Manage Indicators: Customization Options

This page covers:

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.

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.

Open

The following design attributes are available. Check/Uncheck them based on the table below:

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

   Open

   

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

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.

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.

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.

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:

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:

Dynamic Display of fields via Custom Meta Data LIBERTAS v1.35 onwards