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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, these processes are active on installation and can be customized or deactivated based on your organization’s use case.
The following process builders have been deprecated Kalausi Release onwards. They have been replaced by Flows. You can find more information about the replaced flows here. Due to a Salesforce limitation these process builders will be available in orgs installing Kalausi (v1.34) or a version after that, but will be marked deactivated.
Please refer to the Upgrade Instructions if you’re upgrading to Kalausi from a previous release.
Amp Impact Automation (Process Builder)
Object | Process API Name | Actions | Process Summary |
|---|---|---|---|
Framework Objective | ampi__Pull_Objective_Level_onto_Project_Objective | Sync after creation | This process gets triggered when an ampi__Objective__c record is created. It syncs the field values of the ampi__Catalog_Objective__c with ampi__Objective__c field values. |
Project Indicator | ampi__Copy_Indicator_Field_Values_Onto_Project_Indicator | Sync after creation | This process gets triggered when an ampi__Project_Indicator__c record is created. It syncs the field value of the Parent Catalog ampi__Indicator__c with ampi __Project_Indicator__c field values. |
Risk | ampi__Populate_Risk_Level | Populate Risk Level | The process updates the ampi__xx_Risk_Level__c field based on a comparison of the value of the ampi__xx_Overall_Score__c to the Risk Setting Custom Metadata Type. |
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.
