Jarvis | Release Notes | April 2023

New Features

Project Setup Wizard

This version of Amp Impact introduces a new screen flow that simplifies the setup process for projects. Users can now save time in setting up project-level data (e.g. Project Geographic Areas) by launching this flow and navigating through it to create the relevant records, making it easier for them to start using the custom interfaces of Amp Impact sooner.

The Project Setup Wizard will enable the creation of records for the following objects by default:

Feature Enhancements

New Excel Templates for Budget / Financial Download and Upload

Plan Budget Across Time Periods

The template for planning budgets has been updated to enable users to more easily and quickly plan recurring line items across multiple time periods. This template now displays budget periods as columns under which period-specific data can be entered.

Pre-filled Data for Line Items in Financial Reports

When reporting financials (i.e. downloading from/uploading financials to a particular reporting period), the data entered at the point of planning for the related financial is automatically populated in the template for the reporting financial. This occurs irrespective of whether budget planning and financial reporting are done at the same frequency.

Ability to Edit Cells Outside the Upload Region

In the previous version of this feature, users could not enter data outside of the upload region, as that would cause the upload to fail. This has been enhanced so that users can modify the sheet outside of the upload region, whether performing calculations or including macros, and still successfully upload their financial data.

Activities Lightning Web Component: Create Sub-Tasks and Sub-Milestones Directly in Gantt Chart

In order to enable users to more easily build out their implementation plans, a new action menu has been introduced in Amp Impact in the Gantt Chart that allows users to directly create sub-activities in the table.

Users can now right click on an activity, and they will see the option to edit or delete the Activity, as well as to add either a sub-task or a sub-milestone beneath that Activity.

Activities Lightning Web Component & Excel Download / Upload: Deactivate Unused Activity Types

The Activities Lightning Web Component (as well as the associated Excel download and upload functionality) allows users to build implementation plans with both task- and milestone-type activities. In this release, further flexibility has been introduced for System Administrators to deactivate either activity type if it is unused by the organization. For example, if milestones are not used at all, the System Administrator can:

• Deactivate milestone activities in the Lightning Web Component using the new design attribute Disable Milestones. This will no longer show a dropdown when clicking the Add New Activity button, and all created activities will default to the task type.

• Deactivate milestone activities in the Excel Download / Upload component using the new hierarchy custom setting Activity Download/Upload. This will no longer show the Activity Type field in the reference tab, and all uploaded activities will default to the task type.

Framework Lightning Web Component: Definite Custom Order for Framework Objectives

Since its launch, the Framework Lightning Web Component has only supported the default order of Objectives in alphabetical order by Name. Flexibility has been introduced to the component so that a System Administrator can define a custom primary and secondary sort order via the Framework Table Sort Order design attribute in Lightning App Builder.

For example, if the Name field on a Framework Objective is populated with human-readable text (e.g. “Eliminate plastic pollution in the oceans”), then the System Admin can choose to sort the Framework table according to some other logic, such as a field that contains a code value (e.g. “1.2.2”), in order to see the Framework Objectives in a more logical order according to their processes. This sort order will also adhere to the hierarchy defined between Framework Objectives.

Submission Response Aura Component: Toggle Between Multiple Submissions on a Parent Record

In previous releases, only a singular Submission could display on parent records (e.g. Projects, Calls for Proposals, Applications, et al.) in the Submission Response Form Aura Component. This restricted users from easily accessing multiple Submissions for a single parent record, as that was only possible through the Submission Related List.

This has been improved in Amp Impact such that a dropdown picklist in the Submission Response Form Aura Component allows users to toggle between multiple Submissions directly in the component.

Submission Response Aura Component: New Question Type - File Upload

In order to enable users to more easily include attachments as part of their Submissions, Amp Impact now includes a new question type called “File Upload” that, when selected in building the Submission Template, ensures users are able to attach one or multiple files based on the Submission’s requirement.

For example, when using Submissions as part of grant applications, the grant manager can now request any required documents as part of that application directly within the Submission itself, without applicants needing to toggle between the Submission Response Form and the related list.

Set Targets / Add Results Lightning Web Components: New Design Attribute to Toggle Structure of Geographic Areas in Dropdown

The System Administrator can now toggle the structure of Geographic Areas between hierarchy and non-hierarchy in the dropdown on the Set Targets & Add Results Lightning Web Components via design attribute (Disable Geographic Area Hierarchy). Using this is recommended if you have created more than 50,000 catalog-level geographic areas, which will cause the Lightning Web Component(s) to fail to load due to Salesforce governor limits. 

Resolved Issues

Submission Response Aura Component: Response Form Accurately Respects Character Limit for Qualitative Responses

In previous versions of Amp, the character limit defined for qualitative responses in the Submission Response Form Aura Component also counted HTML tags, which led to extra characters counted when a user formatted text. This has been resolved so that only the characters that have been entered, irrespective of formatting, are counted against the character limit, and users no longer receive a misleading error.

Release Updates

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

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

Translations

Spanish Translation

Amp Impact is now available to be used in Spanish (language code “es”). Refer to the Upgrade Instructions for guidance on how to set up users to use Amp in Spanish. Note that certain elements will not be translated by default, such as custom labels marked as “Do not translate”, as translations for those elements may break functionality.

Portuguese Translation

For new labels in this and previous releases, Portuguese (language code “pt_BR”) translations are now available by default.