Jarvis (v1.32) | Release Notes | April 2023
Our release notes offer brief, high-level descriptions of new features, enhancements, and resolved issues. Detailed information on Set-up, Configuration, and Features are available in the Amp Impact Knowledge Base (specific links below).
Contact support@verasolutions.org to share feedback.
This page covers:
- 1 New Features
- 2 Feature Enhancements
- 2.1 New Excel Templates for Budget / Financial Download and Upload
- 2.2 Activities Lightning Web Component & Excel Download / Upload: Deactivate Unused Activity Types
- 2.3 Framework Lightning Web Component: Definite Custom Order for Framework Objectives
- 2.4 Submission Response Aura Component: Toggle Between Multiple Submissions on a Parent Record
- 2.5 Submission Response Aura Component: New Question Type - File Upload
- 2.6 Set Targets / Add Results Lightning Web Components: New Design Attribute to Toggle Structure of Geographic Areas in Dropdown
- 3 Resolved Issues
- 4 Release Updates
- 5 Packaging Changes
- 5.1 Translations
- 5.2 Updates to ampi__Budget__c
- 5.3 Updates to ampi__Reporting_Period__c
- 5.4 Updates to ampi__Framework__c
- 5.5 Updates to ampi__Implementation_Plan__c
- 5.6 Updates to ampi__Question__c
- 5.7 Updates to ampi__Financial__c
- 5.8 Updates to ampi__Project__c
- 5.9 New Custom Setting
- 5.10 Updated Custom Setting
- 5.11 New Custom Labels
- 5.12 Updated Custom Labels
- 5.13 Declarative Automation
- 5.14 Permission Sets
- 5.15 Apex Class Access
New Features
Project Setup Wizard
Functional Documentation:
Technical Documentation:
This version of Amp Impact introduces a new screen flow that simplifies the setup process for projects. Users can now save time in setting up project-level data (e.g. Project Geographic Areas) by launching this flow and navigating through it to create the relevant records, making it easier for them to start using the custom interfaces of Amp Impact sooner.
The Project Setup Wizard will enable the creation of records for the following objects by default:
Reporting Period
Project Geographic Area
Project Thematic Area
Framework
Implementation Plan
Budget
Feature Enhancements
New Excel Templates for Budget / Financial Download and Upload
Plan Budget Across Time Periods
The template for planning budgets has been updated to enable users to more easily and quickly plan recurring line items across multiple time periods. This template now displays budget periods as columns under which period-specific data can be entered.
Pre-filled Data for Line Items in Financial Reports
When reporting financials (i.e. downloading from/uploading financials to a particular reporting period), the data entered at the point of planning for the related financial is automatically populated in the template for the reporting financial. This occurs irrespective of whether budget planning and financial reporting are done at the same frequency.
Ability to Edit Cells Outside the Upload Region
In the previous version of this feature, users could not enter data outside of the upload region, as that would cause the upload to fail. This has been enhanced so that users can modify the sheet outside of the upload region, whether performing calculations or including macros, and still successfully upload their financial data.
Activities Lightning Web Component & Excel Download / Upload: Deactivate Unused Activity Types
The Activities Lightning Web Component (as well as the associated Excel download and upload functionality) allows users to build implementation plans with both task- and milestone-type activities. In this release, further flexibility has been introduced for System Administrators to deactivate either activity type if it is unused by the organization. For example, if milestones are not used at all, the System Administrator can:
Deactivate milestone activities in the Lightning Web Component using the new design attribute Disable Milestones. This will no longer show a dropdown when clicking the Add New Activity button, and all created activities will default to the task type.
Deactivate milestone activities in the Excel Download / Upload component using the new hierarchy custom setting Activity Download/Upload. This will no longer show the Activity Type field in the reference tab, and all uploaded activities will default to the task type.
Framework Lightning Web Component: Definite Custom Order for Framework Objectives
Since its launch, the Framework Lightning Web Component has only supported the default order of Objectives in alphabetical order by Name. Flexibility has been introduced to the component so that a System Administrator can define a custom primary and secondary sort order via the Framework Table Sort Order design attribute in Lightning App Builder.
For example, if the Name field on a Framework Objective is populated with human-readable text (e.g. “Eliminate plastic pollution in the oceans”), then the System Admin can choose to sort the Framework table according to some other logic, such as a field that contains a code value (e.g. “1.2.2”), in order to see the Framework Objectives in a more logical order according to their processes. This sort order will also adhere to the hierarchy defined between Framework Objectives.
Submission Response Aura Component: Toggle Between Multiple Submissions on a Parent Record
In previous releases, only a singular Submission could display on parent records (e.g. Projects, Calls for Proposals, Applications, et al.) in the Submission Response Form Aura Component. This restricted users from easily accessing multiple Submissions for a single parent record, as that was only possible through the Submission Related List.
This has been improved in Amp Impact such that a dropdown picklist in the Submission Response Form Aura Component allows users to toggle between multiple Submissions directly in the component.
Submission Response Aura Component: New Question Type - File Upload
In order to enable users to more easily include attachments as part of their Submissions, Amp Impact now includes a new question type called “File Upload” that, when selected in building the Submission Template, ensures users are able to attach one or multiple files based on the Submission’s requirement.
For example, when using Submissions as part of grant applications, the grant manager can now request any required documents as part of that application directly within the Submission itself, without applicants needing to toggle between the Submission Response Form and the related list.
Set Targets / Add Results Lightning Web Components: New Design Attribute to Toggle Structure of Geographic Areas in Dropdown
The System Administrator can now toggle the structure of Geographic Areas between hierarchy and non-hierarchy in the dropdown on the Set Targets & Add Results Lightning Web Components via design attribute (Disable Geographic Area Hierarchy). Using this is recommended if you have created more than 50,000 catalog-level geographic areas, which will cause the Lightning Web Component(s) to fail to load due to Salesforce governor limits.
Resolved Issues
Submission Response Aura Component: Response Form Accurately Respects Character Limit for Qualitative Responses
In previous versions of Amp, the character limit defined for qualitative responses in the Submission Response Form Aura Component also counted HTML tags, which led to extra characters counted when a user formatted text. This has been resolved so that only the characters that have been entered, irrespective of formatting, are counted against the character limit, and users no longer receive a misleading error.
Release Updates
In the future, the following Visualforce pages and Aura components will no longer be serviced by Vera Solutions:
Name | Type | Related LWC | End of Servicing Date |
ActivityChart | Aura Component | activities | November 2023 |
AddResults | Visualforce Page | addResults | November 2023 |
ManageLogFrames | Visualforce Page | manageLogFrames | November 2023 |
Budget Download / Upload | Aura Component | Budget Download / Upload | April 2024 |
This means that Vera Solutions will no longer enhance or resolve any issues for these components after the component’s corresponding end-of-servicing date.
Why: We are focusing development efforts on optimizing the new Lightning Web Components as well as introducing new features.
How: Before a component’s end-of-servicing date, you must migrate to the related Lightning Web Components to ensure you continue receiving regular updates and enhancements to those features.
Packaging Changes
Translations
Portuguese Translation
For new labels in this and previous releases, Portuguese (language code “pt_BR”) translations are now available by default.
Updates to ampi__Budget__c
New Fields
Field Label | Field API Name | Data Type |
|---|---|---|
Active? | ampi__xx_Active__c | Checkbox |
Budget Period | ampi__xx_Budget_Period__c | Picklist |
Budget Planning Period(s) | ampi__xx_Budget_Planning_Period_s__c | Long Text Area(32768) |
Budget Reporting Interval | ampi__xx_Budget_Reporting_Interval__c | Picklist |
Budget Reporting Period(s) | ampi__xx_Budget_Reporting_Period_s__c | Long Text Area(32768) |
New Field Set
Field Set Label | Field Set API Name | Description |
|---|---|---|
BUDGET_SETUP | ampi__BUDGET_SETUP | This field set controls the fields available for Budget setup in the Project setup wizard. |
Updated Page Layout
Download_Budget Quick Action added
Upload_Budget Quick Action added
Updates to ampi__Reporting_Period__c
New Fields
Field Label | Field API Name | Data Type |
|---|---|---|
Parent Reporting Period | ampi__xx_Parent_Reporting_Period__c | Lookup(Reporting Period) |
Updated Fields
Field Label | Field API Name | Change |
Available for Financials | ampi__Available_For_Financials__c | This field is now undeprecated. Checkbox field to indicate if this Reporting Period is available to plan for or report on financials |
Updated Page Layout
Download_Financial_Report Quick Action added
Upload_Financial_Report Quick Action added
ampi__Available_For_Financials__c checkbox field added
Updates to ampi__Framework__c
New Field Set
Field Set Label | Field Set API Name | Description |
|---|---|---|
FRAMEWORK_SETUP | ampi__FRAMEWORK_SETUP | This field set controls the fields available for Framework setup in the Project Setup Wizard. |
Updates to ampi__Implementation_Plan__c
New Field Set
Field Set Label | Field Set API Name | Description |
|---|---|---|
IMPLEMENTATION_PLAN_SETUP | ampi__IMPLEMENTATION_PLAN_SETUP | This field set controls the fields available for Implementation Plan setup in the Project Setup Wizard. |
Updates to ampi__Question__c
New Fields
Field Label | Field API Name | Data Type |
|---|---|---|
Allow Multiple Files | ampi__xx_Allow_Multiple_Files__c | Checkbox |
Updated Fields
Field Label | Field API Name | Change |
|---|---|---|
Response Type | ampi__Response_Type__c | Created a new value “File Upload” in the picklist |
Updated Field Set
Field Set Label | Field Set API Name | Change |
|---|---|---|
Add/Edit Question Popup | Add_Edit_Question_Popup | Added the following field to the field set: |
Updated Record Types
File upload value in the Response Type fields will be available for both record types:
Answer.recordType and Question.recordType
Updates to ampi__Financial__c
New Field Set
Field Set Label | Field Set API Name | Description |
|---|---|---|
BUDGETPLANNING_PERIODIC_COLUMNS | ampi__BUDGETPLANNING_PERIODIC_COLUMNS | This field set controls the first set of columns in the Budget Planning and Budget Reporting files. |
BUDGETREPORTING_PERIODIC_COLUMNS | ampi__BUDGETREPORTING_PERIODIC_COLUMNS | This field set controls the set of columns associated with the reporting periods in the Budget Planning file |
BUDGET_ATTRIBUTE_COLUMNS | ampi__BUDGET_ATTRIBUTE_COLUMNS | This field set controls the set of columns associated with reporting actuals in the Budget Reporting file |
Updates to ampi__Project__c
Updated Page Layout
Set Up Project Quick Action added
New Custom Setting
Label | API Name | Description |
|---|---|---|
Activities Download Upload | ampi__Activities_Download_Upload__c | Customize the Activities Download and Upload spreadsheet templates |
It includes the following Custom fields:
Field Label | API Name | Description |
|---|---|---|
Activity Type Milestone Enabled | ampi__Activity_Type_Milestone_Enabled__c | If this is checked, all activities uploaded via spreadsheet template will be considered as Milestones by default |
Activity_Type_Task_Enabled | ampi__Activity_Type_Task_Enabled__c | If this is checked, all activities uploaded via spreadsheet template will be considered as Tasks by default |
Updated Custom Setting
Label | API Name | Change |
|---|---|---|
Amp Impact Setup | ampi__Amp_Impact_Setup__c | Added the following field: |
New Custom Labels
Name | Categories | Value |
AMP_SUBMISSION_TEMPLATE_PERMISSION_SET | Permission Sets, Amp Impact | Submission_Template |
BUDGET_PLANNING_FIELD_NAME | Budget, Budget Excel Download, Budget Excel file, Amp Impact | Budget Planning Period(s) |
BUDGET_REPORTING_FIELD_NAME | Budget, Budget Excel Download, Budget Excel file, Amp Impact | Budget Reporting Period(s) |
DUPLICATE_RECORDS_FOUND | Project Setup Wizard | Duplicate Records Found: |
FINANCIAL_ACCESS_UPLOAD_ERROR | Excel Upload, Amp-Impact | You lack the necessary permissions to complete this action.Kindly contact your System Administrator for further assistance. |
FINANCIAL_ERROR | Budget Download, Amp Impact | You lack the necessary permissions to complete this action. Kindly contact your System Administrator for further assistance. |
INCORRECT_FINANCIAL_FILE_TYPE | Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact | Incorrect file type. Only files in .xlsx and .xlsm format can be uploaded. |
INVALID_COLUMNS_UPLOAD_ERROR | Budget, Budget Excel Upload, Amp Impact | Column issues detected. Columns present out of the box cannot be deleted or renamed. Any new columns added must have unique headers. |
INVALID_FILE_HEADER_UPLOAD_ERROR | Excel Upload popup, Amp Impact | The selected file has an invalid header on the tab containing financial information for uploading. Please ensure that the header has not been altered. |
INVALID_TAB_BUDGET_UPLOAD_ERROR | Budget, Budget Excel Upload, Amp Impact | The selected file does not have a valid tab. Please ensure you are uploading financials for the correct budget. |
INVALID_TAB_FINANCIAL_UPLOAD_ERROR | Reporting Period, Reporting Period Excel Upload, Amp Impact | The selected file does not have a valid tab. Please ensure you are uploading financials for the correct reporting period. |
LOCKED_BUDGET_UPLOAD_ERROR | DO NOT TRANSLATE, SetTargets, AddResults, ManageFramework, ManageIndicators, Picklist Value, Amp Impact | The selected budget is locked. As a result, you will not be able to upload your financials at this time. |
MISSING_BUDGETPLANNING_PERIOD_ERROR | DO NOT TRANSLATE, Budget, Budget Download | You need to assign planning periods for this budget in order to download the Budget Planning Template. |
NO_REPORTING_PERIODS_ERROR_MESSAGE | Budget Download, Amp Impact | No Reporting Period records are available for the selection. Please insure valid Reporting Periods are created in the Project |
NO_SUCCESS_NO_ERRORS_MESSAGE | Financials, Amp Impact | 0 Financials Successfully uploaded and upload failed for 0 financials |
NO_CREATE_ACCESS | Project Setup Wizard | You do not have create access to this object |
NO_DUPLICATES_FOUND | Project Setup Wizard | No Duplicate Records Found |
NO_RECORDS_SELECTED | Project Setup Wizard | No records were selected |
PLANNING_FINANCIALS_UPLOAD | Excel Upload, Amp-Impact | Upload Financials for</value> |
PREPARE_BUDGET_UPLOAD_3_1 | Budget, Budget Excel Download, Budget Excel file, Amp Impact | 3. New rows will create new financial line items in the budget. If you want to update a line item, be sure to edit it directly on the third tab. |
PREPARE_BUDGET_UPLOAD_3a | Budget, Budget Excel Download, Budget Excel file, Amp Impact | a. To add time-period specific information about the financial line item, enter it in the periodic columns associated to it. |
PREPARE_BUDGET_UPLOAD_7_1 | Budget, Budget Excel Download, Budget Excel file, Amp Impact | 7. For relationship and picklist fields, you must enter the exact name of the related record or picklist value so that it is an exact match. Reference the second tab to view available options for these fields, and then input and save the selected option in the third tab. |
PREPARE_BUDGET_PLANNING_UPLOAD_A | Budget, Budget Excel Download, Budget Excel file, Amp Impact | You only need to enter data into the input cells, which are highlighted in blue. Additional input cells can be added by dragging the blue cells down in a column, but they must follow the same format as the existing input cells |
PREPARE_BUDGET_UPLOAD_8 | Budget, Budget Excel Download, Budget Excel file, Amp Impact | 8. Ensure that the columns pre-existing in the budget table are not altered or removed. While new columns can be added to the table, only data from the original columns will be successfully uploaded. |
PREPARE_BUDGET_UPLOAD_8a | Budget, Budget Excel Download, Budget Excel file, Amp Impact | a. If you have hidden any of the original columns, the data from that column will still be uploaded |
PREPARE_BUDGET_UPLOAD_8b | Budget, Budget Excel Download, Budget Excel file, Amp Impact | b. New columns can only be added before and after all the columns grouped under reporting periods (with headers highlighted in dark grey) |
PREPARE_BUDGET_REPORTING_UPLOAD_A | Budget, Budget Excel Download, Budget Excel file, Amp Impact | You only need to enter data into the input cells, which are highlighted in blue. Additional input cells can be added by dragging the blue cells down in a column, but they must follow the same format as the existing input cells |
PREPARE_BUDGET_REPORTING_UPLOAD_3 | Grantee Reporting, Financial Upload, Instructions tab, Amp Impact | 3. New rows will create new financial line items on the Reporting Period and the selected Budget. If you want to update a line item, be sure to edit it directly on the third tab. |
PREPARE_BUDGET_REPORTING_UPLOAD_3a | Grantee Reporting, Financial Upload, Instructions tab, Amp Impact | a. In order to report the actual figures of a financial line item, you should enter the data into the appropriate columns. |
PREPARE_BUDGET_REPORTING_UPLOAD_3b | Grantee Reporting, Financial Upload, Instructions tab, Amp Impact | b. Add additional financial items by directly entering it in the third tab, under the displayed financial items(if any). |
PREPARE_THE_EXCEL_FOR_UPLOAD_5 | Budget, Budget Excel Download, Budget Excel file, Amp Impact | 5. Ensure that there is only one tab from which data is uploaded. You can add new tabs to your Excel after the second tab, but ONLY the downloaded tab (named according to the Budget that you have open in Amp) will be successfully uploaded. |
PROJECT_SETUP_MORE_RECORD_CHECKBOX_LABEL | Project Setup Wizard | Check this if you want to create another {value} |
REPORTING_FINANCIALS_UPLOAD | Excel Upload, Amp-Impact | Upload Financials for</value> |
RECORD_INSERT_SUCCESS | Project Setup Wizard | Record Successfully Inserted |
RECORD_UPDATE_SUCCESS | Project Setup Wizard | Record Successfully Updated |
RECORDS_INSERT_SUCCESS | Project Setup Wizard | Records Successfully Inserted |
REPORTING_PERIOD_NOT_AVAILABLE | Excel Upload, Amp-Impact | The selected reporting period is not marked as Available for Financial reporting Period. As a result, you will not be able to upload your financials at this time. |
RESPONSE_TYPE_FILE_UPLOAD | DO NOT TRANSLATE, Submissions, QuestionView, Amp Impact | File Upload |
REPORTING_PERIOD_INACTIVE | Financial upload, Error Message, Amp Impact | This Reporting Period is not active for Financial Reporting. |
UNAVAILABLE_RP_UPLOAD_ERROR | Excel Upload, Amp-Impact | The selected reporting period is not marked as available for financial reporting. As a result, you will not be able to upload your financials at this time |
UNDERSTAND_DOWNLOADED_BUDGET_1_1 | Budget, Budget Excel Download, Budget Excel file, Amp Impact |
|
UNDERSTAND_DOWNLOADED_BUDGET_REPORTING_1_1 | Budget, Budget Excel Download, Budget Excel file, Amp Impact | 1. The third tab in this sheet contains the financial data for a Reporting Period. |
UNDERSTAND_DOWNLOADED_BUDGET_REPORTING_2a | Budget, Budget Excel Download, Budget Excel file, Amp Impact | a. In case financials are associated with the reporting period and the selected budget, their attribute information will be displayed in blue cells. |
UNDERSTAND_BUDGET_ATTRIBUTE_COLUMNS | Budget, Budget Excel Download, Budget Excel file, Amp Impact | a. The first few columns on the budget sheet (with headers in white) don't pertain to a reporting period. In these columns, you can enter common information about financial line items that doesn't change with different reporting periods, such as a description, a category, etc. |
UNDERSTAND_BUDGET_PERIODIC_COLUMNS | Budget, Budget Excel Download, Budget Excel file, Amp Impact | b. The columns grouped under a reporting period (with headers highlighted in dark grey) capture specific information such as planning cost, actual cost, etc. about financial line items that change with each reporting period. |
Updated Custom Labels
Name | Categories | Value |
DELETE | ManageIndicators, Aggregation popup, AddResults, Upload Documents, Activities, ManageDisubursments, Interface, Submissions, CreateTemplateData, Delete Section popup, Delete Question popup, Amp Impact, ManageLogFrames | Delete |
INVALID_COLUMN_UPLOAD_ERROR | Budget, Budget Excel Upload, Amp Impact | Invalid File Columns |
Declarative Automation
API Name | Automation Type | Description |
ampi__Create_Budgets | Screen Flow | This flow enables users to create Budget records. |
ampi__Create_Frameworks | Screen Flow | This flow is used in the Project Setup Wizard. It enables users to create Framework records. |
ampi__Create_Implementation_Plans | Screen Flow | This flow is used in the Project Setup Wizard. It enables users create to create Implementation Plans |
ampi__Create_Project_Geographic_Areas | Screen Flow | This flow is used in the Project Setup Wizard. It enables users to select from existing Geographic Areas records and create Project Geographic Area records on triggering record |
ampi__Create_Project_Thematic_Areas | Screen Flow | This flow is used in the Project Setup Wizard. It enables users to select from exisitng Thematic Areas |
ampi__Create_Reporting_Periods | Screen Flow | This flow is used in the Project Setup Wizard. It enables users to create Reporting Period records. |
ampi__Project_Setup_Wizard | Screen Flow | This flow is used in the Project Setup Wizard. It is the handler calling each subflow for each object to be created via the Project Setup Wizard Flow |
Permission Sets
Amp Impact Admin
Object & Field Access
Object API Name | Field API Name | Permissions |
ampi__Budget__c | ampi__xx_Active__c | Read, Edit |
ampi__Budget__c | ampi__xx_Budget_Period__c | Read, Edit |
ampi__Budget__c | ampi__xx_Budget_Planning_Period_s__c | Read, Edit |
ampi__Budget__c | ampi__xx_Budget_Reporting_Interval__c | Read, Edit |
ampi__Budget__c | ampi__xx_Budget_Reporting_Period_s__c | Read, Edit |
ampi__Question__c | ampi__xx_Allow_Multiple_Files__c | Read, Edit |
ampi__Reporting_Period__c
| ampi__xx_Parent_Reporting_Period__c | Read, Edit |
Apex Class Access
The following Apex classes have been added to the permission set:
ActivitiesDownloadUploadSetting
ActivitySync
ActivitySync_SL
ActivitySync_V1
Activity_BITR
Activity_BUTR
Activity_Domain
Budget_Domain
CreateJunctionRecords
CreateJunctionRecordsFlowInput
CreateJunctionRecordsFlowOutput
CreateJunctionRecords_Flow_Handler
ExcelUploadSetUpData
ExcelUpload_LWC_Ctrl
ExcelUpload_LWC_Service
ExistingRecordsListFlow_Ctrl
FinancialRecordsExcelUpload_LWC_Ctrl
RecordUpsertFieldSetFlow_CTRL
budgetingCycle_Ctrl