Recent updates
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Assign a Role
Updated onArticleIn Forms Builder, you can create and update a Role without assigning it to a tab since there can be many forms with any number of tabs. However, you will see a warning notification if a Role is not assigned to a tab on an app's selected Quicklaunch or Atom/record form.
When you migrate an app, Roles are automatically assigned to the migrated forms and their respective tabs for you.
Currently, to assign a new Role to a tab or add/remove a Role to a tab, you will need to:
- Open the form in the Editor
- Open the tab properties editor
- Assign the Role to the individual tab
- Save the update
Visual Forms Builder Visual Forms Builder Visual Forms Builder Tutorials
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Tiered Volume Discounts
Updated onArticleThe Tiered Volume Discount fee arrangement is used when the client and vendor agree to increased discount rates based upon an increasing amount of fee spend.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Release Notes - November 2022
Updated onArticle- Query Stats Tool Enhancements:
- Indexes can now be created for system fields
- Indexes will show when they were created and how often they have been used
- Manually created indexes will be displayed in the Query Dashboard
- GraphQL Queries can now be run with System Admin permission context
- Public Views can now have their own Embedded Grid Form assignment
- Rest Requests Will Handle Empty Response Bodies
Release Notes App Builder Release Notes App Builder Release Notes
- Query Stats Tool Enhancements:
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ExtractAI User Guide
Updated onArticleCatalyst for Contracts End User Guides Catalyst Extract ExtractAI Overview
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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