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🔧 Customization Options
Amp Impact uses field sets Field Sets for users to add/remove fields and customize the product’s features per client needs. Each field set Field Set has a list of available fields that users can choose to use. Some fields in the field set Field Set are already selected to display on upon installing the product. The other available fields can be added for usage, if appropriate. In addition, users can create custom fields on the relevant object and add these to the field set as wellField Set.
To edit any of the field setsField Sets, follow the instructions detailed below.
Identify and open the objectObject.
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2. Identify and open the field setField Set.
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3. Edit and save the field setField Set.
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🔧 Setup Activities
As a system administratorSystem Administrator, if you want to update the status picklist values available for a specific activity type, then you can do this by updating the field dependency between the Activity Type and Status fields within the Activity object.
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Update picklist dependency on the Activity Type field
Update the validation rule on the Status field
Update instructions within the Implementation Plan DL/UL excel
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You can follow the instructions mentioned below to update the picklist dependency on the Activity Type field:
Navigate to the Object Manager tab within Setup
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2. Navigate to the Activity (ampi__Activity__c) objectObject
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3. Search for the field Activity Type and click on it
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You can follow the steps mentioned below to update the validation rule on the Status field within the Activity object. :
Navigate to the Object Manager tab within Setup
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2. Navigate to the Activity (ampi__Activity__c) objectObject
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3. Click on the Validation Rule tab Rules option
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4. Click on the Edit button and update the Error Condition Formula and Error message based on your requirement:
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Update Instruction on the Implementation Plan UL/DL Excel
You can update the instruction 4c within the Instructions tab of the Implementation Plan UL/DL excel file by updating the custom label ‘PREPARE_UPLOAD_4C’. You can do this by following the steps mentioned below:
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2. Search for and navigate to the Custom Labels section within option under User Interface
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3. Update the value of the custom label PREPARE_UPLOAD_4C based on your new dependency
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Fields displayed in “Add New Activity” pop-up
Object: Activity__c
Field set name: CREATE_NEW_ACTIVITY_POPUP
Unsupported field types: Encrypted String, Time
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If viewing/modifying multiple Implementation Plans at once, Implementation_Plan__c must be included in this field set in order for new Activities to be added to the correct Implementation Plan. |
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Fields displayed in “Edit Activity” pop-up
Object: Activity__c
Field set name: EDIT_ACTIVITY_POPUP
Unsupported field types: Encrypted String, Time
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