Recent updates
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Beta Features
Updated on Jun 09, 2021Article- Apps Receive Emails - Assigns an email address to the App and allows the App to receive emails via the email address.
- Background Email Notifications - Email notifications will not show in the activity panel.
- Badges - Enables the use of badges in the App. See Using Badges to Enhance App Orchestration Visibility and Workflow for more information.
- Buffered Layouts - Allows App to buffer load (i.e., preload) dashboard layouts for faster page load.
- Launch Wizard in Drawer - When enabled this feature launches Apps in a side drawer instead of in a pop-up style.
- React Advanced Designer - This feature enables the React styled Advanced Designer. This feature is no longer considered beta.
- React UI - This feature turns on the 'React UI' for the Onit environment. This feature is no longer considered beta.
- Solution Packaging - This feature enables Solution Packaging. This feature is no longer considered beta.
- Enable Process Builder from Advanced Designer - This feature enables launching Process Builder from within the Advanced Designer.
- Enable Visual Form Builder from Advanced Designer - This feature enables launching the Visual Form Builder form within Advanced Designer.
- Hide Business Logic Buttons in Advanced Designer - This setting hides the nodes in the Designer for Actions, Business Rules, Buttons, and Conditions, thereby forcing App creators to use Process Builder.
- Preload Transaction Counts for App Panels- This setting preloads the number of Records (including Related Records and Sibling Records). Without this setting turned on the Record count will first display 0 and then update the count.
- Enable Translations - reveals the Language page in the admin section.
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Cached Metadata - This setting stores certain App function in a cache for faster launch.
For example, with this setting turned on, an App with many Fields that is launched frequently will launch faster. This setting is especially helpful when creating several sequential Records in a complicated App. - Advanced Visualizations - This feature enables suite-dashboard level filters. This feature requires Enable LPM Features to be enabled.
- Enable Collapsible Atom Side Panels - Activity and Participant sections become collapsible.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Beta Features
- Apps Receive Emails - Assigns an email address to the App and allows the App to receive emails via the email address.
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ELM Release Notes - June 2021
Updated on Jun 07, 2021Article- Widgets can now be translated to Japanese.
Release Notes / ELM and BillingPoint Release Notes / ELM Release Notes
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Onit's New Look (2021)
Updated on Jun 01, 2021ArticleWe’re excited to announce the release of our new user interface (UI), the New Look to all Onit environments on June 18th 2021.*
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Crash Course on Security
Updated on May 27, 2021ArticleA critical component of any system is its security model. It’s important to identify the different types of users that you have, and what each user type should be granted access to see and do inside the system.
In Onit, the default approach to security is always one of least access possible. That is, unless you configure otherwise, the only access that any given user will have is to the Records to which he/she is a Participant of. In most cases though, you’ll want to create a more robust and customized security model for your Onit implementation.
To do so, Onit offers multiple, overlapping layers of security. In this tutorial, we’ll cover each possible layer:
Developer Tutorials and Materials / Apptitude Developer Tutorials / Administration
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Liquid Reference
Updated on May 25, 2021ArticleWorking With Participants Liquid References
Date Calculations Liquid References
Developer Tutorials and Materials / Apptitude Developer Tutorials / Reference Materials
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ELM Standard Reports Release Notes - May 2021
Updated on May 17, 2021ArticleNew Features
- Application relationship tables in the Data Warehouse
- BillingPoint Errors Warnings Reports
- Displaying un-billed matters in the ELM Ops Suite
Product Enhancements
- Matter Level Timekeepers rate included in standard data sources
- Clients can still see the latest Tableau extracts if the Data Warehouse refresh fails
- Standard reports will now display the “winning” office details
Bug Fixes
- Updated formulas on Matter counts in standard reports
- Updated the colors for “Preferred Vendors” to match our standard color scheme
- Fixed calculations on the “8hr + TKs” report
- YTD totals now update when a date has been selected
- Filters not displaying correctly in the TK suite
- Removed inactive line items from standard data sources
Release Notes / ELM and BillingPoint Release Notes / ELM Standard Reports Release Notes
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Supported Browsers
Updated on May 14, 2021ArticleAll Onit administrative/configuration pages (including an App's Advanced Designer Page) support only Google Chrome. Other browsers are not currently supported for these pages.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint
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Release Notes - May 2021
Updated on May 06, 2021Article- The endorsed_at field in a participant's object will now record a time for a proxy approval, instead of just postulating that they are all at midnight UTC.
Release Notes / Apptitude Release Notes / Apptitude Release Notes
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Generic Liquid Function
Updated on May 03, 2021ArticleYou can now save blocks of Liquid code in one App, and use them corporation-wide. In the Designer under Global Configuration, there is a new section titled Generic Liquid Functions.
Developer Tutorials and Materials / Apptitude Developer Tutorials / Building Workflow
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Adding an Attachment to an Invoice
Updated on Apr 28, 2021Article1. Under the Invoices tab choose Invoices.
End User Guides / BillingPoint End User Guides / Guides to Using BillingPoint