Accruent Lucernex 24.07 Release Notes
We're delivering this automatic upgrade to UAT (TRAIN) environments on June 28, 2024 and to production environments on July 19, 2024, with these highlights:
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ServiceChannel integration: Align real estate and facilities management teams to increase efficiency in routing maintenance activities to correct stakeholders by leveraging the RE information sent from Lucernex to ServiceChannel.
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Improvements and issues fixed in these areas:
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Address fields
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Bid Q & A
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Cost Tracking
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Documents
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Facility Location
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HTML tagging
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My Links
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Project Summary page
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Report Builder
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Reports
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Schedule
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Subregion
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You can configure the Retainage Amount and Previous Retainage amount to display as a column on your Payment Application.
ServiceChannel Integration
LUC-11999
Integration between Lucernex and ServiceChannel is now available.
Your organization can now align real estate and facilities management teams to increase efficiency in routing maintenance activities to correct stakeholders by leveraging the RE information sent from Lucernex to ServiceChannel. This helps your organization align real estate and facilities management teams to increase efficiency in routing maintenance activities to correct stakeholders. Information is sent from Lucernex to ServiceChannel once per day in the form of a CSV file with responsibility records belonging to Landlord For example, HVAC Heating, Ventilation, and Air Conditioning = Landlord. ServiceChannel parses the file for deltas.
To use this integration, the ServiceChannel Integration feature toggle must be enabled in your organization. When the integration is enabled, the Service Channel Location ID displays in the Contract Abstract Info page. You can use this to link your lease Contract in Lucernex with the location and facility in ServiceChannel. Contact your Accruent representative who can help you configure this integration and the necessary page layout for contract responsibility records.
Improvements and issues fixed
Component | Summary | Reference # |
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Cost Tracking |
The security of the My Vendor Tracking page is improved so that vendor members cannot select a vendor other than their own. Internal firm users can still select the vendor they want to view on this page. |
LUC-12422 |
Documents |
Users that are not System Administrators who have the Edit permission on Reports and on the Manage Report Folders Action, can now edit Report folders without having specific Edit permissions on the Documents section in every entity. |
LUC-12334 |
Facility Location |
If you have the Delete permission on Facilities and Locations and you inadvertently upload an incorrect photo to a Facility or a Location, you can now delete it using the new Delete Photo link that displays beneath the photo. |
LUC-12303 |
Project Summary page |
Only Milestones associated with schedule tasks now display in the Milestone Timeline pane of the Summary page. |
LUC-12258 |
Project Summary page |
When the Field view wrap display option for a Text Area report field is set to Yes and Wrap is selected for the advanced column layout, the field now wraps correctly and consistently the Project Summary page according to the width of the field. It is no longer necessary to add extra line breaks to achieve wrapping. |
LUC-12082 |
Reports | When you run a report with JavaScript calculation, date and time values are now calculated correctly. | LUC-12172 |
Cost Tracking Work Flow |
The Change Order Work Flow title now displays Vendor Name if it is configured to display the Vendor and Read Only in Edit Form is selected for that field in the form layout. |
LUC-11985 |
Bid Q & A | The Bid Package Summary page now lists the same bid Q & A as the Forms QandA list. | LUC-11832 |
HTML tagging |
HTML tagging that allows you to change the style of text content on page layouts and forms is improved so that the sTYPE_TEXTAREA type now supports HTML tagging in the same way as the sTYPE_TEXT type. Consistent tagging limitations and validation now applies to these field types:
This ensures only allowed HTML tags are accepted. For example, if a field of type sTYPE_TEXTAREA contains the HTML |
LUC-11355 |
Address fields | County now displays the Canadian federal territory Northwest Territories with the correct spelling. | LUC-11330 |
Reports |
Date expression fields that Lucernex sets in Excel format, now render correctly in flat file format. |
LUC-12686 LUC-10784 |
My Links |
When you add a page to My Links with characters such as ( ) < = in the link title, the page is added and the Suspicious content found message no longer displays. |
LUC-12474 |
Report Builder |
When you create reports in your Production environment using Report Builder, if data fields are removed from the layout, those changes are now correctly shown in the native Excel output. |
LUC-12297 |
Schedule |
When you click Crash Schedule and then select Work Weekends, the change now saves correctly when you click Update. |
LUC-12280 |
Subregion |
When you attempt to delete a subregion that is in use by a Facility or a Site, an intuitive error message now displays. |
LUC-12302 |