Set Up Project Setup Wizard

This page covers:

Introduction to the Project Setup Wizard

The Project Setup Wizard is a powerful tool that guides users through the process of setting up the Project record and the related records that are necessary to start using features such as indicator management, activity planning, and budgeting on the Project. It guides users to create the required records while maintaining data integrity. 

Why Use the Project Setup Wizard?

The Project Setup Wizard has these benefits: m

• It provides a step-by-step experience to set up records related to the Project record;

• It helps with controlling data integrity by restricting the user to create records from the catalog, providing duplicate warnings;

• Implementors can create multiple versions of the Project Setup Wizard to set up different related records and conditionally display them on the Project record. This helps in guiding users to understand what records need to be set up based on the project stage/ type of Project.

• Implementors can customize and expand the Project Setup Wizard to meet the client’s unique use cases, such as:

  • Add client-specific guidelines to the sub-flows;

  • Add/ edit/ remove set up of related objects as required;

  • Add custom sub-flows to auto-setup related records;

  • Add custom sub-flows to clone related records from another project;

  • Use Many2Many for tagging records to the project inside the Project Setup Wizard.

Project Setup Wizard Use Cases

Add Reporting Periods to the Project

Users can add reporting periods to the Project by specifying Start Date, End Date, and Reporting Frequency. They can optionally specify the Due Dates and whether they want to create a Baseline Reporting Period.

Open

Tag Records from a Catalog

Users can quickly create junction records between Project and a catalog object such as Geographic Areas and Thematic Areas by specifying the catalog records for which the junction records should be created

Open

Quickly Create Related Records

Users can quickly create related records on the Project such as Frameworks, Implementation Plans, and Budgets by specifying the values for the fields in the Project Setup Wizard.

Understanding the Project Setup Wizard Flow

Main Flow (Handler Flow) 

The flow Project Setup Wizard [API Name: ampi__Project_Setup_Wizard] is the handler flow. 

1. It calls sub-flows for each object whose records are created via the Project Setup Wizard. 

2. Once the called sub-flow ends, the next one is called by the handler flow.

Sub-flow: Create Reporting Periods

The flow Create Reporting Periods [ampi__Create_Reporting_Periods]creates Reporting Period records based on inputs by the user. 

1. The user can input  Start Date, End Date, and Reporting Frequency. They can optionally specify the Due Dates and whether they want to create a Baseline Reporting Period. 

2. Once the user inputs are taken, the flow assigns the user inputs to variables for creating the Reporting Period records.

3. It then checks if the user skipped creating the records

   1. Flow ends (and goes back to the handler flow) if the user has clicked on the Skip button

4. Checks if all the required fields are filled

   1. If required fields are not filled, the flow shows an error message to the user

5. Checks if duplicate reporting periods are already present on the Project

   1. Warns users if duplicate records are present

6. Creates the Reporting Period records based on user input

   1. Shows a success message if records are created

   2. Shows an error message if records are not created

Sub-Flow: Create Project Geographic Areas

The flow Create Project Geographic Areas [ampi__Create_Geographic_Areas] allows users to create the Project Geographic Area junction records by selecting the corresponding catalog Geographic Area records from the dropdown.

Once the user inputs are taken, the flow

1. Checks if the user skipped creating the records

   1. Flow ends (and goes back to the handler flow) if the user has clicked on the Skip button

2. Checks if duplicate Project Geographic Area records are already present on the Project

3. Checks if the user has selected any catalog record

   1. Shows a message that no records have been selected if no catalog records have been selected

4. Checks if duplicates were identified in Step 2

   1. Warns users if duplicate records are present

5. Creates the junction records based on user selection

Sub-Flow: Create Frameworks

1. The flow Create Frameworks [ampi__Create_Frameworks] allows users to quickly create related Framework records by providing inputs to the fields displayed on the screen. 

Once inputs are taken

2. The LWC component displayFieldsUpsertRecords on  Create_Frameworks screen identifies 

3. The flow then checks if the user skipped creating the records

4. Checks if the user wants to create additional record

Lightning Web Components Used in the Flows

showToastMessageForFlow

Used in

• Create Reporting Period

What does it do

• Displays a toast error message if the user leaves required fields as blank 

Design Attributes

Output Variables

displayFieldsUpsertRecords

Used in

• Create Frameworks

• Create Implementation Plans

• Create Budgets

What does it do

• Shows fields from the specified fieldset on the object

• Creates a record when user clicks on Next

Design Attributes

Output Variables

existingRecordsList

Used in

• Create Reporting Periods

• Create Project Geographic Areas

• Create Project Thematic Areas

• Create Frameworks

• Create Implementation Plans

• Create Budgets

What does it do

• Shows existing records of the object on the parent object (from which the Project Setup Wizard is fired. e.g Project)

Design Attributes

flowNavigationFooter

Used in

• Create Reporting Periods

• Create Project Geographic Areas

• Create Project Thematic Areas

• Create Frameworks

• Create Implementation Plans

• Create Budgets

What does it do 

• Shows Next, Previous, and Skip buttons for navigation on the screen

• Displays Done instead of Next on the last screen

Design Attributes

Output Variables

APEX Action used in the Flows

Used in

Input Values

Output Values

Customizing the Project Setup Wizard Flow

Adding an Object’s Setup

Tag records from a catalog

1. Clone the ampi__Create_Project_Geographic_Areas sub-flow

2. Open the cloned sub-flow

   1. Add the API Name, Flow Label, and Description as needed

3. Update the collection variable selectedGeographicAreas

   1. Update the API Name and Description as needed

4. Update the Select_Geographic_Areas screen element

   1. Update the API Name, Label, and Description as required

5. Click on the Display Text element

   1. Update the API Name and resource value as needed 

6. Click on the Lookup element selectGeographicAreas 

   1. Update the API Name as needed

   2. Update the Object API Name to add the API name of junction object

   3. Update the Field API Name to add the API Name of the lookup field to the catalog object

   4. Update the Label as needed

   5. Click on Advanced accordion and update the Record ID Collection to add the updated API name of the collection variable you updated in Step#3

7. Click on the LWC Component existingRecordsList and edit the following Design Attributes:

   1. Update the API Name as needed

   2. Update the API Name of Object to add the API Name of object being set up

   3. Update the API Name of Lookup to Parent to add the API Name of the lookup field on the junction object that looks up to the parent object (e.g. ampi__Project__c on object ampi__Project_Geographic_Area__c) 

   4. If the field that should be displayed in the existing records list is on a parent object

      1. Enter {!$GlobalConstant.True} for Is Display Field on a Parent?

      2. Update API Name of lookup to Parent for Display Field to add the API name of the lookup field to the parent object that has display field

   5. Update API Name of Display Field  to add the API name of the field whose values are displayed in the existing records list

8. Click on the LWC Component flowNavigationFooter and edit the following Design Attributes:

   1. Update the API Name as needed

9. Click on the APEX Action element Check_for_Duplicate_Project_Geographic_Areas

   1. Update the Label, API Name, and Description as needed

   2. Update the input value junctionObjectName to add the API Name of the junction object

   3. Update the input value parentLookupOnJunction to add the API Name of object from which the Project Setup Wizard is fired (e.g. Project)

   4. Update the input value recordDisplayField to specify the API Name of field that should be displayed on duplicates warning screen

   5. Update the input value recordIds to specify the updated API name of the collection variable you updated in Step#3

   6. Update the input value recordLookupOnJunction to specify the API Name of lookup field to the catalog object on the junction object

10. Click on the APEX Action element Proceed_With_PGA_Creation

    1. Update the input values with the same values as in Step#8 

11. Click on the screen element resultScreenForPGAInsertOperation

12. Clone the handler flow ampi__Project_Setup_Wizard

13. Edit the cloned flow to add a sub-flow element in the order you want the user to view and create objects for the object

14. Click on the screen element PSW_Intro_Screen 

15. Save the cloned flow and activate it

16. Deactivate the packaged handler flow ampi__Project_Setup_Wizard

17. Navigate to the ampi__Project__c object (or the object you want to fire the Project Setup Wizard from)

18. Remove the quick action ampi__Project_Setup_Wizard from page layout

19. Create a new quick action

20. Add the new quick action to the ampi__Project__c (or the object you want to fire the Project Setup Wizard from)page layout

Create related records on Project

1. Create a Fieldset on the object that you need to set up. This fieldset will control the fields displayed in the Project Setup Wizard screen. 

2. Clone the ampi__Create_Frameworks sub-flow

3. Open the cloned sub-flow

4. Add the API Name, Flow Label, and Description as needed

5. Create a new record variable same as  the record variable frameworkToBeCreated

   1. Add the API Name as required

   2. Select Object and select the object you want to set up

6. Update the Create_Frameworks screen element

   1. Update the API Name, Label, and Description as required

7. Add another LWC component displayFieldsUpsertRecords to the screen 

   1. Select the Input Type and select the Object you want to set up

   2. Add the API Name as needed

   3. Add the API Name of Object to add the API Name of the object being set up

   4. Add the API Name of FieldSet to add the API Name of fieldset created in Step#1

   5. Add the API Name of Lookup to Parent to add the API Name of the lookup field to the parent object from which the Project Setup Wizard is fired (e.g. Project)

   6. Copy the value of other design attributes from the existing displayFieldsUpsertRecords LWC component

   7. Remove the existing LWC component displayFieldsUpsertRecords from the screen.

8. Click on the LWC Component existingRecordsList and edit the following Design Attributes:

   1. Update the API Name as needed

   2. Update the API Name of Object to add the API Name of the object being set up

   3. Update API Name of lookup to Parent for Display Field to add the API name of the lookup field to the parent object that has display field

   4. Update API Name of Display Field  to add the API name of the field whose values are displayed in the existing records list

9. Click on the LWC Component flowNavigationFooter and edit the following Design Attributes:

   1. Update the API Name as needed

10. Clone the handler flow ampi__Project_Setup_Wizard

11. Edit the cloned flow to add a sub-flow element in the order you want user to view and create records for the object

    1. Set the Referenced Flow to the one you created in Step#2

12. Click on the screen element PSW_Intro_Screen 

    1. Update the Display Text element to add the new object

13. Save the cloned flow and activate it

14. Deactivate the packaged handler flow ampi__Project_Setup_Wizard

15. Navigate to the ampi__Project__c object (or the object you want to fire the Project Setup Wizard from)

16. Remove the quick action ampi__Project_Setup_Wizard from page layout

17. Create a new quick action

    1. Select Action Type as Flow

    2. Select Flow as the cloned handler flow (created on step#10)

    3. Specify Name, Label, and Description as needed

Add the new quick action to the ampi__Project__c (or the object you want to fire the Project Setup Wizard from)page layout

Editing an Object’s Setup

Adding guidelines to the sub-flow

1. Clone the sub-flow that you want to add guidelines to

2. Open the cloned sub-flow

3. If you want to add guidelines, add a Display Text element and add the guidelines in that element

4. Save the cloned flow and activate it

5. Clone the handler flow ampi__Project_Setup_Wizard

6. Edit the cloned flow to add a sub-flow element in the order you want the users to view and create objects for the object

   1. Set the Referenced Flow to the one you created in Step#1

7. Deactivate the packaged handler flow ampi__Project_Setup_Wizard

8. Navigate to the ampi__Project__c object (or the object you want to fire the Project Setup Wizard from)

9. Remove the quick action ampi__Project_Setup_Wizard from page layout

10. Create a new quick action

    1. Select Action Type as Flow

    2. Select Flow as the cloned handler flow (created on step#5)

    3. Specify Name, Label, and Description as needed

11. Add the new quick action to the ampi__Project__c (or the object you want to fire the Project Setup Wizard from)page layout

Editing packaged labels in the sub-flow

The labels for fields and headers used in the project setup wizard sub-flows are controlled by field labels, display text elements in the flow. If you want to edit them you can directly update the field label or the display text resource. 

There are a few field labels, error messages, and button labels that are displayed using the Lightning Web Components. These labels are controlled by:

1. Design attributes: The details of design attributes that control field labels, button labels, and error messages can be found under the design attributes section of individual Lightning Web Components.

2. Custom labels: The details of field labels or error messages that are controlled by custom labels are given in the table below.

Dynamically display object labels on the introduction screen

1. Prior to the display screen, insert Get Record flow elements for each object whose label you want to retrieve.

2. In each Get Record element, query the EntityDefinition object. Under “Filter Entity Definition Records” select field QualifiedApiName, operator equals, and value as API Name of the Object

3. It is recommended to configure the Get Records element as shown in the image below. You can choose fields and let Salesforce decide or choose fields and assign variables. It’s not necessary to store all fields.

4. Once all Get Records elements are created, display them on PSW_Intro_Screen. An example is shown in the image below.

Adding or Removing Fields from Setup

Add /remove fields from screen sub-flows that quickly setup related records

Users can quickly create related records on the Project such as Frameworks, Implementation Plans, and Budgets by specifying the values for the fields in the Project Setup Wizard. 

The fields displayed in the Project Setup Wizard screen are controlled by a fieldset on the object being set up. For packaged objects, the fieldsets are as follows:

Removing an Object’s Setup

1. Clone the handler flow ampi__Project_Setup_Wizard

2. Delete the relevant sub-flow element from cloned handler flow

3. Deactivate the corresponding sub-flow

4. Activate the cloned handler flow

5. Deactivate the handler flow ampi__Project_Setup_Wizard

6. Navigate to the ampi__Project__c object (or the object you want to fire the Project Setup Wizard from)

7. Remove the quick action ampi__Project_Setup_Wizard from page layout

8. Create a new quick action

   1. Select Action Type as Flow

   2. Select Flow as the cloned handler flow (created on step#5)

   3. Specify Name, Label, and Description as needed

9. Add the new quick action to the ampi__Project__c (or the object you want to fire the Project Setup Wizard from)page layout

Changing the Order of Sub-flows

1. Clone the handler flow ampi__Project_Setup_Wizard

2. Change the order of sub-flow elements to reflect the order as needed

3. [Optional] If you want the last sub-flow to be other than Budget, follow these steps:

   1. For the last sub-flow, open the screen element (e.g. Select_Thematic_Areas, Create_Frameworks, etc)

      1. Click on the LWC component flowNavigationFooter

      2. Update the Next button’s label to Done

      3. Set the design attribute Prevent Default Behavior? To TRUE

      4. Click on the LWC component displayFieldsUpsertRecords (if it’s on the screen)

      5. Set the design attribute Last Screen of Flow? To TRUE

   2. Clone the sub-flow ampi__Create_Budgets

      1. In the cloned flow, click on the LWC component flowNavigationFooter

      2. Update the Next button’s label to Next

      3. Set the design attribute Prevent Default Behavior? To FALSE

      4. Click on the LWC component displayFieldsUpsertRecords 

      5. Set the design attribute Last Screen of Flow? To TRUE

      6. Activate the cloned Budget sub-flow

      7. Deactivate the sub-flow ampi__Create_Budgets

      8. In the cloned handler sub-flow (created in step#1), refer to the cloned Budget flow instead of the packaged one in the Create_Budgets sub-flow element

4. Activate the cloned handler flow

5. Deactivate the handler flow ampi__Project_Setup_Wizard

6. Navigate to the ampi__Project__c object (or the object you want to fire the Project Setup Wizard from)

7. Remove the quick action ampi__Project_Setup_Wizard from page layout

8. Create a new quick action

   1. Select Action Type as Flow

   2. Select Flow as the cloned handler flow (created on step#5)

   3. Specify Name, Label, and Description as needed

9. Add the new quick action to the ampi__Project__c (or the object you want to fire the Project Setup Wizard from)page layout