Recent updates
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Using Badges to Enhance App Orchestration Visibility and Workflow
Updated onArticleYour business case may require an App whose primary responsibility is to orchestrate the firing of Actions on a large number of Records. The Earn Badge Action can be used to support workflows that require orchestrator Apps by providing visibility into the progress of work across these Records and information on the success or failure of that work. Workflow following the conditional success or failure of a batch of work is also supported by this Action.
A good use case for the Earn Badge Action is a budgeting process, where forecast values must be recalculated on a monthly basis. With an Earn Badge Action, an App Creator can configure a Portal Widget to display on the orchestrator Record which shows how many forecast Records are pending an update, how many were successfully updated and how many failed an update. When all forecast records have been recalculated, a Conditional Action can send a success or failure email to the user that is responsible for managing this monthly process.
The Earn Badge Action is a very versatile Action. Advanced workflows can be supported with this type of Action where multiple Earn Badge Actions are configured to take Records through multiple sets of Actions on reoccurring and conditional bases.
Developer Tutorials and Materials App Builder Developer Tutorials Beta Features
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BillingPoint Release Notes - November 2022
Updated onArticle- New Fee Arrangement: Flat Fee by Task Code (assigned by the client)
- Rails Upgrade from 5.2 to 6.1
- Practice Area is now captured on Timekeeper Profile
- Timekeeper Rate Requester email is now captured on submission of a timekeeper rate request
- Vendor user is now required to confirm default rate is correct when submitting a new timekeeper rate request
- The number of clicks for a BillingPoint user to appeal an invoice has been reduced
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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Configuring a DocuSign Integration
Updated onArticleOnit accepts an integration with DocuSign, allowing the system to send out documents associated to Onit transactions for signature.
The configuration of this integration takes a bit of work to set up and includes a lot of little steps along the way. You'll need to use a template app, provided by Onit, to build out this integration. But in order to customize its signature workflow and integrate it into your use case, you'll need to understand the components and moving pieces that make this integration work.
We'll start this tutorial by overviewing the general anatomy of a DocuSign integration and reviewing the required DocuSign Credentials you'll need before we jump into how to customize the configuration for your use case.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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ELM Release Notes - November 2022
Updated onArticle- New Fee Arrangement: Flat Fee by Task Code
- Flat Fee by Code App to manage codes
- Code listing can be downloaded for viewing/editing in Excel
- Code listing updates can be uploaded
- Codes can be managed in the UI
- Flat Fee by Code App to manage codes
- Budgeting Enhancements
- Budgets (and budget details) are now entered via the Budget Setup Wizard
- Budgets can be setup based on Calendar Year or Fiscal Year
- Budgets can be setup for Life of Matter, Annual, Period/Quarter, or Monthly
- Budgets can be setup for Fee/Expense or Total budget types
- Invoice New View Updates
- Invoice coloring and formatting updates
- Net new comment count now available in addition to aggregate count
- Invoice sizing now reactive to screen size
- If there is no data within a tab or section, that tab or section is now hidden
- Filters that have no data are now hidden
- Search is now available in filter menus
- Double scroll bars no longer exist
- Invoice field labels translate when alternative language is selected in Onit
- Values on invoice are rounded based on displayed currency specifications
- Total counts are shown for each tab
- Badge displays on line item comments counter to indicate new comment
- Notification is now sent to vendor contact(s) when an invoice is paid for a lesser amount than the approved amount
- Invoice system notifications now send to the vendor invoice submitter's email in addition to vendor contact(s)
- Clients now have the ability to adjust the proposed timekeeper rate and then approve it
- Vendor’s timekeeper requester is now captured into a field on the timekeeper rate request record
- Expanded Timekeeper Data during Rate Review
- Practice Area
- Default Rate
- Default Rate Effective Date
- Location (Office Name – City, State/Prov., Country)
- Ethnicity & gender fields have been removed as standard fields from Onit ELM
- Appeals workflow will be available for the first approver, regardless of the role of that approver (third-party or internal) if appeals are enabled
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- New Fee Arrangement: Flat Fee by Task Code
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Setting Dropdown Values from a Spreadsheet (Forms Builder)
Updated onArticleWhen creating an app, you’ll often want users to select predefined values from a dropdown. In many cases, you can use a basic Combo Field to accomplish this (without a spreadsheet), and you can specify each possible dropdown option by typing them into the Field’s Values (within Forms Builder).
In other cases, however, manually typing the dropdown values into the wizard may become unwieldy. This is especially true when:
- You have lots of dropdown values.
- The dropdown values are likely to change.
- You have a series of dropdowns that are all chained together from a filtering perspective. That is, when a user chooses the value in one dropdown the values in separate and secondary dropdown should be filtered.
In these situations, you’ll want to use a Listcombo Field (tied to a spreadsheet) instead of a Combo Field. Instead of manually typing the dropdown values into the Field’s definition, you can configure the Listcombo Field to pull the values from an Excel spreadsheet. Maintaining the dropdown values in a spreadsheet will often be significantly easier.
In this tutorial, we’ll explain how to work with Listcombo Fields.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Conditionally Routing Phases (Forms Builder)
Updated onArticleFor many Apps you’ll define Phases, which represent different stages in the App’s overall workflow. For example, for a contract approval App, you might create one stage for each step in a contract’s overall review and approval process. Perhaps those stages would be: Pending, Approved by Legal, Approved by Finance, Complete.
Some Apps simply need unconditional Phase routing. That is, all Records always go through the same Phases no matter what. For most Apps, however, this approach is too simple, and you’ll instead need conditional Phase routing.
For instance, perhaps your company only requires a particular department’s approval when an amount Field is over a certain number. To accommodate this, you can define conditional logic that will only allow a Record to be routed through a particular Phase when necessary.
In this tutorial, we’ll explain how to set up conditional Phase routing.
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Release Notes - September 2022
Updated onArticle- Under the Behavior section in an app's Settings, there's a new option: Disable Comments Functionality.
Release Notes App Builder Release Notes App Builder Release Notes
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Legal Hold 3.0 Release Notes
Updated onArticleAs part of the Legal Hold 3.0 release, we have introduced some key features to help simplify the Legal Hold Preservation in Place process and improve reporting.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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Aggregating Related Fields with a Numeric Field Calculation
Updated onArticleLiquid Field Calculations can be used in most cases when you want to calculate a Field’s value. However, Numeric Field Calculations provide a simpler way to configure some calculation types and offer a filtering mechanism that Liquid Calculations don’t.
Specifically, Numeric Calculations are used to provide a numeric value that is calculated based on the values of an App’s related transactions. They are useful when you need to:
- Calculate the sum, average, minimum, or maximum of values from a Currency, Integer or Decimal Field across a related app’s transactions. For instance, you could calculate the sum of values from an invoice_amount Field across related app transactions.
- Count the number of related transactions that match some parameter(s). For instance, you could populate the number of transactions in a Phase named Abandoned.
Numeric Field Calculations are distinct from Liquid Field Calculations in that they can accept JSON filter parameters, allowing you to restrict which transactions your calculation pulls data from.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Summer Release 2022
Updated onArticle- Data warehouse Incremental Refresh:
- Onit’s data warehouse has been performing conventional full load of data once in 24 hours on nightly basis for all reporting customers. This full data load copies the entire set of data that is set to reportable within Onit applications and loaded that data into Onit’s data warehouse.
- In summer release 2022, we have introduced an incremental load of data from Onit applications to the Data warehouse.
- This incremental design will reduce the system overhead required for the data load process which will help reduce the time to update Onit’s Data warehouse for the client.
- Incremental refresh will only update records that were either new or updated since the last refresh. Therefore, it will be considerably faster data refresh compared to the convention full load refresh.
- As part of this release, we are enabling the capability by scheduling incremental refreshes for all reporting customers once a day. We will also perform a full refresh over the weekend.
- With the availability of incremental refreshes, clients can now request multiple data warehouse refreshes.
- Clients would need to contact their account manager to request for multiple refreshes and our team will work with the customer to determine optimal schedule for this refresh depending on client’s business processes and data size.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
- Data warehouse Incremental Refresh: