Recent updates
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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
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Bookmarking BillingPoint
Updated on Sep 24, 2019ArticleIf you use BillingPoint frequently, you might find it useful to create a browser shortcut, or bookmark, for it.
To do this, navigate to your BillingPoint sign-in screen. Once you're there, if you're in a Windows environment you type control-d; on a Mac, command-d (⌘-d).
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Release Notes - July 2019
Updated on Sep 09, 2019Article- When you export an App dashboard grid to Excel, and you have the grid sorted, the rows in the spreadsheet will now follow the order of your rows in the dashboard grid.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Aggregating Related Fields with a Numeric Field Calculation
Updated on Aug 22, 2019ArticleLiquid 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 / Apptitude Developer Tutorials / Working with Fields
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Displaying Related Atoms Dashboards as Tabs
Updated on Aug 22, 2019ArticleHave you built any parent-child relationships yet in Onit? If so, great! This tutorial will expand your skill set in this area. If not, however, this tutorial might not make a lot of sense -- in that case, check out Creating a Parent-Child Relationship first.
After setting up a parent-child relationship, you may want to create a special tab on the parent transaction’s View Page that lists its child transactions. Users tend to love these tabs, as they grant quick and easy access to view and work with related data.
For example, let’s say you have a parent Legal Matters app that has a child app named Tasks. In this situation, it will probably be helpful to create a tab on the Legal Matters app that lists all related child transactions in the Tasks app. Here’s an example:
Developer Tutorials and Materials / Apptitude Developer Tutorials / Customizing the User Interface
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Creating an Information Box
Updated on Aug 22, 2019ArticleAn Information Box enables you to convey instructional information -- such as a warning message or guidance -- to your app’s end users on your transactions’ View Page. This can be an especially helpful tool as it allows you to provide contextual direction to users right when and where they need it.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Customizing the User Interface
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Making RESTful Calls from Onit
Updated on Aug 21, 2019ArticleThis tutorial explains how to set up and configure the Rest Request Action in Onit to interface with external API endpoints. Onit’s Rest Request Action allows you to make GET, PUT, POST, and DELETE actions against an API.
There are many use cases for a Rest Request Action including creating records with a POST, gathering information with a GET, and deleting information with a DELETE request. A Rest Request Action must be utilized with a Business Rule, Button, or Conditional Compound Action (CCA) in order to fire.
To complete this tutorial, you will need:
- An App that you can make changes to.
- An API to call against. In this tutorial we have used a very basic example API named JSONPlaceholder. This API returns sample "posts" from users with a randomly generated title and body.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Integrations