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Creating a Parent-Child Relationship
Updated onArticleAs 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 App Builder Developer Tutorials Working with Records
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Keeping Records Updated with a Generated Spreadsheet
Updated onArticleUsing 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 App Builder Developer Tutorials Working with Spreadsheets and Documents
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Configuring a Send Calendar Invitation Action
Updated onArticleThe 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 App Builder Developer Tutorials Configuring Actions
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Actualización de la Ubicación de Una Oficina (Updating an Office Location)
Updated onArticle1. 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 onArticle1. 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 onArticle1. 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 onArticle1. 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 onArticle1. Sign into your BillingPoint account.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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Release Notes - July 2019
Updated onArticle- 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 App Builder Release Notes App Builder Release Notes
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Displaying Related Atoms Dashboards as Tabs
Updated onArticleHave 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 App Builder Developer Tutorials Customizing the User Interface