Aquila (v1.22) | Release Notes | May 2019
Our release notes offer brief, high-level descriptions of new features, enhancements, and resolved issues. Detailed information on Set-up, Configuration and Feature Information is available in the Installation Guide and User Guide for each release.
Contact support@verasolutions.org to share feedback.
- 1 Key Product Features
- 1.1 New Features
- 1.2 Feature Enhancements
- 1.2.1 Make edits to Framework Items directly on ManageFramework page
- 1.2.2 Define the order in which Indicators display
- 1.2.3 Improvements to editing and managing Submissions and their radar charts
- 1.2.3.1 User experience change in the Template Builder
- 1.2.3.2 Display of Radar Charts
- 1.2.3.3 Additional changes to display of Radar Charts
- 1.2.3.4 Success messages for submissions
- 1.2.3.5 Locking Submissions
- 1.2.3.6 Using Submissions in Flow
- 1.3 Resolved Issues
- 1.4 Packaging Changes
- 1.4.1 New Fields
- 1.4.2 Other Configuration Changes
- 1.4.2.1 Changes to Project__c object
- 1.4.2.2 Changes to Indicator__c object
- 1.4.2.3 Changes to Project_Indicator__c object
- 1.4.2.4 Changes to Project_Indicator_Objective__c object
- 1.4.2.5 Changes to Activity__c object
- 1.4.2.6 Changes to Financial__c object
- 1.4.2.7 Changes to Budget__c object
- 1.4.2.8 Changes to Project_Objective__c object
- 1.4.2.9 Global Value Sets
- 1.4.2.10 Custom Labels
- 1.4.2.11 Portuguese (Brazil) Translation
Key Product Features
New Features
Download and Upload Budget XLS to track Planned and Actual Expenditure
Users can now download their project budget with financial line items using a Download button on a Budget record. An Excel file is downloaded that includes all Financial child records (if they exist). The Excel file includes an “Instructions” tab which tells the user how to enter data in a compatible manner for upload.
An Upload button is now available to upload the downloaded file. The upload allows users to:
Update financial records related to the Budget record
Create new financial records.
Admin Note: The Budget download and upload can handle up to 2,000 rows of records if there are 12 columns (i.e. the same number of columns as provided out-of-the-box) in the spreadsheet.
As additional columns are added, fewer records can be downloaded. For example, the feature can handle 1800 rows of records if there are 25 columns in the spreadsheet.
A Success and Error (if applicable) log will be generated upon completion of the upload process.
Once a budget has been approved/locked whereby no further edits can be made, the Upload button will display an error message to notify users that the budget is locked from editing.
Admin Note
Validation
While processing the Excel file during upload, validation is built-in to check for:
invalid file type, (e.g. user selects a word document)
data entry (e.g. currency code entered in a number field),
metadata (e.g. user renames a column header).
Users are provided the full list of validation checks in the Instructions tab.
Data Quality
If a user downloads a Budget Excel file and clears out existing data for a financial line item, then the upload process will clear information from the existing record. However, it will not delete the record.
Feature Enhancements
Make edits to Framework Items directly on ManageFramework page
Edit Framework Item(s)
Use a new Edit icon to edit a Framework Item (i.e. Project Objective) directly on the ManageFramework page to keep track of program updates. For example, users can add/edit the:
Description of a goal, outcome, output, etc.,
Associated parent Objective,
Level field.
Deactivate Framework Item(s)
Update a new Deactivated field in the pop-up that opens from the Edit icon to deactivate a Framework Item. This will update your Framework to reflect any program/impact goal changes while preserving historic data for reporting purposes.
Delete Framework Item(s)
Use a new Delete icon to select and delete a Framework Item to reflect any program/impact goal changes.
Permissions-based view of ManageFramework page
Determine and manage which users have access to the ManageFramework page and the action(s) they can take on the page using Create/Read/Edit/Delete access to the Objective__c object.
User Permission | Permission Granted? | Permission Restricted? |
---|---|---|
Create | Add New Framework Item button is displayed | Add New Framework Item button is hidden |
Read | User can view ManageFramework page and table User can open Project Objective records | User cannot view ManageFramework page |
Edit | Edit icon is displayed | Edit icon is hidden |
Delete | Delete icon is displayed | Delete icon is hidden |
Define the order in which Indicators display
Users can now define the order in which indicators and project indicators are displayed on the following pages:
ManageIndicators page, Selected Indicators and Deactivated Indicators tabs: using a new MI_Project_Indicator_Order__c field
ManageIndicators page, Indicators Catalog tab: using a new MI_Indicator_Order__c field
SetTargets and AddResults pages: using a new STAR_Project_Indicator_Order__c field
Each new field contains a picklist of all the fields on the Project_Indicator__c or Indicator__c objects. When a field is selected, the page will load in ascending order based on the field type and the values in the field (e.g. numerically ascending for a Number field, but alphanumerically ascending for a Text field). If the new fields are left blank, the page/component will default to order by alphabetically ascending Description__c.
Improvements to editing and managing Submissions and their radar charts
User experience change in the Template Builder
Previously, the Add New Section and Add New Question buttons were displayed only at the top of the CreateTemplateData Lightning component. When a user created a new Section, by default, they were added to the bottom of the template and the user would have to navigate back to the top to add a new question to that section.
Now:
Add New Section and Add New Question buttons are displayed at the top of the component, aligned left.
Save button is moved to the top of the component, aligned right.
A scrollbar is added and all the buttons are fixed at the top of the component. Users can scroll and modify the template without having to scroll back to the top to add a new Section/Question or scroll to the bottom to save the template.
Display of Radar Charts
A radar chart does not display for a Submission that has no Sections.
A radar chart displays for Submissions with:
At least one Section where Active__c = TRUE and Is_Scored__c = TRUE
At least one Section where Active__c = FALSE and Is_Scored__c = TRUE to display for sections that were historically scored and have since been deactivated.
Additional changes to display of Radar Charts
Submissions are listed in the legend of a single radar chart in alphabetical order.
Radar charts are listed in alphabetical order based on the Template Name on the Template record.
Success messages for submissions
Previously, the success message onClick of Submit in both the SubmissionResponseForm and the SubmissionResponseScoring components referred to the same custom label, SUBMISSION_SUCCESS_MESSAGE. Since these components can be used by different types of users, the success message label has been decoupled.
A new custom label REVIEW_SUCCESS_MESSAGE with value "Review submitted successfully" is now used for the success toast on the SubmissionResponseScoring component.
Locking Submissions
When a user submits a SubmissionResponseForm (i.e. Status__c = “Submitted) or SubmissionResponseScoring (i.e. Status__c = “Reviewed”) component, the component is locked (i.e. displayed in read-only mode) once the user confirms submission in the pop-up.
Using Submissions in Flow
The following three Lightning Components are now available for Flow:
SubmissionResponseReview
SubmissionResponseForm
SubmissionResponseScoring
System Administrators can set up custom Flows using these Lightning Components to display a Submission Response or Review on a related record or Lightning Home Page.
Resolved Issues
Grey background displayed on all Visualforce pages for Community users
A grey box was displaying around the entire page when viewing any Visualforce page in a Community as a result of a Salesforce feature for NetworkBranding.
This is now resolved so the grey box does not display.
Secondary row order of Activities
When Activities are created such that Earliest_Start_Date__c is the same value, they would order primarily by ascending Earliest_Start_Date__c and then randomly.
This is now resolved so that:
The first level of row order is by ascending Earliest_Start_Date__c.
The second level of row order is by ascending Name.
Adding custom fields to field sets used for Activities
Due to a Salesforce limitation, users were unable to add custom fields to any of the field sets used in the Activities feature. All field types for custom fields will now be supported, except the following:
Encrypted String
Time
for the field sets listed below:
CREATE_NEW_ACTIVITY_POPUP
EDIT_ACTIVITY_POPUP
ACTIVITY_TABLE_COLUMNS
ACTIVITY_TABLE_SEARCH_FILTER
In addition to Encrypted String and Time, this field set also cannot support:
Long Text Area
Rich Text Area
Adding custom fields to field sets used for Submissions
Due to a Salesforce limitation, users were unable to add custom fields to the ADD_EDIT_QUESTION_POPUP and ADD_EDIT_SECTION_POPUP field sets used in the Submissions feature. All field types will now be supported, except the following:
Encrypted String
Time
Multi-Select Picklist
Packaging Changes
New Fields
Object | Field | Field Type | Functional Impact |
Budget__c | Locked__c | Checkbox | Budget Upload |
Objective__c | Parent_Project_Objective__c | Lookup | Manage Framework |
Objective__c | Deactivated__c | Checkbox | Manage Framework Manage Indicators Set Targets Add Results Activities |
Project_Indicator__c | External_Code__c | Formula(Text) |
|
Project_Indicator__c | Indicator_Code__c | Formula(Text) |
|
Project__c | STAR_Project_Indicator_Order__c | Picklist | Set Targets Add Results |
Other Configuration Changes
Changes to Project__c object
Lightning Record Page
Set Details as the landing tab when a Project record is opened in Lightning
Page Layout
Removed Project Indicator related list
Added new picklist fields
Changes to Indicator__c object
Page layout
Active
Aim
Calculate Total
Cumulative
Include in Catalog
Indicator Level
Parent Indicator
Target Frequency
Targets are disaggregated
*Type of Results
Updated to only include relevant buttons and fields, including:
Added a new related list for Indicator Thematic Areas
Spring ’19 upgrade instructions include a table with information about which configuration changes need to be made manually, and an example of where to change them.
Fields
Type__c: Picklist values reduced to Core and Custom
Changes to Project_Indicator__c object
Field sets
Updated EDIT_PROJECT_INDICATOR_POPUP to include:
*Description__c
*Data_Type__c
*Type_of_Results__c
Number_of_Decimals_Places_Allowed__c
Baseline__c
Calculate_Total__c
*Reporting_Frequency__c
Target_Frequency__c
*Geographical_Disaggregation__c
Thematic_Area_Text__c
Objective__c
Disaggregation_Group__c
Cross_Disaggregation_by_Sex__c
Targets_Are_Disaggregated__c
Guideline__c
Red_Yellow_Threshold__c
Yellow_Green_Threshold__c
Validation_Range_Minimum__c
Validation_Range_Maximum__c
Active__c
Updated SET_TARGETS_INFO_POPOVER to include:
Objective__c
Guideline__c
Updated ADD_RESULTS_INFO_POPOVER to include:
Objective__c
Guideline__c
Changes to Project_Indicator_Objective__c object
Field sets
Updated LOG_FRAMES_TABLE to include:
Project_Indicator__c > Baseline__c
Project_Indicator__c > Target_To_Date__c
Project_Indicator__c > Result_To_Date__c
Changes to Activity__c object
Field sets
Updated CREATE_NEW_ACTIVITY_POPUP to include:
*Implementation_Plan__c
*Name
Type__c
Description__c
Parent_Activitiy__c
Status__c
*Planned_Start_Date__c
Planned_End_Date__c
Location__c
Project_Indicator__c > Description__c
Objective__c > Label__c
Updated EDIT_ACTIVITY_POPUP to include:
*Name
Type__c
Description__c
Parent_Activitiy__c
Status__c
*Actual_Start_Date__c
Actual_End_Date__c
Location__c
Project_Indicator__c > Description__c
Objective__c > Label__c
Updated ACTIVITY_TABLE_COLUMNS to include:
Project_Indicator__r.Description__c
Project_Objective__r.Label__c
Contact__r.Name
Page layout
Updated so that Implementation_Plan__c is required
Changes to Financial__c object
Field sets
Type__c
Category__c
Subcategory__c
Name
Amount_Planned__c
Amount_Actual__c
Cost_Per_Unit__c
Unit__c
Quantity__c
Description__c
Activity__c
Reporting_Period__c
New field set BUDGET_EXCEL_COLUMNS:
Fields
Reporting_Period__c: Master-detail updated to be reparentable
Changes to Budget__c object
Page layout
Added Download and Upload buttons (Lightning Actions)
Changes to Project_Objective__c object
Field sets
Label__c
Description__c
Level__c
Parent_Objective__c
Deactivated__c
New field set EDIT_PROJECT_OBJECTIVE_POPUP:
Page layout
Added new fields Parent_Project_Objective__c and Deactivated__c
Global Value Sets
New Global Value Set: Indicator_Fields
Custom Labels
(See the full list of custom labels here)
New custom labels
Value: “Edit Framework Item”
Function: Header for Edit Framework Item popup on ManageLogframes
Value: “Delete Framework Item”
Function: Header for Delete Framework Item popup on ManageLogframes
Value: “Are you sure you want to remove this Framework Item from the Project?”
Function: Text for Delete Framework Item popup on ManageLogframes
Value: “Delete Failed”
Function: Notification when deleting an Activity in the Activity Tracking component fails
EDIT_FRAMEWORK_ITEM_MODAL_HEADER
DELETE_FRAMEWORK_ITEM_MODAL_HEADER
DELETE_FRAMEWORK_ITEM_TEXT
ACTIVITY_DELETE_ERROR
Any custom label where the first category is “Budget” is a new custom label. These can be updated (i.e. overridden using Translation Workbench) according to the use case.
Updated custom labels
Original Value: “a. Instructions on how to customize Number format in Mac: https://support.apple.com/kb/PH25636?locale=en_US”
New Value: “a. Instructions on how to customize Number format in Mac: Create a custom cell format in Numbers on Mac ”
Function: Step in the Instructions tab of the Excel downloaded from STAR to customize Number format in Excel on a Mac
UNDERSTANDING_THE_DOWNLOADED_EXCEL_MAC
Portuguese (Brazil) Translation
Amp Impact is now available to be used in Portuguese. Refer to the Upgrade Instructions for guidance on how to set up users to use Amp in Portuguese.