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This quarter we've got a number of exciting new features and enhancements to improve your user experience within the system, which will be available in your Test environment on 19th June 2021 and will be available in your Live instance on 3rd July 2021.

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.

If the setting 'Automatic activity creation from projects' is enabled, the Project Code of the project that is linked to the action will be displayed as a prefix to the action title, within the custom hierarchy navigation pad.

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• If the setting 'Hide Numbering System at all levels' is disabled and the setting 'Automatic activity creation from projects' is disabled, the Action Number will be displayed as a prefix to the action title, against each action within the custom hierarchy navigation pad.

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• If the setting 'Hide Numbering System at all levels' is enabled and the setting 'Automatic activity creation from projects' is disabled, Actions will not display a number. Therefore, no number will be displayed against Actions within the custom hierarchy navigation pad.

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With the introduction of hierarchy filters in the Action and Task Quick Search sections, you will now be able to filter actions and tasks.

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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• A three tier hierarchy filter and a checkbox will be displayed once the ‘Hierarchy’ option within the dropdown is selected.

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• You will now be able to select the Hierarchy, Hierarchy Level, and Hierarchy Node within the three tier hierarchy filter, to narrow down the Actions and Tasks.

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