Recent updates
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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
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Release Notes - Dec. 2018
Updated onArticleWhen 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.
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Release Notes - Oct. 2018
Updated onArticleThe 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.)
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Approved HTML Tags
Updated onArticleIf 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 App Builder Developer Tutorials Reference Materials
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Data Integration Configuration
Updated onArticleHave you checked out our Syncing Flat-File Data to Transactions tutorial yet? If not, it may be helpful to read through before beginning this one.
Developer Tutorials and Materials App Builder Developer Tutorials Integrations
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Overview of Mechanisms for Uploading Data to Onit
Updated onArticleOnit provides three different mechanisms for creating and updating Records from files of data. While each serve as efficient ways to translate rows of data in external files into Onit Records, their use cases vary slightly. Synchronize Transactions from List can be used when you have an Excel file of data you need to create or update Records from. It is executed from a corporation's Administration page, not from an Action; it is therefore a good option when you need to make a one-time upload of data to Onit.See the Creating and Updating Transactions from a List tutorial for more information. The Update Related Atoms from Spreadsheet Action is typically used in conjunction with a Generate Spreadsheet Action. After users have generated an Excel spreadsheet of Record data and made updates to that spreadsheet, this Action provides a mechanism for pushing those changes back to Onit.See the Keeping Transactions Updated with a Generated Spreadsheet tutorial for more information. Finally, the Sync Data to Transactions Action is for creating, updating, and optionally deleting Records from a delimited flat file (e.g., CSV file), rather than an Excel file. This Action is typically used for data migrations and, in conjunction with an SFTP Server, data integrations between an external system and Onit. This Action provides the fastest way to upload data to Onit.See the Sync CSV Data to Transactions tutorial for more information. The table below outlines the main differences between these mechanisms:
Developer Tutorials and Materials App Builder Developer Tutorials Working with Spreadsheets and Documents
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Configuring a Calculated Value for a Field
Updated onArticleYou can configure a Field to automatically calculate its own value. For certain Fields, this approach is preferable to a user manually typing a value, as it eliminates the chance for human error and is also less work for the user. For example, let’s say that an app contains the following two Fields: contract_expiration_date and days_until_contract_expiration. When a user manually enters a value into the first Field, a Field Calculation could automatically determine and populate the second Field. In this example, the Field Calculation is performing basic math to determine the difference in days between the current date (i.e., today) and the date entered into contract_expiration_date.
Developer Tutorials and Materials App Builder Developer Tutorials Working with Fields
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Release Notes - July 2018
Updated onArticleAs an App Creator, you now have the ability to trigger a calculation on a single transaction. A new action called "Recalculate Single Transaction"
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Release Notes - May 2018
Updated onArticleAn App Creator can easily navigate through the navigation menu to configure an application.
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