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Our release notes offer brief, high-level descriptions of new features, enhancements, and resolved issues. Detailed information on Set-up, Configuration, and Features are available in the Amp Impact Knowledge Base (specific links below).

Info

Contact support@verasolutions.org to share feedback.


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Feature Enhancements

Aggregated Indicators on the manageIndicators Lightning Web Component

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Functional Documentation:

Aggregated Indicators in Amp Impact

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Technical Documentation:

Manage Indicators: Customization Options

Aggregated Indicators enable users to aggregate Indicator results from source records. Previously, this functionality was only accessible through the Visualforce (VF) ManageIndicators component. However, in this latest release, users can now generate Aggregated Indicators utilizing the manageIndicators Lightning Web Component (LWC).

Opting for the LWC over the VF page will lead to quicker loading times during the definition of aggregation criteria for Project Indicators. Additionally, it will provide a cleaner and more consistent user interface.

Update Aggregated Indicator Results from addResults LWC

From this release, users would be able to update the Aggregated Indicator results directly from addResults LWC.

This would provide a more consistent user experience of entering and updating results across Indicators of different result types.

Calculated Indicators on the manageIndicators Lightning Web Component

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Functional Documentation:

Calculated Indicators in Amp Impact

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Technical Documentation:

Manage Indicators: Customization Options

Calculated Indicators allow users to calculate Indicator results from the results of other indicators. In this release, users can create Aggregated Indicators using manageIndicators LWC.

Users will experience faster load times while defining the calculation formula on Project Indicators and as well as a cleaner and more consistent user interface.

Update Calculated Indicators Results from addResults LWC

From this release, users would be able to update the results of Calculated Indicators directly from the addResults LWC.

This would provide a more consistent user experience of entering and updating results across Indicators of different result types.

Download & Upload Targets on the setTargets Lightning Web Component

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Functional Documentation:

Set Targets Excel Upload & Download

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Technical Documentation:

Set Targets: Customization Options

The Download & Upload Targets template allows users to set targets offline. Previously, this functionality was only accessible through the Visualforce (VF) ManageIndicators component. However, from this release, users can now download and upload targets using the setTargets LWC.

This means that organizations that use the Download & Upload Targets template to set targets will be able to upgrade to setTargets LWC and take advantage of its features such as setting targets across reporting periods, entering baseline data for indicators, previewing qualitative results, and more.

Info

Please refer to the functional documentation for setTargets LWC to learn more about its features.

Upload Targets Across Reporting Periods

The Download & Upload Targets template on the setTargets LWC enables users to set targets across reporting periods offline.

Users would be able to enter targets for all of their indicators at once, as well as to better plan out the intended progress of their project over time while working offline.

Quickly Create Child Tasks & Milestones on the Activities Lightning Web Component

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Functional Documentation
Workplanning: Create & Manage Activities in an Implementation Plan

To streamline the creation of Implementation Plans, this release includes a new action menu in the Gantt Chart. This menu enables users to create sub-activities directly within the table.

Users now have the ability to right-click on an activity, which will unveil a range of options. These options include the ability to edit or delete the activity, along with the option to add either a sub-task or a sub-milestone under the selected activity.

Addressed Technical Debt

Automation Overhaul: Replacing Process Builders & Workflow Rules with Salesforce Flow

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Technical Documentation:
Automation: Flows
Risk Management Flows
Framework Flows
Impact and Outcome Reporting Flows

To leverage the latest advancements in Salesforce technology for automation and offer implementors and System Administrators more customization options, we have transitioned the automation within Amp Impact to Salesforce flows.

Navigate to the Upgrade Instructions to know more about the process builders and workflow rules that have been transitioned to flows.


Resolved Issues

Indicators: Disaggregation Group from the parent Indicator Record is added to the Project Indicator record

In previous versions of Amp Impact, when a Project Indicator record was created using the Project Indicator related list on the Indicator record (instead of the ManageIndicators VF page or manageIndicators LWC), the disaggregation group was not copied from the parent Indicator to the Project Indicator record. This has been resolved so that the Project Indicator has the same disaggregation as the parent Indicator irrespective of how it is created.

manageIndicators LWC: When creating a Project Indicator record, the Type of Results is correctly copied from the parent Indicator Record to the Project Indicator record

In previous versions of Amp Impact, when a Project Indicator was created the value of the Type of Results field was not being copied from the parent Indicator record and was set to Input. This meant that users had to manually update the Type of Results for Aggregated, Calculated, or Read-Only Project Indicators. This has been resolved so the Type of Results field is correctly copied from the parent Indicator to Project Indicator.

activities LWC: The Baseline Bar correctly displays on the Gantt Chart

In the previous version (Jarvis) of Amp Impact, the baseline bar wasn't displayed on the Gantt chart on clicking the Display Baseline button. This has been resolved and the baseline bar displays correctly on activities LWC.


Release Updates

In the future, the following Visualforce pages and Aura components will no longer be serviced by Vera Solutions:

Name

Type

Related LWC

End of Servicing Date

ActivityChart

Aura Component

activities

November 2023

AddResults

Visualforce Page

addResults

November 2023

ManageLogFrames

Visualforce Page

manageLogFrames

November 2023

Budget Download / Upload

Aura Component

Budget Download / Upload

April 2024

ManageIndicators

Visualforce Page

manageIndicators

August 2024

This means that Vera Solutions will no longer enhance or resolve any issues for these components after the component’s corresponding end-of-servicing date.

Why: We are focusing development efforts on optimizing the new Lightning Web Components as well as introducing new features.

How: Before a component’s end-of-servicing date, you must migrate to the related Lightning Web Components to ensure you continue receiving regular updates and enhancements to those features.


Packaging Changes

As of Kalausi, the following LWC components will be packaged on the Project lightning page out of the box:

  • activities

  • addResults

  • setTargets

  • manageIndicators

  • manageLogFrames

Updates to Account

Expand
titleUpdated Fields

Field Label

Field API Name

Change

IATI Activity XML Link

ampi__IATI_Activity_XML_Link__c

Description has been changed to “URL field to store the public link of the ContentVersion of the IATI Activity Standard XML file generated from a particular Account. This is populated by the trigger IATIActivityXML_V1."

IATI Organisation XML Link

ampi__IATI_Organization_XML_Link__c

Description has been changed to “URL field to store the public link of the ContentVersion containing the IATI Organization Standard XML file for this Account. This is populated by trigger IATIOrganizationXML_V1."

New platform event object ampi_Batch_Update__e

Expand
titleDetails

Label

Description

Batch Update

Platform event to notify Amp Impact users about the batch update

Expand
titleNew Fields

Field Label

Field API Name

Data Type

Chain Batches

Chain_Batches__c

LongTextArea

Error Message

Error_Message__c

LongTextArea

Parent Record Id

Parent_Record_Id__c

Text

Source Batch Name

Source_Batch_Name__c

Text

Subscribers

Subscribers__c

LongTextArea

User Id

User_Id__c

Text

isChained

isChained__c

Checkbox

isSuccess

isSuccess__c

Checkbox

Updates to ampi__Project_Geographic_Area__c

Expand
titleChanges to the object

Object Label

Object API Name

Change

Project Geographic Area

ampi__Project_Geographic_Area__c

By default Feed Tracking is set toTRUE

Updates to ampi__Disaggregated_Indicator__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Disaggregation Group

ampi__Disaggregation_Group__c

Description has been changed to “Lookup field to connect this junction object to a Disaggregation Group. This field is used as an input in trigger DisaggregatedIndicatorRollup."

Updates to ampi__Disaggregated_Project_Indicator__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Disaggregation Group

ampi__Disaggregation_Group__c

Description has been changed to “Lookup field to connect junction this object to a Disaggregation Group. This field is used as an input in trigger DisaggregatedProjectIndicator."

Updates to ampi__Indicator__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Disaggregation Group

ampi__Disaggregation_Group__c

Description has been changed to “This text field is used to define the groupings by which a particular Indicator is disaggregated. When utilized on the ManageIndicators page, it is displayed as a single-select picklist. Only one disaggregation group can be used per Indicator. It stores a contacenated list of Indicator's associated Disaggregation Group (based on Disaggregated Indicator junction) at the time of Indicator creation. This field is populated via trigger DisaggregatedIndicatorRollup."

Reporting Frequency

ampi__Reporting_Frequency__c

Description has been changed to “Picklist field to set the frequency at which results are reported." Help text has been changed to “Use this field to set the frequency at which results are reported."

Thematic Area

ampi__Thematic_Area_Text__c

Description has been changed to “This field facilitates searching by Thematic Area on Manage Indicators. Referenced in code. If the organization is not using icons, this field is used to display the name of the Thematic Areas on the Manage Indicators page. Concatenated list of all the Name fields of Thematic Areas which have a child Indicator Thematic Area with the Indicator. This field is populated by the trigger IndicatorThematicArea."

Updated Validation Rule

Rule Name

Error Location

Change

NonNumeric_Aggregated_Indicator_Datatype

Data Type

Error message changed to “Invalid Indicator Data Type selected: the non-numeric data types 'Qualitative' , 'Milestone' and 'Picklist' cannot be selected for an aggregated/calculated indicator.”

Error Condition Formula changed to reflect the same.

Updates to ampi__Catalog_Objective__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Description Language 1

ampi__Description_Language_1__c

Description has been changed to “This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_1__c when a new record is created. Can be manually modified afterwards."

Description Language 2

ampi__Description_Language_2__c

Description has been changed to “Secondary translated version of Description__c. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_2__c when a new record is created. Can be manually modified afterwards."

Description Language 3

ampi__Description_Language_3__c

Description has been changed to “Tertiary translated version of Description__c. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_3__c when a new record is created. Can be manually modified afterwards."

Description

ampi__Description__c

Description has been changed to
This text area field is to provide a additional information for this objective. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description__c when a new record is created. Can be manually modified afterwards.”

Objective Name Translated

ampi__Label_Translated__c

Description has been changed to “Formula field to return a translated version of Label__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Label__c, Label_Language_1__c, Label_Language_2__c, or Label_Language_3__c. Displayed in ManageLogframes, ManageIndicators, SetTargets, and AddResults. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Name_Translated__c when a new record is created."

Level

ampi__Level__c

Picklist field to determine the level of an objective. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Level__c when a new record is created. Can be manually modified afterwards.

Project Indicator(s)

ampi__xx_Project_Indicator__c

Description has been changed to “Concatenated list of all the comma-separated project indicators related to this objective. This field is populated by the triggers on Project Indicator Objective (FrameworkObj PIO Rollup Service)."

Updates to ampi__Project_Indicator__c

Expand
titleNew Validation Rule

Rule Name

Error Location (Field API Name)

Purpose

NonNumeric_Agg_Cal_Indicator_Datatype

ampi__Type_of_Results__c

This rule ensures that an error message is shown if the Result Type is Non numeric datatype is selected for an aggregated indicator/calculated indicator

Expand
titleUpdated Field Set

Field Set Label

Field Set API Name

Change

SET_TARGETS_INFO_POPOVER

ampi__SET_TARGETS_INFO_POPOVER

Description has been changed to “Set Targets Visualforce Page and Set Targets LWC"

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Active?

ampi__Active__c

Description has been changed to “Checkbox field to activate / deactivate a Project Indicator record in a Project. If marked as TRUE, the Project Indicator record will display in the Selected Indicators table on ManageIndicators. If marked as FALSE, the Project Indicator record will display in the Deactivated Indicators table on ManageIndicators, and future Project Indicator Reporting Period records are deleted. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Active__c when a new record is created. Can be manually modified afterwards."

Aim

ampi__Aim__c

Description has been changed to "This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Aim__c when a new record is created."

Calculate Total

ampi__Calculate_Total__c

Description has been changed to "Picklist field to specify if the results and targets for project indicator should be summed total for all reporting periods and geographic areas in result to date/ total target field on project indicator record. The value in this field determines the display of summed columns/rows on Set Targets and AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Calculate_Total__c when a new record is created."

Cross-Disaggregation by Sex

ampi__Cross_Disaggregation_by_Sex__c

Description has been changed to "Check box to specify it the targets/ results for this project indicator are to be disaggregated by sex. If marked as TRUE, this Indicator will display with three columns to enter Result data. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Cross_Disaggregation_by_Sex__c when a new record is created."

Cumulative

ampi__Cumulative__c

Description has been changed to "If TRUE, indicates that the data is collected cumulatively, i.e. the results to date and targets to date for the project indicator are reported from the most recent reporting period, instead of summed across all reporting periods. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Cumulative__c when a new record is created."

Data Source Language 1

ampi__Data_Source_Language_1__c

Description has been changed to " Primary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_1__c when a new record is created."

Data Source Language 2

ampi__Data_Source_Language_2__c

Description has been changed to "Secondary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_2__c when a new record is created."

Data Source Language 3

ampi__Data_Source_Language_3__c

Description has been changed to "Tertiary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_2__c when a new record is created."

Data Source

ampi__Data_Source__c

Description has been changed to "Long text field to specify the data source to be used while measuring this project indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source__c when a new record is created."

Data Type

ampi__Data_Type__c

Description has been changed to "This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Type__c when a new record is created."

Indicator Definition Language 1

ampi__Description_Language_1__c

Description has been changed to “Primary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_1__c when a new record is created.“

Indicator Definition Language 2

ampi__Description_Language_2__c

Description has been changed to “Secondary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_2__c when a new record is created.“

Indicator Definition Language 3

ampi__Description_Language_3__c

Description has been changed to “Tertiary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 3. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_3__c when a new record is created.“

Indicator Definition

ampi__Description__c

Description has been changed to “Text field to define the project indicator. This is populated in ManageIndicators. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description__c when a new record is created.“

Disaggregation Group Language 1

ampi__Disaggregation_Group_Language_1__c

Description has been changed to “Primary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_1__c when a new record is created.“

Disaggregation Group Language 2

ampi__Disaggregation_Group_Language_2__c

Description has been changed to “Secondary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_2__c when a new record is created.“

Disaggregation Group Language 3

ampi__Disaggregation_Group_Language_3__c

Description has been changed to “Tertiary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 3. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_3__c when a new record is created.“

Disaggregation Group Translated

ampi__Disaggregation_Group_Translated__c

Description has been changed to “Formula field to return a translated version of Disaggregation_Group__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Disaggregation_Group__c, Disaggregation_Group_Language_1__c, Disaggregation_Group_Language_2__c, or Disaggregation_Group_Language_3__c. Displayed in ManageIndicators, SetTargets, and AddResults.This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Translated__c when a new record is created.“

Disaggregation Group

ampi__Disaggregation_Group__c

Description has been changed to “Concatenated list of Parent indicator's associated Disaggregation Group (based on Disaggregated Indicator junction) at the time of Project Indicator creation. This field is populated by the trigger DisaggregatedProjectIndicator (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group__c when a new record is created.“

Exclude from IATI

ampi__Exclude_From_IATI__c

Description has been changed to “Checkbox to indicate if this project indicator should be excluded while reporting to IATI. If this is marked as TRUE, then this project indicator and its related results data will not be printed into the IATI Activity XML. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Exclude_From_IATI__c when a new record is created.“

Geographic Area

ampi__Geographic_Area_Text__c

Description has been changed to “Concatenated list of all Geographic Areas that are associated with this Project Indicator, via the Project Indicator Geographic Area junction. The triggers on Project Indicator Geographic Area object (ProjectIndicatorGeographicArea) roll up Geographic Area Name to this field“

Geographical Disaggregation

ampi__Geographical_Disaggregation__c

Description has been changed to “Picklist field to select the geographic disaggregation level at which indicator should be reported. The value selected in this field determines the Project Indicator Geographic Area records that are generated by the Project Indicator triggers. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Geographical_Disaggregation__c when a new record is created.“

Guideline Language 1

ampi__Guideline_Language_1__c

Description has been changed to “Primary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_1__c when a new record is created.“

Guideline Language 2

ampi__Guideline_Language_2__c

Description has been changed to “Secondary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_2__c when a new record is created.“

Guideline Language 3

ampi__Guideline_Language_3__c

Description has been changed to “Tertiary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_3__c when a new record is created.“

Guideline

ampi__Guideline__c

Description has been changed to “Long text field to specify the guidelines on how to measure this indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline__c when a new record is created.“

Notes

ampi__Notes__c

Description has been changed to “Long text field to capture additional infromation related to this project indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Notes__c when a new record is created.“

Number of Decimal Places Allowed

ampi__Number_of_Decimals_Places_Allowed__c

Description has been changed to “Picklist field to determine the number of decimals displayed on STAR pages. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Number_of_Decimals_Places_Allowed__c when a new record is created."

Objective(s)

ampi__Objective__c

Description has been changed to “Concatenated list of all the comma-separated objectives related to this project indicator. This field is populated by the triggers ObjectiveRollUp and ProjectIndicatorObjectiveRollup."

% Threshold Between Red and Yellow

ampi__Red_Yellow_Threshold__c

Description has been changed to “A default value for this field can be set by the organisation via Process Builder and the help text can be updated accordingly. The value in this field determines when the Red stoplight turns to Yellow on AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Red_Yellow_Threshold__c when a new record is created.“

Reporting Currency

ampi__Reporting_Currency__c

Description has been changed to “Picklist field to specify the reporting currency if Indicator data type is currency. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Reporting_Currency__c when a new record is created.“

Reporting Frequency

ampi__Reporting_Frequency__c

Description has been changed to “This picklist field is used to set the frequency at which results are reported. The value in this field determines what Project Indicator Reporting Period records are generated by the Project Indicator triggers (ReportingPeriod).“

Help Text has been changed to “Use this field to set the frequency at which results are reported."

Reporting Period

ampi__Reporting_Period_Text__c

Description has been changed to ”Concatenated list of all Reporting Period records that are associated with a Project Indicator, via the Project Indicator Reporting Period junction records. The trigger on the Project Indicator Reporting Period (ProjectIndicatorReportingPeriod) object rolls up Reporting Period Name to this field."

Target Frequency

ampi__Target_Frequency__c

Description has been changed to “This picklist field is used to set a frequency at which only targets are reported. If this is left blank, target frequency is considered same as reporting frequency. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Target_Frequency__c when a new record is created.”

Thematic Area

ampi__Thematic_Area_Icon__c

Description has been changed to “If the organization is not using icons, this field is used to display the name of the Thematic Areas on the Manage Indicators page. Concatenated list of Name fields of Thematic Areas which have a child Indicator Thematic Area with the Indicator. This field is populated by trigger ProjectIndicatorThematicArea."

Type of Results

ampi__Type_of_Results__c

Description ahs been changed to “Picklist field to select whether the results for this project indicator should be input manually, calculated from the results of other project indicators, or aggregated from individual-level data. The value in this field determines whether results are displayed as input or output text on AddResults and whether the user can access the popups for either the Aggregation Criteria or the Calculation Formula. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Type_of_Results__c when a new record is created."

Units Language 1

ampi__Units_Language_1__c

Description has been changed to “Primary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_1__c when a new record is created."

Units Language 2

ampi__Units_Language_2__c

Description has been changed to “Secondary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_2__c when a new record is created."

Units Language 3

ampi__Units_Language_3__c

Description has been changed to “Tertiary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_3__c when a new record is created."

Units Translated

ampi__Units_Translated__c

Decription has been changed to “Formula field to return a translated version of Units__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Units__c, Units_Language_1__c, Units_Language_2__c, or Units_Language_3__c. Displayed in ManageIndicators, SetTargets, and AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Translated__c when a new record is created.”

Units

ampi__Units__c

Description has been changed to “If a numeric project indicator has units of measurement, this text field can capture them (e.g. if project indicator is Amount of CO2, the units could be metric tons). This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units__c when a new record is created."

Validation Range Maximum

ampi__Validation_Range_Maximum__c

Description has been changed to “Number field to capture the maximum acceptable value that can be entered on the Set Targets and Add Results pages for this project indicator. When an entered target/result is greater than the value set on this field, a warning toast appears. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Validation_Range_Maximum__c when a new record is created.”

Validation Range Minimum

ampi__Validation_Range_Minimum__c

Description has been changed to “Number field to capture the minimum acceptable value that can be entered on the Set Targets and Add Results pages for this project indicator. When an entered target/result is lesser than the value set on this field, a warning toast appears. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Validation_Range_Minimum__c when a new record is created."

% Threshold Between Yellow and Green

ampi__Yellow_Green_Threshold__c

Description has been changed to “A default value for this field can be set by the organisation via Process Builder and the help text can be updated accordingly. The value in this field determines when the Yellow stoplight turns to Green on AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Yellow_Green_Threshold__c when a new record is created."

xx_Numbers_Mapped_To_Picklist_Values__c

Numbers Mapped To Picklist Values

Description has been changed to “This field is used to define a set of numeric values that will be mapped to a picklist result provided the 'Map Picklist Values to Number' field is checked. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Numbers_Mapped_To_Picklist_Values__c when a new record is created."

Updates to ampi__Project__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Thematic Area

Thematic_Area_Text__c

Description has been changed to ” Concatenated list of all Thematic Areas associated with a Project, via the Project Thematic Area junction object. The field is populated by the trigger ProjectThematicArea."

Updates to ampi__Risk__c

Expand
titleUpdated Fields

Field Label

Field API Name

Change

Risk Level

xx_Risk_Level__c

Description has been changed to “This field compares the value of the ampi__xx_Overall_Score__c field to the thresholds defined in the ampi__Risk_Setting__mdt custom metadata type. It is auto-populated by the Risk after-save flows based on the threshold the value falls within."

Declarative Automation

Expand
titleNew Autolaunched Flows

Flow Label

Flow API Name

Description

Risk After Update

Risk_After_Update

This is the handler flow for the Risk object in the After-Save, After-Update context.

Risk After Insert

Risk_After_Insert

This is the handler flow for the Risk object in the After-Save, After-Insert context.

Subflow Assign Risk Level

Subflow_Assign_Risk_Level

This subflow populates the ampi__xx_Risk_Level__c field based on the value of the ampi__xx_Overall_Score__c field.

Project Indicator Before Insert

Project_Indicator_Before_Insert

This is the handler flow for the Project Indicator object for the Before-Save, Before-Insert context.

New Custom Labels

Expand
titleClick here to exapnd

Name

Categories

Value

Short Description

ST_UPLOAD_DISABLED_NO_PI

SetTargets, Interface, Amp Impact

No project indicators available for upload

Hover Text on Download & Upload Target Buttons when there's no Project Indicator

CONFIRM_BASELINE_GA_FOR_UPLOAD

Baseline, Upload, Popup, Confirm, Warning, Excel, Spreadsheet, Template, AddResults, Amp Impact

Please ensure you have selected the correct Baseline template for:

Controls confirmation prompt in error screen of Upload Baseline popup

CUSTOMIZE_CALCULATION

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup, Calculated Indicator

Customize Calculation

Header for customising calculation formula

DOWNLOAD_BASELINE_BUTTON

SetTargets, Excel Download, Interface, Amp Impact

Download Baseline

Controls label of Download Baseline menu button

DOWNLOAD_BASELINE_EXCEL_TEXT

SetTargets, Excel Download, Interface, Amp Impact

The Baseline Template for the selected data on this page has been generated. Please click on the Download button to save this file to your system or click on the View button to view the generated file.

Controls information displayed in the second screen of Download Baseline popup

DOWNLOAD_BASELINE_HEADER

SetTargets, Excel Download, Interface, Amp Impact

Download Baseline for

Controls the header on the Download Baseline popup

DOWNLOAD_TARGETS_EXCEL_TEXT

SetTargets, Excel Download popup, Amp Impact

The Targets Template for the selected data on this page has been generated. Please click on the Download button to save this file to your system or click on the View button to view the generated file.

Controls information displayed in the second screen of Download Targets popup

DOWNLOAD_TARGETS_BUTTON

SetTargets, Excel Download popup, Amp Impact

Download Targets

Controls label of Download Targets menu button

UPLOAD_TARGETS_BUTTON

SetTargets, Excel Upload popup, Amp Impact

Upload Targets

UPLOAD TARGETS BUTTON

UPLOAD_BASELINE_BUTTON

SetTargets, Excel Upload popup, Amp Impact

Upload Baseline

UPLOAD BASELINE BUTTON

UPLOAD_BASELINE_FOR

SetTargets, Excel Upload popup, Amp Impact

Upload Baseline For

Controls header message on Upload Baseline modal

ENABLE_FILTER_RECORDS

ManageIndicators, Aggregation, Amp Impact

Do you want to filter records?

ENABLE_FILTER_RECORDS

EXCEL_VALIDATION_ERROR

SetTargets, Excel Download, Excel File, Amp Impact

The value entered is not in the list of valid options. Please select an appropriate option from the dropdown.

Control error message in Excel Template when values outside picklist are entered

EXCEL_RP_COLUMN_HEADER

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

Controls the Reporting Period column header in the Targets template

Controls the Reporting Period column header in the Targets template

FILTER_LOGIC_LWC

ManageIndicators, Aggregation popup, Amp Impact

Filter Records where:

Label for user to enter filter logic

AGGREGATION_FILTER_1

ManageIndicators, Amp Impact, Aggregation

All Conditions Are Met

Aggregation filter for all conditions being met

AGGREGATION_FILTER_2

ManageIndicators, Amp Impact, Aggregation

Any Condition Is Met

Aggregation filter for any condition being met

GENERATE_BASELINE_EXCEL_TEXT

SetTargets, Excel Download, Interface, Amp Impact

Would you like to generate a Baseline Template excel file for the currently selected data on this page?

Controls confirmation prompt in first screen of Download Baseline popup

GENERATE_TARGETS_EXCEL_TEXT

SetTargets, Excel Download popup, Amp Impact

Would you like to generate a Targets Template excel file for the currently selected data on this page?

Controls confirmation prompt in first screen of Download Target popup

INFO_ICON_SEX_DISAGGREGATION

ManageIndicators, Amp Impact

Map the values to the relevant sex. All the values not mapped here will be mapped to Others/Unknown.

Info icon help text for indicator disaggrgated by sex.

INFO_ICON_DISAGGREGATION

ManageIndicators, Amp Impact

Map the values to the relevant disaggregation group.

Info icon help text for indicator disaggrgated by group.

INVALID_FILE_COLUMN_BASELINE

Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

The selected file has one or more invalid column headers on the Baseline tab. Please ensure that the column headers have not been changed.

Controls error message for invalid column header on Upload Targets popup

INVALID_FILE_HEADER_BASELINE

SetTargets, Baseline, Excel Upload popup, Amp Impact

The selected file has an invalid header on the Baseline tab. Please ensure that the header has not been changed.

Controls error message for invalid header on Upload Baseline popup

NO_VALID_TAB_BASELINE

Error, Baseline, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

The selected file does not have a valid tab to upload Baseline data.

Controls error message for invalid tab on Upload Baseline popup

CONFIRM_RP_GA_TARGETS_FOR_UPLOAD

Results, Upload, Popup, Confirm, Warning, Excel, Spreadsheet, Template, AddResults, Amp Impact

Please ensure you have selected the correct Targets template for:

Controls confirmation prompt in error screen of Upload Targets popup

ADD_CALCULATION_POPUP

ManageIndicators, Calculation popup, Add Indicator popup, Edit Indicator popup, Amp Impact, Calculated Indicator

+ Add

Add value on Operator picklist in Calculation popup

SUBTRACT_CALCULATION_POPUP

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup, Calculated Indicator

  • Subtract

Subtract value on Operator picklist in Calculation popup

MULTIPLY_CALCULATION_POPUP

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator

  • Multiply

Multiply value on Operator picklist in Calculation popup

DIVIDE_CALCULATION_POPUP

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator

/ Divide

Divide value on Operator picklist in Calculation popup

OPENPARENTHESIS_CALCULATION_POPUP

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator

( Open Parenthesis

Open parenthesis value on Operator picklist in Calculation popup

CLOSEPARENTHESIS_CALCULATION_POPUP

ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator

) Close Parenthesis

Close parenthesis value on Operator picklist in Calculation popup

CUSTOMIZE_AGGREGATION_CRITERIA

ManageIndicators, Aggregated, Add Indicator Popup, Edit Indicator Popup, Amp Impact

Customize Aggregation Criteria

Header for customising aggregation criteria

RESULTS_UPDATE_BANNER

AddResults, Amp Impact

Aggregated and Calculated Indicator Results have been updated. Refresh the page to see the latest results

Banner on AR page after Aggregated and Calculated Indicators are updated.

SAVE_AND_EDIT_CALCULATION

Manage Indicators, Amp Impact, Calculation popup,Edit Indicator popup, Calculated Indicator

Save and Edit Calculation

User can save details on the screen and then proceed to edit calculation formula

SAVEANDEDITAGGREGATION

Amp Impact

Save and Edit Aggregation

SAVEANDEDITAGGREGATION

SAVE_AND_EXIT

ManageIndicators, Aggregated indicator, Calculated Indicator, Add Indicator Popup, Edit Indicator Popup, Amp Impact, Calculation popup

Save and Exit

Save and exit popup

SAVE_AND_NEXT

ManageIndicators, Aggregated Indicator, Calculated Indicator, Add Indicator Popup, Edit Indicator Popup, Amp Impact, Calculation popup

Save and Next

Save and move to next step

SELECT_AGG_TYPE_FIELD_AVERAGE

Aggregation, Amp Impact, ManageIndicators

Select field to average:

SELECT_AGG_TYPE_FIELD_AVERAGE

SELECT_AGG_TYPE_FIELD_MAXIMUM

Aggregation, Amp Impact, ManageIndicators

Select field to find maximum from:

SELECT_AGG_TYPE_FIELD_MAXIMUM

SELECT_AGG_TYPE_FIELD_MINIMUM

Aggregation, Amp Impact, ManageIndicators

Select field to find minimum from:

SELECT_AGG_TYPE_FIELD_MINIMUM

SELECT_AGG_TYPE_FIELD_SUM

Aggregation, Amp Impact, ManageIndicators

Select field to sum:

SELECT_AGG_TYPE_FIELD_SUM

BL_SAVE_HELPTEXT

SetTargets, AddResults, Interface, Amp Impact

Baseline entered in this popup will save only when the Save button is clicked

BL_SAVE_HELPTEXT

UPDATE_RESULTS_AR

Aggregation, Add Results, Amp Impact, Aggregated Indicator, Calculated Indicator

Update Results

Update all Aggregated/Calcuated Indicator on AR

UPDATE_RESULTS_AR_HELP

Aggregation, Indicators page, Add Results, Amp Impact

Update all Aggregated and Calculated Indicators

Help text for Update Results button on AR

UPDATE_RESULTS_POPUP

ManageIndicators, Confirm Update Modal, Add Results, Amp Impact, Aggregated Indicator, Calculated Indicator

Update Results

Header for the results update confirmation popup

UPDATE_RESULTS_POPUP_All

ManageIndicators, Confirm batch popup, Confirm Update Modal, Amp Impact, Calculated Indicator, Aggregated Indicator

Click confirm to Update the Results of all Aggregated and Calculated Indicators. When you click confirm the last Aggregated/Calculated date/time will be updated. This process may take several minutes.

Results update confirmation popup text

UPDATE_RESULTS_POPUP_All_AR

AddResults, Amp Impact, Aggregation, Aggregated Indicator, Calculated Indicator

Click confirm to Update the Results of Aggregated and Calculated Indicators in these Geographic Area and Reporting Period. When you click confirm the last Aggregated/Calculated date/time will be updated. This process may take several minutes.

Results update confirmation popup text

RESULTS_ARE_BEING_UPDATED

ManageIndicators, Calculate Indicators, Aggregated Indicators, AmpImpact

Results are being updated

Results being update tooltip label

UPDATE_RESULTS_POPUP_SINGLE

ManageIndicators, Amp Impact, Calculated Indicator

The Results for this Indicator were last update on Date and time. If new data has been added and the Results need to be updated. Click Confirm.

Results update confirmation popup text

UPDATE_RESULTS

Aggregation, ManageIndicators, AddResults, Indicators page, Calculated Indicators, Aggregated Indicator,Amp Impact

Update Results

Update Aggregated/Calculated Indicator Results on Manage Indicators page

PREPARE_EXCEL_FOR_ST_UPLOAD_3A

SetTargets, Excel Download, Excel File, Amp Impact

a. For Picklist and Milestone type Results/Targets, choose an option from the dropdown presented in their respective input cells.

Instruction #3(a) on the Instruction tab of results/targets excel template

PREPARE_EXCEL_FOR_ST_UPLOAD_5A

SetTargets, Amp Impact

a. Tab name (Reporting Frequency name - Geographic Area name)

PREPARE_EXCEL_FOR_ST_UPLOAD_5A

PREPARE_EXCEL_FOR_ST_UPLOAD_5B

SetTargets, Amp Impact

b. Header text (Project name - Reporting Frequency name - Geographic Area name - Page name)

PREPARE_EXCEL_FOR_ST_UPLOAD_5B

Updated Custom Labels

Expand
titleClick here to expand

Name

Categories

Value

Short Description

ACTIVE

ManageIndicators, Aggregated Indicator, Amp Impact

Aggregation Settings Active?

ACTIVE

CALCULATION_FORMULA_INVALID

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Invalid Entry. Please modify formula

Error message shown when invalid calculation is saved

CALCULATION_POPUP_FORMULA_INPUT_LABEL

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Calculation

CALCULATION_POPUP_FORMULA_INPUT_LABEL

CALCULATION_POPUP_MESSAGE

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Use the formula builder displayed below to specify the calculation that should be performed to calculate Results for this Project Indicator. Active Indicators with the same Disaggregation, Geographic Areas and Reporting Periods can be selected as source Indicators.

Message displayed on Calculation popup.

CLOSE

ManageDisbursements, ManageIndicators, ManageFramework, Submissions, SetTargets, AddResults, Button, Amp Impact, Confirm Update Modal

Close

CLOSE

CONFIRM

ManageIndicators, Batch Run popup, Amp Impact, Confirm Update Modal, Select Indicator

Confirm

CONFIRM

DEACTIVATED_SOURCE_INDICATORS

ManageIndicators, Calculated Indicator, Amp Impact, Edit Indicator Popup

The indicator's formula contains at least one deactivated or deleted project indicator, and the results may be out of date

Error message when source indicators are deleted or deactivated.

DOWNLOAD_BUTTON

SetTargets, AddResults, Excel Download, Interface, Amp Impact

Download

Controls label of Download button on second Download Target popup

DOWNLOAD_BUTTON_HELP

SetTargets, AddResults, Excel Download, Interface, Amp Impact

Download Excel Version

Controls the help text on the Download Targets menu button

EXCEL_ADDITIONAL_ROWS_ERROR

Warning, Error, Targets, Popup, Results, Upload, Excel, Spreadsheet, Template, Amp Impact

Additional rows will not be processed. Please follow the guidelines given for upload

Controls warning message for additional rows on Upload Results/Targets popup

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

Indicator

Controls the Indicator column header in the Targets template

GENERATE_EXCEL_BUTTON

SetTargets, AddResults, Excel Download popup, Amp Impact

Generate

Controls label of Generate button on first Download Target popup

Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

Incorrect file type. Only files in .xlsx format can be uploaded.

Controls error message for incorrect file type on Upload Results/Targets popup

INSERT_INDICATOR

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Select An Indicator

Select source indicators in calculation popup

INVALID_FILE_COLUMN

Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

The selected file has one or more invalid column headers on the results/targets tab. Please ensure that the column headers have not been changed.

Controls error message for invalid column header on Upload Results/Targets popup

INVALID_FILE_HEADER

Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

The selected file has an invalid header on the results/target tab. Please ensure that the header has not been changed.

Controls error message for invalid header on Upload Results/Targets popup

LAST_BATCH_CALCULATION_DATE

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Last Calculation Date:

LAST_BATCH_CALCULATION_DATE

NO_INDICATORS_FOUND_FOR_CALCULATION

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

No Indicators Found

Message displayed when no indicators match the search criteria

NO_VALID_TAB

Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact

The selected file does not have a valid tab.

Controls error message for invalid tab on Upload Results/Targets popup

PREPARE_EXCEL_FOR_UPLOAD_1

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

  1. Do not change any values in output cells (e.g. Total values)

PREPARE_EXCEL_FOR_UPLOAD_1

RESULTS_FAILED

AddResults, Interface, Amp Impact

records not uploaded

RESULTS_LOCKED

RESULTS_SUCCESFULL

AddResults, Interface, Amp Impact

records successfully uploaded

RESULTS_LOCKED

SELECT_AN_OPERATION

ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator

Select An Operation

SELECT_AN_OPERATION

SEX_BASED_ON

ManageIndicators, Aggregation popup, Amp Impact

Sex disaggregation based on

SEX_BASED_ON

UPLOAD_EXCEL_INSTRUCTIONS_4

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

  1. A final pop-up will appear, displaying how many Results/Targets were successfully or unsuccessfully uploaded. Through this pop-up, you can download Excel files that display which exact records were successful or unsuccessful in the upload. For any records that failed to upload, make the changes in the original file and upload that file again.

UPLOAD_EXCEL_INSTRUCTIONS_4

UPLOAD_TARGETS_HEADER

Upload, Popup, Header, Excel, Spreadsheet, Template, SetTargets, Amp Impact

Upload Targets for

Controls first part of header on Upload Targets popup

VIEW_BUTTON

AddResults, Excel Download popup, Amp Impact

View

Controls the label of the View button on the second Download Target Popup

VIEW_UPLOAD_ERRORS

SetTargets, AddResults, Excel Upload popup, Amp Impact

View Errors

Controls label of View Errors button on Upload Results/Targets popup

VIEW_UPLOAD_SUCCESS

SetTargets, AddResults, Excel Upload popup, Amp Impact

View Successes

Controls label of View Successess button on Upload Results/Targets popup

Permission Sets

Expand
titleObject & Field Access

Object API Name

Permissions

Batch_Update__e

Create, Read

Expand
titleAPEX Class Access

The following Apex classes have been added to the permission set:

AggregateSettings_LWC_CTRL

AggregateSettings_LWC_Service

AggregationCalculationBatches_CTRL

Date_Utility

New Design Attributes

Expand
titleClick here to expand

Design Attribute

Page

Related UI Element

UI if True

UI if False

Hide Update Results Button

manageIndicators

Controls the display of the Update Results button on the page

Button is not displayed

Button is displayed

Hide Targets Download Button

setTargets

Controls the display of the Download Excel Template Button on the page

Button is not displayed

Button is displayed

Hide Targets Upload Button

setTargets

Controls the display of the Upload Excel Template Button on the page

Button is not displayed

Button is displayed