Recent updates
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Process Builder Tricks and Tips
Updated onArticleDeveloper Tutorials and Materials App Builder Developer Tutorials Process Builder Documentation
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How to Build a Workflow in Process Builder
Updated onArticleIn this tutorial we will build a workflow for submitting expense reports. This workflow will send the expense report to the employee's supervisor and HR manager for approval. If the report is over $10,000, it will also be sent to the CFO for approval.
Developer Tutorials and Materials App Builder Developer Tutorials Process Builder Documentation
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Six Key Process Builder Terms
Updated onArticleFormerly known as a Business Rule, an Event determines when a Workflow will run.
Select an Event in the Navigation Panel to build a Workflow.
Developer Tutorials and Materials App Builder Developer Tutorials Process Builder Documentation
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What is Process Builder
Updated onArticleProcess Builder is Onit's new, radically improved workflow-building interface. It is entirely visually-oriented, drag-drop friendly, and UX driven.
Developer Tutorials and Materials App Builder Developer Tutorials Process Builder Documentation
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Release Notes - October 2020
Updated onArticle- The transaction grid for the Liquid / HTML editor now is no longer limited to a few system Fields. Now it has a column selector icon, so you can add in any Field for filtering or sorting.
Release Notes App Builder Release Notes App Builder Release Notes
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Configuring Global Search
Updated onArticleOnit Administrations have the option to enable a global search in an Onit environment. Using keywords, phrases, and numbers, this search feature can be used to find:
- Records
- Comments
- Documents
- Emails
- Fields
- Apps
In this tutorial well break down how searching works, and how administrators can customize its out-of-the-box settings. When searching, end-users will only see Records that they have the security clearance to access. For example, a user in the Accounting User Group will not be able to see any Records restricted to the Law Department User Group in their search results, even if the search terms match.
Developer Tutorials and Materials App Builder Developer Tutorials Administration
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Out of the Box ELM Accrual Workflow
Updated onArticleNote: Before reading further check if your environment has an automated accrual workflow. The steps below illustrate the manual Out of the Box Accrual workflow in ELM.
End User Guides ELM End User Guides Accruals
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Tax Validations & Mappings
Updated onArticleEnd User Guides BillingPoint End User Guides Guides to Using BillingPoint
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ELM Standard Reports Release Notes - v3 October 2020
Updated onArticle- This new release (v3) has three new reports:
- All the standard reports now use the data sources with Multiple Table Extract (MTE) feature in Tableau.
Release Notes ELM and BillingPoint Release Notes ELM Standard Reports Release Notes
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BillingPoint Release Notes - Oct. 2020
Updated onArticleThe new LEDES workflow is now default. Vendors still have the option to switch to the old LEDES workflow until November 19th, 2020.
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes