Recent updates
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Creating a Parent-Child Relationship
Updated on Oct 03, 2019ArticleAs Onit workflows become more complex, it’s can be useful to associate different apps with one another by designating one app as the parent of another.
Creating parent-child relationships allows users to:
- Quickly create a child transaction using data that lives in a parent transaction.
- Display links to related transactions on either app’s View Page.
- Create hierarchy between a single transaction, (serving as the parent), and multiple other transactions (the parent's children).
A common example of a parent-child app relationship is often found within Contract Management workflows, where a contract that has received approval within a Contract Review app needs to now progress into a Contract Administration app so that a company can manage it while it remains active.
In this scenario, we’d make the Contract Review app the parent app of the Contract Administration app. While both manage contracts, they do so using different workflows, and perhaps different participants, and as a result, they are separate but related transactions.
If we set this relationship between apps up, a user could browse to the parent Contract Review transaction and click a button (highlighted in the screenshot below) to create the child transaction in the Contract Administration app without ever having to leave the Contract Review transaction. Additionally, since a lot of the data that the child transaction needs already lives inside the parent transaction (e.g., contract_name, company_name, contract_amount), this information will automatically be populated into the child app’s Launch Page, saving the user from having to manually type it in.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Records
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Keeping Records Updated with a Generated Spreadsheet
Updated on Oct 03, 2019ArticleUsing the Generate Spreadsheet Action, users can generate an Excel spreadsheet of Record data from a custom spreadsheet template. But what happens when you’ve updated that generated spreadsheet’s content? It'd be a pain if you had to manually keep your Record data in sync with this spreadsheet as it’s edited.
This is where Onit’s Update Related Atoms from Spreadsheet Action comes in. After adding a little extra formatting to your spreadsheet template, you’ll be able to leverage this Action to push updated data in a generated spreadsheet back to your child Records.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Spreadsheets and Documents
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Configuring a Send Calendar Invitation Action
Updated on Oct 01, 2019ArticleThe Send Calendar Invitation Action allows you to send email meeting invites directly from your Onit environment. For example, once a task Record in Onit is assigned to someone with a due date, perhaps you want a Business Rule to fire that triggers a Send Calendar Invitation Action, which would send the task’s assignee a calendar invite for the task’s due date. You can use this Action inside of any App or workflow that contains the required fields – not just a “tasks” App.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Configuring Actions
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Tiered Volume Discounts
Updated on Sep 27, 2019ArticleThe 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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Spanish User Guides
Updated on Sep 26, 2019ArticleCargando una Factura (Uploading a LEDES Invoice File)
Construtendo Una Factura (Building an Invoice)
Editando una Factura (Editing an Invoice)
Construtendo de Una Factura de Tarifa Fija (Building a Fixed Fee Invoice)
Agregando un Adjunto a una Factura (Adding an Attachment to an Invoice)
Añadiendo un Nuevo Cronometrador (Adding a New Timekeeper)
Solicitando una Nueva Tarifa (Requesting a New Client Timekeeper Rate)
Reenviando una Tarifa Disputada (Resubmitting a Disputed Client Timekeeper Rate)
Actualización de la Ubicación de Una Oficina (Updating an Office Location)
Cambiar la Configuración de Idoma (Changing BillingPoint Language)
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Actualización de la Ubicación de Una Oficina (Updating an Office Location)
Updated on Sep 26, 2019Article1. Seleccione “cambiar de cliente” y vaya a Configuración maestra.
End User Guides / BillingPoint End User Guides / Spanish Guides to Using BillingPoint
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Solicitando una Nueva Tarifa (Requesting a New Client Timekeeper Rate)
Updated on Sep 26, 2019Article1. Para seleccionar su cliente, haga clic en "Cambiar de Cliente".
End User Guides / BillingPoint End User Guides / Spanish Guides to Using BillingPoint
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Editando una Factura (Editing an Invoice)
Updated on Sep 26, 2019Article1. Haga clic en el número de factura para abrir la factura y ver los mensajes de error.
End User Guides / BillingPoint End User Guides / Spanish Guides to Using BillingPoint
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Construtendo Una Factura (Building an Invoice)
Updated on Sep 26, 2019Article1. Para seleccionar su cliente, haga clic en "Cambiar de Cliente".
End User Guides / BillingPoint End User Guides / Spanish Guides to Using BillingPoint
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Changing BillingPoint Language
Updated on Sep 26, 2019Article1. Sign into your BillingPoint account.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint