Versions Compared

Old Version 5

changes.mady.by.user Harshula Jhala

Saved on

compared with

New Version Current

changes.mady.by.user Harshula Jhala

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Note:  
A Salesforce environment with Amp installed can be directly upgraded to the latest version of Amp as long as the current version is v1.17.1 or later. If the version of Amp is an earlier version, you must first upgrade to v1.17.1 before upgrading to v1.38 (Nashira). When upgrading to this version and skipping previous upgrades, please be sure to follow the Upgrade Instructions for every intermediate release as well to ensure the app continues working as expected.

...

Change

Automatic Update?

Manual Update Location

Example from Nashira(v1.38) Release

Updated New 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:

  • ampi__xx_Denominator_Definition_Language_1__c

  • ampi__xx_Denominator_Definition_Language_2__c

  • ampi__xx_Denominator_Definition_Language_3__c

  • ampi__xx_Denominator_Definition_Translated__c

  • ampi__xx_Number_of_Decimals_for_Resultant__c

  • ampi__xx_Numerator_Definition_Language_1__c

  • ampi__xx_Numerator_Definition_Language_2__c

  • ampi__xx_Numerator_Definition_Language_3__c

  • ampi__xx_Numerator_Definition_Translated__c

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:

  • ampi__xx_Number_of_Decimals_for_Resultant__c

Update Profiles and Custom Permission Sets for New Objects and Fields

...

  1. Navigate to Object Manager

  2. Navigate to the “Project Indicator” object (ampi__Project_Indicator__c) and click on it

  3. Navigate to “Field Sets” and click on “Edit Project Indicator Popup”

  4. 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:

  1. Navigate to Home →In Quickfind, type Custom Metadata Types and click on it

  2. Click on Manage Records, next to Dependent Field Control Setting

    Image Added

  3. Click on “Edit” next to “NumDen Edit Indicator Popup Valid Range”

    Image Added

  1. Click “Edit”

  2. Add these semicolon seperated field API names “ampi__Validation_Range_Minimum__c; ampi__Validation_Range_Maximum__c“to the Dependent fields.

  3. Click Save

    Image Added

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:

  1. Navigate to Home →In Quickfind, type Custom Metadata Types and click on it

  2. Click on Manage Records, next to Dependent Field Control Setting

  3. Click on “Edit” next to NumDen Edit Indicator Popup

    Click “Edit”

  4. Remove the Objective (ampi__Objective__c) and Thematic Area (ampi__Thematic_Area_Text__c) from Dependent Fields.

  5. 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

...