Onit Documentation

Formatting, Importing and Updating a List

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Microsoft Excel spreadsheets can be imported as Lists. Apps can take advantage of imported Lists in a variety of powerful ways, such as:

• Lookups: When an App runs, it can perform real-time lookups into imported Lists. The data returned from the List can be used to set a Record’s variables, and even to make workflow routing decisions. For instance, it’s common for a List to act as a Decision Table, which defines how a Record should be routed based on a complex set of rules that are tied to Field values.
• Field Values: The values available within an App’s Combo Field can come directly from an imported List, as opposed to being hardcoded into the Field’s definition in Onit. For example, an imported List could provide the names (and properties) for all managers within a company, which could then be used to provide values to a Manager Combo Field. By using this List-based approach, an App’s creator wouldn’t have to type each manager’s name one-by-one into the Manager Field when creating the App -- instead, the App would automatically pull from the imported List. In the future, any changes to the List could be made directly within the Excel spreadsheet, which provides a richer interface for viewing and modifying column/row-based data.
• Creating New Records: Lists can be used to quickly create a set of new Records from every row of data in a List.

Before importing an Excel spreadsheet into Onit as a List, it must be formatted in a specific manner so let's start there and then we'll walk through how to import and update that List.

Navigating Dashboards

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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.

Homepages vs. Dashboards

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The biggest difference between environment setup is based on whether or not a Suite is used in an environment’s configuration.

A Suite is a customized display of the most important information across your environment and contains Widgets, which are used to organize relevant data. You may have a Counter Widget that tallies the number of invoices pending your approval, for instance. 

Your environment may or may not have been configured with a Suite. You can tell whether your environment has a Suite configured for it depending on whether you land on the Homepage or on a Dashboard page when you first enter your environment. 

Creating a Suite

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Let’s think big picture for a moment! Any given Onit client might use our platform to solve between one and many dozens of different business problems. From tracking legal spend, to budgeting, to accruals, to expense reports  the range is far and wide. As a result, an Onit environment might contain lots of different Apps and Records.

This is great news for the client as a whole, as it means that Onit is orchestrating their business and providing tons of value. For individual end-users, however, lots of Apps and data can be overwhelming to navigate. Ideally, each end-user will be presented with a UI that only shows them the Apps and Records that they actually care about, as well as charts and tables that spot trends and highlight their action items and key metrics. And that’s where Suites come in!

Suites act as a user’s Onit homepage, the first page that a user sees when they log in. On this homepage each end-user sees a curated collection of “widgets” that list and link to Records that a specific user cares about - for example, invoices pending the user’s approval or legal matters upon which the user is a Participant. In addition, Suites provide a slide-out sidebar menu that gives the user access to a curated list of Apps, links, and reports that the user in question uses. As an Apptitude Developer, you can create multiple Suites, one for each type of user (e.g., one Suite for attorneys and another for paralegals) and/or you can create different Suites for different business problems (e.g., one Suite for budgeting and another for accruals).

In this tutorial we’ll explain how to build and configure Suites.

ELM Release Notes - Feb. 2021

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• When reposting an invoice from BillingPoint the invoice, legal entity, and allocation codes will be associated to a new matter in ELM.
• “Contacts/Involved Parties” tab has been changed to “Contacts” in the Matter App.

BillingPoint Release Notes - Feb. 2021

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• Default payment term changed to 30 days from invoice date for manual and LEDES invoices.

ELM Standard Reports Release Notes - January 2021

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• Update the character limit for data sent to the warehouse
• Update hours field on timekeepers
• Resolved inconsistent timekeeper rate columns coming from BillingPoint
• Styling updates to the savings reports

Release Notes - January 2021

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• If your corporation allows access to records via email button links without needing a login, we no longer allow you to set the "CC:" field in Send Report or Send Notification Actions.

What's an Onit App?

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In Onit, Apps are configured to contain Records. You may have a Matters App containing a Record for each matter your company needs to keep track of, for instance.