Add Results: Customization Options

This page covers:

Add Results Components

The Add Results 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 Add Results page was rebuilt as a Lightning Web Component (called AddResults).

Add Results: Lightning Web Component Lightning Web Component

Design attributes control the display of various buttons/components on the Add Results page.

1. Navigate to Add Results and click on the gear icon → Edit Page

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2. This will take you to the Lightning App Builder. Clicking on the Add Results component will show the list of design attributes on the right side of the page.

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

Information Icon Pop-Up Fields

Each Project Indicator has an information icon in the Project Indicator column. Hovering over the icon displays a pop-up with additional information stored on the Project Indicator record. By default, “Objectives”, “Guidelines”, “Disaggregation Group”, “Cross-Disaggregated by Sex”, and “ Calculation Factor” are shown are shown. The information icon pop-up is controlled through the “ampi__ADD_RESULTS_INFO_POPOVER” fieldset and this is where the desired pop-up fields can be defined.

Project Indicator Order

By default, all of the Project Indicators on the Add Results 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 Add Results 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 Add Results 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. 

Result Frequency and Geographic Area Dropdown Displays

The list of available Project Indicators that are available for entering Result data is determined by the “Result 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 the same Result Frequency as selected in the Result Frequency dropdown, and a related Project Indicator Geographic Area record child to the selected Geographic Area will be displayed on the table. 

• The “Result Frequency” dropdown will display the values in the “Result 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 Result data of a Project Indicator are the “Result Frequency” and “Reporting Frequency”  picklist fields. For more information on setting Frequency values refer to the Manage Indicators section. If an organization tracks a Project Indicator’s Results and Results at the same frequency (Annual), they can choose to set only the “Reporting Frequency” field to Annual. That is, if the “Result Frequency” field is left blank, the “Reporting Frequency” field will be referenced as the Result Frequency.

• Reporting Periods are primarily sorted and shown in ascending order by their “Reporting Period End Date” field.If multiple Reporting Periods with the same Reporting Period End Date value exist, they will then be sorted in descending order by their Reporting Period Start Date. By default, the Reporting Period displayed first in the dropdown will be the first one recorded according to “End Date”.

• The Project can have a different default Results Reporting Period. On the "Reporting Period" dropdown, this Reporting Period will be displayed first. To select a different default Result Reporting Period, you must:

  1. Ensure that the “Default Results RP Id” field is displayed on the Page Layout. 

  2. Navigate to the Reporting Period to display by default and copy the 18-digit Salesforce ID found in the URL of the record. 

  3. Navigate to the Details page of the Project and paste the 18-digit ID into “Default Results RP Id” field.  

• 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. 

• Add Results 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.

Click on the “Show More Filters“ button to filter Project indicators on the Add Results table on the basis of the following fields available out of the box:

• Indicator Definition

• Data Type

• Thematic Area

• Disaggregation Group

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. 

Add Results Data Entry Guidelines Lightning Web Component

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

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

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

Non-Disaggregated Result Data

For non-disaggregated Project Indicators, Result data is auto-saved for each input field after the user enters a value and clicks out from the data input cell. 

Disaggregated Result Data

The Add Results table also allows you to capture Results for Project Indicators that are Disaggregated by Sex, Age, Income, etc. The fields that control disaggregation of Result data on the Add Results table are:

• Results are Disaggregated?  

• Cross-Disaggregation by Sex

• Disaggregation Group 

These fields are populated while creating or editing a Project Indicator. 

Result values will be Disaggregated only when the “Results are Disaggregated?” checkbox field is marked as TRUE while creating/editing an Indicator on the Manage Indicators page. If the “Cross-Disaggregation by Sex” checkbox field is marked as TRUE or the “Disaggregation Group” field has a value, but the “Results are Disaggregated?” checkbox field is marked as FALSE, Results and Baseline will be Disaggregated, but Results will not be disaggregated. 

Disaggregated Project Indicators for different data types have different displays.

With the ability to set Target Frequencies and Disaggregation levels differently from Result Reporting Frequencies (Refer to this section), the Add Results table displays accordingly: 

a. When Targets and Results have the same Frequency

If the Target Frequency is the same as the Reporting Frequency, and Targets and Results have the same level of Disaggregation, then the Add Results page includes a column that displays Targets to the left of the column that displays input fields where you enter Results. This allows for easy comparison between Targets and Results. 

b. When Targets and Results have different Frequencies 

If the Target Frequency for a Project Indicator is different than the Reporting frequency (value in “Target Frequency” field is different from the value in “Reporting Frequency”  field), then the Targets for this Project Indicator will not display on the Add Results table. For such a case, the table will appear as follows:

c. When Targets and Results have the same Frequency but different Disaggregation

If the Target Frequency is the same as the Reporting Frequency, but Targets and Results have different levels of Disaggregation, then the Targets for this Project Indicator will display on the Add Results table as follows:

d. Disaggregated Indicator with same Frequency but Calculate Total set to Don’t Sum Total 

For Quantitative Disaggregated Indicators where “Calculate Total” field is set to Don’t Sum Total,  the Targets/Baseline will be shown with the message ‘SUMMARY NOT AVAILABLE’. To see the individual disaggregated values, click on the pencil icon. It will open a pop-up where individual disaggregated values for both Targets/Baseline and Results will be displayed. 

Entering Result Values for a Project Indicator Lightning Web Component

Results can be captured for Project Indicators in a variety of qualitative and quantitative data formats. By default, the first column displays the value saved in the Indicator Definition field. The format of these input fields varies based on the Project Indicator’s Data Type and Result Type. 

For Quantitative Indicators, where Calculate Total is set to Don’t Sum Total 

Results for each disaggregated value are displayed. 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.

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. “SUMMARY NOT AVAILABLE” is shown on the Target column. 

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
Targets/Baseline for each disaggregated value are displayed. 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.

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. “SUMMARY NOT AVAILABLE” is shown on the Target column. 

For Quantitative Indicators, where Calculate Total is set to Sum Total 

a. Indicators of Number and Currency Data Type 

The pop-up will display Total value(s) of Results in an additional row or column or both. Total value(s) for Results are auto calculated. Total value of Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values. The following table displays how the disaggregated pop-up looks when the Project Indicator is disaggregated.

The Total value for Results will be shown on the Add Results table as a hyperlinked value. The users can click on the hyperlinked value to view/ update the Results.

b. Indicators of Percent Data Type 

d. Indicators of Numerator/Denominator Data Type  Mira V1.37 onwards

For Qualitative Indicators

For Qualitative Indicators, the pop-up accepts rich text input. The users can scroll vertically and horizontally within the pop-up. Targets for each disaggregated value are also displayed. They are not editable. 

 Once a Result is entered, a pencil icon is displayed on the Add Results table. For Target/Baseline values, “SUMMARY NOT AVAILABLE” is displayed under the Target/Baseline column on the Add Results table. 

For Milestone/Picklist Indicators

For Milestone/Picklist Indicators, the pop-up displays a dropdown for all the disaggregated http://values.It also allows users to scroll vertically and horizontally. Once a Result is entered, a pencil icon is displayed on the Add Results table. 

Indicator Performance Stoplights

Stoplight icons allow users to view Results’ performance compared to Targets at a glance on the Add Result table.

By default, stoplights are displayed on the Add Results table. Mark the “Hide Stoplights?” design attribute on Lightning App Builder as TRUE if stoplights should not be displayed. 

Please ensure that these fields are added to the “ampi__ADD_NEW_INDICATOR_POPUP” fieldset on the Indicator object and to the “ampi__EDIT_PROJECT_INDICATOR_POPUP” fieldset on the Project Indicator object in order to set their value while creating or editing a Project Indicator. 

Set Up Validation Ranges

Validation ranges for Indicators facilitate better data quality. This feature allows users to set a minimum and maximum value for Quantitative Indicators (where Data Type is either Number, Currency, Percent, or Numerator/Denominator) to be able to check if the values entered in the input fields are within the range of expected values.

To utilize this feature, the following fields must be populated:

1. “Validation Range Minimum” and “Validation Range Maximum” for Number, Currency and Percent Indicators

2. “Validation Range Minimum Numerator”, “Validation Range Minimum Denominator”, “Validation Range Maximum Numerator” and “Validation Range Maximum Denominator” for Numerator/Denominator indicators

By default, Validation Ranges are enabled in the Add Results table. Mark the “Hide Validation Ranges?” design attribute as TRUE on the setResults component in Lightning App Builder to disable them.  

If the result value entered is less than the value set in the Validation Range Minimum” field or more than the value set in the “Validation Range Maximum” field on the Project Indicator, a warning message appears at the top of the page and the input field is highlighted with an orange border. Please note that the result value is still saved in the Result record.

Users can click on the “x” on the warning message notification when it first appears and continue entering Result values. The message will not reappear if another value is entered outside the expected range once the warning message has been closed by the user, until the component is refreshed or if the user navigates away from the Add Results component, returns to it and adds another value that is out of range.

Customize Submit Results for Review Process Lightning Web Component

Once data entry is complete for Results for a given Reporting Period, the “Submit” button can be used to lock the Results. 

By default, the “Submit” button is visible on the Add Results component. Mark the “Hide Submit?” design attribute as TRUE on Lightning App Builder to hide the button.                       

1. Users are able to submit Results for multiple Reporting Periods. For example, a user may need to submit Results for Chile for quarter 2 and the semi-Annual report. They can select multiple Reporting Periods, enter data and then submit. 

2. Users have the option to create workflows that trigger certain actions on the click of the Submit button. For example, clicking on the Submit button can set a specific Status and generate an email notification. On Click of “Submit’ on the Add Results page, Result_Status__c = Submitted, thus making the Add Results page uneditable.  To make the page uneditable when any other status is selected, the Result_Status__c field can also be configured through a workflow to edit the Results_Locked__c field which can lock the Result input fields for the selected Reporting Periods and Geographic Area (un-editable so that users can no longer make any changes to the data entered).

3. On the Add Results page, the Results are locked out and display as read-only when

   1. Result_Locked__c = TRUE ,or

   2. Result_Status__c = Submitted for the selected Reporting Period(s).

Considerations for the Refresh Functionality Lightning Web Component

Click the Refresh icon (as displayed in the screenshot below) on the Add Results component to load and reflect the latest data on the Add Results component along with all the Results that have been previously recorded. For example, if the Project Indicator Definition is edited or a Geographic Area is marked Inactive, these changes will be reflected once the Add Results component is refreshed. 

The Add Results table will load with the previous selections made on the “Result Frequency” and “Geographic Area” dropdowns. It will also preserve the scroll position on the Add Results table (both horizontal and vertical). 

If any changes are made on Manage Frameworks, Manage Indicators, or Add Results (either the Visualforce pages or the Lightning Web Component for all three), then the Add Results Lightning Web Component will display a warning message alerting the user that the data on that page is not updated with the most accurate data. 

The user can then click on the Refresh icon to reload the component and display any data updates made on the related components.

Add Results: 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.

1. To enable or disable any of the features in Add Results, go to Setup → Custom Settings. Refer to the table on the next page and depending on the feature to be enabled/disabled, either click on:

• Add Results or

• Amp Impact Setup

2. Click on Manage

3. Click on Edit

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

Enable Submit button on Add Results page of Reporting Period Visualforce Page

Out of the box, the Submit lightning action button displays to the Digital Experience user but throws an error when clicked if the Add Results Visualforce page is configured on the Reporting Period record page.
Enable the Submit lightning action for the Digital Experience user by following the steps below:

1. Navigate to the permission set assigned to Digital Experience user

2. Click on Apex Class Access

3. Add the apex class SubmitReportModal_CTRL

Add Results Components: Customize Field Sets Lightning Web Component Visualforce Page

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

Indicator info popover displayed by hovering on the info icon

This fieldset controls the fields displayed shown in the pop-up displayed when users hover over the information icon next to a Project Indicator.

Up till the Mira (v1.37) release, all columns in the Results Excel Upload Download template except Indicator, Disaggregation and Reporting Period columns are controlled by this field set.

Fields displayed in search filter panel

This fieldset controls the fields displayed when user clicks the “Show More Filters“ button to filter Project indicators on the Set Targets table.

Configurable Comment Pop-Up Lightning Web Component LIBertas v1.35 onwards

Controls the fields displayed in the pop-up displayed when suer clicks on the Comment icon next to a Project Indicator. It gives users the ability to add custom fields like rich text to facilitate the inclusion of longer comments and content such as images and links.

Enabling Dynamic Display of fields in the Comment Pop-up
Fields can be conditionally displayed inside the Comment Pop-up. (ie. certain fields can be conditionally displayed depending upon the value entered in a controlling picklist type of type) Read more about it here.
When using this functionality in the Comment pop-up, ensure that the result record is populated.

Fields/Columns displayed in in the Targets Upload Download Excel template NASHIRA v1.38 onwards

The fieldset INDICATOR_FIELDS_ADD_RESULTS_EXCEL_TEMPLATE controls the display of Indicator attribute fields on the Targets Upload Download Excel Template. It is available from Nashira (v1.38) release

Add Results: Custom Permissions Nashira v1.38 onwards

This section details the Custom Permissions that can be used to customize Add Results LWC
This functionality is available from Nashira v1.38 release onwards.