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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).

Info

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 :
Coming Soon

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Technical Documentation: Coming Soon

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.

Num_DenUpload-Download-final-MadewithClipchamp1-ezgif.com-video-to-gif-converter.gif

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.

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Quickly gauge indicator performance with stoplights

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Functional Documentation: Coming Soon

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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.

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View indicator performance on performance graphs

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Functional Documentation:

Coming Soon
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Technical Documentation:
Coming Soon

Numerator/Denominator data type Indicators are now supported on Performance Graphs.

Numerator Denominator Stoplights and Performance Graphs.gif

Read indicator definitions in your language with multi-language support

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Functional Documentation:
Coming Soon Panel
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Technical Documentation:

Coming Soon Technical Documentation:
Coming Soon

Multi-Language Set Up & Configuration

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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Functional Documentation:

Coming Soon Panel
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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

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Show only relevant options in lookup dropdowns in Lightning

components

Web Components

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Functional Documentation:
Coming Soon Panel
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Technical Documentation:

Coming Soon

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 in the Project.

CMDT lookup filter for LWCs.gif

Show the relevant field as the label of lookup dropdown options in Lightning components

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Functional

Technical Documentation:

Coming Soon
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Technical Documentation:
Coming Soon

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

Always show updated data to users by refreshing lightning components from custom flows

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Functional Documentation:
Coming Soon

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Technical Documentation:
Coming Soon

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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Technical Documentation: Coming Soon

The system

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.

Cropped Custom permission.gif

Validate the submission responses from quick actions

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Functional Documentation:
Coming Soon

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Technical Documentation:
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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.

Behind the Scenes: Technical Stuff

To ensure Amp Impact’s compatibility with Salesforce’s NPC and Summer 24' release:

  1. All apex classes and triggers have been upgraded to API version 61.0

  2. All flows have been upgraded to API version 61.0

  3. All LWC and Aura components have been upgraded to API version 61.0

  4. Flexi pages have been upgraded to API version 61.0

  5. Visualforce pages have been upgraded to API version 61.0

This enables users to refer to the following NPC objects when:

  1. Creating an aggregated indicator

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

Resolved Issues

Objects

Financial Management

Load more data with budget download/upload functionality

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. Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-7881

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 sectionjira

serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-3762

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.

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-10539

Results of numeratorResults 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. Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-10960

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 Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-8691

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
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11266

Project indicators with updated disaggregation groups are now 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 filtering logic for that picklist. This has now been resolved. Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-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. Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-10395

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
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11190

Baseline values are now visible on Add 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.

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11211

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11184

Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-11194

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 Excel Template for Project Indicators that were of Percent data type with the Calculate Total field set to Don’t Sum total.
Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-10864

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

serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-10407

Baseline 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 LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-10394has now been resolved.

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.

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11188

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
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-6652

Submissions

Create submissions in bulk from a template

Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyTADD-39fixed.

Submissions

Create submissions in bulk from a template

Submission response records can now be created in bulk along with the relevant sections and questions copied from the template, using automation (flows).

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.

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-3349

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 LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-11274

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 LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-11192page.

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]

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-11213

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 LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-10177

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. Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-9238those fields.

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.
Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-9264

Users can now change the Milestone due date by dragging it on the activity gantt chart

Jira LegacyserverSystem JiraserverId545235eb-e646-375e-aef3-a3145584fd91keyINDMP-8041In 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

Jira Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyTADD-65

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 Legacy
serverSystem Jira
serverId545235eb-e646-375e-aef3-a3145584fd91
keyINDMP-10846
that users do not need to manually refresh them.

Release Updates

Note

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
(Quick Action: Download)

Aura Component

Budget Download
(Quick Action: Download Budget)

April 2024

BudgetExcelUpload
(Quick Action: Upload)

Aura Component

Budget Upload
(Quick Action: Upload Budget)

April 2024

ManageIndicators

Visualforce Page

manageIndicators

August 2024

SetTargets

Visualforce Page

setTargets

November 2024

Packaging Changes

Updates to

Financial Object

ampi__Financial__c

Expand
titleThe following Validation Rule is updated

Rule Name

Field API Name

Change

Is Budget Locked

Is_Budget_Locked

The logic of validation rule has been updated to show an error if user does not have have access to the Custom Permission “Override Locked Budget” and Budget is locked.

Updates to ampi__Indicator__c

Expand
titleNew Fields

Field Label

Field API Name

Data Type

Denominator Definition Language 1

ampi__xx_Denominator_Definition_Language_1__c

TextArea (255)

Denominator Definition Language 2

ampi__xx_Denominator_Definition_Language_2__c

TextArea (255)

Denominator Definition Language 3

ampi__xx_Denominator_Definition_Language_3__c

TextArea (255)

Denominator Definition Translated

ampi__xx_Denominator_Definition_Translated__c

Formula (Text)

Number of Decimals for Resultant Value

ampi__xx_Number_of_Decimals_for_Resultant__c

Picklist

Numerator Definition Language 1

ampi__xx_Numerator_Definition_Language_1__c

TextArea (255)

Numerator Definition Language 2

ampi__xx_Numerator_Definition_Language_2__c

TextArea (255)

Numerator Definition Language 3

ampi__x_Numerator_Definition_Language_3__c

TextArea (255)

Numerator Definition Translated

ampi__xx_Numerator_Definition_Translated__c

Formula (Text)

Validation Range Maximum Denominator

ampi__xx_Validation_Range_Maximum_Denominator__c

Number (16,2)

Validation Range Maximum Numerator

ampi__xx_Validation_Range_Maximum_Numerator__c

Number (16,2)

Validation Range Minimum Denominator

ampi__xx_Validation_Range_Minimum_Denominator__c

Number (16,2)

Validation Range Minimum Numerator

ampi__xx_Validation_Range_Maximum_Denominator__c

Number (16,2)

Expand
titleUpdated Fieldset

Field Set Label

Field Set API Name

Change

Add New Indicator Popup

ampi__ADD_NEW_INDICATOR_POPUP

The following fields were added to the field set:

  • 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_Validation_Range_Maximum_Denominator__c

  • ampi__xx_Validation_Range_Maximum_Numerator__c

  • ampi__xx_Validation_Range_Minimum_Denominator__c

  • ampi__xx_Validation_Range_Minimum_Numerator__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

Updates to ampi__Project_Indicator__c

Expand
titleNew Fields

Field Label

Field API Name

Data Type

Denominator Definition Language 1

ampi__xx_Denominator_Definition_Language_1__c

TextArea (255)

Denominator Definition Language 2

ampi__xx_Denominator_Definition_Language_2__c

TextArea (255)

Denominator Definition Language 3

ampi__xx_Denominator_Definition_Language_3__c

TextArea (255)

Denominator Definition Translated

ampi__xx_Denominator_Definition_Translated__c

Formula (Text)

Number of Decimals for Resultant Value

ampi__xx_Number_of_Decimals_for_Resultant__c

Picklist

Numerator Definition Language 1

ampi__xx_Numerator_Definition_Language_1__c

TextArea (255)

Numerator Definition Language 2

ampi__xx_Numerator_Definition_Language_2__c

TextArea (255)

Numerator Definition Language 3

ampi__x_Numerator_Definition_Language_3__c

TextArea (255)

Numerator Definition Translated

ampi__xx_Numerator_Definition_Translated__c

Formula (Text)

Validation Range Maximum Denominator

ampi__xx_Validation_Range_Maximum_Denominator__c

Number (16,2)

Validation Range Maximum Numerator

ampi__xx_Validation_Range_Maximum_Numerator__c

Number (16,2)

Validation Range Minimum Denominator

ampi__xx_Validation_Range_Minimum_Denominator__c

Number (16,2)

Validation Range Minimum Numerator

ampi__xx_Validation_Range_Maximum_Denominator__c

Number (16,2)

Expand
titleNew Fieldsets

Field Set Label

Field Set API Name

Description

INDICATOR_FIELDS ADD_RESULTS EXCEL_TEMPLATE

ampi__INDICATOR_FIELDS_ADD_RESULTS_EXCEL_TEMPL

This fieldset controls the display of Indicator attribute fields on the Results Upload Download Excel Template

INDICATOR_FIELDS SET _TARGETS_EXCEL _TEMPLATE

ampi__INDICATOR_FIELDS_SET_TARGETS_EXCEL_TEMPL

This fieldset controls the display of Indicator attribute fields on the Targets Upload Download Excel Template

Expand
titleUpdated Fieldsets

Field Set Label

Field Set API Name

Change

ADD RESULTS INFO POPOVER

ADD_RESULTS_INFO_POPOVER

The position of the fields have been changed:

  • ampi__xx_Denominator_Definition__c

  • ampi__xx_Numerator_Definition__c

  • ampi__xx_Calculation_Factor__c

EDIT PROJECT INDICATOR POPUP

EDIT_PROJECT_INDICATOR_POPUP

The following newly added fields were made available to the fieldset:

  • 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

The following newly added fields are displayed out of the box if the fieldset:

  • ampi__xx_Validation_Range_Minimum_Numerator__c

  • ampi__xx_Validation_Range_Maximum_Numerator__c

  • ampi__xx_Validation_Range_Minimum_Denominator__c

  • ampi__xx_Validation_Range_Maximum_Denominator__c

FIELDS TO COPY

FIELDS_TO_COPY

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

Expand
titleUpdated Page Layout
ampi__xx_Number_of_Decimals_for_Resultant
  • __c

field was added to the Page layout

Updates to Custom Metadata Type ampi__Object_Lookup_Label_Mapping__mdt

Description was changed to:
”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.”
Expand
titleUpdated Details

Label

API Name

Change

Object Lookup Label Mapping

ampi__Object_Lookup_Label_Mapping__mdt

Updated Page Layout

ampi__xx_Number_of_Decimals_for_Resultant__c field was added to the Page layout

New Custom Metadata Type ampi__xx_Lookup_Filter_Label_Mapping__mdt

Expand
titleDescription

Label

API Name

Description

Lookup Filter Label Mapping

ampi__xx_Lookup_Filter_Label_Mapping__mdt

This custom metadata helps specify the lookup filters and alternate fields to be displayed in lookup dropdowns on lightning components or downloaded templates

Expand
titleNew Fields

Field Label

Field API Name

Data Type

Active?

ampi__xx_Active__c

Checkbox

Child Object

ampi__xx_Child_Object__c

Text

Filter Condition

ampi__xx_Filter_Condition__c

LongTextArea

Parent Field Label

ampi__xx_Parent_Field_Label__c

Text

Parent Object

ampi__xx_Parent_Object__c

Text

Related Lookup

ampi__xx_Related_Lookup__c

Text

Source Component

ampi__xx_Source_Component__c

Picklist

Expand
titleRecords

The following records are added:

Label

Activity on Financial Plan DL Excel

Activity on Financial Report DL Excel

Budget on Financial Report DL Excel

FO on IP DL Excel

Parent Activity on IP DL Excel

PI on IP DL Excel

Expand
titleNew Page Layout

New Page Layout “xx_Lookup_Filter_Mapping Layout” Added


Updates to Custom Metadata Type ampi__Dependent_Field_Control_Setting__mdt

Expand
titleUpdated Records

The following records have been updated

Label

NumDen Add Indicator Popup

NumDen Edit Indicator Popup

Expand
titleNew Records

Label

NumDen Add Indicator Popup Valid Range

NumDen Edit Indicator Popup Valid Range

Declarative Automation

Expand
titleUpdated flows

Flow Label

Flow API NameDescriptionName

Change

Submit & Lock Wizard

Submit_Lock_Wizard

Changed to use Lightning Message Services instead of Platform Event.

New Custom Permissions

Expand
titleNew Custom Permissions

Label

API_Name

Description

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 Targets

Override_Locked_Targets

Grants an exception to the "Targets Locked" setting. Assigned users will have the ability to edit the corresponding Targets column within SetTargets LWC even if the Targets Locked field on the Reporting Period object is 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 Locked" setting. Assigned users will have full access to manage indicators within Manage Indicators LWC even if the. Indicators Locked field on the Project object is set to TRUE.

Override Locked Results

Override_Locked_Results

Grants an exception to the "Results Locked" setting. Assigned users will have the ability to edit Results for the corresponding period within AddResults LWC even if the Results Locked field on the Reporting Period object is set to TRUE.

Override Locked Submissions

Override_Locked_Submissions

Grants an exception to the "Response Locked" setting. Assigned users will have access to edit responses within the Submission Response Form even if the Response Locked field on the Submission object is set to TRUE.


New Custom Labels

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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

NO_RECORDS_FOUND_PERFORMANCE_GRAPH

PerformanceGraphs, Amp Impact<

NO_RECORDS_FOUND_FOR_PERFORMANCE_GRAPH

You must create at least one compatible Project Indicator (Number/Currency/Numerator-Denominator with any disaggregation, or Percent with no disaggregation) and one compatible Reporting Period for this Project.

Per

STAR, Calculation Factor, Amp Impact

Show numerator/denominator calculation per calculation factor

per

PREPARE_EXCEL_FOR_UPLOAD_1_NUMDENM

Numerator/Denominator, SetTargets, AddResults, Excel Download, Excel File, Amp Impact

PREPARE_EXCEL_FOR_UPLOAD_1_NUMDENM

1. The Result value for Numerator/Denominator is based on this formula - (Numerator/Denominator) * Calculation Factor

PREPARE_EXCEL_FOR_UPLOAD_6_EXCEL

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

PREPARE_EXCEL_FOR_UPLOAD_5

Do not edit the following:

PREPARE_EXCEL_FOR_UPLOAD_A1

AddResults, Excel Download, Excel File, Amp Impact

PREPARE_EXCEL_FOR_UPLOAD_A

Do not enter data in white cells. These will not be uploaded.

CF_FOR_TARGET

SetTargets, Table, Amp Impact

Show Calculation Factor on Targets table

Targets are shown per

CF_FOR_RESULTS

AddResults, Table, Amp Impact

Show Calculation Factor on Result table

Targets, Results & Baseline are shown per

Updated Custom Labels

Expand
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Protected Before: “True”
Protected After: “False”

Name

Categories

Change

REVIEW_SUBMISSIONS_ERROR_MESSAGE

Submit and Lock Wizard, Amp Impact

Categories

Change

PREPARE_EXCEL_FOR_UPLOAD_1A

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from "2. If you choose to download both Targets and Results from the Results data entry page, Targets cannot be uploaded using the Results data entry page.”
Value After: to “If you choose to download both Targets and Results from the Results data entry page, Targets cannot be uploaded using the Results data entry page."

PREPARE_EXCEL_FOR_UPLOAD_3

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from "3. Match the data in the input cell(s) to the Project Indicator’s data type (e.g. no text entered for a number indicator)"
Value After:to "Match the data in the input cell(s) to the Project Indicator’s data type (e.g. no text entered for a number indicator)"

PREPARE_EXCEL_FOR_UPLOAD_3B

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from “b. To mark a result as not applicable, replace the contents of the corresponding "Not Applicable?" column cell with”
Value Ater: to “b. For Numerator-Denominator type Result, do not enter 0 as the denominator value. This will result in an error on upload.”

PREPARE_EXCEL_FOR_UPLOAD_4

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from “4. Do not add any new rows (e.g. adding a new Disaggregation Value to the Excel)”
Value After: to “To mark a result as not applicable, replace the contents of the corresponding "Not Applicable?" column cell with”

PREPARE_EXCEL_FOR_UPLOAD_5

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from “5. Do not edit the following:”
Value After: to “Do not add any new rows (e.g. adding a new Disaggregation Value to the Excel)”

PREPARE_EXCEL_FOR_UPLOAD_6

SetTargets, AddResults, Excel Download, Excel File, Amp Impact

Value Before: from “6. Ensure that there is only one tab from which data is uploaded. You can add new tabs to your Excel, but in order to successfully upload, the tab with data to be uploaded must be named according to the Project, Reporting Period, and Geographic Area that you have open in Amp.”
Value After: to “Ensure that there is only one tab from which data is uploaded. You can add new tabs to your Excel, but in order to successfully upload, the tab with data to be uploaded must be named according to the Project, Reporting Period, and Geographic Area that you have open in Amp.”

PREPARE_EXCEL_FOR_UPLOAD_7

Value Before: from "7. Check that numeric data has been entered in either the format according to your user locale (if your system preferences have been customized) or the default Excel format (i.e. periods used as decimal points and no thousands separator displayed)."
Value After: to “Check that numeric data has been entered in either the format according to your user locale (if your system preferences have been customized) or the default Excel format (i.e. periods used as decimal points and no thousands separator displayed)."

SUBMIT_RESPONSE_ERROR_MESSAGE

Submissions, Interface, Amp Impact

Protected Before: “True”
Protected After: “False”

UNDERSTANDING_THE_DOWNLOADED_EXCEL_B

SetTargets, AddResults, Excel Download, Excel file, Amp Impact

Value Before: from "2. All columns to the left of the &quot; Indicator &quot; column contain information about the Project Indicator which is displayed when you hover on the &quot; Info &quot; icon on the data entry pages."
Value After: to "2. All columns to the left of the &quot; Disaggregation &quot; column contain information about the Project Indicator."

UNDERSTANDING_THE_DOWNLOADED_EXCEL_C

SetTargets, AddResults, Excel Download, Excel file, Amp Impact

Value Before: from "3. All columns to the right of the &quot; Indicator &quot; column contain data already reported for the Project Indicator."
Value After: to "3. All columns to the right of the &quot; Disaggregation &quot; column contain data already reported for the Project Indicator.”

UNDERSTANDING_THE_DOWNLOADED_EXCEL_D

SetTargets, AddResults, Excel Download, Excel file, Amp Impact

Value Before: from "4. Optional: To view numeric (Currency, Number, and Percent) targets and results in the number format according to User Locale rather than the default number format in Excel, the Number format in your computer system will need to be customized prior to the download."
Value After: to “4. Optional: To view numeric (Currency, Number, Percent, and Numerator/Denominator) targets and results in the number format according to User Locale rather than the default number format in Excel, the Number format in your computer system will need to be customized prior to the download."

New Design Attribute Expand
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Label

Page

Help text

Default Value

Updated Design Attribute

Change
Expand
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Label

Page


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

  • 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_Validation_Range_Minimum_Numerator__c