Recent updates
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Release Notes - June 2019
Updated onArticle- You can now run bulk actions on all Records of an App. When you check the "Select All" checkbox on the first page, and then pick a bulk action, you get a confirmation dialog that allows you to run the Action on all pages, not just the first. If you select this option, the Actions will run in the background, and a user of your choice will receive an email notification when the process is done.
Release Notes App Builder Release Notes App Builder Release Notes
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Using Complex Combo Fields
Updated onArticleWhen building an app, you’ll often want to offer users a dropdown Field from which they can select from a list of predefined options. In addition, sometimes you’ll want the options available in the dropdown list to automatically change based on the current value of an entirely different Field. In these situations, you’ll want to use a Complex Combo Field. These Field types can significantly increase the user-friendliness of your app, as they ensure that users will only see options that are currently relevant.
For instance, let’s say you have multiple managers for each department of your company. Using a Complex Combo Field, you can filter your manager Field’s dropdown options based on the value that a requester previously selected for the department Field. This ensures that the user will only see managers for the selected department.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Crash Course on Liquid
Updated onArticleLiquid is an open-source markup language that can be used to expand your App’s functionality.
Liquid can help you:
- Format data: If you have a number in a Field (e.g., 1000), you could format it as a currency value (e.g., $1,000.00) using Liquid. This might be necessary when using the number in an email or report.
- Perform Math: You could add two Fields together to calculate and populate the value of a third Field.
- Make Decisions: Liquid can help you build decision making into your App. For example, you can create “if/then” statements, which allow you to define how your App should behave in various situations.
- A whole lot more! The examples above barely scratch the surface. Once you learn Liquid’s basics, you’ll find many opportunities to expand your App’s functionality.
If you’ve never heard of Liquid before, not to worry! Learning the basics isn’t difficult, and does not require any programming knowledge. In many cases, you can achieve a great deal in an App with only a limited understanding of Liquid.
In this tutorial, we’ll cover Liquid’s basic concepts and syntax.
Developer Tutorials and Materials App Builder Developer Tutorials Getting Started
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Release Notes - May 2019
Updated onArticle- Charts in suites now feature dashed scale lines for better visibility.
Release Notes App Builder Release Notes App Builder Release Notes
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Handy Grid Filters
Updated onArticleBelow 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 onArticleOnit 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 App Builder Developer Tutorials Working with Records
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Release Notes - Feb. 2019
Updated onArticleWhat'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 App Builder Release Notes App Builder Release Notes
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Release Notes - Mar. 2019
Updated onArticle- 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 App Builder Release Notes App Builder 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 onArticleThe following code will retrieve 10 Records from an App and update each Record with a new Field value.
Reference Materials App Builder API Documentation API Reference and Examples
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How to Create a Sibling App Panel
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 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 App Builder Developer Tutorials Building Workflow