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Manage Indicators Components
The Manage Indicators feature comes with two customization options that organizations can choose from: Lightning Web Component or Visualforce Page.
Visualforce: is a page-centric web application model. A markup language like HTML is used for designing the layout of pages.
Lightning Web Component (LWC): 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.
Organizations on earlier releases of Amp Impact might be using Visualforce pages to create and manage indicators. With Amp Impact’s Delphinus (Summer 2020) release, the Manage Indicators page was rebuilt as a Lightning Web Component (called manageIndicators). The primary motive for this rebuild was to overcome the ViewState limitation of Visualforce pages, however, it also presented a number of user interface enhancements, including:
Action Menu for Project Indicators
Select Catalog Indicators Across Multiple Pages
Multi-select Picklists Available in the Search Filters
Multiple Steps in the Add New Indicator Popup
Preview Disaggregation Values when Selecting the Disaggregation Group
Refer to the Delphinus release notes for the full suite of functionality supported by the manageIndicators Lightning Web Component.
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The Lightning Web Component version of Manage Indicators does not currently support Aggregated or Calculated Indicators. Those features are still accessible on the Visualforce page. |
Manage Indicators: Lightning Web Component
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Design attributes can be used for controlling editing elements on the Manage Indicators Lightning Web
Component. They can be used for hiding/displaying buttons. Follow these steps to access design attributes for Manage Indicators LWC:
Navigate to Manage Indicators LWC and click on the gear icon → Edit Page
This will take you to the Lightning App Builder. Click on the Manage Framework component. It will
display a list of design attributes on the right side of the page.
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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Hide Activate | Controls the display of | Activate Selected | Activate Selected | ||||||
Hide Add New | Controls the display of Add New Custom Indicator button. | Add New Custom | Add New Custom | ||||||
Hide Add Selected | Controls the display of Add Selected button while adding Indicators from the Catalog | Add Selected button is | Add Selected button | ||||||
Hide Delete | Controls the display of Delete icon. | Delete icon is hidden. | Delete icon is visible. | ||||||
Hide Edit | Controls the display of Edit icon. | Edit icon is hidden. | Edit icon is visible. | ||||||
Hide Catalog Indicator | Controls the display of | Indicator Catalog tab is | Indicator Catalog tab | ||||||
Hide Selected | Controls the display of | Selected Indicators tab | Selected Indicators | ||||||
Hide Deactivated | Controls the display of | Deactivated Indicators | Deactivated Indicators tab is visible. | ||||||
Hide Hyperlink in | Controls if Project Indicators in the first column are hyperlinked or not. | The hyperlink is active. | The hyperlink is inactive. | ||||||
Disable Two Screen Setup | Controls the display of two screens after clicking the Add New Custom Indicator pop-up.
| Screen containing Screen containing | Both screens are | ||||||
Hide Update Results Button
| Controls the display of the Update Results button on the page | Button is not displayed | Button is displayed |
Manage Indicators: Visualforce Page
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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 Manage Indicators Visualforce component:
Go to Setup → Custom Settings
Navigate to Manage Indicators
Click on Manage
Click on Edit
A list of settings would be displayed. Check/Uncheck these settings based on the table given below
Field Label | Related UI Element | UI if True | UI if False |
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Chatter Enabled for Manage Indicators?* *This is found in the “Amp Impact Setup” custom setting. | Controls the display of the Chatter element on the ManageIndicators page. | Chatter feed is displayed at the top of the ManageIndicators page. | Chatter feed is not displayed at the top of the ManageIndicators page. |
Hide Indicators | Controls the display | Indicator Catalog tab is | Indicator Catalog tab is visible. |
Hide Selected | Controls the display | Selected Indicators tab is hidden. | Selected Indicators tab is visible. |
Hide Deactivated | Controls the display | Deactivated Indicators tab is hidden. | Deactivated Indicators tab is visible. |
Hide Refresh | Controls the display | Refresh Indicators button | Refresh Indicators button is |
Hide Settings | Controls the display | Settings icon is hidden. | Settings icon is visible. |
Hide Edit icon on | Controls the display | Edit icon is hidden. | Edit icon is visible. |
Hide Refresh icon | Controls the display | Refresh icon is hidden. | Refresh icon is visible. |
Hide Delete icon | Controls the display | Delete icon is hidden. | Delete icon is visible. |
Hide Comments | Controls the display | Comments icon is hidden. | Comments icon is visible. |
Hide Add | Controls the display | Add Selected button is | Add Selected button is visible. |
Hide Add New | Controls the display | Add New Custom | Add New Custom Indicator |
Hide Activate | Controls the display | Activate Selected button is hidden. | Activate Selected button is visible. |
Manage Indicators Components: Customize Field Sets
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This section details how to customize the field sets on the Manage Indicators Lightning Web and VisualForce Components.
Column fields on the Catalog Indicators tab
Object: Indicator__c
Field set name: CATALOG_INDICATORS_TABLE
The columns in the table, which are based on various attributes about the indicators, such as Data Type and Reporting Frequency, are defined and can be customized by the system admin using the CATALOG_INDICATORS_TABLE field set on the Indicator__c object.
The first column in the table matches the first field saved to the CATALOG_INDICATORS_TABLE field set. The table displays each record in the first column as a hyperlink and is clickable to the record detail.
Fields of Checkbox type can be added to the field set but do not display as a hyperlink.
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It is recommended to include no more than seven fields to display in the Indicators Catalog table, |
Fields displayed in “Add New Indicator” pop-up
Object: Indicator__c
Field set name: ADD_NEW_INDICATOR_POPUP
Some of the fields on Indicator__c have predefined default values (e.g. Include_In_Catalog).
While the default value cannot be directly edited, a Process can be set up to set a custom
default when an Indicator__c record is created.Unsupported field types: URL
Ensure that the field “Map Picklist Values to Number” is added to the Add Indicator fieldset.
Column fields for the Selected Project Indicators tab
Object: Project_Indicator__c
Field set name: SELECTED_PROJECT_INDICATORS_TABLE
The columns in the table, which are based on various attributes about the Project
Indicators, such as Data Type and Reporting Frequency, are defined and can be
customized by the system admin using the SELECTED_PROJECT_INDICATORS_TABLE
field set on the Project_Indicator__c object.The first column in the table matches the first field saved to the
SELECTED_PROJECT_INDICATORS_TABLE field set. The table displays each record in the
first column as a hyperlink and is clickable to the record detail.For example, when custom field Project_Indicator__Number__c is dropped in the
field set to display as the first column of the Selected Indicators table, the values in
that column display with a hyperlinkFields of Checkbox type can be added to the field set but do not display as a
hyperlink.
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If using the Lightning Web Component version of ManageIndicators, it is recommended to If using the Visualforce Page version of ManageIndicators, it is recommended to include no more Please note that fields on related objects cannot be added to the Selected Project Indicators |
Fields displayed in “Edit Project Indicator” pop-up
Object: Project_Indicator__c
Field set name: EDIT_PROJECT_INDICATOR_POPUP
Unsupported field types: URL
Some of the fields on Project_Indicator__c have predefined default values (e.g.
Red_Yellow_Threshold__c). While the default value cannot be directly edited, a Process can
be set up to set a custom default when a Project_Indicator__c record is created.
Column fields for the Deactivated Indicators tab
Object: Project_Indicator__c
Field set name: DEACTIVATED_PROJECT_INDICATORS_TABLE
The first column in the table matches the first field saved to the DEACTIVATED_PROJECT_INDICATORS_TABLE field set.
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It is recommended to include no more than seven fields to display in the Deactivated Project Please note that fields on related objects cannot be added to the Deactivated Project Indicators |
Fields displayed in search filter panel on the Catalog Indicators tab
Object: Indicator__c
Field set name: ampi__INDICATOR_CATALOG_SEARCH_FILTER
Additional fields can be added to the ampi__INDICATOR_CATALOG_SEARCH_FILTER field
set to filter by custom field types. The following field types are supported:
i. Checkbox
ii. Date
iii. Number
iv. Picklist
v. Email
vi. Phone
vii. URL
viii. Time
ix. Relationship (Lookup, Master-Detail, Hierarchical)
x. Text (Text, Text Area, Long, Rich)
Fields displayed in search filter panel on the Selected Project Indicators and Deactivated Indicators tabs
Object: Project_Indicator__c
Field set name: ampi__PROJECT_INDICATORS_SEARCH_FILTERS
Additional fields can be added to the field set to filter by custom fields. The following field types are supported:
i. Checkbox
ii. Date
iii. Number
iv. Picklist
v. Email
vi. Phone
vii. URL
viii. Time
ix. Relationship (Lookup, Master-Detail, Hierarchical)
x. Text (Text, Text Area, Long, Rich)
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Please note that the order of fields in the filter set on the Selected Indicators and Deactivated The order of fields in the filter set on the Catalog Indicators tab depends on the order of fields in |
Dynamic Display of fields via Custom Meta Data
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Name | Custom Fields and their actions |
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Dynamic fields for popup fieldset |
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