Recent updates
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Scheduling Email-Based Reports
Updated onArticleYou can schedule the generation and distribution of email-based reports that contain Record data.
For instance, you could configure your Contract Administration app to send out a list of Records that are in Phase 1. Or, you could notify certain Roles about transactions that haven’t been worked on in over a week.
Reports can query for Records that match a Filter on a nightly basis and only send out a notification if one or more matches are found. Reports require very little maintenance but can play a critical role in your Apps’ success.
Developer Tutorials and Materials App Builder Developer Tutorials Building Workflow
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App Settings
Updated onArticleWhich Tags the App should belong to in the left-hand dashboard sidebar. If you want to add a new tag here, type some text into the field and then press ENTER.
Developer Tutorials and Materials App Builder Developer Tutorials Administration
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Onit Connect Resource Guide
Updated onArticleDeveloper Tutorials and Materials CLM Developer Tutorials CLM
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Forms Builder Form Types
Updated onArticleThere are three types of forms that can be created in Forms builder. Each type of form has unique features that allow you to customize what you see on a quicklaunch or atom/record form and on the the App Dashboard.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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How to create a Cascading Listcombo (CLC)
Updated onArticleCascading Listcombos (CLCs) allows you to show an end user filtered field values based on their previous selections. It's similar to setting dropdown values from a spreadsheet or app data but it is more performant and the logic is easier to understand. CLCs can be used with Forms Builder or with the Wizard.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Restricted Field Names
Updated onArticleBelow is a list of restricted names that cannot be used to name a custom field because it is already a standard (or app critical) system field or object:
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Matter Suite PowerBI Adoption Guide
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Spring Release 2023 (Part 1)
Updated onArticleRelease Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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CLM Winter Release 2023
Updated onArticleUsers of OnitX CLM and SAP Ariba can now:
Release Notes CLM Release Notes CLM Release Notes
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CLM Fall Release 2022
Updated onArticleDocuSign Enhancements
Sending Multiple Signing Documents for Signature in OnitX CLM
OnitX CLM users are now able to send up to five documents for signature in DocuSign, AdobeSign, or CLM’s native signature workflow to eliminate time spent on sending out multiple signature envelopes.
Release Notes CLM Release Notes CLM Release Notes