Impact/Outcome Reporting: Customization Options

This page covers:

Related pages:

• 🔎 Impact/Outcome Reporting (Indicators, Targets, Results, Impact Stories)

• Impact/Outcome Reporting (Indicators, Targets, Results, Impact Stories): Key Relationships

The three primary features of Impact/Outcome Reporting—Indicators, Targets, and Results—each come 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, set targets, and add results. With newer releases, these features have been rebuilt as Lightning Web Components (called manageIndicators, SetTargets, and AddResults). Read this Salesforce article to understand why you may want to leverage Lightning Web Components over Visualforce pages.

🔧 manageIndicators: Lightning Web Component

Amp Impact’s Delphinus (Summer 2020) release reimagined the Manage Indicators page as a Lightning Web Component (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.

🔧 ManageIndicators: Visualforce Page

Despite the benefits of LWCs, you may still opt to use the original Manage Indicators Visualforce page (ManageIndicators), especially to leverage Aggregated or Calculated Indicators. Learn how to customize user interface elements on the ManageIndicators Visualforce component using the “Manage Indicators” custom setting.

🔧 SetTargets: Lightning Web Component

Amp Impact’s Indus (December 2022) release rebuilt the Set Targets page as a Lightning Web Component (SetTargets). This change enables quicker load and processing times, as well as a cleaner and more consistent user interface. Alongside these performance improvements, the interface has also been updated to enable the following:

• Set Targets Across Reporting Periods

• Enter Baseline Data for Indicators

• Preview Qualitative Targets

• Preview Comments

• Deactivate Reporting Periods for Target Entry

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

🔧 SetTargets: VisualForce Page

Despite the benefits of LWCs, you may still opt to use the original Manage Indicators Visualforce page (SetTargets). Learn how to customize user interface elements on the SetTargets Visualforce component using the “Set Targets” custom setting.

🔧 AddResults: Lightning Web Component

Amp Impact’s Indus (December 2022) release rebuilt the Add Results page as a Lightning Web Component (AddResults). This change enables quicker load and processing times, as well as a cleaner and more consistent user interface. Alongside these performance improvements, the interface has also been updated to enable the following:

• Compare Baseline Data to Results

• Preview Qualitative Results

• Reporting Period Locked Status Displays in Dropdown

• Preview Comments

• Deactivate Reporting Periods for Result Entry

• Download / Upload Results Table

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

🔧 AddResults: VisualForce Page

Despite the benefits of LWCs, you may still opt to use the original Add Results Visualforce page (AddResults). Learn how to customize user interface elements on the AddResults Visualforce component using the “Add Results” custom setting.