Set Targets: Customization Options

This page covers:

1 Set Targets Components
2 Customise the Set Targets: Lightning Web Component Lightning Web Component
3 Custom Settings: Set Targets Visualforce Page Visualforce Page
4 Field Sets: Set Targets Components Lightning Web Component Visualforce Page
5 Custom Permissions NASHIRA v1.38 onwards

Set Targets Components

The Set Targets 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 Indus (Winter 2022) release, the Set Targets page was rebuilt as a Lightning Web Component (called SetTargets).

Refer to the Set Targets for Project Indicators using the Lightning Web Component Interface page to learn more about the Set Targets Components.

Customise the Set Targets: Lightning Web Component Lightning Web Component

Design attributes control the display of various components on the Set Targets page.

Navigate to Set Targets and click on the gear icon → Edit Page

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

3. 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

Design Attribute	Related UI Element	UI if True	UI if False
Hide Submit?	Controls the display of Submit button.	Submit button is not displayed.	Submit button is displayed.
Hide Comments?	Controls if comments related to Project Indicator targets will be displayed on Set Targets table.	Comments related to Project Indicator Targets are hidden.	Comments related to Project Indicator Targets are displayed.
View Only Mode?	Controls whether the Project Indicator targets can be edited or not.	Targets cannot be edited. They can only be viewed.	Targets can be edited.
Hide Refresh?	Controls the display of Refresh button.	Refresh button is displayed.	Refresh button is not displayed.
Allow Users to Set Baseline Read more about the feature	Controls whether users can set Baseline.	Users are allowed to set a Baseline for Project Indicators.	Users are unable to set a Baseline for Project Indicators. If a Baseline Reporting Period exists, but the design attribute is set to FALSE, Baseline will not be displayed in the dropdown on Set Targets table.
Hide Validation Ranges?	Controls the behavior of input fields on Set Targets table.	Set Targets page will not flag a user based on the value entered in the input field, irrespective of any values in the Validation Range fields.	Set Targets page flags a user if the value entered in the input field is outside of the validation range.
Hide Hyperlink in First Column?	Controls if Project Indicators are hyper-linked to their records in the Project Indicator column on Set Targets table.	Project indicators are not hyper-linked to their related records.	Project indicators are hyper-linked to their related records.
Round Off digits for Large Numbers	Defines the round-off digits to be displayed for large numbers (> 1 million) in view-only mode on Set Targets table. Accepts inputs from 0-5.	NA	NA
Disable Geographic Area Hierarchy Jarvis onwards	Controls whether Geographic Area hierarchy (parent-child relationships) is displayed in the picklist.	All Geographic Areas will display in an ascending alphabetical order in the picklist.	Parent - child hierarchy will be shown in Geographic Areas in the picklist.
Hide Targets Download Button KALAUSI onwards	Controls the display of the Download Excel Template Button on the page	Button is not displayed.	Button is displayed.
Hide Targets Upload Button KALAUSI onwards	Controls the display of the Upload Excel Template Button on the page	Button is not displayed.	Button is displayed.
Retain formatting of qualitative Targets on download/ upload LIBERTAS onwards	Controls the display of HTML tags and characters on the downloaded template	HTML characters are displayed for downloaded targets. HTML characters are not displayed for baseline values for qualitative indictors.	HTML characters are not displayed for downloaded targets.
Lock Comments after submitting Targets/Baseline ORION ONWARDS	Controls if the comments are editable after submission of Targets/Baseline Submission could be though the setTargets LWC or through the Submit and Lock Wizard	Comments/ Fields in the comment popup cannot be edited post submission of Targets/Baseline. They can only be viewed. On download, comments would be displayed as white cells.	Comments/ Fields in the Comment popup can be edited post submission of Targets/Baseline.
When the View Only Mode design attribute is set to TRUE and Lock Comments after submitting Targets/Baseline is set to FALSE, the comment popup would be uneditable When Custom permission “Override Locked Targets” or “Override Locked Baseline” is assigned to the user, they would be able to make edits.

Refer to the Set Targets for Project Indicators using the Lightning Web Component Interface page to know more about these features.

Project Indicator Order

By default, all of the Project Indicators on the Set Targets table are listed in alphabetical order of their “Indicator Definition” field.

To specify a different order in which the Project Indicators will display, use the field “STAR Project Indicator Order” on Project. This is a picklist field with values based on the fields that are available on the Project Indicator object. Choose a value in this field to display Project Indicators in alphabetically ascending order according to the selected field. This field will alter the order of the Project Indicators both on the Set Targets and the Add Results component.
For example, if the Project Indicators on Set Targets need to be displayed as per the ascending order of related Objectives that they are related to, select Objective in the “STAR Project Indicator Order” picklist on the Project record.
In order to use the “ampi__STAR_Project_Indicator_Order__c” field, it should be added to the relevant page layout on the Project object.
Additionally, the Project Indicators on the Set Targets table can be sorted by clicking on the Project Indicator column header. They can be shifted from ascending (a-z) to descending (z-a) and vice versa by clicking on the Project Indicator column header.

Target Frequency and Geographic Area Dropdown Displays

The list of available Project Indicators that are available for entering Target data is determined by the “Target Frequency” and “Geographic Area” selections. This is defined on the Project Indicator level.

All Project Indicators which have a related Project Indicator Reporting Period record child to a parent Reporting Period record with same Target Frequency as selected in the Target Frequency dropdown, and a related Project Indicator Geographic Area record child to the selected Geographic Area will be displayed on the table.
The “Target Frequency” dropdown will display the values in the “Target Frequency” field of all active Reporting Periods which have a child Project Indicator Reporting Period record related to one of the current Project’s Project Indicators.
The two fields that determine the frequency of Target data of a Project Indicator are the “Target Frequency” and “Reporting Frequency” picklist fields. For more information on setting Frequency values refer to the Manage Indicators section in the User Guide. If an organization tracks a Project Indicator’s Targets and Results at the same frequency (Annual), they can choose to set only the “Reporting Frequency” field to Annual. That is, if the “Target Frequency” field is left blank, the “Reporting Frequency” field will be referenced as the Target Frequency.
The “Geographic Area” dropdown displays the values in the “Name” field of all active Geographic Areas that have a corresponding child Project Indicator Geographic Area record related to the current Project’s Project Indicators.
It also displays parent Geographic Areas that have a child Project Indicator Geographic Area record related to the current Project’s Project Indicators.
Geographic Areas are displayed in alphabetically ascending order.If a Geographic Area has a parent Geographic Area, it is grouped and sorted alphabetically under its parent Geographic Area with other Geographic Areas at the same hierarchical level.
If parent Geographic Areas displayed in the dropdown do not have a corresponding Project Indicator, they are grayed out to indicate that they cannot be selected.
Set Targets LWC is supported in systems with less than 50,000 catalog Geographic Areas.

Search Bar and Filter Customization

As the text is entered into the Quick Search Bar, the search functionality filters down to those Project Indicators whose Indicator Definition or the fields added to the filterset contain the searched phrase. The search also accepts special character inputs.

The fields that filter Project Indicators are controlled using the ampi__ST_SEARCH_FILTERS fieldset. The fields can be changed by updating the fields in the fieldset.

The Project Indicators will only be filtered according to the values entered when “Apply filters” button is clicked. When the “Clear Filters” button is clicked, the filters are all cleared and the table reverts to display all Project Indicators.

Please note that when Quick Search and Filters are used together, the table displays only those Indicators which match both criteria: the text in the quick Search Bar and specified filter criteria.

Set Targets: Data Entry and Result Record Generation Lightning Web Component

The Set Targets component allows users to enter Targets for a Project Indicator across multiple Reporting Periods on the same table.

If no Targets had been previously entered for a Project Indicator for that Geographic Area and Target Frequency, the Target data is saved into a new Result record. If Targets had previously been entered for a Project Indicator for that Geographic Area and Target Frequency, the Target data is updated in the existing Result record. The Result record is not deleted but the Target data is cleared if the values are removed from the Set Targets table.

The following table references the fields where Target data is stored on the Result record:

Data Type	Field
Number, Currency, Percent, Numerator/Denominator	Target Value
Milestone	Target Milestone Value
Qualitative	Target Qualitative Value
Picklist	Target Qualitative Value (if Picklist Indicator is not mapped to numbers) Picklist Target Numeric Value (if Picklist Indicator is mapped to numbers)

Result Record creation when Project Indicators are disaggregated by multiple custom groups Phoenix Release v1.45

As of the Phoenix Release (v1.45), users can disaggregate a Project Indicator using multiple custom Disaggregation Groups. The “Disaggregation Type” field determines how these groups are structured—either in a Nested or Stacked manner—and directly affects the number of result records created.

Note that while entering targets, this will be applicable when “Targets are disaggregated?” field is checked.

Result Record creation for Nested Disaggregation

In Nested disaggregation, each combination of values across all groups results in a unique result record.

For Example a Project Indicator disaggregated by:

Age Group: 2 values (18–30, 31–55)
Locality: 3 values (Rural, Urban, Metro)
Household Income: 4 values (Up to 50K, 51K–70K, 70–100K, 100K+)

Total Result Values = 2 × 3 × 4 = 24

ie

Total Result Values = # of values in Group 1 × # of values in Group 2 × # of values in Group 3

Please keep load limits in consideration while disaggregating Project Indicators in a nested manner. Ensure that the number of result records do not exceed 500 result records per Project Indicator or that will cause delays in loading.

Result Record creation for Stacked Disaggregation

In Stacked disaggregation, values across all groups are stacked vertically, and each disaggregation value contributes one result record.

For Example a Project Indicator disaggregated by:

Age Group: 2 values (18–30, 31–55)
Locality: 3 values (Rural, Urban, Metro)
Household Income: 4 values (Up to 50K, 51K–70K, 70–100K, 100K+)

Total Result Values = 2 + 3 + 4 = 9

i.e

Total Result Values = # of values in Group 1 + # of values in Group 2 + # of values in Group 3

Historical data remains when users change the “ampi__Targets_Are_Disaggregated__c” field from TRUE to FALSE. For example, if the Results and Targets for a Project Indicator are Disaggregated by group (ampi__Targets_Are_Disaggregated__c is set to TRUE) and Targets have already been included, then the Targets input for the disaggregation values remain if Targets_Are_Disaggregated__c is changed to FALSE.

Entering Target Values for a Project Indicator LIGHTNING WEB COMPONENT

Disaggregated Project Indicators for different data types have different displays.

Targets can be captured for Project Indicators in a variety of qualitative and quantitative data formats.

For Quantitative Indicators, where Calculate Total is set to Don’t Sum Total phoenix v1.45

Total values are not displayed in an additional row or column.

The following table displays how the disaggregated pop-up looks when the Project Indicator is disaggregated in various ways

For Numerator/Denominator Indicators, separate Numerator and Denominator values cannot be entered while setting Targets. Targets for this data-type are set as percents.

quasar v1.47 onwards

For Numerator/Denominator Indicators, separate Numerator and Denominator values can be entered while setting Baselines, if the 'Track Numerator Denominator for Baselines' checkbox is checked at the indicator level. Learn more here.

Disaggregation Type	How the disaggregated values are displayed in the popup

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by sex	User can enter the targets for Male, Female and Unknown values. Total for Male, Female, Unknown values is not displayed for Number, Currency Data Types. For Percent and Numerator/Denominator data types an additional Summary Value (across Male, Female and Unknown values ) can be entered by the user.
Disaggregated by a custom group	Total /Summary Values are not displayed for Number, Currency, Percent and Numerator/Denominator data types.
Disaggregated by a custom group and sex	Total values (both row and column totals) are not displayed for Number and Currency Data Types. For Percent and Numerator/Denominator data types, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values).
Disaggregated by multiple group in a nested manner	Total columns are not shown between the Disaggregation Groups for Number, Currency, Percent and Numerator/Denominator data types.
Disaggregated by multiple groups in a stacked manner	Total of all Disaggregation Values for a Disaggregation Group are not displayed on the Disaggregation Group header for Number, Currency, Percent and Numerator/Denominator data types.
Disaggregated by multiple groups in a nested manner and cross disaggregated by sex	User can enter Male, Female and Unknown targets for each Disaggregation Value in a nested manner. Totals (both row and column totals) are not displayed for all data types. For Percent and Numerator/Denominator data type, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values).
Disaggregated by multiple groups in a stacked manner and cross disaggregated by sex	User can enter Male, Female and Unknown targets for each Disaggregation Value in a stacked manner. Total of all custom disaggregation values for Male, Female and Unknown values are not displayed on the Disaggregation Group headers for all data types. For Percent and Numerator/Denominator data type, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values).

Disaggregation Type	How the disaggregated values are displayed in the popup

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by Sex
Disaggregated by Group
Cross-Disaggregated by Sex and Disaggregated by Group

The display is the same for Percent indicators before the Mira Release.

For Percent Indicators, where Calculate Total is set to Don’t Sum Total Mira V1.37 onwards

As of the Mira Release (v1.37), users can input a summary value for a Percent Indicator that is set to Don’t Sum Total. This is what the pop-up would like:

For Numerator/Denominator Indicators, where Calculate Total is set to Don’t Sum Total Mira V1.37 onwards

For Numerator/Denominator Indicators, separate Numerator and Denominator values cannot be entered while setting Targets. Targets for this data-type are set on an overall Indicator level.

quasar v1.47 onwards

For Numerator/Denominator Indicators, separate Numerator and Denominator values can be entered while setting Baselines, if the 'Track Numerator Denominator for Baselines' checkbox is checked at the indicator level. Learn more here.

The Baseline and Target data entry popups share the same overall structure. The only difference is that the Baseline popup includes separate Numerator and Denominator input fields along with an auto-calculation for the Resultant values (if the ‘Track Numerator Denominator for Baselines' is TRUE), while the Target popup has only one input field allowing users to enter the final Percent values.

In case of Don’t Sum Total the Summary numerator and denominator values will not be auto-calculated, instead the user can enter the Numerator and Denominator values manually and have the Summary Resultant value auto-calculated.

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by Sex (Summary value is an input value. Upon entering Summary Value, a pencil icon is displayed on the Set Targets table)
Disaggregated by Group (Upon entering values, a pencil icon is displayed on the Set Targets table)
Cross-Disaggregated by Sex and Disaggregated by Group (Summary value is an input value. Upon entering Summary Value, a pencil icon is displayed on the Set Targets table)

For Indicators, where Calculate Total is set to Sum Total

a. Indicators of Number, Currency and Numerator/Denominator Data Type

Cross-Disaggregated by sex	User can enter the targets for Male, Female and Unknown values. Total for Male, Female, Unknown values is displayed for Number, Currency Data Types. For Numerator/Denominator data types, user can input an additional Summary Value (across Male, Female and Unknown values.)
Disaggregated by a custom group	Total of all the disaggregation values is auto-calculated and displayed for Number and Currency Data Types. When Hide Total toggle is active the total is hidden. For Numerator/Denominator data type the total is not displayed since they are captured as percents
Disaggregated by a custom group and sex	Totals are auto-calculated and displayed for Number and Currency Data Types. These include both row and column totals. A hide total toggle is displayed, which when active, hides the total column and row. For Numerator/Denominator data types, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values).
Disaggregated by multiple group in a nested manner	Totals are auto-calculated and displayed as shown for Number and Currency Data Types. These include both row and column totals. A hide total toggle is displayed, which when active, hides the total column and row. Totals are not displayed for Numerator/Denominator data type since these targets are captured as percents.
Disaggregated by multiple groups in a stacked manner	Totals of disaggregation values for a group are shown on the header of the Disaggregation Group for Number and Currency Data Types. Totals are not displayed for Numerator/Denominator data type since these targets are captured as percents.
Disaggregated by multiple groups in a nested manner and cross disaggregated by sex	User can enter Male, Female and Unknown targets for each Disaggregation Value in a nested manner. Totals are auto-calculated and displayed for Number and Currency Data Types. These include both row and column totals. A hide total toggle is displayed, which when active, hides the total column and row. For Percent and Numerator/Denominator data types, user can input a Summary Value for each disaggregated value (across Male, Female and Unknown values).
Disaggregated by multiple groups in a stacked manner and cross disaggregated by sex	Total of all custom disaggregation values for Male, Female and Unknown values are displayed on the Disaggregation Group headers for Number and Currency data types. Total of all custom disaggregation values for Male, Female and Unknown values are not displayed on the Disaggregation Group headers for Percent and Numerator/Denominator data type.

We do not recommend setting Percent Indicators to Sum Total

Indicators of Number and Currency Data Type

The pop-up will display Total value(s) in an additional row or column or both. The Total values are auto calculated. The following table displays how the disaggregated pop-up looks when the Project Indicator is disaggregated.

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by Sex
Disaggregated by Group
Cross-Disaggregated by Sex and Disaggregated by Group

The Total value will be shown on the Set Targets table as a hyperlinked value.

b. Indicators of Percent Data Type

Data Type	Level of Disaggregation	How the disaggregated values are displayed inside the popup	How the total value/ icons is displayed on the Set Targets tablee
Percent	Cross Disaggregated by Sex	The pop-up will display an input field for Total value (Summary Value) in an additional column. The Total value is not auto-calculated as sum of the Male, Female and Unknown Values.	Until the Total value is not entered, a pencil icon is displayed on the Set Targets table. Once a Total value is entered, it is visible on the Set Targets table as a hyperlinked value.
Percent	Disaggregated by Group	The pop-up will display Total value as an additional row on top of the disaggregated values.The Total Percent value is auto-calculated as a sum of the individual disaggregated values.	Once Targets for disaggregated values are entered, the Total value is displayed as a hyperlink on the Set Targets table.
Percent	Cross Disaggregated by Sex and Disaggregated by Group	The pop-up will display input fields for Total values (Summary Values) as additional rows in the table for each disaggregation value in the group. These are not auto-calculated as sum of the Male, Female and Unknown Values. Once these Total values (Summary Values) are entered, their sum is auto-calculated and displayed as a Total value in an additional row on the top. Total of all Male, Female and Unknown values in also shown in the row on top.	A pencil icon is displayed when Targets are entered for each level of disaggregation. Once a Total value (Summary Value) is entered, it is shown on the Set Targets table. When all Total values (Summary Values) are entered the sum of all Total values is displayed on the Set Targets table