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Activities Components

The Activities feature comes with two customization options that organizations can choose from: Aura Component or Lightning Web Component:

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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

Default UI

Table Sort Fields

Allows to override the


default sort order on the Activity table.

NA

NA

By default, the Activity Table is sorted in
ascending order for Earliest_Start_Date__c so that Activities with earlier start dates (either planned or actual) are displayed above Activities with later start dates.
If multiple Activities have the same value in Earliest_Start_Date__c, then those Activities will be sorted in
order of alphabetically ascending Name value.

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

.

By default the Activity bars are light blue in colour

Activity Link

Controls the color of Activity dependency links. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000)

NA

NA

.

By default the Activity dependency links are yellow in colour

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

.

By default the Activity critical path is red in colour

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

.

By default milestones are purple in colour

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
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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.

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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”.

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    Status

  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

Activity Type Milestone Enabled

Warning

Note: The design attribute has been incorrectly named. This issue is being resolved.

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

Activities uploaded from the Excel sheet are of Task type by default.

Activity Type Task Enabled

Warning

Note: The design attribute has been incorrectly named. This issue is being resolved.

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

Activities uploaded from the Excel sheet are of Milestone type by default.

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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”.

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  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

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  2. Navigate to the Activity (ampi__Activity__c) Object

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

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

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

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  6. Update the picklist dependency based on your requirement

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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

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  2. Navigate to the Activity (ampi__Activity__c) Object

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  3. Click on the Validation Rules option 

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

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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

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

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

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  1. 4C”.

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

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The record limits and processing time of the Activities (LWC) feature are detailed below:

Feature

Record Limit

Processing / Loading Time

Activities (LWC)

  • 50 Implementation Plans with 300 Activities each

  • 4500 Activities at once. This could be:

    • Multiple Implementation Plans with total 4500 Activites displayed simultaneously in the Activities table

    • Single Implementation Plan with total 4500 Activities displayed in the Activities table

< 1 min

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Custom Permissions: Activities
Status
colourRed
titleNASHIRA v1.38 onwards

This section details the Custom Permissions that can be used to customize Activities LWC
This functionality is available from Nashira v1.38 release onwards

Label

API Name

Description

Override Locked Implementation Plan

Override_Locked_Implementation_Plan

Grants an exception to the "Implementation Plan Locked" setting. Assigned users will have full access to manage activities within the Activities LWC even if the Implementation Plan Locked field on the Implementation Plan object is set to TRUE.