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On the ManageIndicators page is a tab labeled, ‘Indicators Catalog.’ This tab allows users to view a list of standard indicators that can then be added to multiple projects, see the screenshot below. This catalog can be set-up by uploading the indicators using a tool such as http://dataloader.io and can streamline project setup and facilitate better reporting and aggregation of data.
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Within the Indicators Catalog, users may browse through all Indicator records in a table format.
The table displays each record in the first column as a hyperlink and is clickable to the record detail.
By default, catalog indicators are displayed according to Indicator Definition.
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To customize the display of specific fields within this table, speak to your System Admin. Fields may be added to the Indicators Catalog Table by navigating to the CATALOG_INDICATORS_TABLE field set on the Indicator__c object. |
The table will display all Indicator records which do not have a child Project Indicator record related to the current Project.
By default, Indicators in the Indicators Catalog are sorted alphabetically according to Indicator Definition.
Clicking on a column header sorts the Indicators by ascending alphabetical order, by the selected field. Clicking on the column header a second time sorts them in descending alphabetical order by the selected field.
In order to specify the order in which the catalog indicators will appear in the Catalog Indicators Table, the field MI_Indicator_Order__c may be added to the Project page layout.
This field contains a list of picklist values based on the fields that are available on the Indicator object. Choosing a value for this field will sort the catalog indicators in ascending order according to the chosen field. For example, if a user wants the catalog indicators in this table to display according to Thematic Area, navigate to the Project page layout and choose the picklist value “Thematic Area” for the order field.
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Users who wish to sort the order of project indicators by a custom field may speak to a system admin to create new picklist values for the MI_Indicator_Order__c field. |
The table displays 10 Indicator records at a time. Other Indicators can be accessed via the pagination at the bottom of the table.
Search for and filter Indicator records using QuickSearch, or by configuring a custom set of fields. Filtered results are ordered according to MI_Indicator_Order__c, or alphabetically if the field is NULL.
If additional filter criteria is included and the user clicks Apply Filters, then the list of Indicators is further filtered to that criteria.
As text is entered into the QuickSearch bar as shown in the screenshot below, the Indicators displayed in the table are filtered down by those that contain the input text.
QuickSearch Input must exceed 2 characters for results to display.
The ampi__INDICATOR_CATALOG_SEARCH_FILTER field set can be configured to filter by specific, custom or standard fields. The following fields are available out of the box with Amp Impact:
Data type
Geographic Disaggregation
Reporting Frequency
Thematic Area
For further customization, please speak to your system admin and refer to the Installation Guide.
When “Clear Filters” is clicked, the filters are all cleared and the table reverts to display all Indicator records in the catalog.
To create Project Indicator records from the Indicators Catalog, the user can click the checkbox on the left of all relevant rows of Indicator data in the table and click the Add Selected button.
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When the Add Selected button is clicked, Project Indicator records and any applicable junction records are created. The Indicator is then removed from the Indicators Catalog table and added to the Selected Indicators table. The user is then taken to the Selected Indicators page.
ⓘ Admin Note:
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Project Indicators are displayed in alphabetical order and newly added indicators from the Indicators Catalog will display in alphabetical order. |
Selections apply only for the current page of Indicators. If the user selects Indicators from one page, but navigates to a new page, the selected indicators from the previous page are disregarded when the Add Selected button is clicked.
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When creating a new Project Indicator, certain fields are required to ensure the Indicator is accurately created in the Project. All new Project Indicators require an Indicator Definition, Data Type, Reporting Frequency and Geographic Disaggregation. All other attributes for a Project Indicator are voluntary but users can add new required fields to the field set per their organization’s requirements.
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If the System Admin has defined default values for custom or out of the box fields on ampi__Indicator__c, then the default values will be automatically populated when the user creates a new custom ampi__Project__Indicator__c using the Add New Custom Indicator pop-up and when the user adds an ampi__Indicator__c to the current ampi__Project__c using the Indicator Catalog tab on Manage Indicators page. Note that some fields have default values predefined out of the box:
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On the ‘Add New Custom Indicator’ popup is a field labeled ‘Include in Catalog?’ This checkbox field controls the availability of the Indicator to the projects created. When creating a custom Indicator, the Indicator can either be:
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View all the Project Indicator records related to the project in a table format
The table displays each record in the first column as a hyperlink and is clickable to the record detail.
By default, Project Indicators in the Selected Indicators table are sorted alphabetically according to Indicator Definition.
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To customize the display of specific fields within this table, speak to your System Admin. Fields may be added to the Selected Indicators Table by navigating to the SELECTED_PROJECT_INDICATORS_TABLE field set on Project_Indicator__c object. The first column in the Selected Indicator table always displays with a hyperlink to the respective project indicator record. |
Clicking on a column header sorts the project indicators in ascending alphanumeric order, by the selected field. Clicking on the column header a second time sorts them in descending alphanumeric order by the selected field.
In order to specify the order in which the project indicators will appear in the Selected Indicators Table, the field MI_Project_Indicator_Order__c may be added to the Project page layout. It contains a list of picklist values based on the fields that are available on the Project_Indicator__c object. Choosing a value for this field will display project indicators in ascending order according to the chosen field.
For example, if a user wants project indicators in this table to display according to Thematic Area, navigate to the Project page layout and choose the picklist value “Thematic Area”. By default, the order of the catalog indicators are according to indicator definition.
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Users who wish to sort the order of project indicators by a custom field may speak to a system admin to create new picklist values for the MI_Project_Indicator_Order__c field. |
The table displays 10 Project Indicator records at a time. Other Project Indicators can be accessed via the pagination at the bottom of the table.
When the Comment icon is clicked, a pop-up window opens where the user can enter comments about the Project Indicator. On click of Save, these comments are saved to the Project Indicator’s Notes field. On click of Cancel, any changes made are discarded.
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Search for and filter Project Indicator records related to the project
As text is entered into the QuickSearch Search bar, the table is filtered down to display only those project indicators that contain the input text in any of the fields added to the project indicator table or the filterset.
QuickSearch Input must exceed 2 characters for results to display.
The ampi__PROJECT_INDICATORS_SEARCH_FILTERS field set can be configured to filter by specific, custom or standard field types. The following fields are available out of the box with Amp Impact:
Data type
Geographic Disaggregation
Reporting Frequency
Thematic Area
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Please note that when Quick Search and Filters are used together, the table displays only those results which match both criteria: the text in the quick search bar and specified filter criteria. |
Modify Project Indicator records related to the Project
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A Project Indicator can be deactivated by editing a Project Indicator in the Selected Indicators table and de-selecting the Active checkbox and setting it to FALSE in the Visualforce page. (See this section on how to deactivate Project Indicators in the Lightning Web Component.) When the record is saved, the Project Indicator record is no longer displayed on any of the Visualforce pages - except for ManageIndicators, where it is moved to the Deactivated Indicators tab.
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When a Project Indicator is deactivated, any Project Indicator Reporting Period records that have a Start Date after the deactivation date are deleted so no empty records exist in the system. |
Manage Deactivated Project Indicator records related to the Project
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As text is entered into the QuickSearch Search bar, the project indicators displayed in the table are filtered down by indicators that contain the input text.
The project indicators field set can be configured to filter by specific, custom or standard field types. The following fields are available out of the box with Amp Impact:
Data type
Geographic Disaggregation
Reporting Frequency
Thematic Area
For further customization, please speak to your system admin and refer to the Installation Guide.
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Please note that when Quick Search and Filters are used together, the table displays only those results which match both criteria: the text in the quick search bar and specified filter criteria. |
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