Set Targets: Customization Options

This page covers:

Set Targets Components

The Set Targets feature comes with two customization options that organizations can choose from: Lightning Web Component or Visualforce Page.

Visualforce: is a page-centric web application model. A markup language like HTML is used for designing the layout of pages.
Lightning Web Component (LWC): a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWC are lightweight and deliver exceptional performance.

Organizations on earlier releases of Amp Impact might be using Visualforce pages to create and manage indicators. With Amp Impact’s Indus (Winter 2022) release, the Set Targets page was rebuilt as a Lightning Web Component (called SetTargets).

Refer to the Set Targets page to learn more about the Set Targets Components.

Set Targets: Lightning Web Component LIGHTNING WEB COMPONENT

Design attributes control the display of various components on the Set Targets page.

Navigate to Set Targets and click on the gear icon → Edit Page

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

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

Design Attribute	Related UI Element	UI if True	UI if False
Hide Submit?	Controls the display of Submit button.	Submit button is not displayed.	Submit button is displayed.
Hide Comments?	Controls if comments related to Project Indicator targets will be displayed on Set Targets table.	Comments related to Project Indicator Targets are hidden.	Comments related to Project Indicator Targets are displayed.
View Only Mode?	Controls whether the Project Indicator targets can be edited or not.	Targets cannot be edited. They can only be viewed.	Targets can be edited.
Hide Refresh?	Controls the display of Refresh button.	Refresh button is displayed.	Refresh button is not displayed.
Allow Users to Set Baseline Read more about the feature	Controls whether users can set Baseline.	Users are allowed to set a Baseline for Project Indicators.	Users are unable to set a Baseline for Project Indicators.
Hide Validation Ranges?	Controls the behavior of input fields on Set Targets table.	Set Targets page will not flag a user based on the value entered in the input field, irrespective of any values in the Validation Range fields.	Set Targets page flags a user if the value entered in the input field is outside of the validation range.
Hide Hyperlink in First Column?	Controls if Project Indicators are hyper-linked to their records in the Project Indicator column on Set Targets table.	Project indicators are not hyper-linked to their related records.	Project indicators are hyper-linked to their related records.
Round Off digits for Large Numbers	Defines the round-off digits to be displayed for large numbers (> 1 million) in view-only mode on Set Targets table. Accepts inputs from 0-5.	NA	NA

Refer to the Set Targets page to know more about these features.

Set Targets Visualforce Page VISUALFORCE PAGE

Some key features in the product can be configured on/off depending on the client organization’s
preferences for the product. They can be disabled/enabled at the user/profile/organization level.

To enable or disable any of the features in Set Targets, go to Setup → Custom Settings. Refer to the
table on the next page and depending on the feature to be enabled/disabled, either click on:
1. Set Targets or
2. Amp Impact Setup

2. Click on Manage

3. Click on Edit

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

Field Label	Custom Setting	Related UI Element	UI if True	UI if False
Disable Geographic Area Hierarchy	Set Targets	Controls how Geographic Areas are displayed in the Geographic Areas dropdown.	Targets are not displayed in hierarchy. Child Geographic Areas do not nest under parent Geographic	Targets are displayed in hierarchy. Child Geographic Areas nest under parent Geographic Areas.
Excel Upload Enabled?	Set Targets	Controls if the Excel template for Targets can be uploaded.	Targets can be uploaded via Excel Template. The upload icon will be visible.	Targets cannot be uploaded via Excel Template. The upload icon will not be visible.
Hide Comments Icon	Set Targets	Controls if comments related to Project Indicator Targets will be displayed.	Comments related to Project Indicator Targets are hidden.	Comments related to Project Indicator Targets are displayed.
Hide Excel Download Button	Set Targets	Controls if the Excel template for targets can be downloaded.	Targets cannot be downloaded into an Excel file. The download icon will not be visible.	Targets can be downloaded. The download icon will be visible.
Round-Off Digits for Large Numbers	Set Targets	Defines the round-off digits to be displayed for large numbers (> 1 million) in view-only mode on the Set Targetstable. Accepts inputs from 0-5.	NA	NA
View only Mode	Set Targets	Controls whether Targets can be edited or not.	Targets cannot be edited. They can only be viewed.	Targets can be edited.
Submit Targets for Review Enabled?	Amp Impact Setup	Controls the display of Submit button.	Submit button is displayed.	Submit button is not displayed.
Validation Range Enabled?	Amp Impact Setup	Controls the behavior of input fields on the Set Targets table.	Set Targets page will flag a user if the value entered in the input field is outside of the validation range.	Set Targets will not flag a user based on the value entered in the input field.
Chatter Enabled for Set Targets?	Amp Impact Setup	Controls the display of Chatter feed on Set Targets Visualforce page.	Chatter feed displays at the top of Set Targets Visualforce page.	Chatter feed does not display at the top of Set Targets Visualforce page.

Refer to the Set Targets page to know more about these features.

When a user downloads an Excel template, they are given a set of instructions on how to properly set up the Excel sheet for upload. For any additional custom instructions that may be needed for your organization, use the custom labels to add further steps to the sections of the instructions sheet.

Set Targets Components: Customize Field Sets LIGHTNING WEB COMPONENT VISUALFORCE PAGE

This section details how to customize the field sets on the Set Targets Lightning Web and VisualForce Components.

Indicator info popover displayed by hovering on the info icon

Object: Project_Indicator__c
Field set name: SET_TARGETS_INFO_POPOVER

Fields displayed in search filter panel

Object: Project_Indicator__c
Field set name: ampi__ST_SEARCH_FILTERS

It is recommended to include no more than five search filter fields in the Set Targets page to be able to view the information in a user-friendly manner.

Also note that search filter fields display in alphabetical order.