Accruent Siterra 24.1 Release Notes

We're delivering this automatic upgrade on April 6, 2024, with the following highlights:

• API: Authenticated API users can use the new REST API endpoints to delete documents, retrieve document types, roles and users using the new endpoints.

• Asset Management: Remove Asset-Project links directly without contacting Accruent Support.

• Set Responsibility tool: View the Account Status of each user in the Set Responsibility tool.

• Import: Delete vendors with a bulk import.

Remove links between Assets and Projects

SP-53875

If you have the new Unlink Project permission for assets, you can now remove the link between an asset and a project directly on the Asset home page without contacting Accruent Support.

1. On the Asset home page, click Unlink from Project.

2. In the Object Browser window that opens, select the projects you want to remove the link for.

3. Click OK.

   The projects selected for removal are listed.

4. Click OK to confirm.

View Account Status in Set Responsibility tool

SP-54149

If you have permissions to do so, you can now view the Account Status of each user in the Set Responsibility tool. You can also sort the user list in ascending or descending order by the Account Status column.

1. Click Tools > Set Responsibilities.

2. In the Defining Responsibility pane, select the search criteria of the role you want to search for.

3. Click Search.

4. Select the BOU role you want.

   The Object Browser window opens with a list of users and their Account Status.

5. Select the Account Status column heading to toggle sorting the user list in ascending or descending order by Account Status.

Delete vendors with a bulk import

SP-54154

If you are assigned a role with the Administration: Manage Import and Vendor: Mark Deleted global permissions enabled, you now can carry out a bulk import that marks vendors for deletion. Marking a vendor for deletion removes that vendor from the Vendors list but retains their data in the database.

1. Click Tools > Import.

2. Click Add Import.

3. In the General pane complete these fields:

   • Name: Enter a name for the bulk import.

   • Type: Select Vendors.

   • File Type: Select the file format of the data you are importing.

4. In the Action pane, select Delete.

5. In the File pane click Select then choose the file on your system that contains the list of Vendors you want to mark for deletion.

   The file must contain the Vendor Numbers to be marked for deletion.

6. Click Open.

7. Click Save.

8. Click Execute.

9. Click OK.

   When the import is complete, the Import Log pane displays with results of the import.

Improvements and issues fixed

Component	Summary	Reference #
DWH Query	Special characters no longer cause a DWH query error.	SP-51488
Extended Attributes	Using Extended Attributes with special characters in their name no longer causes errors. When you export an Extended Attribute to a schema file, the special characters remain intact. When you import Extended Attributes with special characters, the import now works as expected.	SP-54276
Set Responsibility tool	If you have permissions to do so, you can now view the Account Status of each user in the Set Responsibilities tool. You can also filter the Account Status column.	SP-54149
Import	If you have a role with the permissions to do so, you can now mark vendors for deletion on a bulk import.	SP-54154
BOU	You can now revert unsaved changes you’ve made when editing a single cell of an NA Action column without having to cancel all the changes on the page. To revert an unsaved change back to the saved value, click the slider in the cell you want to revert.	SP-54013
Asset Management	If you have the permissions to do so, you can now remove links between Assets and Projects links directly, without contacting Accruent support. This is disabled by default for new roles.	SP-53875
API	Authenticated API users can use the new REST API endpoint RequestEaLookup to GET a list of EaLookups. This modernizes our Windows Communication Foundation (WCG) service by transitioning the LookUps WCF API endpoints to a RESTful service architecture.	SP-53696
API	Authenticated API users can use the new GetProjectRevisions REST API endpoint to replicate the functionality in the of the SOAP API.	SP-53396
API	Authenticated API users with the necessary permissions can delete a document by supplying its documentId and libraryId.	SP-54002
API	Authenticated API users with the necessary permissions can retrieve a list of document types for a specific library cluster by supplying a valid cluster ID integer with the REST API endpoint getdocumenttypebycluster. For example: {baseApiPath}/documents/v1/getdocumenttypebycluster{clustertId}	SP-54019
API	API users can use the new GetDocumentTypeByClusterNumber endpoint to return an array of DocumentType objects that can be associated with a specific library cluster, identified by its clusterNumber. For example: {baseApiPath}/documents/v1/getDocumentTypeByClusterNumber(string {clusterNumber})	SP-54023
API	Authorized Administration API users, can use the new GET endpoint to obtain a list of Roles and Users assigned to those Roles by supplying a Siterra Object Type and a list of Object IDs.	SP-54110