Automation: Flows

Kalausi (v1.34)

• Update Result and Target Values 

• Framework Objective Before Insert

• Project Indicator Before Insert

• Risk Before Insert

• Risk Before Update

• Subflow Assign Risk Level

In this version of Amp Impact automation from workflow rules and process builders was migrated to flows to align with Salesforce declarative automation best practice.

Jarvis (v1.32)

Project Setup Wizard Flow

This version of Amp Impact introduces a new screen flow that simplifies the setup process for Projects.

Indus (v1.31)

Schedule Reporting Periods Flow Enhancements

Enhancements to the original flow released in Fornax (v1.27) to create baseline reporting periods, prevent the creation of duplicate records, allow the user to input values into the flow to define the reporting period schedule, and match the labels of reporting periods to the time period.

Fornax (v1.27)

Schedule Reporting Periods Flow

Introduction of a screen flow to auto-generate Reporting Periods based on specified start and end dates, and reporting frequencies.

Project Setup & Modifications

Schedule Reporting Periods

Autolaunched Flow

Schedule_Reporting_Periods

This flow creates Reporting Period records for the Project based on the inputs specified by the user.

Project Setup Wizard with subflows:

• Create Budgets

• Create Frameworks

• Create Implementation Plans

• Create Project Geographic Areas

• Create Project Thematic Areas

• Create Reporting Periods

Screen Flow

Main handler flow: ampi__Project_Setup_Wizard

The Project Setup Wizard flow is the handler flow, calling each subflow for each object to be created via the Project Setup Wizard Flow.

Frameworks

Framework Objective Before Insert

Autolaunched Flow

Framework_Objective_Before_Insert

This is the handler flow for the Framework Objective Before-Save, Before-Insert context.

Impact & Outcome Reporting

Update Result and Target Values

Autolaunched Flow

Update_Result_and_Target_Values

This is a utility record-triggered flow on the Risk object that updates the following fields with the current Date/Time when Result record Result/ Target values are created or updated: ampi__Result_Created_Date__c
, ampi__Result_Last_Modified_Date__c, ampi__Target_Created_Date__c, 
ampi__Target_Last_Modified_Date__c

Project Indicator Before Insert

Autolaunched Flow

Project_Indicator_Before_Insert

This is the handler flow for the Project Indicator object for the Before-Save, Before-Insert context.

Workplanning & Resource Planning

Default Cost Values on Position from Role:

• Populate Position Cost Fields Trigger

• Role Trigger Cost Fields Update

• Update Position Cost Fields
  
  

Autolaunched Flow

Various

​​Populates the default values of Time Unit of Costing and Unit Cost on Position from the corresponding fields on its parent Role. 

Default Date Values on Workforce Assignment:

• Populate Assignment Date Fields Trigger

• Activity Trigger Date Fields Update

• Update Assignment Date Fields

Autolaunched Flow

Various

Set Default Values for Date Fields on a Workforce Assignment.

Default Cost Values on Procurement Requirement

• Populate Procurement Requirement Cost Field Trigger

• Good Service Trigger Cost Field Update

• Update Procurement Requirement Field

Autolaunched Flow

Various

Set Default Value of Planned Cost on a Procurement Requirement

Financial Management

Fund Allocations Rollup

Autolaunched Flow

Fund_Allocations_Rollup

Rolls up Amount Applied For and Amount Committed on the Fund record/records related to the allocation that triggers the flow.

Fund Allocations Deletion

Autolaunched Flow

Fund_Allocations_Deletion

This flow is triggered when an Allocation record related to a Fund record with a status of Applied For or Committed is deleted. It will recalculate the Amount Applied For and Amount Committed field values on the Fund record.

Fund Disbursement Rollup

Autolaunched Flow

Fund_Disbursement_Rollup

Rolls up Amount Paid on the Fund record/records related to the disbursement that triggers the flow.

Fund Disbursement Deletion

Autolaunched Flow

Fund_Disbursement_Deletion

This flow is triggered when a Disbursement record related to a Fund record with a status of Paid is deleted. It will recalculate the Amount Paid field value on the Fund record.

Activity Trigger Date Fields Update Page Coming soon

Risk Management

Risk After Insert

Autolaunched Flow

Risk_After_Insert

This is the handler flow for the Risk object in the After-Save, After-Insert context.

Risk After Update

Autolaunched Flow

Risk_After_Update

This is the handler flow for the Risk object in the After-Save, After-Update context.

Subflow Assign Risk Level

Autolaunched Flow

Subflow_Assign_Risk_Level

This subflow populates the ampi__xx_Risk_Level__c field based on the value of the ampi__xx_Overall_Score__c field.

Analytics & Data Publishing

IATI XML Generation

Screen Flow

IATI_XML_Generation

IATI XML generation

Call for Proposal & Application Management

(Along with Plugin Installation)

Application | Update Application To Grant Page Coming soon

Autolaunched Flow

ampgm__Update_Application_To_Grant

This flow updates the Application record to a Grant record.

Auto Setup Concept Note Review Flow Page Coming soon

Autolaunched Flow

ampgm__Auto_Setup_Concept_Note_Review

This flow sets up the related Application Review record and its child Application Review Submission record when a Concept note is submitted.

Auto Setup Application Review Page Coming soon

Autolaunched Flow

ampgm__Auto_Setup_Application_Review

This flow sets up the related Application Review record and its child Application Review Submission record when an Application is submitted.

Auto Setup Application Flow Page Coming soon

Autolaunched Flow

ampgm__Auto_Setup_Application_Flow

This flow creates related Implementation Plan, Budget, Application Review, Child Application Review Submission, Child Application Submission, Project Geographic Area, and Project Thematic Area(s) for the new Application.