Workplanning & Resource Planning: Customization Options

This page covers:

Customization Options

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

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

1. Identify and open the object.

2. Identify and open the field set.

3. Edit and save the field set.

Setup Activities

As a system administrator, if you want to update the status picklist values available for a specific activity type then you can do this by updating the field dependency between the Activity Type and Status fields within the Activity object. 

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

1. Task (Activity Type): Planning, In Progress, Complete (Status)

2. Milestone (Activity Type): Open, Complete (Status)

In order to update the field dependency, you would have to: 

1. Update picklist dependency on the Activity Type field

2. Update validation rule on the Status field

3. Update instructions within the Implementation Plan DL/UL excel 

Update Picklist Dependency on the Activity Type Field

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

1. Navigate to Object Manager tab within Setup

2. Navigate to the Activity (ampi__Activity__c) object

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

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

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

6. Update the picklist dependency based on your requirement

Update Validation Rule on the Status Field 

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

1. Navigate to Object Manager tab within Setup

2. Navigate to the Activity (ampi__Activity__c) object

3. Click on the Validation Rule tab 

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

Update Instruction on the Implementation Plan UL/DL Excel

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

1. Navigate to Object Manager tab within Setup

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

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

Activity Chart Aura Component and Lightning Web Component

• Fields displayed in “Add New Activity” pop-up

  • Object: Activity__c

  • Field set name: CREATE_NEW_ACTIVITY_POPUP

  • Unsupported field types: Encrypted String, Time

• Fields displayed in “Edit Activity” pop-up

  • Object: Activity__c

  • Field set name: EDIT_ACTIVITY_POPUP

  • Unsupported field types: Encrypted String, Time

• Column fields on the Activity Chart (between Activity Name and Timeline)

  • Object: Activity__c

  • Field set name: ACTIVITY_TABLE_COLUMNS

  • Unsupported field types: Encrypted String, Time

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

• Fields used in expanded search filters and search bar

  • Object: Activity__c

  • Field set name: ACTIVITY_TABLE_SEARCH_FILTER

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

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

• Fields used in information popover when hovering cursor over an activity in the Gantt chart

  • Object: Activity__c

  • Field set name: ACTIVITY_INFO_POPOVER

  • Unsupported fields/field types:

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

Record Limits

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