Automation: Flows

This page covers:

1 Release Information
2 Flows in Amp Impact
3 Activating a Flow
4 Cloning a Flow

Release Information

New features and feature enhancements are added with every new release. Below is a high-level overview of important features/feature enhancements for Flows by release.

For more detailed release notes, review the Release Notes page or contact your System Administrator.

Release	Features Added/Feature Enhancements	What does this mean?

Release	Features Added/Feature Enhancements	What does this mean?
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.

Flows in Amp Impact

Amp Impact includes several flows to automate typical business processes. Flow can be cloned and modified to support each organization's specific business process.

Functional Area	Flow Label	Flow Type	Flow API Name	Trigger Object (For Record-Triggered Flows) Page Coming soon	Description

Functional Area	Flow Label	Flow Type	Flow API Name	Description
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 & Modifications	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
Impact & Outcome Reporting	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: The three flows listed below work together to update the cost values on the Position record. 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: The three flows listed below work together to update the date values on the Workforce Assignment record. 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 The three flows listed below work together to update the planned cost value on the Procurement Requirement record. 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.

Activating a Flow

You can activate a flow by following the steps below:

Navigate to the “Flows” section by searching for it in the “Quick Find” search in Setup.
Click on the specific flow that you want to activate.
Click on the “Activate” button in the top right corner.

Cloning a Flow

You can clone a flow by following the steps below:

Navigate to the “Flows” section by searching for it in the “Quick Find” search in Setup.
Click on the specific flow that you want to clone.
Click on the “Save As” button in the top right corner.
Select the “New Flow” option and enter the Flow Label, Flow API Name, and Description