Quarterly Product Update | Camms.Strategy | Apr-Jun 2021

Owned by amani imtiyas
Last updated: Nov 10, 2022
4 min read
Camms is pleased to bring you the Quarterly Product Release Notification for Camms.Strategy.

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.

List of release items:

1. View action number or project code in the custom hierarchy navigation pad

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.

Figure 1.1: Project code of the project that is linked to the action displayed as a prefix to the action title within Custom Hierarchy Navigation Pad

  • 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.

  • 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.

2. Hierarchy filters for action and task quick search

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

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.

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

  • 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.

Notes: 

  • Options within Hierarchy Level and Hierarchy Node dropdowns in the three tier hierarchy filter will be displayed based on the provided view permissions for Actions and Tasks.

  • Ticking the checkbox, which is ‘Include Actions linked child nodes’ (this will be ‘Include Tasks linked child nodes’ in the Quick Task Search page), and clicking on ‘Search’ will allow you to view Actions (Tasks in Quick Task Search page) that are linked to child nodes of the node selected in the Hierarchy Node dropdown.

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