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Accruent MC v2024.7 Release Notes

We're delivering this automatic upgrade on June 26, 2024, with the following highlights:

  • Home Summary dashboard: Dive deeper into Key Performance Indicator (KPI) data with our updated click actions on the new Home Summary dashboard, allowing you to open an external link or a report when you click on the KPI card and giving you quick insights into the most critical data points you need to track.
  • Improvements and issues fixed: Benefit from a dozen minor enhancements and fixed issues, ranging from improved security around custom scripts to more intuitive workflows.

Dive deeper into KPI data with a single click

MC-16319, MC-16682, MC-16681

We applied click-action options to the new Home Summary dashboard, allowing you to click on a Key Performance Indicator (KPI) card to open a corresponding report or, as a new feature, to open an external link to view more details about the data shown. The legacy option to run JavaScript upon a click now only appears for KPIs for which you previously applied that click action, preventing the creation of any new actions that might pose a security risk, while preserving existing configurations.

You can configure click actions on the Edit KPI page.

Improvements and issues fixed

Component Summary Reference #
CAV3 Sign-In When signing in via LoginPortal, migrated Central Authentication v3 (CAV3) users are now informed of a timed redirect to the CAV3 sign-in page. You can suppress this message for faster future sign-ins. MC-16089
Forms Manager We removed any references to fields that don't actually appear in the user interface from the Forms Manager. MC-13981
Help Menu

We updated the link for online help documentation to navigate to Accruent's new Help Center.

MC-16565
Home Summary Dashboard

We added the System Default click-action option for system/base dashboard cards, allowing a card to use the default click action, usually navigating you to the area of the application where you can take action on the data displayed on the card. The update also allows system developers to use JavaScript functionality on a KPI without exposing it to the end user.

MC-16855
Home Summary Dashboard Hard-coded critical number KPIs on the Home Summary dashboard are now KPI objects, allowing for customization. MC-16943
Labor Calendar We corrected text on the Labor Calendar to clarify that, when you double-click on a labor assignment, the Change Assignment dialog opens, not the work order, as previously stated. MC-16275
Members When you right-click on a requester under Integration Info on their Member Details, and then select Open in new window, Requester Details opens as intended, rather than Labor Details. MC-14311
Order Parts The Order Parts tool now correctly honors default shipping and billing addresses when creating purchase orders. MC-16702
Preventive Maintenance

The preventive maintenance Work Order Generation Preview now only shows one instance of each work order for the upcoming schedule as intended, accurately reflecting the PMs / Tasks schedule setting.

MC-16531
Purchase Orders You can no longer edit purchase order line items if the PO is partially approved. You can edit the line items only if the approval process has not started. MC-16209
Rules Manager To enhance security, you can no longer use the Run Custom Script option for a click-action on in-app alerts sent via a Rules Manager action. MC-16559
Work Orders, Labor Costs The Work Orders Costs page now correctly honors the Access Labor Rates permission, ensuring users without that permission can only view their own labor records and can't see sensitive rate information for other labor records. MC-16532
Work Order Tasks Task images now carry over to follow-up work orders from failed tasks, providing complete visual context from previous work orders. MC-6039