Impact
This page covers:
| Table of Contents | ||||||
|---|---|---|---|---|---|---|
|
...
The Submissions feature consists of six Lightning Components. In order to be able to use Submissions in Amp Impact, your Salesforce instance will need to be in Lightning Experience, and MyDomain will need to be set up in your Salesforce org. For more details, please see Salesforce’s documentation on how to set up MyDomain.
...
🔧 (Optional) Field Sets: Customize Pop-ups to Create/Edit Sections and Questions in Submissions
Section (ampi__Section__c) and Question (ampi__Question__c) are two Amp Impact objects that are used to customize Submission templates, fill out populate Submission responses, and score responses. Each object has a field set Field Set that controls the display of the respective pop-ups up windows to add or edit records.
Add/Edit Section Popup: Field set on Section object that determines which fields are displayed and required in the Add New Section and Edit Section pop-ups.
Add/Edit Question Popup: Field set on Question object that determines which fields are displayed and required in the Add New Question and Edit Question pop-ups.
...
🔧 (Required) Assign Record Types on Profiles
The Submisson (ampi__Submission__c) and Question (ampi__Question__c) objects each have two Record Types. Since the Amp Impact package does not contain any Profiles, those Record Types need to must be manually be assigned to each Profile that needs access to the Submission feature.
...
ampi__Submission__c Record Types:
Template: Assign this record type to any Profile that needs to create or view submission templates.
Submission: Assign this record type to any Profile that needs to assign a submission to another user from a template, fill out a submission response, or review a submission response.
ampi__Question__c Record Types:
Question: Assign this record type to any Profile that needs to create or view questions on a submission template.
Answer: Assign this record type to any Profile that needs to create a submission from a template, fill out answers in a submission response, or review answers in a submission response.
...
Amp Impact provides three permission sets that should be assigned to users depending on how they will be using use the Submissions feature. The following table details each permission set and example users. For any custom permissions that need to be provided, clone the relevant permission set to customize the permission sets.
...
Follow these steps to ensure your Submissions Users can fully use the feature.:
Go to the Setup Quick Search box, and enter “Permission Sets”.
Open the permission set Permission Set that you would like to assign to Users. This opens the permission set Permission Set detail page.
Click the “Manage Assignments” button in the top menu of the permission set Permission Set detail page. This will load an assignment interface.
In On the next page, click the “Add Assignments” button in the top menu. This will load a list of all Users in the org.
Select the checkbox next to each User to whom you want to assign the permission setPermission Set. Once all relevant Users are selected, click the “Assign” button.
Click Done
...
The SubmissionResponseForm and SubmissionResponseScoring components can be further customised customized for different profiles and their requirements by using the following design attributes:
...
To make the Submissions feature easier to use, now the SubmissionResponseForm can now be used on the record page of the parent object to which the Submission object looks up to.
...
🔧 (Required) Create a custom relationship between Submission and another object
...
Add a lookup field on the Submission object to start creating create Submission records for another object record. You can choose to add a lookup to Standard Salesforce objects, Amp Impact objects, or any custom object in your Salesforce system.
Once the lookup field is created, be sure to add it to the page layout Page Layout (only the Submission Layout and Response Layout) that will be displayed to Users creating Submission records to be filled out by other Users.
...
In the example below, Submission is looking looks up to Projects (Object API Name: ampi__Project__c) through a custom lookup field on Submission (Field API Name: Project__c).
...
| Info |
|---|
Admin Note: If the organization’s use case will involve creating Submissions for multiple objects, then Steps 2 and 3 will need to be repeated for each object that will require the Submissions feature. For example, an organization may conduct assessments on Organizations/Accounts and request narrative reporting for Projects. The System Admin will need to add one lookup field and one custom setting record for Account, and repeat the process for the Project object. |
...
🔧 (Required) Assign the Submission
...
Page Layouts to specific
...
Profiles &
...
Record Types
Out of the box, the Submission object comes with three page layouts:
...
On the Submission object, scroll to the Page Layouts and click the Page Layout Assignment button to customize which page layout is displayed to which user profile and record type.
...
🔧 (Required) Assign the Question
...
Page Layouts to specific
...
Profiles &
...
Record Types
Out of the box, the Question object comes with two page layouts:
...
On the Question object, scroll to the Page Layouts and click the Page Layout Assignment button to customize which page layout is displayed to which user profile and record type.
...
🔧 (Required) Assign the Lightning pages to specific
...
Profiles
Lightning Page API Name | Function | Components | Related Record Type | Example User |
Submission_Template_Record_Page | Enables users to create and edit submission templates, preview templates and assign those templates to other users to fill out | CreateTemplateData SubmissionTemplatePreview SubmissionClone | Template | Program Officer |
Submission_Response_Record_Page | Enables users to fill out any submissions that have been assigned to them and submit responses for review | SubmissionResponseForm SubmissionClone | Submission | Grantee |
Submission_Review_Record_Page | Enables users to read responses submitted by other users and assign scores to those responses | SubmissionResponseReview SubmissionResponseScoring | Submission | Assessment Reviewer |
None of the Lightning pages have pre-configured user assignments. Provide user access to the three pages directly through the activation settings on the pages themselves, based on how Users will be working work with Submissions. For example, a System Administrator, who will see both Templates and Submission Reviews, can be assigned both the Submission Template and Submission Review Record Pages by using the Record Type assignment.
Additionally, by default, the three Lightning pages are configured based on the three main functions of the Submission feature: Template creation, Submission response, and Submission review. These Lightning pages can be further configured to address an organization’s specific use case by cloning the pages and making the necessary changes.
...