Liquid Variables, Filters, and Tags

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App Builder Objects Interactive Diagram

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When writing Liquid, it can be hard to remember all of the objects that you have available. The diagram below serves as a reference guide.

For example, let’s say you're building a workflow where an Action should fire when a comment contains the word solved. Using the diagram below, you’ll learn that you can easily access a comment’s contents using comments.message object.

Here’s a quick breakdown of the colors used within the diagram:

Configuring a User Preferences Provider App

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With a small amount of configuration, you can build out a simple App, called a User Preferences App, to contain a Record for each of the users in your system that includes details about them. User Preferences Apps are helpful when:

• Your business logic is dependent on attributes of your users. For instance, you may have an invoice approval workflow that determines which user should be added as an invoice approver based on that user’s approval authority.
• You are setting up a Suite in your environment. A User Preferences App is an essential component of a Suite configuration and is where landing pages and navigation within a Suite is determined for each user.

This tutorial will cover how to configure the User Preferences App and provide an example of how to build workflow off data in a user’s Record in this App. 

Release Notes - July 2020

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• Most items in the Designer will no longer fill in with a default name of "New Action" (or Filter, or whatever it is) when you start them up. You'll have to enter a name yourself.​

An Introduction to Matter Records

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Please note your Onit environment may be configured differently. This tutorial is intended as a general reference guide.

Common Actions on a Matter

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Add a participant to a Matter Record using the Add Participant button. Adding participants to a Matter will notify them of Matter updates, changes and grant them certain permissions on the Matter.

General Participants, Matter Managers, and Paralegals have the ability to:

• View the Matter
• Edit the Matter
• Add comments
• View the Matter History
• Change the Matter phase
• Add Key Dates / Statuses / Documents / Vendors / Contacts / Tasks

How to Request a Budget from a Vendor

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When a vendor is assigned to a matter you have the option to request a budget from the vendor.            

Creating a Shared Dashboard

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Shared Dashboards allow users to view Records from multiple different Apps on one Dashboard. Shared Dashboards work best when the Apps have similar information such as Reminders and Tasks. In this tutorial we will create a Shared Dashboard with the Reminders and Tasks Apps.

It is important to note that Shared Dashboards are not a separate dashboard, instead one of the Apps (in this case Reminder) displays Records from both Apps.

Navigate to the Advanced Designer page of the Reminders App and choose Settings from the left-hand menu.

Onit Outlook Email Plug-in Configuration

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The Onit plugin for Outlook provides users a great way to work with Onit from within Outlook. The plugin allows users to view Record data, manage Records, and perform Actions on a Record from within Outlook. The Onit App for Outlook works with Outlook 2016, Office 365, Outlook for Mac, and the browser version of Outlook at outlook.office.com.

The plugin requires setup from both within Onit and Outlook. This tutorial will start with the Onit side configuration. In broad strokes the plugin requires admins to setup a new App called Outlook Configuration. Each Record in this App represents a different configuration of the plugin. For example, users in the law group will have a different configuration than the HR group. A small amount of configuration will then be added to the User Profiles App to account for assigning default plugin configurations. Finally, we will walk through setup on the Outlook side.

Adding and Managing Users

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Provided you have System Administrator privileges, you can add users to your environment and manage their properties, including their passwords and permissions.

Note that adding a user to your environment does not automatically provide him/her access to any transactions. To access any transactions, a user must either be provided some Administrative Role that provides general app access (we'll cover how to do this below) or be assigned as a participant of a specific transaction.

This tutorial will cover how to add a user, how to view a list of all the users in an environment and manage his/her properties, and how to provide users with Administrative Role permissions.