Workplanning & Resource Planning: Customization Options

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Related pages:

• 🔎 Workplanning & Resource Planning

• Workplanning & Resource Planning: Key Relationships

Activities Components

The Activities feature comes with two customization options that organizations can choose from: Aura Component or Lightning Web Component:

• Aura components are the self-contained and reusable units of an app. They represent a reusable section of the UI and can range in granularity from a single line of text to an entire app.

• Lightning Web Components (LWC) are 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, LWCs are lightweight and deliver exceptional performance.

Design Attributes: Activities LIGHTNING WEB COMPONENT

Design attributes can be used for controlling editing elements on the Activities LWC component. They can
be used for hiding/displaying buttons and editing colors of various elements on the Activities LWC
component.

Design attributes can be accessed by:

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

2. This will take you to the Lightning App Builder. Click on the Activities 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:

Custom Setting: Activities AURA COMPONENT

To customize the Activities Aura component:

1. Go to Setup → “Custom Settings”

2. Navigate to “Activities”

1. Click on “Manage”

2. Click on “Edit”

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

Update “Activity Type” - “Status” Dependency LIGHTNING WEB COMPONENT AURA COMPONENT

As a System Administrator, if you want to update the “Status” picklist values available for a specific “Activity Type”, then you can do this by updating the field dependency between the Activity Type and Status fields within the Activity object. 

By default, the field dependency is configured in the following manner:

1. Activity Type = “Task”, then “Status” = Planning, In Progress, Complete

2. Activity Type = “Milestone”, then “Status” = Open, Complete

In order to update the Activity Type - Status field dependency, you would have to: 

1. Update picklist dependency on the “Activity Type” field

2. Update the validation rule on the “Status” field

3. Update instructions within the Implementation Plan DL/UL Excel 

Update Picklist Dependency on the Activity Type Field

You can follow the instructions below to update the picklist dependency on the Activity Type field: 

1. Navigate to the Object Manager tab within Setup

   

2. Navigate to the Activity (ampi__Activity__c) Object

   

3. Search for the field Activity Type and click on it

   

4. Scroll down to the Field Dependencies section and click on the New button 

   

5. Select Activity Type as the controlling field and Status as the dependent field

   

6. Update the picklist dependency based on your requirement

   

Update Validation Rule on the Status Field 

You can follow the steps mentioned below to update the validation rule on the Status field within the Activity object:

1. Navigate to the Object Manager tab within Setup

   

2. Navigate to the Activity (ampi__Activity__c) Object

   

3. Click on the Validation Rules option 

   

4. Click on the Edit button and update the Error Condition Formula and Error message based on your requirement

   

Update Instruction on the Implementation Plan UL/DL Excel

You can update instruction 4c within the Instructions tab of the Implementation Plan UL/DL excel file by updating the custom label ‘PREPARE_UPLOAD_4C’. You can do this by following the steps mentioned below:

1. Navigate to Object Manager tab within Setup

   

2. Search for and navigate to the Custom Labels option under User Interface

   

3. Update the value of the custom label PREPARE_UPLOAD_4C based on your new dependency

   

Field Sets: Activities LIGHTNING WEB COMPONENT AURA COMPONENT

This section details how to customize the field sets on both the Activity Aura and Lightning Web Components:

CREATE_NEW_ACTIVITY_POPUP: Fields displayed in “Add New Activity” Pop-up

• Object: Activity__c

• Field set name: CREATE_NEW_ACTIVITY_POPUP

• Unsupported field types: Encrypted String, Time

EDIT_ACTIVITY_POPUP: Fields Displayed in “Edit Activity” Pop-up

• Object: Activity__c

• Field set name: EDIT_ACTIVITY_POPUP

• Unsupported field types: Encrypted String, Time

ACTIVITY_TABLE_COLUMNS: Column Fields on Activity Chart (between Activity Name and Timeline)

• Object: Activity__c

• Field set name: ACTIVITY_TABLE_COLUMNS

• Unsupported field types: Encrypted String, Time.

  • If added to the field set, unsupported fields will be hidden

ACTIVITY_TABLE_SEARCH_FILTER: Fields Used in Expanded Search Filters and Search Bar

• Object: Activity__c

• Field set name: ACTIVITY_TABLE_SEARCH_FILTER

• Unsupported field types: Encrypted String, Long Text Area, Rich Text Area, Time

  • If added to the field set, unsupported fields will display an error message “Data-Type not supported”.

ACTIVITY_INFO_POPOVER: Fields Used in Information Popover when Hovering Over an Activity in the Gantt chart

• Object: Activity__c

• Field set name: ACTIVITY_INFO_POPOVER

• Unsupported fields/field types:

  • Status__c field on Activity__c will display a number value instead of the picklist value

IMPLEMENTATION_PLAN_EXCEL_COLUMNS: Implementation Plan Upload/Download - Fields Displayed in Downloaded Excel File from Implementation Plan Record

• Object: Activity__c

• Field set name: IMPLEMENTATION_PLAN_EXCEL_COLUMNS

• Partially supported field types: Auto-number, Formula, Date, Date/Time

  • Values in the Auto-number field can be downloaded in an Excel file but will throw
    an error when uploading the Excel.

  • When the Excel file with Activity records containing a formula field is uploaded to
    the Implementation Plan record, the file uploads successfully without throwing any
    error messages in the error log. However, any values added to or updated in the
    formula field do not reflect in Amp Impact.

• Unsupported field types: Lookup or master-detail fields on the parent object

  • For example, ampi__Project_Indicator__c.ampi__Catalog_Indicator__c cannot be
    downloaded in the Implementation Plan Excel

Activities Record Limits LIGHTNING WEB COMPONENT

The record limits and processing time of the Activities (LWC) feature are detailed below: