Recent updates
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Handy Grid Filters
Updated on Jun 05, 2019ArticleBelow is a list of Regular Expressions (a.k.a. Regex) that allow you to dynamically query for data in any Onit grid.
End User Guides / Guides to Using Onit / Quick Reference Materials
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Copying Files and Emails Between Records
Updated on Jun 04, 2019ArticleOnit allows end-users to upload files (e.g., documents, spreadsheets) and emails directly into Records. While building a workflow, you may want to programmatically copy files/emails from their original Record into a different/separate Record, or from one area of a Record into a different area of the same record.
For example, let’s say that a Record is created in a Legal Service Request app. At the end of this Record’s life, a user clicks a Button on the Record to create a new related Record in a different App named Matter. The new Matter Record should inherit various data from the Legal Service Request Record, including its files/emails.
Onit provides various Actions to solve business problems like these. In this tutorial we’ll cover each one.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Working with Records
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Release Notes - Feb. 2019
Updated on May 30, 2019ArticleWhat's New: App Creator
- HTMLfields now show Required checkbox in the Builder, and honor it when set.
- The Generate Spreadsheet action now supports template names that include spaces.
- Configuration for an "Approve and Next" button has a new option: Execute Business Logic Immediately.
When this box is checked, the approval given from the button no longer happens in the background. This means you won't be navigated to your next pending transaction until the business logic is finished processing. If there's a lot of business logic to do, that can degrade the user experience; it can speed things up overall, in cases where Onit's machinery for processing business logic in the background is under heavy load. - Anonymous launch links are no longer case sensitive.
- Line charts and series chars now have control to add a rotation to the labels on the Suite bar chart widgets have long had a control to add a rotation to the labels on the x-axis. That function has now come to line charts and series charts too.
What's New: Admin
- The system administration pages are now using the React UI. The Legacy UI version has been retired.
What's New: React UI
- App panel grids can now be set as editable. On an editable grid, you can click a supported field type and change its data, without having to navigate to the view page for that transaction.
Supported Field types:- Text
- Textarea
- Combo
- Checkbox
- Currency
- Multicurrency
- Decimal
- Integer
- Administration options relating to iManage are now hidden by default. To unhide them, you can go to the administration pages, under Corporation Settings, in the Integrations tab (renamed from "Billing Integrations") and check the appropriate box.
- Related atoms and sibling atoms App panels have a new control:
When this box is checked, the App panel tab will only render if its grid would show at least one transaction, and will hide otherwise. - It's now possible to check the contents of a Field using Liquid, and show warnings or throw errors based on the contents. When you configure a UI Action, you can now create Field Validations, in a way similar to Field Updates.
Actions have a new "Copy" button.
If you want a new action that's similar to one which already exists, you can now start by copying the existing one.- Business Rules can now be copied.
- Form Buttons, now only show you the "Message" field when you're actually creating a "Save and Go To Message" button.
- In the Legacy UI Wizard, App creators aren't allowed to rename the required system fields of name, requester_name, and requester_email. The names of these fields are now non-editable in the React Wizard also.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Release Notes - Mar. 2019
Updated on May 30, 2019Article- System Administrators can now set their corporations to use an extra level of authentication by enabling Two-Factor Authentication for non SSO users. In Corporation Settings, on the Security tab, in the Password box, you can now check Enable Multi Factor Authentication. When this is on, you can't directly enter your password at the login screen. Instead, you enter an email address to which an email will be sent. Only after following the link in the email can you enter your password and log in.
- Accounts are locked after too many failed login attempts in a row, for non SSO users. The number of allowed login attempts defaults to five but can be customized in the Corporation Settings. Previously, accounts would only unlock after a five minute period. Now there are four possible unlock strategies available:
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Time – the account unlocks after a set period of time. This is still the default. The amount of time is now customizable: you can set it anywhere from one minute to one month.
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Email – when an account is locked, an email is sent to its owner, with a link to follow that will unlock it. The link expires after an amount of time that can be set.
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Both – an email is sent, but if the link is not used then the account will unlock on its own after a set period.
- None – the user has no way of unlocking the account, and must contact system administrators.
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Time – the account unlocks after a set period of time. This is still the default. The amount of time is now customizable: you can set it anywhere from one minute to one month.
- It's now possible to show users a message and force them to confirm the operation before they are allowed to download various kinds of data, such as exporting a dashboard grid to a spreadsheet or downloading file attachments. The message is customizable by navigating to the Administration page, Corporation Settings, then the Data Exports tab.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
- System Administrators can now set their corporations to use an extra level of authentication by enabling Two-Factor Authentication for non SSO users. In Corporation Settings, on the Security tab, in the Password box, you can now check Enable Multi Factor Authentication. When this is on, you can't directly enter your password at the login screen. Instead, you enter an email address to which an email will be sent. Only after following the link in the email can you enter your password and log in.
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API Examples
Updated on Apr 09, 2019ArticleThe following code will retrieve 10 Records from an App and update each Record with a new Field value.
Reference Materials / Apptitude API Documentation / API Reference and Examples
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How to Create a Sibling App Panel
Updated on Mar 27, 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 before moving on. In addition, you’ll also need to understand what an App Panel is in Onit if you’re not familiar with this concept, see our Displaying Related Atoms Dashboards as Tabs tutorial.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Building Workflow
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Building Email-based Reports using the Multi Report Action
Updated on Mar 27, 2019ArticleThe Multi Report Action is designed to send email-based reports that list one or more user’s pending work in Onit (e.g., invoices that need to be approved, tasks that need to be completed).
This Action can be configured to solve two (very different) types of use cases:
- Example Use Case #1: The Employee Email: The ACME Corporation wants to send each Onit user a daily email that lists their pending work in Onit. That said, many of their users are responsible for approving Records in both the Contracts App and the Risks App. As a result, they don’t want to send each user two separate email reports each day (that would be pretty noisy). They instead want to send each user a single email each day that lists all of their pending work across both apps. A Multi Report Action can be configured to do exactly this! Below is an example screenshot of this report.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Configuring Actions
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Release Notes - Dec. 2018
Updated on Jan 15, 2019Article- When you click an "Approve and Next" button, we immediately remove the transaction from your pending work queue. So even if the approval takes some time to process, you won't see that transaction in the "My Pending Work" view on a dashboard grid, and it won't be counted as pending by suite counter widgets.
- The Reject Action in the Designer now has an "Endorsement" field. It's used to find a specific participant or participants to reject for: you enter a Liquid expression that evaluates to an endorsement ID.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
- When you click an "Approve and Next" button, we immediately remove the transaction from your pending work queue. So even if the approval takes some time to process, you won't see that transaction in the "My Pending Work" view on a dashboard grid, and it won't be counted as pending by suite counter widgets.
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Release Notes - Oct. 2018
Updated on Jan 09, 2019ArticleThe React Designer can now be made the default in your environment. In environments that are set to use "New Home Page" and "React UI", the system administrator can turn on a setting that will take users directly to the React Designer when they edit an App. (You can still get to the Legacy UI Designer, by editing the URL in the browser bar.)
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Approved HTML Tags
Updated on Nov 09, 2018ArticleIf you are in a widget, Field, or Action that accepts HTML these tags are the only HTML tags Onit will accept.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Reference Materials