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Manage Indicators Components

The Manage Indicators 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 Delphinus (Summer 2020) release, the Manage Indicators page was rebuilt as a Lightning Web Component (called manageIndicators). The primary motive for this rebuild was to overcome the ViewState limitation of Visualforce pages, however, it also presented a number of user interface enhancements, including:

  • Action Menu for Project Indicators

  • Select Catalog Indicators Across Multiple Pages

  • Multi-select Picklists Available in the Search Filters

  • Multiple Steps in the Add New Indicator Popup

  • Preview Disaggregation Values when Selecting the Disaggregation Group

Refer to the Delphinus release notes for the full suite of functionality supported by the manageIndicators Lightning Web Component.

The Lightning Web Component version of Manage Indicators does not currently support Aggregated or Calculated Indicators. Those features are still accessible on the Visualforce page.

Manage Indicators: Lightning Web Component LIGHTNING WEB COMPONENT

Design attributes can be used for controlling editing elements on the Manage Indicators Lightning Web
Component. They can be used for hiding/displaying buttons. Follow these steps to access design attributes for Manage Indicators LWC:

  1. Navigate to Manage Indicators LWC and click on the gear icon → Edit Page

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

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 Activate
Indicator

Controls the display of
Activate Selected button
while activating deactivated
indicators.

Activate Selected
button is hidden.

Activate Selected
button is visible.

Hide Add New
Indicator

Controls the display of Add New Custom Indicator button.

Add New Custom
Indicator button is
hidden.

Add New Custom
Indicator button is
visible.

Hide Add Selected

Controls the display of Add Selected button while adding Indicators from the Catalog
to Project.

Add Selected button is
hidden.

Add Selected button
is visible

Hide Delete

Controls the display of Delete icon.

Delete icon is hidden.

Delete icon is visible.

Hide Edit

Controls the display of Edit icon.

Edit icon is hidden.

Edit icon is visible.

Hide Catalog Indicator

Controls the display of
Catalog Indicators tab.

Indicator Catalog tab is
hidden.

Indicator Catalog tab
is visible.

Hide Selected
Indicator

Controls the display of
Selected Indicators tab.

Selected Indicators tab
is hidden.

Selected Indicators
tab is visible.

Hide Deactivated
Indicator

Controls the display of
Deactivated Indicators tab.

Deactivated Indicators
tab is hidden.

Deactivated Indicators tab is visible.

Hide Hyperlink in
the First column

Controls if Project Indicators in the first column are hyperlinked or not.

The hyperlink is active.

The hyperlink is inactive.

Disable Two Screen Setup

Controls the display of two screens after clicking the Add New Custom Indicator pop-up.

  • Screen containing
    Catalog Indicator
    specific fields

  • Screen containing
    Project indicator
    specific fields

Screen containing
Project indicator
specific fields is
hidden.

Screen containing
CatalogIndicator
specific fields is
displayed.

Both screens are
displayed.

Hide Update Results Button KALAUSI ONWARDS

Controls the display of the Update Results button on the page

Button is not displayed

Button is displayed

Manage Indicators: 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 these features for the Manage Indicators Visualforce component:

  1. Go to Setup → Custom Settings

  2. Navigate to Manage Indicators

  3. Click on Manage

  4. Click on Edit

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

Field Label

Related UI Element

UI if True

UI if False

Chatter Enabled for Manage Indicators?*

*This is found in the “Amp Impact Setup” custom setting.

Controls the display of the Chatter element on the ManageIndicators page.

Chatter feed is displayed at the top of the ManageIndicators page.

Chatter feed is not displayed at the top of the ManageIndicators page.

Hide Indicators
Catalog tab

Controls the display
of the Catalog
Indicators tab.

Indicator Catalog tab is
hidden.

Indicator Catalog tab is visible.

Hide Selected
Indicators tab

Controls the display
of the Selected
Indicators tab.

Selected Indicators tab is hidden.

Selected Indicators tab is visible.

Hide Deactivated
Indicators tab

Controls the display
of the Deactivated
Indicators tab.

Deactivated Indicators tab is hidden.

Deactivated Indicators tab is visible.

Hide Refresh
Indicators button

Controls the display
of Refresh
Indicators button on
Selected Indicators
tab.

Refresh Indicators button
is hidden.

Refresh Indicators button is
visible.

Hide Settings
Icon

Controls the display
of Settings icon on
Project Indicator
table in Selected
Indicators tab.

Settings icon is hidden.

Settings icon is visible.

Hide Edit icon on
Project Indicator
table on Selected
Indicators tab

Controls the display
of the Edit icon on
Manage Indicators
table.

Edit icon is hidden.

Edit icon is visible.

Hide Refresh icon
on Project
Indicator table on
Selected
Indicators tab

Controls the display
of Refresh icon on
Project Indicator
table in Selected
Indicators tab.

Refresh icon is hidden.

Refresh icon is visible.

Hide Delete icon
on Project
Indicator table on
Selected
Indicators tab

Controls the display
of the Delete icon
on Manage
Indicators table.

Delete icon is hidden.

Delete icon is visible.

Hide Comments
icon on Project
Indicator table on
Selected
Indicators tab

Controls the display
of Comments icon
on Project Indicator
table in Selected
Indicators tab.

Comments icon is hidden.

Comments icon is visible.

Hide Add
Selected button
on Indicator
Catalog tab

Controls the display
of Add Selected
button while adding
Indicators from the
Catalog to Project.

Add Selected button is
hidden.

Add Selected button is visible.

Hide Add New
Custom Indicator
button on
Indicator Catalog
tab

Controls the display
of Add New Custom
Indicator button.

Add New Custom
Indicator button is hidden.

Add New Custom Indicator
button is visible.

Hide Activate
Selected Button
on Deactivated
Indicators tab

Controls the display
of the Activate
Selected button
while activating
deactivated
indicators.

Activate Selected button is hidden.

Activate Selected button is visible.

Manage Indicators Components: Customize Field Sets LIGHTNING WEB COMPONENT VISUALFORCE PAGE

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

Column fields on the Catalog Indicators tab

  • Object: Indicator__c

  • Field set name: CATALOG_INDICATORS_TABLE

  • The columns in the table, which are based on various attributes about the indicators, such as Data Type and Reporting Frequency, are defined and can be customized by the system admin using the CATALOG_INDICATORS_TABLE field set on the Indicator__c object.

  • The first column in the table matches the first field saved to the CATALOG_INDICATORS_TABLE field set. The table displays each record in the first column as a hyperlink and is clickable to the record detail.

    • Fields of Checkbox type can be added to the field set but do not display as a hyperlink.

It is recommended to include no more than seven fields to display in the Indicators Catalog table,
to be able to view the information in a user-friendly manner.
Please note that fields on related objects cannot be added to the Indicators Catalog table.

Fields displayed in “Add New Indicator” pop-up

  • Object: Indicator__c

  • Field set name: ADD_NEW_INDICATOR_POPUP

  • Some of the fields on Indicator__c have predefined default values (e.g. Include_In_Catalog).
    While the default value cannot be directly edited, a Process can be set up to set a custom
    default when an Indicator__c record is created.

  • Unsupported field types: URL

  • Ensure that the field “Map Picklist Values to Number” is always added to the Add Indicator fieldset .

Column fields for the Selected Project Indicators tab

  • Object: Project_Indicator__c

  • Field set name: SELECTED_PROJECT_INDICATORS_TABLE

  • The columns in the table, which are based on various attributes about the Project
    Indicators, such as Data Type and Reporting Frequency, are defined and can be
    customized by the system admin using the SELECTED_PROJECT_INDICATORS_TABLE
    field set on the Project_Indicator__c object.

  • The first column in the table matches the first field saved to the
    SELECTED_PROJECT_INDICATORS_TABLE field set. The table displays each record in the
    first column as a hyperlink and is clickable to the record detail.

    • For example, when custom field Project_Indicator__Number__c is dropped in the
      field set to display as the first column of the Selected Indicators table, the values in
      that column display with a hyperlink

    • Fields of Checkbox type can be added to the field set but do not display as a
      hyperlink.

If using the Lightning Web Component version of ManageIndicators, it is recommended to
include no more than seven fields to display in the Selected Project Indicators table, to be able to
view the information in a user-friendly manner.

If using the Visualforce Page version of ManageIndicators, it is recommended to include no more
than five fields to display in the Selected Project Indicators table.

Please note that fields on related objects cannot be added to the Selected Project Indicators
table.

Fields displayed in “Edit Project Indicator” pop-up

  • Object: Project_Indicator__c

  • Field set name: EDIT_PROJECT_INDICATOR_POPUP

  • Unsupported field types: URL

  • Some of the fields on Project_Indicator__c have predefined default values (e.g.
    Red_Yellow_Threshold__c). While the default value cannot be directly edited, a Process can
    be set up to set a custom default when a Project_Indicator__c record is created.

Column fields for the Deactivated Indicators tab

  • Object: Project_Indicator__c

  • Field set name: DEACTIVATED_PROJECT_INDICATORS_TABLE

  • The first column in the table matches the first field saved to the DEACTIVATED_PROJECT_INDICATORS_TABLE field set.

It is recommended to include no more than seven fields to display in the Deactivated Project
Indicators table to be able to view the information in a user-friendly manner.

Please note that fields on related objects cannot be added to the Deactivated Project Indicators
table.

Fields displayed in search filter panel on the Catalog Indicators tab

  • Object: Indicator__c

  • Field set name: ampi__INDICATOR_CATALOG_SEARCH_FILTER

  • Additional fields can be added to the ampi__INDICATOR_CATALOG_SEARCH_FILTER field
    set to filter by custom field types. The following field types are supported:

i. Checkbox
ii. Date
iii. Number
iv. Picklist
v. Email
vi. Phone

vii. URL
viii. Time
ix. Relationship (Lookup, Master-Detail, Hierarchical)
x. Text (Text, Text Area, Long, Rich)

Fields displayed in search filter panel on the Selected Project Indicators and Deactivated Indicators tabs

  • Object: Project_Indicator__c

  • Field set name: ampi__PROJECT_INDICATORS_SEARCH_FILTERS

  • Additional fields can be added to the field set to filter by custom fields. The following field types are supported:

i. Checkbox
ii. Date
iii. Number
iv. Picklist
v. Email
vi. Phone

vii. URL
viii. Time
ix. Relationship (Lookup, Master-Detail, Hierarchical)
x. Text (Text, Text Area, Long, Rich)

Please note that the order of fields in the filter set on the Selected Indicators and Deactivated
Indicators tab depends on the order of fields in the
ampi__PROJECT_INDICATORS_SEARCH_FILTERS fieldset.

The order of fields in the filter set on the Catalog Indicators tab depends on the order of fields in
the ampi__CATALOG_INDICATORS_TABLE fieldset.

Dynamic Display of fields via Custom Meta Data LIBERTAS V1.36 ONWARDS

Name

Custom Fields and their actions

Additional Comments

Dynamic fields for popup fieldset

  1. Popup Fieldset

    1. Which popup does this custom setting record talk about?
      Popup names are fieldset names

  2. Controlling Field

    1. The field which controls the controlling value

  3. Controlling Value

    1. Value of the controlling field

  4. Dependent Fields

    1. Fields: Fields dependent on the controlling from the Fieldset that we have to display. They would be semi colan(;) separated. 
      Format Example: ampi__Cumulative__c;ampi__Red_Yellow_Threshold__c;ampi__Yellow_Green_Threshold__c;

    2. Picklist Values: For a Picklist value we would have the dependent field Name followed by a round bracket which would have all the Picklist Value API names with a semicolon separated list.
      Format Example: ampi__Data_Type__c(Currency;Number;Percent)

  1. Pairs of Controlling field and Controlling value are permitted

    1. Eg : Controlling Field : ampi__xx_Map_Picklist_Values_To_Number__c;ampi__Data_Type__c Controlling Value : true;Picklist. The dependent fields would only be visible if both the conditions are evaluated to be true.

  2. If Amp Impact is unable to evaluate any CMDT due to wrong configuration/setup it will ignore that CMDT.

  3. Dynamic display of fields is only supported on Project Indicator Add Popup, Edit popup and Comment popup on Set Targets and Add Results as of Libertas (v.1.36)

  4. If the Dependent field of a picklist value isn’t in the format of Picklist_Field_Api_Name(PicklistValue1;PicklistValue2) the entire CMDT record would be disregarded.

Example: The “Aggregated Add Popup Picklist Filter”

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