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Harshula Jhala

Harshula Jhala

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As a result, Project Indicators are not visible on the Set Targets and Add Results Lightning Web Components. To resolve this, users need to must manually update the “Display On” field using either a Data Loader or list views and inline editing. 

Upgrade using a Data Loader

  1. Export the Data:

    • Use a Data Loader to export all existing Project Indicator data.

    • Include only fields from the Project Indicator object itself, such as:

      •  Indicator Definition (ampi__Description__c)

      •  Display On (ampi__xx_Display_On__c)

  2. Update the CSV:

    • Enter the “Display On” field value as either Set Targets, Add Results, Both, or None, as required. If you want to see your existing Project Indicators on the Set Targets and Add Results Lightning Web Components set the value to “Both”.

  3. Import the Data:

    • Before importing, double-check the mapping of fields in the Data Loader.

    • Complete the import to update the existing Project Indicators.

Info

Additional Notes:

  • These steps must be performed on the Project Indicator object.

  • While not necessary, organizations can choose to perform these steps on the Indicator (ampi__Indicator__c) object as well.

Upgrade using List Views and Inline Editing 

  1. Ensure the “Display on” field is added to Indicator or Project Indicator Object Page Layouts.

  2. On the Page Layout; create a List View using the List View Controls menu.

  3. Add "Display On" from Select Fields to Display to the List View.

  4. Use Inline Editing and mass update the records to Both/None/SetTargets/AddResults.

Use the Display On (ampi__xx_Display_On__c) field (Optional)

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