheets and Documents
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OnitX CLM Spring Release 2023
Updated onArticleMerging Documents in OnitX CLM
Release Notes CLM Release Notes CLM Release Notes
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How to Create a Show-if Formlet
Updated onArticleShow-if Formlets are conditional formlets which means that you can create rules that when they evaluate true, a published formlet will appear.
You can only use one rule per formlet per tab. Rules are saved at the app level so they can be used immediately, saved for later, or used on multiple forms. If you update an existing rule, it will apply changes to the rule in each instance that it is used in.
Currently, the builder supports AND and OR.
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Sign in with SSO
Updated onArticleCatalyst for Contracts End User Guides Catalyst AI Support Catalyst AI Support