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All Project Indicators which have a related Project Indicator Reporting Period record child to a parent Reporting Period record with the same Result Frequency as selected in the Result Frequency dropdown, and a related Project Indicator Geographic Area record child to the selected Geographic Area will be displayed on the table.
The “Result Frequency” dropdown will display the values in the “Result Frequency” field of all active Reporting Periods which have a child Project Indicator Reporting Period record related to one of the current Project’s Project Indicators.
The two fields that determine the frequency of Result data of a Project Indicator are the “Result Frequency” and “Reporting Frequency” picklist fields. For more information on setting Frequency values refer to the Manage Indicators section. If an organization tracks a Project Indicator’s Results and Results at the same frequency (Annual), they can choose to set only the “Reporting Frequency” field to Annual. That is, if the “Result Frequency” field is left blank, the “Reporting Frequency” field will be referenced as the Result Frequency.
Reporting Periods are primarily sorted and shown in ascending order by their “Reporting Period End Date” field.If multiple Reporting Periods with the same Reporting Period End Date value exist, they will then be sorted in descending order by their Reporting Period Start Date. By default, the Reporting Period displayed first in the dropdown will be the first one recorded according to “End Date”.
The Project can have a different default Results Reporting Period. On the "Reporting Period" dropdown, this Reporting Period will be displayed first. To select a different default Result Reporting Period, you must:
Ensure that the “Default Results RP Id” field is displayed on the Page Layout.
Navigate to the Reporting Period to display by default and copy the 18-digit Salesforce ID found in the URL of the record.
Navigate to the Details page of the Project and paste the 18-digit ID into “Default Results RP Id” field.
The “Geographic Area” dropdown displays the values in the “Name” field of all active Geographic Areas that have a corresponding child Project Indicator Geographic Area record related to the current Project’s Project Indicators.
It also displays parent Geographic Areas that have a child Project Indicator Geographic Area record related to the current Project’s Project Indicators.
Geographic Areas are displayed in alphabetically ascending order.If a Geographic Area has a parent Geographic Area, it is grouped and sorted alphabetically under its parent Geographic Area with other Geographic Areas at the same hierarchical level.
If parent Geographic Areas displayed in the dropdown do not have a corresponding Project Indicator, they are grayed out to indicate that they cannot be selected.
Add Results LWC is supported in systems with less than 50,000 catalog Geographic Areas.
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For Milestone/Picklist Indicators, the pop-up displays a dropdown for all the disaggregated values.It also allows users to scroll vertically and horizontally. Once a Result is entered, a pencil icon is displayed on the Add Results table.
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Set Up Validation Ranges
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Indicator Performance Stoplights
Stoplight icons allow users to view Results’ performance compared to Targets at a glance on the Add Result table.
By default, stoplights are displayed on the Add Results table. Mark the “Hide Stoplights?” design attribute on Lightning App Builder as TRUE if stoplights should not be displayed.
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.
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, or Percent) 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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If the result value entered is less than the value set in the Validation Range Minimum” field or more than the value set in the “Validation Range Maximum” field on the Project Indicator, a warning message appears at the top of the page and the input field is highlighted with an orange border. Please note that the result value is still saved in the Result record.
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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.
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