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Table of Contents
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Related pages:

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Component Name

Function

Implementation

Example User

CreateTemplateData

Create and edit submission templates with sections and questions

Added to Lightning Page for Submission Templates

Program Officer

SubmissionTemplatePreview

Preview template to see how it will look to responding users

Added as Action to Submission Template page layout

Program Officer

SubmissionResponseForm

Respond to questions on a template assigned to a user

Added to Lightning Page for Submission Responses

Grantee

SubmissionResponseReview

Review and edit a user’s submission

Note: If a user has read-only access on any fields on the ampi__Question__c object, then those fields will be displayed as read-only in the component.

Added to Lightning Page for Submission Review

Assessment Reviewer

SubmissionResponseScoring

Assign scores and add comments to a user’s submission

Added to Lightning Page for Submission Review

Assessment Reviewer

SubmissionRadar

Charts

View scores for all submissions on a single parent record (e.g. the scores from all Financial Reports submitted by an Organization/Account)

Not added anywhere by default - needs to be added to a custom Lightning page

Program Officer

SubmissionClone

Clone a submission (including responses if Record Type is Submission) so that the user can simply edit pre-existing responses for their next submission

Added as Action button to Submission Template Layout and Submission Layout

Grantee, Program Officer

Note

System Admin Note
The SubmissionClone_AI trigger is only meant to clone one Submission record at a time. In order to clone multiple submissions created in the same transaction please configure a flow.

The SubmissionResponseForm and SubmissionResponseScoring components can be further customized for different profiles and their requirements by using the following design attributes:

Design Attributes

Function

viewOnly

Lock the input fields for assigned profiles so that only intended users (of a certain profile) are able to fill out a submission

canHideDownload Button

Hide the Download button for assigned profiles so that only intended users (of a certain profile) are able to download a submission

canHideSubmit Button

Hide the Submit button for assigned profiles so that only intended users (of a certain profile) are able to submit

Filter Related Submission by*

Filter Submissions for assigned profiles using field(s) on Submission record so that only intended Submissions can be viewed. Read more in the exapandible.

Order Related Submission by

Submission Record Id

Add Submissions to Other Pages

To make the Submissions feature easier to use, now the SubmissionResponseForm can be used on the record page of the parent object to which the Submission object looks up. In the example below, the organization placed the SubmissionResponseForm component directly on the Reporting Period record pages to enable grantees to complete a narrative report on the Reporting Period record itself.

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Customize Submissions Field Sets

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Expand
title* Filter Related Submission by

The filter can be applied to multiple fields at once using the following format:
Multiple-filter format:
AND((Field;Operator;Value),(Field;Operator;Value))
OR((Field;Operator;Value),(Field;Operator;Value))
Single filter format:
Field;Operator;Value

Note

Multiple-Filter Format Precautions: Within a multiple-filter format, leaving a response value blank could lead to unexpected behaviour or errors. It's strongly advised to input valid response values to maintain proper filtering functionality. Remember, these response values are case sensitive and must precisely match the values recorded in the submission for effective filtering.

The following Data Types are supported by the filter:
MSPL, Phone, Text, Picklist, Date, Number, Currency, Percent

Case-Sensitive Operator Values: Strictly follow the specifications outlined in the Operator Label column of the provided table.

Data Type

Operator Label

MSPL

Includes

Excludes

Phone

Equals

Not equal to

Contains

Does not contain

Text, Picklist

Equals

Not equal to

Starts with

Contains

Does not contain

Example:

  • ampi__Status__c;Equals;In Progress

  • For a custom field (without an ampi namespace):
    Narrative_Type__c;Not equal to;Budget

Date, Number, Currency, Percent

Equals

Not equal to

Less than

Greater than

Less or equal

Greater or equal

Info

  1. Phone Data Type Filter: The value passed in the filter for the Phone Data Type should be unformatted. For instance, use unformatted numbers (e.g., 1234567891) instead of formatted ones (e.g., (123) 456-7891). This ensures compatibility and accurate filtering.

  2. Date Data Type Filter: When utilising the Date Data Type filter, ensure the value is formatted in the YYYY-MM-DD format. This format standardises date input for consistent and effective filtering.

  3. Text/Picklist/Phone/MSPL Data Type Recommendations: To prevent unexpected errors or behaviour, refrain from using response values containing specific symbols like "_", ";", and “,” for Text, Picklist, Phone, and MSPL Data Types in your filters. This practice minimizes the potential for issues and ensures smoother operation.

Add Submissions to Other Pages

To make the Submissions feature easier to use, now the SubmissionResponseForm can be used on the record page of the parent object to which the Submission object looks up. In the example below, the organization placed the SubmissionResponseForm component directly on the Reporting Period record pages to enable grantees to complete a narrative report on the Reporting Period record itself.

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Customize Submissions Field Sets

Section (ampi__Section__c) and Question (ampi__Question__c) are two Amp Impact objects that are used to customize Submission templates, populate Submission responses, and score responses. : To customize pop-ups for the “Create/Edit Sections” and “Questions”, System Administrators can customize the relevant Field Sets. the relevant Field Sets.

Add/Edit Section pop-ups: Fields Displayed on “Add New Section” pop-up & “Edit Section” pop-up

  • Object: Section

  • Field set name: Add_Edit_Section_Popup

  • Unsupported field types: Encrypted String, Multi-select Picklist, Time

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Add/Edit

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Question pop-ups: Fields

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displayed on “Add New

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Question” pop-up & “Edit

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Question” pop-up

  • Object: SectionQuestion__c

  • Field set name: Add_Edit_SectionQuestion_Popup

  • Unsupported field types: Encrypted String, Multi-select Picklist, Time

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Add/Edit Question pop-ups: Fields displayed on “Add New Question” pop-up & “Edit Question” pop-up

  • Object: Question__c

  • Field set name: Add_Edit_Question_Popup

  • Unsupported field types: Encrypted String, Multi-select Picklist, Time

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  • , Multi-select Picklist, Time

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Custom Permissions
Status
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titleNashira v1.38 onwards

This functionality is available Nashira v1.38 onwards.

Label

API Name

Description

Override Locked Submissions

Override_Locked_Submissions

This custom permission grants an exception to the "Response Locked" setting. Assigned users will have access to edit responses within the Submission Response Form even if the Response Locked field on the Submission object is set to TRUE.

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Submission User Access & Permissions

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