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This enhancement will let you view the action number or project code as a prefix to the action title within the custom hierarchy navigation pad; providing additional context and easy reference to identify relevant records.

How does this work?

Based on the configuration, the Action Number or Project Code will be displayed within the custom hierarchy navigation pad.

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Info

Note: This feature is currently applicable only to customers who have enabled the new Flexible Hierarchy permission structure, which is currently in beta.

How does this work?

  • You will now be able to see a new option called ‘Hierarchy’ within the ‘Search by’ dropdown in the ‘Quick Action Search’ and ‘Quick Task Search’ pages.

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