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Process Builder in Amp Impact

Amp Impact has two process builder templates: Copy Objective Field Values onto Project Objective and Copy Indicator Field values onto Project Indicator). By default, they are active on installation and can be customized or deactivated based on your organization’s use case.

Customize Process Builder

Amp Impact has the following process builder templates:

  • Copy Objective Field Values onto Project Objective. This copies the value in the following fields on ampi__Catalog_Objective__c to the corresponding fields on ampi__Objective__c:

    • ampi__Description_Language_1__c

    • ampi__Description_Language__2

    • ampi__Description_Language_3__c

    • ampi__Description__c

    • ampi__Name_Language_1__c

    • ampi__Name_Language_2__c

    • ampi__Name_Language_3__c

    • Name

    • ampi__Level__c

The Name field on ampi__Catalog_Objective__c is copied into the ampi__Label__c text field on ampi__Objective__c, as the standard Name field on ampi__Objective__c is an auto-number and cannot be updated.

  • Copy Indicator Field values onto Project Indicator. This copies the value in the following fields on ampi__Indicator__c to the corresponding fields on ampi__Project_Indicator__c:

    • ampi__Active__c

    • ampi__Calculate_Total__c

    • ampi__Cross_Disaggregation_By_Sex__c

    • ampi__Cumulative__c

    • ampi__Data_Source_Language_1__c

    • ampi__Data_Source_Language_2__c

    • ampi__Data_Source_Language_3__c

    • ampi__Data_Source__c

    • ampi__Indicator_Definition_Language_1__c

    • ampi__Indicator_Definition_Language_2__c

    • ampi__Indicator_Definition_Language_3__c

    • ampi__Indicator_Definition__c

    • ampi__Disaggregation_Group_Language_1__c

    • ampi__Disaggregation_Group_Language_2__c

    • ampi__Disaggregation_Group_Language_3__c

    • ampi__Disaggregation_Group__c

    • ampi__Exclude_From_IATI__c

    • ampi__Geographical_Disaggregation__c

    • ampi__Guideline_Language_1__c

    • ampi__Guideline_Language_2__c

    • ampi__Guideline_Language_3__c

    • ampi__Guideline__c

    • ampi__Notes__c

    • ampi__Red_Yellow_Threshold__c

    • ampi__Yellow_Green_Threshold__c

    • ampi__Reporting_Frequency__c

    • ampi__Target_Frequency__c

    • ampi__Targets_Are_Disaggregated__c

    • ampi__Type_Of_Results__c

    • ampi__Units_Language_1__c

    • ampi__Units_Language_2__c

    • ampi__Units_Language_3__c

    • ampi__Units__c

    • ampi__Validation_Range_Maximum__c

    • ampi__Validation_Range_Minimum__c

The process builders have been enabled as a template. Therefore, if you want to edit them to meet your organization’s specific use case, you can clone the process, make the required changes in the cloned process, and activate the cloned process.

Deactivate Process Builder

To deactivate any of Amp Impact’s Process Builders, go to the Setup Quick Search box and search for “Process Builder”. Expand the process builder and click “Deactivate” next to the Active Version.

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