Our release notes offer brief, high-level descriptions of new features, enhancements, and resolved issues. Detailed information on the features, their setup, and configuration are available in the Amp Impact Knowledge Base (specific links below).
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Contact support@verasolutions.org to share feedback. |
This page covers:
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Feature Enhancements
Enhancements to Project Indicators with Numerator/Denominator data type
Download/upload Targets and Results
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Functional Documentation : |
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In the previous release of Amp Impact (Mira, v1.37), we introduced the Numerator/Denominator data type Indicators. With the Nashira (v1.38) release we’ve made it compatible with the Excel templates. Users can now use Targets and Results templates to set targets and report results of Project Indicators with Numerator/Denominator data type.
Indicate out-of-bounds results with validation ranges
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Functional Documentation: Coming Soon |
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Technical Documentation: Coming Soon |
Users can now set validation ranges for Numerator/Denominator data type Indicators to indicate if the reported results are within the expected range.
Quickly gauge indicator performance with stoplights
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Functional Documentation: |
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Technical Documentation: Coming Soon |
Indicator management functionality in Amp Impact enables users to set stoplights indicating if the reported results have met targets for quantitative (number, percent, currency) Indicators. This functionality has now been extended to support Numerator/Denominator data type Indicators.
View indicator performance on performance graphs
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Numerator/Denominator data type Indicators are now supported on Performance Graphs.
Read indicator definitions in your language with multi-language support
Functional Documentation:
Coming Soon
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Multi-language capacity in Amp Impact allows organizations to enter data like Indicator definitions and descriptions in multiple languages and show that data to users across geographies in the relevant language. With Nashira (v1.38), this capability now extends to Numerator/Denominator data type Indicators.
Easily refer to the calculation factor while setting targets and reporting results
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Users can now refer to the calculation factor while setting targets and reporting results improving the user experience of working with Numerator/Denominator data type Indicators
Show only relevant options in lookup dropdowns in Lightning
componentsWeb Components
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The lookup dropdowns in Lightning components now allow system admins to specify lookup filters and display only relevant options to users. This enhances user experience by minimizing clutter, improving search efficiency, and ensuring more accurate selections.
In the example given below, while linking Contacts on the “Create New Activity” popup , they are filtered by the Lead Source field and only those with Lead Source = Partner are shown in the dropdown instead of showing all Contacts.
Show the relevant field as the label of lookup dropdown options in Lightning components
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Functional Documentation:
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Technical Documentation: |
Lookup dropdown options in Lightning components now display the relevant field as the label, providing clearer context for selections. This improves usability by making it easier for users to identify the correct option at a glance<Add Images>
Always show updated data to users by refreshing lightning components from custom flows
Functional Documentation:
Coming Soon
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Lightning components now allow system admins to automatically refresh them from custom flows and display updated data, ensuring users always see the most current information. This improves data accuracy and enhances the overall user experience by eliminating the need for manual updates.
Streamline the review process by keeping the submitted lightning components unlocked for specified users
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Functional Documentation: Coming Soon |
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Technical Documentation: Coming Soon |
The system admins can now streamline the review process by allowing submitted Lightning components to remain unlocked for specified users based on custom permissions. This enables seamless collaboration, as designated users can make updates or changes without the need to unlock and resubmit the component.
Validate the submission responses from quick actions
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Technical Documentation:
Coming Soon
The Submission response form is now validated if it’s being submitted from quick actions. This ensures that correctly filled Submission response forms are submitted even if the form is submitted from a quick action or flow.
Resolved Issues
Financial Management
Load more data with budget download/upload functionality
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Record Limits by Feature: Record Limits by feature |
The budget planning and reporting templates can now support an increased load. For more details on the record limits, navigate to the above mentioned link.
When a repoting period is updated to be not available for financials, it is not shown in the downloaded template anymore
In earlier versions of Amp Impact, when a Reporting Period that was selected as a Budget Planning Period was marked unavailable for financials, it was still displayed in the Enhanced Excel Upload/Download Template. This has now been resolved such that when a Budget Planning Period is marked as unavailable for Financials it is not displayed in the Excel Upload/Download template.
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Flow labels and names have been updated to follow best practices of naming convention
The names and labels associated with the flows that update field values on the Fund object have been changed to follow best practises of naming convention. Read more about these changes in the Packaging Notes section Packaging Notes section
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Frameworks, Indicators, and Results Management
Parent objective filter now works correctly while adding objectives from the catalog
In previous versions of Amp Impact, the filtering functionality for the Parent Objective field when adding Objectives from the catalog was not working as expected. This issue has now been resolved, and users can successfully filter the table using the Parent Objective field.
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Results of numerator/denominator project indicators are updated to reflect the updated calculation factor
In the previous version, editing the Calculation Factor for a Numerator/Denominator Indicator did not update the hover values correctly for updated results. This issue has been resolved, and the correct values now display while hover over the result value on Add Results LWC after editing the Calculation Factor.
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Behind the Scenes: Technical Stuff
To ensure Amp Impact’s compatibility with Salesforce’s NPC and Summer 24' release:
All apex classes and triggers have been upgraded to API version 61.0
All flows have been upgraded to API version 61.0
All LWC and Aura components have been upgraded to API version 61.0
Flexi pages have been upgraded to API version 61.0
Visualforce pages have been upgraded to API version 61.0
This enables users to refer to the following NPC objects when:
Creating an aggregated indicator
Creating a Submissions template (using
CreateTemplateDatacomponent.
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GiftEntry | ProgramCohort |
ContactPointAddress | Indicator Performance Period |
DocGenerationQueryResult | Outcome Activity |
DonorGiftSummary | Indicator Assignment |
ProgramCohortMember | |
Resolved Issues
Financial Management
Load more data with budget download/upload functionality
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Record Limits by Feature: Record Limits by feature |
The enhanced budget planning and reporting templates can now support an increased load. For more details on the record limits, navigate to the above mentioned link.
When a repoting period is updated to be not available for financials, it is not shown in the downloaded template anymore
In earlier versions of Amp Impact, when a Reporting Period that was selected as a Budget Planning Period was marked unavailable for financials, it was still displayed in the Enhanced Excel Upload/Download Template. This has now been resolved such that when a Budget Planning Period is marked as unavailable for Financials it is not displayed in the Excel Upload/Download template.
Flow labels and names have been updated to follow best practices of naming convention
The names and labels associated with the flows that update field values on the Fund object have been changed to follow best practises of naming convention. Read more about these changes in the Packaging Notes section
Frameworks, Indicators, and Results Management
Parent objective filter now works correctly while adding objectives from the catalog
In previous versions of Amp Impact, the filtering functionality for the Parent Objective field when adding Objectives from the catalog was not working as expected. This issue has now been resolved, and users can successfully filter the table using the Parent Objective field.
Results of numerator/denominator project indicators are updated to reflect the updated calculation factor
In the previous version, editing the Calculation Factor for a Numerator/Denominator Indicator did not update the hover values correctly for updated results. This issue has been resolved, and the correct values now display while hover over the result value on Add Results LWC after editing the Calculation Factor.
If the updated aggregation criteria have no matching records, the updated results are correctly set to zero or blank
In earlier versions of Amp Impact, when the the aggregation setting filter criteria was updated such that there were no records that matched the updated filter criteria, the updated results for these indicators showed previous results instead of zero. This has now been resolved
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Packaged picklist fields now support filtering indicators in other languages
In earlier versions, filtering the Manage Indicators LWC by "Type of Results," "Geographical Disaggregation," "Calculate Total," and "Reporting Frequency" fields in Spanish and Portuguese did not display accurate results. This issue has now been resolved, and these fields can be used correctly to filter the Selected Indicators table on Manage Indicators LWC.Jira Legacy
Project indicators with updated disaggregation groups are now displayed as options while specifying the calculation criteria
In previous versions of Amp Impact, on editing a calculated Indicator by adding a custom Disaggregation Group to it, the Indicators available for selection on the "Customize Calculation" screen did not align with the updated criteriafiltering logic for that picklist. This has now been resolved. jira
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| serverId | 545235eb-e646-375e-aef3-a3145584fd91 |
| key | INDMP-11288 |
Project Indicators with deleted junction records to reporting period records are now accomodated in the targets download template
In the previous version of Amp Impact, when Project Indicator Reporting Period junction records were deleted, an error was shown on downloading the Targets Excel Upload Download template. This has been fixed such that the Targets Upload Download Excel template can be successfully downloaded with uneditable white cells displayed in the Target columns for those Project Indicators whose Project Indicator Reporting Periods have been deleted.
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Correct/ Accurate values are displayed in the Total column on the Targets Upload/Download Excel template for Percent sex disaggregated indicators without refreshing the component
In the previous versions of Amp Impact, when the Target Excel Upload Download template was downloaded after entering target/baseline values, without refreshing the component, the Total column for sex disaggregated percent type indicators displayed an incorrect value. This has now been resolved such that correct values are displayed upon download without having to refresh the component. Jira Legacy
Baseline values are now visible on Add Results LWC when Compared with Baselines when Targets are Disaggregated is set as FALSE
In the previous versions of Amp Impact, when the “Targets Are Disaggregated” field was set to FALSE, Baseline values were not displayed on the Add Results LWC component when comparing with Baseline. This has been fixed such that the value of “Targets Are Disaggregated” field does not affect the display of Baseline values on the Add Results LWC table.
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Summary values are now displayed in the Targets Excel Upload/Download template for Percent Indicators with Calculate Total == Dont Sum Total
In the previous version of Amp Impact (Mira v.137), the Summary Values were not populated in the downloaded Targets ExcelSummary values are now displayed in the Targets Excel Upload/Download template for Percent Indicators with Calculate Total == Dont Sum Total
In the previous version of Amp Impact (Mira v.137), the Summary Values were not populated in the downloaded Targets Excel Template for Project Indicators that were of Percent data type with the Calculate Total field set to Don’t Sum total. Jira Legacy
Target values are now visible on the Excel Upload/Download template when it is downloaded for a single Project Indicator that is cross disaggregated by sex
In the previous versions of Amp Impact, when the targets for a single Project Indicator that is cross disaggregated were downloaded, the excel file did not reflect the target values. This has now been fixed. Jira Legacy
| server | System Jira |
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| serverId | 545235eb-e646-375e-aef3-a3145584fd91 |
| key | INDMP-10407 |
Baseline values are now displayed on AR LWC if Reporting Frequency and Target Frequency are different
In theBaseline values are now displayed on AR LWC if Reporting Frequency and Target Frequency are different
In the previous versions of Amp Impact, when the Target Frequency was not equal to the Reporting Frequency, Baseline values were not displayed on the Add Results LWC component when comparing with Baseline. This issue has now been resolved. Jira Legacy
Add Results LWC loads without an error when system language is set to Portugese (Brazil)
In the previous version of Amp Impact Mira (v.137), when Numerator/Denominator type Indicators existed in a Project, the Add Results LWC page was showing an error upon loading. This issue has now been fixed.
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User can now select a value on the Geographic Area picklist on Set targets VF page when using the system in French, Spanish or Portugese languages
In earlier versions of Amp Impact, users were not able to select values from the Geographic Area picklist on the Set Targets Visualforce component when using the system in French, Spanish or Portugese. This issue has now been fixed. Jira Legacy
Submissions
Create submissions in bulk from a template
Special characters print correctly in the downloaded submission word file
In the earlier versions of Amp Impact, when text containing special characters was pasted into Submission responses, special characters were replaced with garbage string in the downloaded word file. This issue has now been resolved such that the special characters are correctly displayed.
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Submission reponse form now loads correctly for users that use languages other than English
In previous versions of Amp Impact, the Submission Response Form was not loading when the system language was set to Spanish. This has now been resolved. Jira Legacy
Users can now submit a submission response form when a conditionally displayed Date type question is left blank or skipped
In earlier versions of Amp Impact, when a question of Date type field is conditionally displayed and left blank, it was not possible to submit the submission without refreshing the page. This has now been resolved such that the submission goes through without refreshing the page. Jira Legacy
Cloned submissions now follow the copied conditional display logic correctly
In earlier versions of Amp Impact, when the submission template/response form included conditionally displayed questions or sections, the cloned submission did not follow the same conditional display logic. This has now been fixed.
[Confirm scenario 1 with Srushti]
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The Last Modified by field is not updated to the user who last viewed the record anymore
In the previous version of Amp Impact, when a Submission record is opened, the ‘Last Modified by’ field was updated to the current user who was viewing the record. This has now been resolved such that , the ‘Last Modified by’ field contains the user who last edited the Submission record. Jira Legacy
Activities
Users only see the baseline bar on the activity gantt chart when they have access to the planned start and end dates
In the previous version of Amp Impact, the baseline bar was visible to a user that did not have access to the “Planned Start Date” and “Planned End Date”. This has now been fixed such that the baseline bar is not visible on Activities LWC to a user that does not have access to those fields.
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The baseline bar on the activity gantt chart now ends on the Planned End Date
In earlier versions of Amp Impact, the baseline bar on the ganntt chart ended one day prior to the Planned Start Date when the ganntt chart was viewed by month. This issue has now been fixed and the baseline bar ends on the same day as the Planned End Date.
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Users can now change the Milestone due date by dragging it on the activity gantt chart
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Show custom errors to users on Activity table
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In earlier versions of Amp Impact, users received a success message while changing the due date of a milestone by dragging the diamond icon on the gannt chart. This has now been resolved so that users do not receive a success toast message.
Show custom errors to users on Activity table
Users can now see an error message on editing an task/milestone on Activities LWC components arising out of validations set by Validation Rules, Apex Code or Flows .
Cross Cutting Features
Components/Data Tables are automatically refreshed to locked state after they are submitted via Submit Project wizard
In the previous version of Amp Impact (Mira v1.37), after locking data tables through the Submit and Lock Wizard, they had to be manually refreshed for them to be displayed in a locked/view only manner. This has now been resolved such that users do not need to manually refresh them. jira
Release Updates
| server | System Jira |
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| serverId | 545235eb-e646-375e-aef3-a3145584fd91 |
| key | INDMP-10846 |
Release Updates
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Vera Solutions will no longer enhance or resolve any issues for the following components after the component’s end-of-servicing date. Why: We are focusing development efforts on optimizing the corresponding Lightning Web Components that offer better performance and experience, and introducing new features. How: Before a component’s end-of-servicing date, you must migrate to the corresponding Lightning Web Components to ensure you continue receiving regular updates and enhancements to those features. |
Name | Type of Component | Corresponding LWC | End of Servicing Date |
ActivityChart | Aura Component | activities | November 2023 |
AddResults | Visualforce Page | addResults | November 2023 |
ManageLogFrames | Visualforce Page | manageLogFrames | November 2023 |
BudgetExcelDownload | Aura Component | Budget Download | April 2024 |
BudgetExcelUpload | Aura Component | Budget Upload | April 2024 |
ManageIndicators | Visualforce Page | manageIndicators | August 2024 |
SetTargets | Visualforce Page | setTargets | November 2024 |
Packaging Changes
Updates to
Financial Objectampi__Financial__c
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Change ADD NEW INDICATOR POPUP ADD_NEW_INDICATOR_POPUP The following fields were added to the field set:
xx_Validation_Range_Maximum_Numerator__c xx_Validation_Range_Minimum_Denominator__c xx_Validation_Range_Minimum_Numerator__c xx_Numerator_Definition_Language_1__c
xx_Numerator_Definition_Language_3__c
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TextArea | x_NumeratorNumerator Definition Language 3
TextArea Numerator Definition Translated
Validation Range Maximum Denominator
Text
Number Validation Range Maximum Numerator
Number Validation Range Minimum Denominator
Number Validation Range Minimum Numerator xx_Validation_Range_Maximum_Denominator__c Number |
Updates to Object Lookup Label Mapping
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Label
Description
Object Lookup Label Mapping
Custom metadata type to define the label and filter which record field is displayed in a lookup field's dropdown on Amp's Visualforce interfaces. If this is not defined for any lookup field, Name will display by default in the dropdown.
Updates to Project Indicator
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Field Set Label Field Set API Name Change ADD RESULTS INFO POPOVER ADD_RESULTS_INFO_POPOVER The following fields are removed from the fieldset
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The following fields are added to the fieldset
EDIT PROJECT INDICATOR POPUP EDIT_PROJECT_INDICATOR_POPUP The following fields were made available:
The following fields were added to displayed fields:
FIELDS TO COPY FIELDS_TO_COPY The following fields were made available:
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Field Label Field API Name Data Type Denominator Definition Language 1 Denominator Definition Language 2
TextArea Denominator Definition Language 3
TextArea
TextArea Denominator Definition Translated
Text Number of Decimals for Resultant Value
Picklist Numerator Definition Language 1 Numerator Definition Language 2
TextArea
TextArea | xNumerator Definition Language 3
TextArea Numerator Definition Translated Validation Range Maximum Denominator
Text
Validation Range Maximum Numerator
Number Validation Range Minimum Denominator
Number Validation Range Minimum Numerator
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Updates to Lookup Filter Label Mapping
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Active? | xx_Active__c | Checkbox | ||||
Child Object | xx_Child_Object__c | Text | ||||
Filter Condition | xx_Filter_Condition__c | LongTextArea | ||||
Parent Field Label | xx_Parent_Field_Label__c | Text | ||||
Parent Object | xx_Parent_Object__c | Text | ||||
Related Lookup | xx_Related_Lookup__c | Text | ||||
Source Component | xx_Source_Component__c | Picklist | ||||
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Label Description | This custom metadata helps Lookup Filter Label Mapping
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Declarative Automation
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Flow API Name
Description
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Override Locked Baseline | Override_Locked_Baseline | Grants an exception to the "Results Locked" field specifically for Baseline. Assigned users will have the ability to edit the Baseline column within SetTargets LWC despite "Results Locked" field on the Baseline (Reporting Period) record being set to TRUE.< | ||||||||||||||||||||||
Override Locked Budget | Override_Locked_Budget | Grants an exception to the "Budget Locked" setting. Assigned users will have unrestricted access to manage budgets through the Budget Setup LWC, including uploading templates, even if the Budget Locked field on the Budget object is set to TRUE. | ||||||||||||||||||||||
Override Locked Framework | Override_Locked_Framework | Grants an exception to the "Framework Locked" setting. Assigned users will have access to manage frameworks through ManageFrameworks LWC regardless of the Framework Locked field on either the Framework object itself or the Project object. | ||||||||||||||||||||||
Override Locked Implementation Plan | Override_Locked_Implementation_Plan | Grants an exception to the "Implementation Plan Locked" setting. Assigned users will have full access to manage activities within the Activities LWC even if the Implementation Plan Locked field on the Implementation Plan object is set to TRUE. | Override Locked Indicators | Override_Locked_Indicators | Grants an exception to the "Indicators
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Name Categories Short Description Value CF_FOR_BASELINE SetTargets, Baseline, Table, Amp Impact Show Calculation Factor on Baseline Baseline is shown per CMDT_FILTER_ERROR ManageIndicators, ManageFramework, Activty, Amp Impact Controls the error message on CMDT filter on LWC There seems to be an issue with one or more of your filter criteria. Please contact your System Administrator for further assistance. UPLOAD_LIMIT_BUDGET Do Not Translate, Amp Impact, Budget, Budget Excel Upload, Data Table, Upload Limit Number of financial records uploaded by budget upload in one go 200 INVALID_FILE_PROJECT_INDICATOR Excel Upload popup, Amp Impact INVALID_FILE_PROJECT_INDICATOR The selected file has an invalid Indicator information for uploading. Please ensure that the correct indicators are uploaded
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Updated Custom Labels
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Updates to Project Indicator Layout
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Apex Class Access
The following Apex classes have been added to the permission set:
FinancialRecordsExcelUpload_LWC_Test
LookupFilterMapping_Domain
LookupFilterMapping_Domain_Test
LookupFilterService
Submission_Validation_Test
Field Access
The following Fields Permission have been added to the permission set:
Indicator__c.xx_Denominator_Definition_Language_1__c
Indicator__c.xx_Denominator_Definition_Language_2__c
Indicator__c.xx_Denominator_Definition_Language_3__c
Indicator__c.xx_Denominator_Definition_Translated__c
Indicator__c.xx_Number_of_Decimals_for_Resultant__c
Indicator__c.xx_Numerator_Definition_Language_1__c
Indicator__c.xx_Numerator_Definition_Language_2__c
Indicator__c.xx_Numerator_Definition_Language_3__c
Indicator__c.xx_Validation_Range_Maximum_Denominator__c
Indicator__c.xx_Validation_Range_Maximum_Numerator__c
Indicator__c.xx_Validation_Range_Minimum_Denominator__c
Indicator__c.xx_Validation_Range_Minimum_Numerator__c
Project_Indicator__c.xx_Denominator_Definition_Language_1__c
Project_Indicator__c.xx_Denominator_Definition_Language_2__c
Project_Indicator__c.xx_Denominator_Definition_Language_3__c
Project_Indicator__c.xx_Denominator_Definition_Translated__c
Project_Indicator__c.xx_Number_of_Decimals_for_Resultant__c
Project_Indicator__c.xx_Numerator_Definition_Language_1__c
Updates to xx_Lookup_Filter_Label_Mapping__mdt-xx_Lookup_Filter_Mapping Layout
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Updated Design Attribute
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Apex Class Access
The following Apex classes have been added to the permission set:
AggregateQueryBuilder
DynamicFieldSet_Ctrl
PicklistData
SObject_Domain
Submission_Domain
Submission_TestFactory
Field Access
The following Fields Permission have been added to the permission set:
Question
Project_Indicator__c.xx_Numerator_Definition_Language_2__c
Project_Indicator__c.xx_Numerator_Definition_Language_3__c
Project_Indicator__c.xx_Validation_Range_Maximum_Denominator__c
Project_Indicator__c.xx_Validation_Range_Maximum_Numerator__c
Project_Indicator__c.xx_Validation_Range_Minimum_Denominator__c
Project_Indicator__c.xx_AllowValidation_Range_MultipleMinimum_FilesNumerator__c