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Please ensure that these fields are added to the “ampi__ADD_NEW_INDICATOR_POPUP” fieldset on the Indicator object and to the “ampi__EDIT_PROJECT_INDICATOR_POPUP” fieldset on the Project Indicator object in order to set their value while creating or editing a Project Indicator.
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Note: Numerator/Denominator type Indicators currently do not support Stoplights. This means you cannot configure visual cues (red, yellow, green) based on performance thresholds for these indicators. |
Set Up Validation Ranges
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Set Up Validation Ranges
Validation ranges for Indicators facilitate better data quality. This feature allows users to set a minimum and maximum value for Quantitative Indicators (where Data Type is either Number, Currency, Percent, or PercentNumerator/Denominator) to be able to check if the values entered in the input fields are within the range of expected values. To utilize this feature, the fields “Validation Range Minimum” and “Validation Range Maximum” must be populated on Project Indicators.
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Users can click on the “x” on the warning message notification when it first appears and continue entering Result values. The message will not reappear if another value is entered outside the expected range once the warning message has been closed by the user, until the component is refreshed or if the user navigates away from the Add Results component, returns to it and adds another value that is out of range.
Customize Submit Results for Review Process
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Once data entry is complete for Results for a given Reporting Period, the “Submit” button can be used to lock the Results.
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By default, the “Submit” button is visible on the Add Results component. Mark the “Hide Submit?” design attribute as TRUE on Lightning App Builder to hide the button.
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For Numerator/Denominator Indicators, please ensure that fields “Validation Range Minimum Numerator”, “Validation Range Minimum Denominator”, “Validation Range Maximum Numerator” and “Validation Range Maximum Denominator” are available in the ampi__ADD_NEW_INDICATOR_POPUP fieldset on the Indicator object and/ or EDIT_PROJECT_INDICATOR_POPUP fieldset on the Project Indicator object. |
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Customize Submit Results for Review Process
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Once data entry is complete for Results for a given Reporting Period, the “Submit” button can be used to lock the Results.
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By default, the “Submit” button is visible on the Add Results component. Mark the “Hide Submit?” design attribute as TRUE on Lightning App Builder to hide the button.
Users are able to submit Results for multiple Reporting Periods. For example, a user may need to submit Results for Chile for quarter 2 and the semi-Annual report. They can select multiple Reporting Periods, enter data and then submit.
Users have the option to create workflows that trigger certain actions on the click of the Submit button. For example, clicking on the Submit button can set a specific Status and generate an email notification. On Click of “Submit’ on the Add Results page, Result_Status__c = Submitted, thus making the Add Results page uneditable. To make the page uneditable when any other status is selected, the Result_Status__c field can also be configured through a workflow to edit the Results_Locked__c field which can lock the Result input fields for the selected Reporting Periods and Geographic Area (un-editable so that users can no longer make any changes to the data entered).
On the Add Results page, the Results are locked out and display as read-only when
Result_Locked__c = TRUE ,or
Result_Status__c = Submitted for the selected Reporting Period(s).
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Object | Field set name | Default Behaviour |
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ampi__Project_Indicator__c | SET_TARGETS_INFO_POPOVER | The following fields are available out of the box:
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Fields displayed in search Fields displayed in search filter panel
This fieldset controls the fields displayed when user clicks the “Show More Filters“ button to filter Project indicators on the Set Targets table.
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Object | Field set name | Default Behaviour | Additional Comments |
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ampi__Result__c | ampi__COMMENT_POPUP_ADDRESULT | The following fields are available out of the box:
| The following field data types will not be supported:
In order to to mark results as Not Applicable, please ensure the following fields are added to the fieldset:
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fields are added to the fieldset:
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Enabling Dynamic Display of fields in the Comment Pop-up
Fields can be conditionally displayed inside the Comment Pop-up. (ie. certain fields can be conditionally displayed depending upon the value entered in a controlling picklist type of type) Read more about it here.
When using this functionality in the Comment pop-up, ensure that the result record is populated.
Add Results: Custom Permissions
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This functionality is available from Nashira release v1.38 onwards
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Override Locked Results | Override_Locked_Results | This custom permission grants an exception to the "Results Locked" functionality. Assigned users will have unrestricted access to manage Set Targets through SetTargets LWC, including uploading templates, even if the Results Locked(ampi__Results_Locked__c) on the ampi__Reporting_Period__c object is set to TRUE. |
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