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Feature Enhancements

Customizable Display of Project Indicators in the Set Targets and Add Results Tables

In earlier versions of Amp Impact, all Project Indicators were displayed in the Set Targets and Add Results tables, even if they weren’t relevant for target or result entry. This has been improved so that users can now control the visibility of Project Indicators in the Set Targets and Add Results tables. Using the new “Display On” (ampi__xx_Display_On__c) field, users can choose to display an indicator in the Set Targets table, the Add Results table, both, or neither. By default, Project Indicators are set to display in both tables, but this can be adjusted to keep Set Targets and Add Results tables uncluttered and improve user experience.

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Lock Comments after Targets/Baselines and Results are Submitted

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In earlier versions of Amp Impact, the width of columns in the Activity Chart was fixed, which made it difficult to view fields with a lot of text. This has been improved so that and users can now adjust the width of the Description or Name columns individual columns in the Activity Chart to fit more text. This enhancement makes it easier for users to read and manage activity data, especially when dealing with longer text entries.

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Align Sorting of Activities in Implementation

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Plan downloaded template with the Activity Table

In earlier versions of Amp Impact, the default sorting order for Activities in the Excel sheet downloaded through the Implementation Plans Download/Upload functionality was based on the "Start Date" (ampi__Actual_Start_Date__c) field. This behavior differed from the Activity Table (Gantt Chart), which sorts Activities in ascending order by the "Earliest Start Date" (ampi__Earliest_Start_Date__c) field.

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To ensure Amp Impact’s compatibility with Salesforce’s Winter'25 release:

  1. All apex classes and triggers have been upgraded to API version 62

  2. All flows have been upgraded to API version 62

  3. All LWC and Aura components have been upgraded to API version 62

  4. Flexi pages have been upgraded to API version 62

  5. Visualforce pages have been upgraded to API version 62

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  1. Creating an aggregated indicator

  2. Creating a Submissions template (using CreateTemplateData component.)

Objects

GiftDefaultSoftCredit

DocGenerationQueryResult

DonorGiftSummary

OutreachSourceCode

GiftTransaction

FundingAwardRqmtSection

GiftCommitment

Individual Application Task

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We have implemented additional security checks for Read access on Field-Level Security (FLS) and Create, Read, Update, Delete (CRUD) permissions, building upon Salesforce's out-of-the-box (OOTB) security framework. These enhancements ensure that unauthorized users cannot gain read access to fields on Amp Impact Objects by requiring them to have explicit field level access defined in the security matrix, in . In previous releases field read permission could be inherited from object level permission.
As a result of these changes we have made changes to our permission sets. Please refer to the Packaging Changes to know more.

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In the previous version, the Picklist Values for fields like Datatype, Type of Result, Reporting Frequency, Target Frequency, and Geographic Area were not translated to Spanish or Portuguese on the Add New Custom Indicator popup modal. This issue has been resolved, and the Picklist Values now correctly display in the selected language (Spanish/Portuguese).

The “Update Results”

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button is

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now visible in French and Spanish

In earlier versions, the “Update Results” button was not visible on the Manage Indicators Lightning Web component when viewed in French or Spanish. This issue has been resolved to ensure that the button is displayed correctly in supported languages - French and Spanish.

Indicator Names with Special Characters Are Now Displayed Correctly in Calculation Formulasspecial characters are now displayed correctly in calculation formulas

In earlier versions, when an indicator definition Indicator Definition contained special or escape characters and was used in a calculation formula, the indicator's name was not displayed correctly on the calculation formula screen. This issue has been resolved to ensure that indicator names with certain special or escape characters are displayed accurately.

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“Upload Targets” button visibility corrected for “View Only Mode”

In the Nashira (v1.38) version, when the design attribute “View only mode” was set to TRUE, the “Upload Targets” button was incorrectly visible on Set Targets Lightning Web Component, allowing users to add/modify values via uploaded excel templates. This issue has been resolved, and the “Upload Targets” button is now hidden when “view only mode” “View Only Mode” is enabled, ensuring the expected behavior.

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In previous releases, the “Indicator Definition Translated” (ampi__Description_Translated__c) field should have been added as a filter if users wanted to search the Set Targets and Add Result tables by the Indicator Definition. Now, indicators on those tables can be searched by Indicator Definition without adding it as a filter. This saves space in the filter section and provides a better user experience.

Targets and Results Upload No Longer Fails When certain Special Characters Are no longer fails when certain special characters are Introduced

In earlier versions, the Results and Targets Excel template upload failed on the Add Results and Set Targets Lightning Web Components when the Project Name, Reporting Period Name, or Geographic Area Name contained special characters (&, <, >, ‘, “). This issue has been resolved to ensure that upload is successful regardless of the presence of these mentioned characters.

Activities

Implementation Plan Upload No Longer Fails When certain Special Characters upload no longer fails when certain special characters Are Introduced

In earlier versions, the Implementation Plan Excel template upload failed on the activities Lightning Web Component when the Project Name or Implementation Name contained special characters (&, <, >, ‘, “). This issue has been resolved to ensure that upload is successful regardless of the presence of these mentioned characters.

Submissions

When Response Type is selected as Multi-Select Picklist, the “Character Limit” field is now disabled

In earlier versions, while making a submission template, selecting Multi-Select Picklist as the Response Type did not disable the “Character Limit” field. This issue has been resolved to ensure that when Multi-Select Picklist is chosen, the “Character Limit” field is disabled.

When Response Type is selected as Date/File Upload, the “Character Limit” and “Picklist Values” fields are now disabled

In earlier versions, while creating a submission template, selecting Date or File Upload as the Response Type did not disable the 'Character Limit' and 'Picklist Values' fields. This issue has been resolved to ensure that when Date or File Upload is chosen, both fields are correctly disabled.

When Response Type is selected as Short Text, the 'Picklist Values' field is now disabled

In earlier versions, while making a submission template, selecting Short Text as the Response Type did not disable the 'Picklist Values' field. This issue has been resolved to ensure that when Short Text is chosen, the 'Picklist Values' field is disabled.

Financial Management

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Financial Management

Budget upload no longer fails when certain special characters are introduced

In earlier versions, the Budget Excel template upload failed on the when the Project Name, Reporting Period Name or Budget Name contained special characters (&, <, >, ‘, “). This issue has been resolved to ensure that uploads are successful regardless of the presence of these mentioned characters.

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Read Access to the following fields has been granted for the Submission Response Permission Set

Object

Field

Questions

ampi__Active__c

ampi__Include_Comments__c

ampi__Is_Scored__c

ampi__Order__c

ampi__Parent_Question__c

ampi__Reviewer_Comments__c

ampi__Reviewer_Instructions__c

ampi__Score__c

ampi__Submission__c

Sections

ampi__Active__c

ampi__Default__c

ampi__Is_Scored__c

ampi__Order__c

ampi__Parent_Section__c

ampi__Reviewer_Comments__c

ampi__Reviewer_Instructions__c

ampi__Score__c

ampi__xx_Start_New_Page__c

ampi__Submission__c

Submissions

ampi__Parent_Submission__c

ampi__Overall_Score__c

ampi__Project__c

ampi__Related_To__c

ampi__Response_Locked__c

ampi__Reviewer_Comments__c

ampi__Review_Locked__c

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Submission Template Read Access to the following fields has been granted for the Submission Template Permission Set

Object

Field

Questions

ampi__Date_Response__c

ampi__Multi_Select_Picklist_Response__c

ampi__Number_Response__c

ampi__Picklist_Response__c

ampi__Reviewer_Comments__c

ampi__Reviewer_Instructions__c

ampi__Score__c

ampi__Short_Text_Response__c

ampi__xx_Skipped__c

ampi__Text_Response__c

Sections

ampi__Reviewer_Comments__c

ampi__Reviewer_Instructions__c

ampi__Score__c

ampi__xx_Skipped__c

Submissions

ampi__Overall_Score__c

ampi__Response_Locked__c

ampi__Reviewer_Comments__c

ampi__Review_Locked__c

ampi__Status__c

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