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Note: |
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Change | Automatic Update? | Manual Update Location | Example from Nashira(v1.38) Release |
|---|---|---|---|
Updated fieldNew field | Yes | N/A | New Picklist field ampi__xx_Number_of_Decimals_for_Resultant__c has been added to ampi__Indicator__c |
Updated Validation Rule | Yes | N/A | Is_Budget_Locked has been updated |
New custom label | Yes | N/A | New custom label CF_FOR_BASELINE has been created |
Updated custom label | Yes | N/A | Value of PREPARE_EXCEL_FOR_UPLOAD_1A has been changed |
New field set | Yes | N/A | New fieldset INDICATOR_FIELDS ADD_RESULTS EXCEL_TEMPLATE has been created |
Updated field set | Yes | N/A | The following newly added fields were made available to the fielset:
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New Custom Metadata Type | Yes | N/A | New CMDT ampi__xx_Lookup_Filter_Label_Mapping__mdt has been created |
Updated Flow | Yes | N/A | Submit_Lock_Wizard flow has been updated |
New Custom Permission | Yes | N/A | Override_Locked_Baseline has been created |
Updated Custom Metadata Type | No | Home → Custom MetaData | ampi__Objective__c and ampi__Thematic_Area_Text__c removed from Dependent Fields on NumDen Edit Indicator Popup CMDT record |
Updated Page Layout | No | Object → Page Layouts | Added the following fields to the page layout for ampi__Project_Indicator__c:
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Update Profiles and Custom Permission Sets for New Objects and Fields
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Use Enhancements to Numerator Denominator Indicators
Update the Page layout for the Project Indicator Object
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Page layout changes made to the Project Indicator (ampi__Project_Indicator__c) object will not be reflected when you upgrade to Nashira. This is to ensure that any customizations made by users are not overridden. To meet the modifications made to the page, you may modify the Project page layout by adding relevant fields.
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Navigate to Object Manager
Navigate to the “Project Indicator” object (ampi__Project_Indicator__c) and click on it
Navigate to “Field Sets” and click on “Add Results Info Popover”
Remove the “Calculation Factor” field from the Field Set
Click “Save”
Remove the fields “Objective” and “Thematic Area” from the “NumDen Edit Indicator Popup" record in Dependent Field Control Settings Custom Metadata Type
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Navigate to Home →In Quickfind, type Custom Metadata Types and click on it
Click on Manage Records, next to Dependent Field Control Setting
Click on “Edit” next to NumDen Edit Indicator Popup
Click “Edit”
Remove the Objective (ampi__Objective__c) and Thematic Area (ampi__Thematic_Area_Text__c) from Dependent Fields.
6. Click Save
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Ensure that the fields controlling Validation Ranges are added to the “Edit Project Indicator Popup”
To use the Validation Ranges functionality for Numerator/Denominator type of Project Indicators ensure that the following fields are added to the Edit Project Indicator Popup (ampi__EDIT_PROJECT_INDICATOR_POPUP)
Validation Range Maximum Denominator (ampi__xx_Validation_Range_Maximum_Denominator__c)
Validation Range Minimum Denominator(ampi__xx_Validation_Range_Minimum_Denominator__c)
Validation Range Maximum Numerator (ampi__xx_Validation_Range_Maximum_Numerator__c)
Validation Range Minimum Numerator (ampi__xx_Validation_Range_Minimum_Numerator__c)
To do so:
Navigate to Object Manager
Navigate to the “Project Indicator” object (ampi__Project_Indicator__c) and click on it
Navigate to “Field Sets” and click on “Edit Project Indicator Popup”
Ensure that the 4 fields are added in the field set
Add the fields “Validation Range Maximum” and “Validation Range Minimum” to the NumDen Edit Indicator Popup Valid Range record in Dependent Field Control Setting Custom Metadata Type
In order to use Validation Ranges for Numerator/Denominator targets, the fields Validation Range Minimum (ampi__Validation_Range_Minimum__c) and Validation Range Maximum (ampi__Validation_Range_Maximum__c) should be displayed on the Customize Project Indicator Popup (ampi__EDIT_PROJECT_INDICATOR_POPUP). To do so perform the following steps:
Navigate to Home →In Quickfind, type Custom Metadata Types and click on it
Click on Manage Records, next to Dependent Field Control Setting
Click on “Edit” next to “NumDen Edit Indicator Popup Valid Range”
Click “Edit”
Add these semicolon seperated field API names “ampi__Validation_Range_Minimum__c; ampi__Validation_Range_Maximum__c“to the Dependent fields.
Click Save
In order to view the Validation Range Minimum (ampi__Validation_Range_Minimum__c) and Validation Range Maximum (ampi__Validation_Range_Maximum__c) fields on the “Add New Custom Indicator” Popup (ampi__ADD_NEW_INDICATOR_POPUP) , add them to the Dependent Fields on the “NumDen Add Indicator Popup Valid Range” Custom Metadata record.
Ensure the the fields “Objective” and “Thematic Area” are removed from the “NumDen Edit Indicator Popup" record in Dependent Field Control Settings Custom Metadata Type
In order for the Objective (ampi__Objective__c) and Thematic Area (ampi__Thematic_Area_Text__c) to be displayed on the Customize Project Indicator Popup follow the following steps:
Navigate to Home →In Quickfind, type Custom Metadata Types and click on it
Click on Manage Records, next to Dependent Field Control Setting
Click on “Edit” next to NumDen Edit Indicator Popup
Remove the Objective (ampi__Objective__c) and Thematic Area (ampi__Thematic_Area_Text__c) from Dependent Fields.
Click Save
Integration with a Third Party Tool to download Performance Graphs
With the Salesforce Release of Summer 2024, Performance Graphs will no longer be downloadable through Amp Impact out of the box. To continue accessing this functionality, users will need to integrate with a third-party tool such as Highcharts (https://export.highcharts.com).
Please note that while Highcharts was bundled with Amp Impact in previous versions, starting with the Nashira (v1.38) release, it has been removed from the package. Users are now required to configure access to Highcharts or a comparable tool separately to enable the download functionality for Performance Graphs.
Disable Custom Permissions
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