Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

By default, these processes are active on installation and can be customized or deactivated based on your organization’s use case.

Amp Impact Automation (Process Builder) 

Object

Process API Name

Actions

Process Summary 

Framework Objective

ampi__Pull_Objective_Level_onto_Project_Objective

Sync after creation

This process gets triggered when an ampi__Objective__c record is created. It syncs the field values of the ampi__Catalog_Objective__c with ampi__Objective__c field values.

Project Indicator

ampi__Copy_Indicator_Field_Values_Onto_Project_Indicator

Sync after creation

This process gets triggered when an ampi__Project_Indicator__c record is created. It syncs the field value of the Parent Catalog ampi__Indicator__c with ampi __Project_Indicator__c field values.

Risk 

ampi__Populate_Risk_Level

Populate Risk Level

The process updates the ampi__xx_Risk_Level__c field based on a comparison of the value of the ampi__xx_Overall_Score__c to the Risk Setting Custom Metadata Type.

...

Customize Process Builder

...