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🔧 Customization Options
Amp Impact uses Field Sets for users to add/remove fields and customize the product’s features per client needs. Each Field Set has a list of available fields that users can choose to use. Some fields in the Field Set are already selected to display 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.
To edit any of the Field Sets, follow the instructions detailed below.
Identify and open the Object.
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2. Identify and open the Field Set.
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3. Edit and save the Field Set.
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Activity Components
The Activities feature comes with two customization options that organizations can choose from: Aura Component or Lightning Web Component:
Aura components are the self-contained and reusable units of an app. They represent a reusable section of the UI and can range in granularity from a single line of text to an entire app.
Lightning Web Components (LWC) are a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWC are lightweight and deliver exceptional performance.
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Activities Lightning Web Component
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Design attributes can be used for controlling editing elements on the Activities LWC component. They can
be used for hiding/displaying buttons and editing colors of various elements on the Activities LWC
component.
Design attributes can be accessed by:
Navigate to Activities LWC and click on the gear icon → Edit Page.
This will take you to the Lightning App Builder. Click on the Activities component. It will display a list
of design attributes on the right side of the page.
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The following design attributes are available. Check/Uncheck them based on the table below:
Design Attribute | Related UI Element | UI if True | UI if False |
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Table Sort Fields | Allows to override the | NA | NA |
Activity Bar Color | Controls the color of Activity Bar. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000) | NA | NA |
Activity Link | Controls the color of Activity. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000) | NA | NA |
Activity Critical | Controls the color of Activity Critical Path on the Activities table. Enter the name of the | NA | NA |
Milestone Color | Controls the color of on | NA | NA |
Hide Add New | Controls the display of Add New Activity button. | Add New Activity | Add New Activity |
Hide Delete button | Controls the display of | Delete button is | Delete button is visible. |
Disable Edit | Controls the display of Edit Icon. | Edit Activity action is | Edit Activity action is |
Hide Baseline | Controls the display of the Display Baseline button. | Hide Baseline button is | Hide Baseline button is |
Hide Critical Path | Controls the display of the Critical Path Button | Critical Path button is | Critical Path button is |
Hide Hyperlink in | Controls the display of | No Hyperlink in the | Hyperlink present in the |
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Activities Aura Component
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Some key features in the product can be configured on/off depending on the client organization’s
preferences for the product. They can be disabled/enabled at the user/profile/organization level. To enable
or disable any of these features for the Activities Aura component:
Go to Setup → Custom Settings
Navigate to Activities
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Click on Manage
Click on Edit
A list of settings would be displayed. Check/Uncheck these settings based on the table below:
Field Label | Related UI Element | UI if True | UI if False |
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Hide Add New | Controls the display | Add New Activity button is hidden. | Add New Activity button is visible to selected Profile/User |
Hide Delete | Controls the display | Delete icon/button is | Delete icon/button is visible to |
Hide Edit Actions | Controls the display | Edit action/icon is hidden. | Edit action/icon is visible to selected Profile/User |
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Setup Activity Fields
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As a System 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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Navigate to the Object Manager tab within Setup
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Navigate to the Activity (ampi__Activity__c) Object
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32. Search for the field Activity Type and click on it
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43. Scroll down to the Field Dependencies section and click on the New button
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54. Select Activity Type as the controlling field and Status as the dependent field
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65. Update the picklist dependency based on your requirement
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3. Update the value of the custom label PREPARE_UPLOAD_4C based on your new dependency
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Customize Field Sets
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This section details how to customize the field sets on the Activity Aura and Lightning Web
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Components:
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The Activity field sets currently support all field types except Encrypted String and Time. The behavior of these two unsupported fields is denoted beneath each field set. |
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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Column fields on the Activity Chart (between Activity Name and Timeline)
Object: Activity__c
Field set name: ACTIVITY_TABLE_COLUMNS
Unsupported field types: Encrypted String, Time
If
addedad
ded to the field set, unsupported fields will be hidden
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It is recommended to include no more than 3 fields in the Activity Table for users to be able to view the information in a user-friendly manner. |
Fields used in expanded search filters and search bar
Object: Activity__c
Field set name: ACTIVITY_TABLE_SEARCH_FILTER
Unsupported field types: Encrypted String, Long Text Area, Rich Text Area, Time
If added to the field set, unsupported fields will display an error message “Data-Type not supported”.
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Fields used in information popover when hovering the cursor over an activity in the Gantt chart
Object: Activity__c
Field set name: ACTIVITY_INFO_POPOVER
Unsupported fields/field types:
Status__c field on Activity__c will display a number value instead of the picklist value
Implementation Plan Upload/Download - Fields displayed in the downloaded Excel file from an Implementation Plan record
Object: Activity__c
Field set name: IMPLEMENTATION_PLAN_EXCEL_COLUMNS
Partially supported field types: Auto-number, Formula, Date, Date/Time
Values in the Auto-number field can be downloaded in an Excel file but will throw
an error when uploading the Excel.When the Excel file with Activity records containing a formula field is uploaded to
the Implementation Plan record, the file uploads successfully without throwing any
error messages in the error log. However, any values added to or updated in the
formula field do not reflect in Amp Impact.
Unsupported field types: Lookup or master-detail fields on the parent object
For example, ampi__Project_Indicator__c.ampi__Catalog_Indicator__c cannot be
downloaded in the Implementation Plan Excel
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Activities Record Limits
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The record limits and processing time of the Activities (LWC) feature are detailed below:
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