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Design Attribute

Related UI Element

UI if True

UI if FalseDefault UI

Status
colourGreen
titleComing soon

Table Sort Fields

Allows to override the
default sort order on the Activity table.

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
Path Color

Controls the color of Activity Critical Path on the Activities table. Enter the name of the
color (ex - red) or the hex code of the color (ex - FF0000)

NA

NA.

Milestone Color

Controls the color of on
Milestone on Activities table. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000)

NA

NA.

Design Attribute

Related UI Element

UI if True

UI if False

Hide Add New
Activity

Controls the display of Add New Activity button.

Add New Activity
button is hidden.

Add New Activity
button is visible.

Hide Delete button

Controls the display of
Delete icon.

Delete button is
hidden.

Delete button is visible.

Disable Edit
Activity Action

Controls the display of Edit Icon.

Edit Activity action is
hidden.

Edit Activity action is
visible.

Hide Baseline
Button

Controls the display of the Display Baseline button.

Hide Baseline button is
hidden.

Hide Baseline button is
visible.

Hide Critical Path
Button

Controls the display of the Critical Path Button

Critical Path button is
hidden.

Critical Path button is
visible.

Hide Hyperlink in
the First column

Controls the display of
hyperlink in the first column.

No Hyperlink in the
first column

Hyperlink present in the
first column

Disable Tasks

Controls the ability to create Tasks

User will not be able to create Task type of Activity

User will be able to create Task typee of Activity

Disable Milestones

Controls the ability to create Milestones

User will not be able to create Milestone type of Activity

User will be able to create Milestone type of Activity

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Custom Setting: Activities Download & Upload

Panel
panelIconId1f680
panelIcon:rocket:
panelIconText🚀
bgColor#B3F5FF

The Activities Download/Upload Custom Setting is only available for Jarvis (v1.33) or higher.

This Custom Setting is applicable for organizations using the Implementation Plan Excel Upload Download Functionality.

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#DEEBFF

Please ensure the ampi__xx_Activity_Type__c field has been removed from the ampi__IMPLEMENTATION_PLAN_EXCEL fieldset in order to use this custom setting.

To customize the Activities Aura component:

  1. Go to Setup → “Custom Settings”.

  2. Navigate to “Activities Upload Download”.

    Image Added

  3. Click on “Manage”.

  4. Click on “New”.

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

Activity Type Milestone Enabled

Controls the display of
of Milestone type Activities on the upload/download excel sheet

Milestone type Activities are visible on the excel sheet

Milsetone type Activities are not visible on the excel sheet

Activity Type Task Enable

Controls the display
of Task type Acitivities on the upload/download excel sheet

Task type Activities are visible on the excel sheet

Task type Activities are not visible on the excel sheet

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Custom Setting: Activities
Status
colourRed
titleAURA COMPONENT

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  1. Go to Setup → “Custom Settings”.

  2. Navigate to “Activities”.

    Image Modified

  3. Click on “Manage”

  4. Click on “Edit”

  5. 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

Hide Add New
Activity Button

Controls the display
of the “Add New
Activity” button

Add New Activity button is hidden.

Add New Activity button is visible to selected Profile/User

Hide Delete
Actions

Controls the display
of Delete (dustbin)
icon

Delete icon/button is
hidden.

Delete icon/button is visible to
selected Profile/User

Hide Edit Actions

Controls the display
of Edit icon

Edit action/icon is hidden.

Edit action/icon is visible to selected Profile/User

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Update “Activity Type” - “Status” Dependency
Status
colourPurple
titleLightning Web Component
Status
colourRed
titleAURA COMPONENT

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In order to update the Activity Type - Status field dependency, you would have to: 

  1. Update picklist dependencyon the “Activity Type” field;

  2. Update Clone and update the validation rule on the “Status” field;

  3. Update instructions instruction (4c) within the Implementation Plan DL/UL Excel 

Update Picklist Dependency on the Activity Type Field

You can follow the instructions below to update the picklist dependency on the Activity Type field: 

  1. Navigate to the Object Manager tab within Setup

    Image Removed

  2. Navigate to the Activity (ampi__Activity__c) Object

    Image Removed

  3. Search for the field Activity Type and click on it

    Image Removed

  4. Scroll down to the Field Dependencies section and click on the New button 

    Image Removed

  5. Select Activity Type as the controlling field and Status as the dependent field

    Image Removed

  6. Update the picklist dependency based on your requirement

    Image Removed

Update Validation Rule on the Status Field 

You can follow the steps mentioned below to update the validation rule on the Status field within the Activity object:

  1. Navigate to the Object Manager tab within Setup

    Image Removed

  2. Navigate to the Activity (ampi__Activity__c) Object

    Image Removed

  3. Click on the Validation Rules option 

    Image Removed

  4. Click on the Edit button and update the Error Condition Formula and Error message based on your requirement

    Image Removed

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  1. UL

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  1. Excel

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  1. by updating the custom label

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  1. “PREPARE_UPLOAD_

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  1. Navigate to Object Manager tab within Setup

    Image Removed

  2. Search for and navigate to the Custom Labels option under User Interface

    Image Removed

  3. Update the value of the custom label PREPARE_UPLOAD_4C based on your new dependency

    Image Removed

    4C”.

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Field Sets: Activities
Status
colourPurple
titleLightning Web Component
Status
colourRed
titleAURA COMPONENT

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