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Related pages:

🔧 Customization Options

Amp Impact uses field sets for users to add/remove fields and customize the product’s features per client needs. Each field set has a list of available fields that users can choose to use. Some fields in the field set are already selected to display on installing the product. The other available fields can be added for usage, if appropriate. In addition, users can create custom fields on the relevant object and add these to the field set as well. 

To edit any of the field sets, follow the instructions detailed below.

  1. Identify and open the object.

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2. Identify and open the field set.

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3. Edit and save the field set.

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🔧 Setup Activities

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Activities Components

The Activities feature comes with two customization options that organizations can choose from: Aura Component or Lightning Web Component:

  • Aura components are the self-contained and reusable units of an app. They represent a reusable section of the UI and can range in granularity from a single line of text to an entire app.

  • Lightning Web Components (LWC) are a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWCs are lightweight and deliver exceptional performance.

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Design Attributes: Activities
Status
colourPurple
titleLightning Web Component

Design attributes can be used for controlling editing elements on the Activities LWC component. They can
be used for hiding/displaying buttons and editing colors of various elements on the Activities LWC
component.

Design attributes can be accessed by:

  1. Navigate to Activities LWC and click on the gear icon → Edit Page.

  2. This will take you to the Lightning App Builder. Click on the Activities component. It will display a list
    of design attributes on the right side of the page.

    Image Added

The following design attributes are available. Check/Uncheck them based on the table below:

Design Attribute

Related UI Element

Default UI

Table Sort Fields

Allows to override the default sort order on the Activity table.

By default, the Activity Table is sorted in
ascending order for Earliest_Start_Date__c so that Activities with earlier start dates (either planned or actual) are displayed above Activities with later start dates.
If multiple Activities have the same value in Earliest_Start_Date__c, then those Activities will be sorted in
order of alphabetically ascending Name value.

Activity Bar Color

Controls the color of Activity Bar. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000).

By default the Activity bars are light blue in colour

Activity Link

Controls the color of Activity dependency links. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000).

By default the Activity dependency links are yellow in colour

Activity Critical
Path Color

Controls the color of Activity Critical Path on the Activities table. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000).

By default the Activity critical path is red in colour

Milestone Color

Controls the color of on Milestone on Activities table. Enter the name of the color (ex - red) or the hex code of the color (ex - FF0000).

By default milestones are purple in colour

Design Attribute

Related UI Element

UI if True

UI if False

Hide Add New
Activity

Controls the display of Add New Activity button.

Add New Activity
button is hidden.

Add New Activity
button is visible.

Hide Delete button

Controls the display of
Delete icon.

Delete button is
hidden.

Delete button is visible.

Disable Edit
Activity Action

Controls the display of Edit Icon.

Edit Activity action is
hidden.

Edit Activity action is
visible.

Hide Baseline
Button

Controls the display of the Display Baseline button.

Hide Baseline button is
hidden.

Hide Baseline button is
visible.

Hide Critical Path
Button

Controls the display of the Critical Path Button

Critical Path button is
hidden.

Critical Path button is
visible.

Hide Hyperlink in
the First column

Controls the display of
hyperlink in the first column.

No Hyperlink in the
first column

Hyperlink present in the
first column

Disable Tasks

Controls the ability to create Tasks

User will not be able to create Task type of Activity

User will be able to create Task typee of Activity

Disable Milestones

Controls the ability to create Milestones

User will not be able to create Milestone type of Activity

User will be able to create Milestone type of Activity

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Custom Setting: Activities Download & Upload

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The Activities Download/Upload Custom Setting is only available for Jarvis (v1.33) or higher.

This Custom Setting is applicable for organizations using the Implementation Plan Excel Upload Download Functionality.

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Please ensure the ampi__xx_Activity_Type__c field has been removed from the ampi__IMPLEMENTATION_PLAN_EXCEL fieldset in order to use this custom setting.

To customize the Activities Aura component:

  1. Go to Setup → “Custom Settings”.

  2. Navigate to “Activities Upload Download”.

    Image Added

    Status

  3. Click on “Manage”.

  4. Click on “New”.

A list of settings would be displayed. Check/Uncheck these settings based on the table below:

Field Label

Related UI Element

UI if True

Activity Type Milestone Enabled

Warning

Note: The design attribute has been incorrectly named. This issue is being resolved.

Controls the display of
of Milestone type Activities on the upload/download excel sheet

Activities uploaded from the Excel sheet are of Task type by default.

Activity Type Task Enabled

Warning

Note: The design attribute has been incorrectly named. This issue is being resolved.

Controls the display
of Task type Acitivities on the upload/download excel sheet

Activities uploaded from the Excel sheet are of Milestone type by default.

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Custom Setting: Activities
Status
colourRed
titleAURA COMPONENT

To customize the Activities Aura component:

  1. Go to Setup → “Custom Settings”.

  2. Navigate to “Activities”.

    Image Added

  3. Click on “Manage”

  4. Click on “Edit”

  5. A list of settings would be displayed. Check/Uncheck these settings based on the table below:

Field Label

Related UI Element

UI if True

UI if False

Hide Add New
Activity Button

Controls the display
of the “Add New
Activity” button

Add New Activity button is hidden.

Add New Activity button is visible to selected Profile/User

Hide Delete
Actions

Controls the display
of Delete (dustbin)
icon

Delete icon/button is
hidden.

Delete icon/button is visible to
selected Profile/User

Hide Edit Actions

Controls the display
of Edit icon

Edit action/icon is hidden.

Edit action/icon is visible to selected Profile/User

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Update “Activity Type” - “Status” Dependency
Status
colourPurple
titleLightning Web Component
Status
colourRed
titleAURA COMPONENT

As a System Administrator, if you want to update the “Status” picklist values available for a specific “Activity Type”, then you can do this by updating the field dependency between the Activity Type and Status fields within the Activity object. 

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By default, the field dependency is configured in the following manner:

  1. Task (Activity Type ): = “Task”, then “Status” = Planning, In Progress, Complete (Status)Milestone (

  2. Activity Type ): = “Milestone”, then “Status” = Open, Complete (Status)

In order to update the Activity Type - Status field dependency, you would have to: 

  1. Update picklist dependencyon the Activity Type “Activity Type” field;

  2. Update Clone and update the validation rule on the Status “Status” field;

  3. Update instructions instruction (4c) within the Implementation Plan DL/UL excel 

Update Picklist Dependency on the Activity Type Field

You can follow the instructions mentioned below to update the picklist dependency on the Activity Type field: 

  1. Navigate to Object Manager tab within Setup

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2. Navigate to the Activity (ampi__Activity__c) object

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3. Search for the field Activity Type and click on it

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4. Scroll down to the Field Dependencies section and click on the New button 

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5. Select Activity Type as the controlling field and Status as the dependent field

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6. Update the picklist dependency based on your requirement

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Update Validation Rule on the Status Field 

You can follow the steps mentioned below to update the validation rule on the Status field within the Activity object. 

  1. Navigate to Object Manager tab within Setup

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2. Navigate to the Activity (ampi__Activity__c) object

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3. Click on the Validation Rule tab 

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4. Click on the Edit button and update the Error Condition Formula and Error message based on your requirement:

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Update Instruction on the Implementation Plan UL/DL Excel

You can update the instruction 4c within the Instructions tab of the Implementation Plan UL/DL excel file by updating the custom label ‘PREPARE_UPLOAD_4C’. You can do this by following the steps mentioned below:

  1. Navigate to Object Manager tab within Setup

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2. Search for and navigate to the Custom Labels section within User Interface

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3. Update the value of the custom label PREPARE_UPLOAD_4C based on your new dependency

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  1. Excel by updating the custom label “PREPARE_UPLOAD_4C”.

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Field Sets: Activities
Status
colourPurple
titleLightning Web Component
Status
colourRed
titleAURA COMPONENT

This section details how to customize the field sets on both the Activity Aura and Lightning Web Components:

Info

The Activity field sets currently support all field types except Encrypted String and Time. The behavior of these two unsupported fields is denoted beneath each field set.

CREATE_NEW_ACTIVITY_POPUP: Fields displayed in “Add New Activity”

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Pop-up

  • Object: Activity__c

  • Field set name: CREATE_NEW_ACTIVITY_POPUP

  • Unsupported field types: Encrypted String, Time

Info

If viewing/modifying multiple Implementation Plans at once, Implementation_Plan__c must be included in this field set in order for new Activities to be added to the correct Implementation Plan.

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EDIT_ACTIVITY_POPUP: Fields Displayed in “Edit Activity”

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Pop-up

  • Object: Activity__c

  • Field set name: EDIT_ACTIVITY_POPUP

  • Unsupported field types: Encrypted String, Time

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ACTIVITY_TABLE_COLUMNS: Column Fields on Activity Chart (between Activity Name and Timeline)

  • Object: Activity__c

  • Field set name: ACTIVITY_TABLE_COLUMNS

  • Unsupported field types: Encrypted String, Time.

    • If added to the field set, unsupported fields will be hidden

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Info

It is recommended to include no more than 3 fields in the Activity Table for users to be able to view the information in a user-friendly manner.

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ACTIVITY_TABLE_SEARCH_FILTER: Fields Used in Expanded Search Filters and Search Bar

  • Object: Activity__c

  • Field set name: ACTIVITY_TABLE_SEARCH_FILTER

  • Unsupported field types: Encrypted String, Long Text Area, Rich Text Area, Time

    • If added to the field set, unsupported fields will display an error message “Data-Type not supported”.

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ACTIVITY_INFO_POPOVER: Fields Used in Information Popover when Hovering Over an Activity in the Gantt chart

  • Object: Activity__c

  • Field set name: ACTIVITY_INFO_POPOVER

  • Unsupported fields/field types:

    • Status__c field on Activity__c will display a number value instead of the picklist value

IMPLEMENTATION_PLAN_EXCEL_COLUMNS: Implementation Plan Upload/Download - Fields Displayed in Downloaded Excel File from Implementation Plan Record

  • Object: Activity__c

  • Field set name: IMPLEMENTATION_PLAN_EXCEL_COLUMNS

  • Partially supported field types: Auto-number, Formula, Date, Date/Time

    • Values in the Auto-number field can be downloaded in an Excel file but will throw
      an error when uploading the Excel.

    • When the Excel file with Activity records containing a formula field is uploaded to
      the Implementation Plan record, the file uploads successfully without throwing any
      error messages in the error log. However, any values added to or updated in the
      formula field do not reflect in Amp Impact.

  • Unsupported field types: Lookup or master-detail fields on the parent object

    • For example, ampi__Project_Indicator__c.ampi__Catalog_Indicator__c cannot be
      downloaded in the Implementation Plan Excel

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Activities Record Limits
Status
colourPurple
titleLightning Web Component

The record limits and processing time of the Activities (LWC) feature are detailed below:

Feature

Record Limit

Processing / Loading Time

Activities (LWC)

  • 50 Implementation Plans with 300 Activities each

  • 4500 Activities at once. This could be:

    • Multiple Implementation Plans with total 4500 Activites displayed simultaneously in the Activities table

    • Single Implementation Plan with total 4500 Activities displayed in the Activities table

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Custom Permissions: Activities
Status
colourRed
titleNASHIRA v1.38 onwards

This section details the Custom Permissions that can be used to customize Activities LWC
This functionality is available from Nashira v1.38 release onwards

Label

API Name

Description

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.