Recent updates
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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.
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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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Release Notes - March 2018 - Hotfix
Updated onArticleThe Liquid filter "execute_reaction_url" allows people to trigger actions by following links in their email. We've introduced a new parameter to it: "email_recipient". When this parameter is used, then the person who received the email link can click it and fire the action without ever having to log in to the system. (Note that if the redirect is 'atom' or 'dashboard' rather than 'message', then the person will have to log in to complete the redirect.) You can also use "authenticated_user" here, and that will produce the old behavior, where a login is required before the action can fire. And if you leave the parameter blank, that also will behave the same way it used to.
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Release Notes - March 2018
Updated onArticleWe’ve added some handy features to ManyToMany App Panels to support users' ability to quickly create and remove relationships to the current transaction.As part of the configuration for a ManyToMany Related Atom Panel, App Creators can now optionally include a Plus icon for creating new relationships and a bulk action to unrelate existing relationships. Both properties can be conditionally hidden.
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Release Notes - Feb. 2018
Updated onArticleWe've added a new property named Saved File Name to the Generate Document Action that allows App Creators to give documents custom file names. This property supports Liquid.
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