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Go to “Custom Settings” in Setup.
Click “Manage” next to Dynamic Relationship.
Click the “New” button.
Fill out the “Name” field with the name of the custom setting record. It can be anything based on your organization's requirements.
Fill out the “Object Name” field with the API name of the Target object. For example, if Manage Indicators should be used on the object, then enter “Account” in the Object Name field (remember to include correct namespaces for API names for packaged fields).
Fill out the “Page Name” field to specify the feature you want to use on the Target object. For example, if you want to add the Manage Indicators feature on the Target object, you should enter “ManageIndicators” in the Page Name field. Here is a list of pages and descriptions in Amp Impact. Here is a table with the features that you might want to add:
Amp Impact Feature | Page Name |
|---|---|
Manage Indicators | ManageIndicators |
Manage Frameworks | ManageFramework |
Activities | ActivityTracking |
Set Targets | SetTargets |
Add Results | AddResults |
Performance Graphs | PerformanceGraphs |
Manage Disbursements | ManageDisbursements |
Fill out the “Profile/User” field to specify the Profile name or User name for which feature should be available on the Target object. Dynamic Relationship custom setting record should be created for each profile/ user which needs access to the feature (specified in the Page Name) on other object (specified in the Object Name).
Fill out the Relationship field to specify the API name of the lookup field on Project object relating Project to the Target object (include correct namespaces for API names for packaged fields).
In the following example, the Dynamic Relationship custom setting record enables the users with System Administrator profile to use the Manage Indicators feature on the Account object (Target object).
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