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Add Results: Customization Options

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 theyā€™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 Impactā€™s Indus (Winter 2022) release, the Add Results page was rebuilt as a Lightning Web Component (called AddResults).

Refer to the Add Results page to learn more about the Add Results Components.


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 ā†’ Edit Page

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.

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 on the Add Results page.

Submit button is not displayed on the Add
Results page.

Submit button is displayed on the Add
Results page.

Hide Comments?

Controls if comments
related to Project
Indicator targets will be
displayed on Add Results table.

Comments related
to Project Indicator
Results are hidden.

Comments related to
Project Indicator Results are displayed.

View Only Mode?

Controls whether the
Project Indicator Results can be edited or not.

Results cannot be
edited. They can
only be viewed.

Results can be edited.

Hide Refresh?

Controls the display of
Refresh button.

Refresh button is
displayed on the Add
Results page.

Refresh button is not
displayed on the Add
Results page.

Hide Targets
Column?

Controls the display of
Targets on Add Results
table.

Targets for the Project
Indicators wonā€™t be visible and cannot be compared against their results. Targets will not get downloaded in the same Excel file when results are downloaded.

Targets for the Project
Indicators will be visible
and can be compared
against their results.
Targets will get downloaded in the same Excel file if results are downloaded.

Hide Baseline
Column?

Controls the display of
Baseline on Add Results
table.

Baseline for the Project
Indicators wonā€™t be visible and cannot be compared against their results. Baseline values will not get downloaded in the same Excel file when results are downloaded.

Baseline for the Project
Indicators will be visible
and can be compared
against their results.
Baseline values will also
get downloaded in the
same Excel file when
results are downloaded.

Hide Validation
Ranges?

Controls the behavior of
input fields on Add Results table.

Add Results page
will not flag a user
based on the value
entered in the input
field, irrespective of
any values in the
Validation Range
fields.

Add Results 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.

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 Add Results
page. Accepts inputs
from 0-5.

NA

NA

Donā€™t allow
users to mark
results as Not
Applicable

Controls if the Project
Indicator results can be
marked as Not Applicable or not

Project Indicator results
cannot be marked as Not Applicable.

Project Indicator results
can be marked as Not
Applicable.

Hide Stoplights?

Controls the display of
red/yellow/green
stoplights to show the
progress of Project
Indicators with respect to the Targets set.

Stoplights do not appear next to Project Indicators on the Add Results table.

Red/Yellow/green
stoplight appear next to
Quantitative Indicators on the Add Results table.

Hide Results Download Button

Controls if the Excel
template for results can be downloaded.

Results cannot be
downloaded. The download icon will not be visible.

Results can be
downloaded. The
download icon will be
visible.

Hide Upload Button

Controls if the Excel
template for Project
Indicator results can be
uploaded.

Results cannot be uploaded via an Excel sheet.

Results can be uploaded via an Excel sheet. The upload icon will be visible.

Hide Document Upload

Controls the display of the Attach icon.

Attach icon does not
display on Add Results.

Attach icon displays on
the Add Results Lightning Web Component. On click of Attach icon, the document upload
interface appears.

Disable Geographic Area Hierarchy

Jarvis onwards

Controls whether Geographic Area hierarchy (parent-child relationships) is displayed in the Geographic Area 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 Update Results Button KALAUSI ONWARDS

Controls the display of the Update Results button on the page

Button is not displayed

Button is displayed

Retain formatting of qualitative Results on download/ upload

LIBERTAS ONWARDS

Controls the display of HTML tags and characters on the downloaded template

HTML characters are displayed for downloaded results.

HTML characters are not displayed for downloaded results.

Lock Comments after submitting Results
ORION ONWARDS

Controls if the comments are editable after submission of Results

Submission could be though the addResults LWC or through the Submit and Lock Wizard

Comments cannot be
edited post submission of Results. They can
only be viewed.

On download, comments would be displayed as white cells.

Comments can be
edited post submission of Results.

  1. When the View Only Mode design attribute is set to TRUE and Lock Comments after submitting Results is set to FALSE, the comment popup would be uneditable

  2. When Custom permission ā€œOverride Locked Resultsā€ is assigned to the user, they would be able to make edits.

Refer to the Add Results page to know more about these features.

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, ā€œObjectivesā€, ā€œGuidelinesā€, ā€œDisaggregation Groupā€, ā€œCross-Disaggregated by Sexā€,Ā and ā€œ Calculation Factorā€ are shown are shown.Ā The information icon pop-up is controlled through the ā€œampi__ADD_RESULTS_INFO_POPOVERā€ 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 theirĀ  ā€œIndicator Definitionā€ field.

  • To specify a different order in which the Project Indicators will display, use the field ā€œSTAR Project Indicator Orderā€ 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 beĀ displayed as per the ascending order of related Objectives that they are related to, select Objective in the ā€œSTAR Project Indicator Orderā€ picklist on the Project record.Ā 

  • In order to use the ā€œampi__STAR_Project_Indicator_Order__cā€ field, it should be added to the relevant page layout on the Project object.Ā 

  • 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.Ā 

Result Frequency and Geographic Area Dropdown Displays

The list of available Project Indicators that are available for entering Result data is determined by the ā€œResult Frequencyā€ and ā€œGeographic Areaā€ 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.Ā 

  • The ā€œResult Frequencyā€ dropdown will display the values in the ā€œResult Frequencyā€ field of all active Reporting Periods which have a child Project Indicator Reporting Period record related to one of the current Projectā€™s Project Indicators.

  • The two fields that determine the frequency of Result data of a Project Indicator are the ā€œResult Frequencyā€ and ā€œReporting Frequencyā€Ā  picklist fields. For more information on setting Frequency values refer to the Manage Indicators section. If an organization tracks a Project Indicatorā€™s Results and Results at the same frequency (Annual), they can choose to set only the ā€œReporting Frequencyā€ field to Annual. That is, if the ā€œResult Frequencyā€ field is left blank, the ā€œReporting Frequencyā€ field will be referenced as the Result Frequency.

  • Reporting Periods are primarily sorted and shown in ascending order by their ā€œReporting Period End Dateā€ 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 ā€œEnd Dateā€.

  • 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 ā€œDefault Results RP Idā€ field is displayed on the Page Layout.Ā 

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

    3. Navigate to the Details page of the Project and paste the 18-digit ID into ā€œDefault Results RP Idā€ field.Ā Ā 

  • The ā€œGeographic Areaā€ dropdown displays the values in the ā€œNameā€ field of all active Geographic Areas that have a corresponding child Project Indicator Geographic Area record related to the current Projectā€™s Project Indicators.Ā 

  • It also displays parent Geographic Areas that have a child Project Indicator Geographic Area record related to the current Projectā€™s Project Indicators.Ā 

  • 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.Ā 

  • 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.Ā 

  • Add Results LWC is supported in systems with less than 50,000 catalog Geographic Areas.Ā 

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 ā€œShow More Filtersā€œ 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 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.Ā 

The Project Indicators will only be filtered according to the values entered when ā€œApply filtersā€ button is clicked. When the ā€œClear Filtersā€ buttonĀ  is clicked, the filters are all cleared and the table reverts to display all Project Indicators.Ā 


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.Ā 

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.Ā  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:

Data TypeĀ 

FieldĀ 

Number, Currency, Percent, Numerator/Denominator

Result ValueĀ 

MilestoneĀ 

Result Milestone Value

Qualitative

Result Qualitative Value

PicklistĀ 

Result Qualitative Value (if Picklist Indicator is not mapped to numbers)Ā 

Picklist Result Numeric Value (if Picklist Indicator is mapped to numbers)Ā 

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.Ā 

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?Ā Ā 

  • Cross-Disaggregation by Sex

  • Disaggregation GroupĀ 

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

Result values will be Disaggregated only when the ā€œResults are Disaggregated?ā€ checkbox field is marked as TRUE while creating/editing an Indicator on the Manage Indicators page. If the ā€œCross-Disaggregation by Sexā€ checkbox field is marked as TRUE or the ā€œDisaggregation Groupā€ field has a value, but the ā€œResults are Disaggregated?ā€ checkbox field is marked as FALSE, Results and Baseline will be Disaggregated, but Results will not be disaggregated.Ā 

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:Ā 

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.Ā 

b. When Targets and Results have different FrequenciesĀ 

If the Target Frequency for a Project Indicator is different than the Reporting frequency (value in ā€œTarget Frequencyā€ field is different from the value in ā€œReporting Frequencyā€Ā  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 Donā€™t Sum TotalĀ 

For Quantitative Disaggregated Indicators where ā€œCalculate Totalā€ field is set to Donā€™t Sum Total,Ā  the Targets/Baseline will be shown with the message ā€˜SUMMARY NOT AVAILABLEā€™. 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.Ā 


Entering Result Values for a Project IndicatorĀ 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 Indicatorā€™s Data Type and Result Type.Ā 

For Quantitative Indicators, where Calculate Total is set to Donā€™t Sum TotalĀ 

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.

Disaggregation Type

How the disaggregated values are displayed in the popup

Cross-Disaggregated by Sex

Ā 

Ā 

Disaggregated by Group

Cross-Disaggregated by Sex and Disaggregated by GroupĀ 

Ā 

Ā 

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. ā€œSUMMARY NOT AVAILABLEā€ is shown on the Target column.Ā 


For Percent Indicators, where Calculate Total is set to Donā€™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 Donā€™t Sum Total . This is what the pop-up would like:

For Numerator/Denominator Indicators, where Calculate Total is set to Donā€™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.

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

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. ā€œSUMMARY NOT AVAILABLEā€ is shown on the Target column.Ā 

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

a. Indicators of Number and Currency Data TypeĀ 

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.

Disaggregation Type

How the disaggregated values are displayed in the popup

Cross-Disaggregated by SexĀ 

Disaggregated by Group

Cross-Disaggregated by Sex and Disaggregated by Group

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 TypeĀ 

Level of Disaggregation

How the disaggregated values are displayed inside the popup

How the total value/ icons is displayed on the Set Targets tableĀ 

Cross Disaggregated by SexĀ 

The pop-up will display an input field for Total Result value (Summary Value) for Results in an additional column. Total Target/ Total Baseline value that was entered while setting Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values.Ā 

Ā 

Until the Total value is not entered, a pencil icon is displayed on the Add Results table.

Ā 

Once a Total value is entered, it is visible on the Add Results table as a hyperlinked value.Ā 

Disaggregated by GroupĀ 

The pop-up will display Total value for Results 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.Ā 

Ā 

Total value that had been entered while setting Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values.Ā 

Once Results for disaggregated values are entered, the Total value is displayed as a hyperlink on the Add Results table.Ā 

Cross Disaggregated by Sex and Disaggregated by GroupĀ 

The pop-up allows users to set a Total (Summary Values) of each row of Results.Ā 

Ā 

Once these Total (Summary Values) of rows 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.Ā 

Ā 

Total value that had been entered while setting Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values.

A pencil icon is displayed when Results are entered for each level of disaggregation.Ā 

Ā 

Once a Total value (Summary Value) is entered, it is shown on the Add Results table. When all Total values (Summary Values) for Results are entered, the sum of all Total values is displayed on the Add Results table

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

Disaggregation Type

How the disaggregated values are displayed in the popup

Cross-Disaggregated by Sex
(Summary value is auto calculated. When a Summary Value is present, that value is displayed on the AddResults table)

Ā 

(When Summary Value has not been calculated due to missing input values, a pencil is displayed on the Add Results table)

The pop-up will display Summary Value for Results as an additional column along with the disaggregated values.The Summary Value is auto-calculated as a sum of numerators divided by the sum of denominators ofĀ  the individual disaggregated values.

Summary Value that had been entered while setting Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values.

Disaggregated by Group
(Summary value is auto calculated. When a Summary Value is present, that value is displayed on the AddResults table)

Ā 

(When Summary Value has not been calculated due to missing input values a pencil is displayed on the Add Results table)

The pop-up will display Summary Value for Results as an additional row on top of the disaggregated values.The Summary Value is auto-calculated as a sum of the numerators divided by the sum of the denominators ofĀ  the individual disaggregated values.Ā 

Summary Value that had been entered while setting Targets/Baseline is also displayed along with the individualĀ 

disaggregated Target/Baseline values.Ā 

Cross-Disaggregated by Sex and Disaggregated by Group

(Summary value is auto calculated. When a Summary Value is present, that value is displayed on the AddResults table)

Ā 

(When Summary Value has not been calculated due to missing input values a pencil is displayed on the Add Results table)

The pop-up will display Summary Value for Results as an additional column and as an additional row on top of the disaggregated values. The Summary Value is auto-calculated as the sum of numerators divided by the sum of denominators ofĀ  the individual disaggregated values.

Summary Value that had been entered while setting Targets/Baseline is also displayed along with the individual disaggregated Target/Baseline values.

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.Ā 

Ā Once a Result is entered, a pencil icon is displayed on the Add Results table. For Target/Baseline values, ā€œSUMMARY NOT AVAILABLEā€ is displayed under the Target/Baseline column on the Add Results table.Ā 

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.Ā 

Indicator Performance Stoplights

Stoplight icons allow users to view Resultsā€™ performance compared to Targets at a glance on the Add Result table.

By default, stoplights are displayed on the Add Results table. Mark the ā€œHide Stoplights?ā€ design attribute on Lightning App Builder as TRUE if stoplights should not be displayed.Ā 

Please ensure that these fields are added to the ā€œampi__ADD_NEW_INDICATOR_POPUPā€ fieldset on the Indicator object and to the ā€œampi__EDIT_PROJECT_INDICATOR_POPUPā€ fieldset on the Project Indicator object in order to set their value while creating or editing a Project Indicator.Ā 

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. ā€œValidation Range Minimumā€ and ā€œValidation Range Maximumā€ for Number, Currency and Percent Indicators

  2. ā€œValidation Range Minimum Numeratorā€, ā€œValidation Range Minimum Denominatorā€, ā€œValidation Range Maximum Numeratorā€ and ā€œValidation Range Maximum Denominatorā€ for Numerator/Denominator indicators

By default, Validation Ranges are enabled in the Add Results table. Mark the ā€œHide Validation Ranges?ā€ design attribute as TRUE on the setResults component in Lightning App Builder to disable them.Ā Ā 

If the result value entered is less than the value set in the Validation Range Minimumā€ field or more than the value set in the ā€œValidation Range Maximumā€ 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 ā€œxā€ 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 ā€œSubmitā€ button can be used to lock the Results.Ā 

By default, the ā€œSubmitā€ button is visible on the Add Results component. Mark the ā€œHide Submit?ā€ design attribute as TRUE on Lightning App Builder to hide the button.Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā Ā 

  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.Ā 

  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 ā€œSubmitā€™ on the Add Results page, Result_Status__c = Submitted, thus making the Add Results page uneditable.Ā  To make the page uneditable when any other status is selected, the Result_Status__cĀ 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.Ā 

The Add Results table will load with the previous selections made on the ā€œResult Frequencyā€ and ā€œGeographic Areaā€ dropdowns. It will also preserve the scroll position on the Add Results table (both horizontal and vertical).Ā 

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.Ā 

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 organizationā€™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 ā†’ 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:

Field Label

Custom Setting

Related UI Element

UI if True

UI if False

Field Label

Custom Setting

Related UI Element

UI if True

UI if False

Disable
Geographic
Area Hierarchy

Add Results

Controls how
Geographic Areas are displayed in the Geographic Areas dropdown.

Geographic Areas are not displayed in
hierarchy. Child
Geographic Areas do not nest under parent Geographic Areas.

Geographic Areas are
displayed in hierarchy. Child Geographic Areas
nest under Parent
Geographic Areas.

Excel Upload
Enabled?

Add Results

Controls if the
Excel template for
Results can be
uploaded.

Results can be
uploaded via an Excel file. The upload icon will be visible.

Results cannot be
uploaded via an Excel
file. The upload icon
will not be visible.

Hide
Comments
Icon

Add Results

Controls the
display of
comments related
to Project Indicator
Results.

Comments related to Project Indicator
Results are hidden.

Comments related to
Project Indicator
Results are displayed.

Hide Excel
Download
Button

Add Results

Controls if the Excel
template for results
can be downloaded.

Results cannot be
downloaded into an
Excel file. The
download icon will
not be visible.

Results can be
downloaded. The
download icon will be
visible.

Round-Off
Digits for Large
Numbers

Add Results

Defines the round-off digits to be displayed for large numbers (> 1
million) in view-only
mode On Add Results page. Accepts inputs
from 0-5.

NA

NA

View only
Mode

Add Results

Controls whether
Results can be edited
or not.

Results cannot be
edited. They can
only be viewed.

Results can be edited.

Allow Targets
Column Download?

Amp Impact
Setup

Controls if Targets
would be downloaded into the Excel file when
the download icon is clicked.

Targets and Results
will be downloaded
into the same Excel file on the click of the Download button.

Only Results will be
downloaded into the
Excel file on click of the Download button.

Chatter
Enabled For
Add Results?

Amp Impact
Setup

Controls the
display of Chatter
feed at the top of the Add Results
Visualforce page

Chatter feed displays at the top of the Add Results page.

Chatter feed does not
display at the top of the Add Results page.

Document
Upload
Enabled?

Amp Impact
Setup

Controls the
display of the
Attach icon.

Attach icon displays on the Add Results page. On click of Attach, the
document upload
interface appears.

Attach icon does not
display on Add Results.

Submit Results
for Review
Enabled?

Amp Impact
Setup

Controls the display of
Submit button.

Submit button is
displayed on Add
Results page. Once the submission is
confirmed, the page will be locked from editing.

Submit button does not display on the Add Results page.

Stop Lights
Enabled?

Amp Impact
Setup

Controls the
display of
red/yellow/green
stoplights to show
the progress of
Project Indicators
with respect to the
targets set.

Red/yellow/green
stoplights appear for Quantative Indicator (Currency, Number, Percent).

Stoplights do not
appear next to Project Indicators on the Add Results table.

Validation
Range
Enabled?

Amp Impact
Setup

Controls the
behavior of input
fields on the Add
Results table.

Add Results pages flag a user if the value entered in the input field is outside of the validation range.

Add Results pages will not flag a user based on the value entered in the input field.

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.

Object

Field set name

Default Behaviour

Object

Field set name

Default Behaviour

ampi__Project_Indicator__c

ADD_RESULTS_INFO_POPOVER

As of Nashira release (v1.38) The following fields are available out of the box:

  • ampi__Objective__c

  • ampi__Guideline__c

  • ampi__Disaggregation_Group__c

  • ampi__Cross_Disaggregation_by_Sex__c

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 ā€œShow More Filtersā€œ button to filter Project indicators on the Set Targets table.

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Object

Field set name

Default Behaviour

Additional Comments

Object

Field set name

Default Behaviour

Additional Comments

ampi__Project_Indicator__c

ampi__ST_SEARCH_FILTERS

The following fields are available out of the box:

  • ampi__Description__c

  • ampi__Data_Type__c

  • ampi__Thematic_Area_Text__c

  • ampi__Disaggregation_Group__c

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.

Object

Field set name

Default Behaviour

Additional Comments

Object

Field set name

Default Behaviour

Additional Comments

ampi__Result__c

ampi__COMMENT_POPUP_ADDRESULT

The following fields are available out of the box:

  • ampi__xx_Female_Results_Not_Applicable__c

  • ampi__xx_Male_Results_Not_Applicable__c

  • ampi__Results_Current_As_Of__c

  • ampi__xx_Results_Not_Applicable__c

  • ampi__xx_Unknown_Results_Not_Applicable__c

  • ampi__Comments__c

The following field data types will not be supported:

  • Text (Encrypted)

  • Date/Time

In order to to mark results as Not Applicable, please ensure the following fields are added to the fieldset:

  • ampi__xx_Results_Not_Applicable__c

  • ampi__xx_Female_Results_Not_Applicable__c

  • ampi__xx_Male_Results_Not_Applicable__c

  • ampi__xx_Unknown_Results_Not_Applicable__c

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

Object

Field set name

Default Behaviour

Object

Field set name

Default Behaviour

ampi__Project_Indicator__c

ampi__INDICATOR_FIELDS_ADD_RESULTS_EXCEL_TEMPL

The following fields are available out of the box:

  • ampi__Objective__c

  • ampi__Guideline__c

  • ampi__Data_Type__c

  • ampi__Disaggregation_Group__c

  • ampi__Cross_Disaggregation_by_Sex__c

  • ampi__xx_Numerator_Definition__c

  • ampi__xx_Denominator_Definition__c

  • ampi__xx_Calculation_Factor__c

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.

Label

API Name

Description

Label

API Name

Description

Override Locked Results

Override_Locked_Results

This custom permission grants an exception to the "Results Locked" functionality.

Assigned users will have the ability to edit results including uploading Excel templates, even if the Results Locked field (ampi__Results_Locked__c) on the ampi__Reporting_Period__c object is set to TRUE.

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