Kalausi (v1.34) | Release Notes | September 2023

Kalausi (v1.34) | Release Notes | September 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:


Feature Enhancements

Aggregated Indicators on the manageIndicators Lightning Web Component

Functional Documentation:

Aggregated Indicators in Amp Impact

Aggregated Indicators enable users to aggregate Indicator results from source records. Previously, this functionality was only accessible through the Visualforce (VF) ManageIndicators component. However, in this latest release, users can now generate Aggregated Indicators utilizing the manageIndicators Lightning Web Component (LWC).

Opting for the LWC over the VF page will lead to quicker loading times during the definition of aggregation criteria for Project Indicators. Additionally, it will provide a cleaner and more consistent user interface.

Update Aggregated Indicator Results from addResults LWC

From this release, users would be able to update the Aggregated Indicator results directly from addResults LWC.

This would provide a more consistent user experience of entering and updating results across Indicators of different result types.

Calculated Indicators on the manageIndicators Lightning Web Component

Functional Documentation:

Calculated Indicators in Amp Impact

Calculated Indicators allow users to calculate Indicator results from the results of other indicators. In this release, users can create Aggregated Indicators using manageIndicators LWC.

Users will experience faster load times while defining the calculation formula on Project Indicators and as well as a cleaner and more consistent user interface.

Update Calculated Indicators Results from addResults LWC

From this release, users would be able to update the results of Calculated Indicators directly from the addResults LWC.

This would provide a more consistent user experience of entering and updating results across Indicators of different result types.

Download & Upload Targets on the setTargets Lightning Web Component

Functional Documentation:

Set Targets Excel Upload & Download

Technical Documentation:

Set Targets: Customization Options

The Download & Upload Targets template allows users to set targets offline. Previously, this functionality was only accessible through the Visualforce (VF) ManageIndicators component. However, from this release, users can now download and upload targets using the setTargets LWC.

This means that organizations that use the Download & Upload Targets template to set targets will be able to upgrade to setTargets LWC and take advantage of its features such as setting targets across reporting periods, entering baseline data for indicators, previewing qualitative results, and more.

Please refer to the functional documentation for setTargets LWC to learn more about its features.

Upload Targets Across Reporting Periods

The Download & Upload Targets template on the setTargets LWC enables users to set targets across reporting periods offline.

Users would be able to enter targets for all of their indicators at once, as well as to better plan out the intended progress of their project over time while working offline.

Quickly Create Child Tasks & Milestones on the Activities Lightning Web Component

To streamline the creation of Implementation Plans, this release includes a new action menu in the Gantt Chart. This menu enables users to create sub-activities directly within the table.

Users now have the ability to right-click on an activity, which will unveil a range of options. These options include the ability to edit or delete the activity, along with the option to add either a sub-task or a sub-milestone under the selected activity.

Addressed Technical Debt

Automation Overhaul: Replacing Process Builders & Workflow Rules with Salesforce Flow

To leverage the latest advancements in Salesforce technology for automation and offer implementors and System Administrators more customization options, we have transitioned the automation within Amp Impact to Salesforce flows.

Navigate to the Upgrade Instructions to know more about the process builders and workflow rules that have been transitioned to flows.


Resolved Issues

Indicators: Disaggregation Group from the parent Indicator Record is added to the Project Indicator record

In previous versions of Amp Impact, when a Project Indicator record was created using the Project Indicator related list on the Indicator record (instead of the ManageIndicators VF page or manageIndicators LWC), the disaggregation group was not copied from the parent Indicator to the Project Indicator record. This has been resolved so that the Project Indicator has the same disaggregation as the parent Indicator irrespective of how it is created.

manageIndicators LWC: When creating a Project Indicator record, the Type of Results is correctly copied from the parent Indicator Record to the Project Indicator record

In previous versions of Amp Impact, when a Project Indicator was created the value of the Type of Results field was not being copied from the parent Indicator record and was set to Input. This meant that users had to manually update the Type of Results for Aggregated, Calculated, or Read-Only Project Indicators. This has been resolved so the Type of Results field is correctly copied from the parent Indicator to Project Indicator.

activities LWC: The Baseline Bar correctly displays on the Gantt Chart

In the previous version (Jarvis) of Amp Impact, the baseline bar wasn't displayed on the Gantt chart on clicking the Display Baseline button. This has been resolved and the baseline bar displays correctly on activities LWC.


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

ManageIndicators

Visualforce Page

manageIndicators

August 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

As of Kalausi, the following LWC components will be packaged on the Project lightning page out of the box:

  • activities

  • addResults

  • setTargets

  • manageIndicators

  • manageLogFrames

Updates to Account

Field Label Field API Name Change IATI Activity XML Link ampi__IATI_Activity_XML_Link__c Description has been changed to “URL field to store the public link of the ContentVersion of the IATI Activity Standard XML file generated from a particular Account. This is populated by the trigger IATIActivityXML_V1." IATI Organisation XML Link ampi__IATI_Organization_XML_Link__c Description has been changed to “URL field to store the public link of the ContentVersion containing the IATI Organization Standard XML file for this Account. This is populated by trigger IATIOrganizationXML_V1."

New platform event object ampi_Batch_Update__e

Label Description Batch Update Platform event to notify Amp Impact users about the batch update
Field Label Field API Name Data Type Chain Batches Chain_Batches__c LongTextArea Error Message Error_Message__c LongTextArea Parent Record Id Parent_Record_Id__c Text Source Batch Name Source_Batch_Name__c Text Subscribers Subscribers__c LongTextArea User Id User_Id__c Text isChained isChained__c Checkbox isSuccess isSuccess__c Checkbox

Updates to ampi__Project_Geographic_Area__c

Object Label Object API Name Change Project Geographic Area ampi__Project_Geographic_Area__c By default Feed Tracking is set toTRUE

Updates to ampi__Disaggregated_Indicator__c

Field Label Field API Name Change Disaggregation Group ampi__Disaggregation_Group__c Description has been changed to “Lookup field to connect this junction object to a Disaggregation Group. This field is used as an input in trigger DisaggregatedIndicatorRollup."

Updates to ampi__Disaggregated_Project_Indicator__c

Field Label Field API Name Change Disaggregation Group ampi__Disaggregation_Group__c Description has been changed to “Lookup field to connect junction this object to a Disaggregation Group. This field is used as an input in trigger DisaggregatedProjectIndicator."

Updates to ampi__Indicator__c

Field Label Field API Name Change Disaggregation Group ampi__Disaggregation_Group__c Description has been changed to “This text field is used to define the groupings by which a particular Indicator is disaggregated. When utilized on the ManageIndicators page, it is displayed as a single-select picklist. Only one disaggregation group can be used per Indicator. It stores a contacenated list of Indicator's associated Disaggregation Group (based on Disaggregated Indicator junction) at the time of Indicator creation. This field is populated via trigger DisaggregatedIndicatorRollup." Reporting Frequency ampi__Reporting_Frequency__c Description has been changed to “Picklist field to set the frequency at which results are reported." Help text has been changed to “Use this field to set the frequency at which results are reported." Thematic Area ampi__Thematic_Area_Text__c Description has been changed to “This field facilitates searching by Thematic Area on Manage Indicators. Referenced in code. If the organization is not using icons, this field is used to display the name of the Thematic Areas on the Manage Indicators page. Concatenated list of all the Name fields of Thematic Areas which have a child Indicator Thematic Area with the Indicator. This field is populated by the trigger IndicatorThematicArea." Updated Validation Rule Rule Name Error Location Change NonNumeric_Aggregated_Indicator_Datatype Data Type Error message changed to “Invalid Indicator Data Type selected: the non-numeric data types 'Qualitative' , 'Milestone' and 'Picklist' cannot be selected for an aggregated/calculated indicator.” Error Condition Formula changed to reflect the same.

Updates to ampi__Catalog_Objective__c

Field Label Field API Name Change Description Language 1 ampi__Description_Language_1__c Description has been changed to “This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_1__c when a new record is created. Can be manually modified afterwards." Description Language 2 ampi__Description_Language_2__c Description has been changed to “Secondary translated version of Description__c. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_2__c when a new record is created. Can be manually modified afterwards." Description Language 3 ampi__Description_Language_3__c Description has been changed to “Tertiary translated version of Description__c. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description_Language_3__c when a new record is created. Can be manually modified afterwards." Description ampi__Description__c Description has been changed to This text area field is to provide a additional information for this objective. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Description__c when a new record is created. Can be manually modified afterwards.” Objective Name Translated ampi__Label_Translated__c Description has been changed to “Formula field to return a translated version of Label__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Label__c, Label_Language_1__c, Label_Language_2__c, or Label_Language_3__c. Displayed in ManageLogframes, ManageIndicators, SetTargets, and AddResults. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Name_Translated__c when a new record is created." Level ampi__Level__c Picklist field to determine the level of an objective. This field gets populated by a flow (Copy_Catalog Objective_Field_Values_onto_Project_Objective) with the value from Catalog_Objective__c.Level__c when a new record is created. Can be manually modified afterwards. Project Indicator(s) ampi__xx_Project_Indicator__c Description has been changed to “Concatenated list of all the comma-separated project indicators related to this objective. This field is populated by the triggers on Project Indicator Objective (FrameworkObj PIO Rollup Service)."

Updates to ampi__Project_Indicator__c

Rule Name Error Location (Field API Name) Purpose NonNumeric_Agg_Cal_Indicator_Datatype ampi__Type_of_Results__c This rule ensures that an error message is shown if the Result Type is Non numeric datatype is selected for an aggregated indicator/calculated indicator
Field Set Label Field Set API Name Change SET_TARGETS_INFO_POPOVER ampi__SET_TARGETS_INFO_POPOVER Description has been changed to “Set Targets Visualforce Page and Set Targets LWC"
Field Label Field API Name Change Active? ampi__Active__c Description has been changed to “Checkbox field to activate / deactivate a Project Indicator record in a Project. If marked as TRUE, the Project Indicator record will display in the Selected Indicators table on ManageIndicators. If marked as FALSE, the Project Indicator record will display in the Deactivated Indicators table on ManageIndicators, and future Project Indicator Reporting Period records are deleted. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Active__c when a new record is created. Can be manually modified afterwards." Aim ampi__Aim__c Description has been changed to "This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Aim__c when a new record is created." Calculate Total ampi__Calculate_Total__c Description has been changed to "Picklist field to specify if the results and targets for project indicator should be summed total for all reporting periods and geographic areas in result to date/ total target field on project indicator record. The value in this field determines the display of summed columns/rows on Set Targets and AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Calculate_Total__c when a new record is created." Cross-Disaggregation by Sex ampi__Cross_Disaggregation_by_Sex__c Description has been changed to "Check box to specify it the targets/ results for this project indicator are to be disaggregated by sex. If marked as TRUE, this Indicator will display with three columns to enter Result data. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Cross_Disaggregation_by_Sex__c when a new record is created." Cumulative ampi__Cumulative__c Description has been changed to "If TRUE, indicates that the data is collected cumulatively, i.e. the results to date and targets to date for the project indicator are reported from the most recent reporting period, instead of summed across all reporting periods. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Cumulative__c when a new record is created." Data Source Language 1 ampi__Data_Source_Language_1__c Description has been changed to " Primary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_1__c when a new record is created." Data Source Language 2 ampi__Data_Source_Language_2__c Description has been changed to "Secondary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_2__c when a new record is created." Data Source Language 3 ampi__Data_Source_Language_3__c Description has been changed to "Tertiary translated version of Data_Source__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source_Language_2__c when a new record is created." Data Source ampi__Data_Source__c Description has been changed to "Long text field to specify the data source to be used while measuring this project indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Source__c when a new record is created." Data Type ampi__Data_Type__c Description has been changed to "This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Data_Type__c when a new record is created." Indicator Definition Language 1 ampi__Description_Language_1__c Description has been changed to “Primary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_1__c when a new record is created.“ Indicator Definition Language 2 ampi__Description_Language_2__c Description has been changed to “Secondary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_2__c when a new record is created.“ Indicator Definition Language 3 ampi__Description_Language_3__c Description has been changed to “Tertiary translated version of Description__c. This value is printed in Description_Translated__c when USER_LANGUAGE_CODE = 3. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description_Language_3__c when a new record is created.“ Indicator Definition ampi__Description__c Description has been changed to “Text field to define the project indicator. This is populated in ManageIndicators. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Description__c when a new record is created.“ Disaggregation Group Language 1 ampi__Disaggregation_Group_Language_1__c Description has been changed to “Primary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_1__c when a new record is created.“ Disaggregation Group Language 2 ampi__Disaggregation_Group_Language_2__c Description has been changed to “Secondary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_2__c when a new record is created.“ Disaggregation Group Language 3 ampi__Disaggregation_Group_Language_3__c Description has been changed to “Tertiary translated version of Disaggregation_Group__c. This value is printed in Disaggregation_Group_Translated__c when USER_LANGUAGE_CODE = 3. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Language_3__c when a new record is created.“ Disaggregation Group Translated ampi__Disaggregation_Group_Translated__c Description has been changed to “Formula field to return a translated version of Disaggregation_Group__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Disaggregation_Group__c, Disaggregation_Group_Language_1__c, Disaggregation_Group_Language_2__c, or Disaggregation_Group_Language_3__c. Displayed in ManageIndicators, SetTargets, and AddResults.This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group_Translated__c when a new record is created.“ Disaggregation Group ampi__Disaggregation_Group__c Description has been changed to “Concatenated list of Parent indicator's associated Disaggregation Group (based on Disaggregated Indicator junction) at the time of Project Indicator creation. This field is populated by the trigger DisaggregatedProjectIndicator (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Disaggregation_Group__c when a new record is created.“ Exclude from IATI ampi__Exclude_From_IATI__c Description has been changed to “Checkbox to indicate if this project indicator should be excluded while reporting to IATI. If this is marked as TRUE, then this project indicator and its related results data will not be printed into the IATI Activity XML. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Exclude_From_IATI__c when a new record is created.“ Geographic Area ampi__Geographic_Area_Text__c Description has been changed to “Concatenated list of all Geographic Areas that are associated with this Project Indicator, via the Project Indicator Geographic Area junction. The triggers on Project Indicator Geographic Area object (ProjectIndicatorGeographicArea) roll up Geographic Area Name to this field“ Geographical Disaggregation ampi__Geographical_Disaggregation__c Description has been changed to “Picklist field to select the geographic disaggregation level at which indicator should be reported. The value selected in this field determines the Project Indicator Geographic Area records that are generated by the Project Indicator triggers. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Geographical_Disaggregation__c when a new record is created.“ Guideline Language 1 ampi__Guideline_Language_1__c Description has been changed to “Primary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_1__c when a new record is created.“ Guideline Language 2 ampi__Guideline_Language_2__c Description has been changed to “Secondary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_2__c when a new record is created.“ Guideline Language 3 ampi__Guideline_Language_3__c Description has been changed to “Tertiary translated version of Guideline__c. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline_Language_3__c when a new record is created.“ Guideline ampi__Guideline__c Description has been changed to “Long text field to specify the guidelines on how to measure this indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Guideline__c when a new record is created.“ Notes ampi__Notes__c Description has been changed to “Long text field to capture additional infromation related to this project indicator. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Notes__c when a new record is created.“ Number of Decimal Places Allowed ampi__Number_of_Decimals_Places_Allowed__c Description has been changed to “Picklist field to determine the number of decimals displayed on STAR pages. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Number_of_Decimals_Places_Allowed__c when a new record is created." Objective(s) ampi__Objective__c Description has been changed to “Concatenated list of all the comma-separated objectives related to this project indicator. This field is populated by the triggers ObjectiveRollUp and ProjectIndicatorObjectiveRollup." % Threshold Between Red and Yellow ampi__Red_Yellow_Threshold__c Description has been changed to “A default value for this field can be set by the organisation via Process Builder and the help text can be updated accordingly. The value in this field determines when the Red stoplight turns to Yellow on AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Red_Yellow_Threshold__c when a new record is created.“ Reporting Currency ampi__Reporting_Currency__c Description has been changed to “Picklist field to specify the reporting currency if Indicator data type is currency. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Reporting_Currency__c when a new record is created.“ Reporting Frequency ampi__Reporting_Frequency__c Description has been changed to “This picklist field is used to set the frequency at which results are reported. The value in this field determines what Project Indicator Reporting Period records are generated by the Project Indicator triggers (ReportingPeriod).“ Help Text has been changed to “Use this field to set the frequency at which results are reported." Reporting Period ampi__Reporting_Period_Text__c Description has been changed to ”Concatenated list of all Reporting Period records that are associated with a Project Indicator, via the Project Indicator Reporting Period junction records. The trigger on the Project Indicator Reporting Period (ProjectIndicatorReportingPeriod) object rolls up Reporting Period Name to this field." Target Frequency ampi__Target_Frequency__c Description has been changed to “This picklist field is used to set a frequency at which only targets are reported. If this is left blank, target frequency is considered same as reporting frequency. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Target_Frequency__c when a new record is created.” Thematic Area ampi__Thematic_Area_Icon__c Description has been changed to “If the organization is not using icons, this field is used to display the name of the Thematic Areas on the Manage Indicators page. Concatenated list of Name fields of Thematic Areas which have a child Indicator Thematic Area with the Indicator. This field is populated by trigger ProjectIndicatorThematicArea." Type of Results ampi__Type_of_Results__c Description ahs been changed to “Picklist field to select whether the results for this project indicator should be input manually, calculated from the results of other project indicators, or aggregated from individual-level data. The value in this field determines whether results are displayed as input or output text on AddResults and whether the user can access the popups for either the Aggregation Criteria or the Calculation Formula. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Type_of_Results__c when a new record is created." Units Language 1 ampi__Units_Language_1__c Description has been changed to “Primary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_1__c when a new record is created." Units Language 2 ampi__Units_Language_2__c Description has been changed to “Secondary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 2. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_2__c when a new record is created." Units Language 3 ampi__Units_Language_3__c Description has been changed to “Tertiary translated version of Units__c. This value is printed in Units_Translated__c when USER_LANGUAGE_CODE = 1. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Language_3__c when a new record is created." Units Translated ampi__Units_Translated__c Decription has been changed to “Formula field to return a translated version of Units__c if user is using Salesforce in a different language. Depending on user’s language locale, can return Units__c, Units_Language_1__c, Units_Language_2__c, or Units_Language_3__c. Displayed in ManageIndicators, SetTargets, and AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units_Translated__c when a new record is created.” Units ampi__Units__c Description has been changed to “If a numeric project indicator has units of measurement, this text field can capture them (e.g. if project indicator is Amount of CO2, the units could be metric tons). This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Units__c when a new record is created." Validation Range Maximum ampi__Validation_Range_Maximum__c Description has been changed to “Number field to capture the maximum acceptable value that can be entered on the Set Targets and Add Results pages for this project indicator. When an entered target/result is greater than the value set on this field, a warning toast appears. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Validation_Range_Maximum__c when a new record is created.” Validation Range Minimum ampi__Validation_Range_Minimum__c Description has been changed to “Number field to capture the minimum acceptable value that can be entered on the Set Targets and Add Results pages for this project indicator. When an entered target/result is lesser than the value set on this field, a warning toast appears. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Validation_Range_Minimum__c when a new record is created." % Threshold Between Yellow and Green ampi__Yellow_Green_Threshold__c Description has been changed to “A default value for this field can be set by the organisation via Process Builder and the help text can be updated accordingly. The value in this field determines when the Yellow stoplight turns to Green on AddResults. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Yellow_Green_Threshold__c when a new record is created." xx_Numbers_Mapped_To_Picklist_Values__c Numbers Mapped To Picklist Values Description has been changed to “This field is used to define a set of numeric values that will be mapped to a picklist result provided the 'Map Picklist Values to Number' field is checked. This field gets populated by a flow (Copy_Indicator_ Field_Values_Onto_Project_Indicator) with the value from Indicator__c.Numbers_Mapped_To_Picklist_Values__c when a new record is created."

Updates to ampi__Project__c

Field Label Field API Name Change Thematic Area Thematic_Area_Text__c Description has been changed to ” Concatenated list of all Thematic Areas associated with a Project, via the Project Thematic Area junction object. The field is populated by the trigger ProjectThematicArea."

Updates to ampi__Risk__c

Field Label Field API Name Change Risk Level xx_Risk_Level__c Description has been changed to “This field compares the value of the ampi__xx_Overall_Score__c field to the thresholds defined in the ampi__Risk_Setting__mdt custom metadata type. It is auto-populated by the Risk after-save flows based on the threshold the value falls within."

Declarative Automation

Flow Label Flow API Name Description Risk After Update Risk_After_Update This is the handler flow for the Risk object in the After-Save, After-Update context. Risk After Insert Risk_After_Insert This is the handler flow for the Risk object in the After-Save, After-Insert context. Subflow Assign Risk Level 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. Project Indicator Before Insert Project_Indicator_Before_Insert This is the handler flow for the Project Indicator object for the Before-Save, Before-Insert context.

New Custom Labels

Name Categories Value Short Description ST_UPLOAD_DISABLED_NO_PI SetTargets, Interface, Amp Impact No project indicators available for upload Hover Text on Download & Upload Target Buttons when there's no Project Indicator CONFIRM_BASELINE_GA_FOR_UPLOAD Baseline, Upload, Popup, Confirm, Warning, Excel, Spreadsheet, Template, AddResults, Amp Impact Please ensure you have selected the correct Baseline template for: Controls confirmation prompt in error screen of Upload Baseline popup CUSTOMIZE_CALCULATION ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup, Calculated Indicator Customize Calculation Header for customising calculation formula DOWNLOAD_BASELINE_BUTTON SetTargets, Excel Download, Interface, Amp Impact Download Baseline Controls label of Download Baseline menu button DOWNLOAD_BASELINE_EXCEL_TEXT SetTargets, Excel Download, Interface, Amp Impact The Baseline Template for the selected data on this page has been generated. Please click on the Download button to save this file to your system or click on the View button to view the generated file. Controls information displayed in the second screen of Download Baseline popup DOWNLOAD_BASELINE_HEADER SetTargets, Excel Download, Interface, Amp Impact Download Baseline for Controls the header on the Download Baseline popup DOWNLOAD_TARGETS_EXCEL_TEXT SetTargets, Excel Download popup, Amp Impact The Targets Template for the selected data on this page has been generated. Please click on the Download button to save this file to your system or click on the View button to view the generated file. Controls information displayed in the second screen of Download Targets popup DOWNLOAD_TARGETS_BUTTON SetTargets, Excel Download popup, Amp Impact Download Targets Controls label of Download Targets menu button UPLOAD_TARGETS_BUTTON SetTargets, Excel Upload popup, Amp Impact Upload Targets UPLOAD TARGETS BUTTON UPLOAD_BASELINE_BUTTON SetTargets, Excel Upload popup, Amp Impact Upload Baseline UPLOAD BASELINE BUTTON UPLOAD_BASELINE_FOR SetTargets, Excel Upload popup, Amp Impact Upload Baseline For Controls header message on Upload Baseline modal ENABLE_FILTER_RECORDS ManageIndicators, Aggregation, Amp Impact Do you want to filter records? ENABLE_FILTER_RECORDS EXCEL_VALIDATION_ERROR SetTargets, Excel Download, Excel File, Amp Impact The value entered is not in the list of valid options. Please select an appropriate option from the dropdown. Control error message in Excel Template when values outside picklist are entered EXCEL_RP_COLUMN_HEADER SetTargets, AddResults, Excel Download, Excel File, Amp Impact Controls the Reporting Period column header in the Targets template Controls the Reporting Period column header in the Targets template FILTER_LOGIC_LWC ManageIndicators, Aggregation popup, Amp Impact Filter Records where: Label for user to enter filter logic AGGREGATION_FILTER_1 ManageIndicators, Amp Impact, Aggregation All Conditions Are Met Aggregation filter for all conditions being met AGGREGATION_FILTER_2 ManageIndicators, Amp Impact, Aggregation Any Condition Is Met Aggregation filter for any condition being met GENERATE_BASELINE_EXCEL_TEXT SetTargets, Excel Download, Interface, Amp Impact Would you like to generate a Baseline Template excel file for the currently selected data on this page? Controls confirmation prompt in first screen of Download Baseline popup GENERATE_TARGETS_EXCEL_TEXT SetTargets, Excel Download popup, Amp Impact Would you like to generate a Targets Template excel file for the currently selected data on this page? Controls confirmation prompt in first screen of Download Target popup INFO_ICON_SEX_DISAGGREGATION ManageIndicators, Amp Impact Map the values to the relevant sex. All the values not mapped here will be mapped to Others/Unknown. Info icon help text for indicator disaggrgated by sex. INFO_ICON_DISAGGREGATION ManageIndicators, Amp Impact Map the values to the relevant disaggregation group. Info icon help text for indicator disaggrgated by group. INVALID_FILE_COLUMN_BASELINE Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact The selected file has one or more invalid column headers on the Baseline tab. Please ensure that the column headers have not been changed. Controls error message for invalid column header on Upload Targets popup INVALID_FILE_HEADER_BASELINE SetTargets, Baseline, Excel Upload popup, Amp Impact The selected file has an invalid header on the Baseline tab. Please ensure that the header has not been changed. Controls error message for invalid header on Upload Baseline popup NO_VALID_TAB_BASELINE Error, Baseline, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact The selected file does not have a valid tab to upload Baseline data. Controls error message for invalid tab on Upload Baseline popup CONFIRM_RP_GA_TARGETS_FOR_UPLOAD Results, Upload, Popup, Confirm, Warning, Excel, Spreadsheet, Template, AddResults, Amp Impact Please ensure you have selected the correct Targets template for: Controls confirmation prompt in error screen of Upload Targets popup ADD_CALCULATION_POPUP ManageIndicators, Calculation popup, Add Indicator popup, Edit Indicator popup, Amp Impact, Calculated Indicator + Add Add value on Operator picklist in Calculation popup SUBTRACT_CALCULATION_POPUP ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup, Calculated Indicator Subtract Subtract value on Operator picklist in Calculation popup MULTIPLY_CALCULATION_POPUP ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator Multiply Multiply value on Operator picklist in Calculation popup DIVIDE_CALCULATION_POPUP ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator / Divide Divide value on Operator picklist in Calculation popup OPENPARENTHESIS_CALCULATION_POPUP ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator ( Open Parenthesis Open parenthesis value on Operator picklist in Calculation popup CLOSEPARENTHESIS_CALCULATION_POPUP ManageIndicators, Calculation popup, Amp Impact, Add Indicator popup, Edit Indicator popup,Calculated Indicator ) Close Parenthesis Close parenthesis value on Operator picklist in Calculation popup CUSTOMIZE_AGGREGATION_CRITERIA ManageIndicators, Aggregated, Add Indicator Popup, Edit Indicator Popup, Amp Impact Customize Aggregation Criteria Header for customising aggregation criteria RESULTS_UPDATE_BANNER AddResults, Amp Impact Aggregated and Calculated Indicator Results have been updated. Refresh the page to see the latest results Banner on AR page after Aggregated and Calculated Indicators are updated. SAVE_AND_EDIT_CALCULATION Manage Indicators, Amp Impact, Calculation popup,Edit Indicator popup, Calculated Indicator Save and Edit Calculation User can save details on the screen and then proceed to edit calculation formula SAVEANDEDITAGGREGATION Amp Impact Save and Edit Aggregation SAVEANDEDITAGGREGATION SAVE_AND_EXIT ManageIndicators, Aggregated indicator, Calculated Indicator, Add Indicator Popup, Edit Indicator Popup, Amp Impact, Calculation popup Save and Exit Save and exit popup SAVE_AND_NEXT ManageIndicators, Aggregated Indicator, Calculated Indicator, Add Indicator Popup, Edit Indicator Popup, Amp Impact, Calculation popup Save and Next Save and move to next step SELECT_AGG_TYPE_FIELD_AVERAGE Aggregation, Amp Impact, ManageIndicators Select field to average: SELECT_AGG_TYPE_FIELD_AVERAGE SELECT_AGG_TYPE_FIELD_MAXIMUM Aggregation, Amp Impact, ManageIndicators Select field to find maximum from: SELECT_AGG_TYPE_FIELD_MAXIMUM SELECT_AGG_TYPE_FIELD_MINIMUM Aggregation, Amp Impact, ManageIndicators Select field to find minimum from: SELECT_AGG_TYPE_FIELD_MINIMUM SELECT_AGG_TYPE_FIELD_SUM Aggregation, Amp Impact, ManageIndicators Select field to sum: SELECT_AGG_TYPE_FIELD_SUM BL_SAVE_HELPTEXT SetTargets, AddResults, Interface, Amp Impact Baseline entered in this popup will save only when the Save button is clicked BL_SAVE_HELPTEXT UPDATE_RESULTS_AR Aggregation, Add Results, Amp Impact, Aggregated Indicator, Calculated Indicator Update Results Update all Aggregated/Calcuated Indicator on AR UPDATE_RESULTS_AR_HELP Aggregation, Indicators page, Add Results, Amp Impact Update all Aggregated and Calculated Indicators Help text for Update Results button on AR UPDATE_RESULTS_POPUP ManageIndicators, Confirm Update Modal, Add Results, Amp Impact, Aggregated Indicator, Calculated Indicator Update Results Header for the results update confirmation popup UPDATE_RESULTS_POPUP_All ManageIndicators, Confirm batch popup, Confirm Update Modal, Amp Impact, Calculated Indicator, Aggregated Indicator Click confirm to Update the Results of all Aggregated and Calculated Indicators. When you click confirm the last Aggregated/Calculated date/time will be updated. This process may take several minutes. Results update confirmation popup text UPDATE_RESULTS_POPUP_All_AR AddResults, Amp Impact, Aggregation, Aggregated Indicator, Calculated Indicator Click confirm to Update the Results of Aggregated and Calculated Indicators in these Geographic Area and Reporting Period. When you click confirm the last Aggregated/Calculated date/time will be updated. This process may take several minutes. Results update confirmation popup text RESULTS_ARE_BEING_UPDATED ManageIndicators, Calculate Indicators, Aggregated Indicators, AmpImpact Results are being updated Results being update tooltip label UPDATE_RESULTS_POPUP_SINGLE ManageIndicators, Amp Impact, Calculated Indicator The Results for this Indicator were last update on Date and time. If new data has been added and the Results need to be updated. Click Confirm. Results update confirmation popup text UPDATE_RESULTS Aggregation, ManageIndicators, AddResults, Indicators page, Calculated Indicators, Aggregated Indicator,Amp Impact Update Results Update Aggregated/Calculated Indicator Results on Manage Indicators page PREPARE_EXCEL_FOR_ST_UPLOAD_3A SetTargets, Excel Download, Excel File, Amp Impact a. For Picklist and Milestone type Results/Targets, choose an option from the dropdown presented in their respective input cells. Instruction #3(a) on the Instruction tab of results/targets excel template PREPARE_EXCEL_FOR_ST_UPLOAD_5A SetTargets, Amp Impact a. Tab name (Reporting Frequency name - Geographic Area name) PREPARE_EXCEL_FOR_ST_UPLOAD_5A PREPARE_EXCEL_FOR_ST_UPLOAD_5B SetTargets, Amp Impact b. Header text (Project name - Reporting Frequency name - Geographic Area name - Page name) PREPARE_EXCEL_FOR_ST_UPLOAD_5B

Updated Custom Labels

Name Categories Value Short Description ACTIVE ManageIndicators, Aggregated Indicator, Amp Impact Aggregation Settings Active? ACTIVE CALCULATION_FORMULA_INVALID ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Invalid Entry. Please modify formula Error message shown when invalid calculation is saved CALCULATION_POPUP_FORMULA_INPUT_LABEL ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Calculation CALCULATION_POPUP_FORMULA_INPUT_LABEL CALCULATION_POPUP_MESSAGE ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Use the formula builder displayed below to specify the calculation that should be performed to calculate Results for this Project Indicator. Active Indicators with the same Disaggregation, Geographic Areas and Reporting Periods can be selected as source Indicators. Message displayed on Calculation popup. CLOSE ManageDisbursements, ManageIndicators, ManageFramework, Submissions, SetTargets, AddResults, Button, Amp Impact, Confirm Update Modal Close CLOSE CONFIRM ManageIndicators, Batch Run popup, Amp Impact, Confirm Update Modal, Select Indicator Confirm CONFIRM DEACTIVATED_SOURCE_INDICATORS ManageIndicators, Calculated Indicator, Amp Impact, Edit Indicator Popup The indicator's formula contains at least one deactivated or deleted project indicator, and the results may be out of date Error message when source indicators are deleted or deactivated. DOWNLOAD_BUTTON SetTargets, AddResults, Excel Download, Interface, Amp Impact Download Controls label of Download button on second Download Target popup DOWNLOAD_BUTTON_HELP SetTargets, AddResults, Excel Download, Interface, Amp Impact Download Excel Version Controls the help text on the Download Targets menu button EXCEL_ADDITIONAL_ROWS_ERROR Warning, Error, Targets, Popup, Results, Upload, Excel, Spreadsheet, Template, Amp Impact Additional rows will not be processed. Please follow the guidelines given for upload Controls warning message for additional rows on Upload Results/Targets popup SetTargets, AddResults, Excel Download, Excel File, Amp Impact Indicator Controls the Indicator column header in the Targets template GENERATE_EXCEL_BUTTON SetTargets, AddResults, Excel Download popup, Amp Impact Generate Controls label of Generate button on first Download Target popup Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact Incorrect file type. Only files in .xlsx format can be uploaded. Controls error message for incorrect file type on Upload Results/Targets popup INSERT_INDICATOR ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Select An Indicator Select source indicators in calculation popup INVALID_FILE_COLUMN Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact The selected file has one or more invalid column headers on the results/targets tab. Please ensure that the column headers have not been changed. Controls error message for invalid column header on Upload Results/Targets popup INVALID_FILE_HEADER Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact The selected file has an invalid header on the results/target tab. Please ensure that the header has not been changed. Controls error message for invalid header on Upload Results/Targets popup LAST_BATCH_CALCULATION_DATE ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Last Calculation Date: LAST_BATCH_CALCULATION_DATE NO_INDICATORS_FOUND_FOR_CALCULATION ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator No Indicators Found Message displayed when no indicators match the search criteria NO_VALID_TAB Error, Targets, Results, Popup, Upload, Excel, Spreadsheet, Template, Amp Impact The selected file does not have a valid tab. Controls error message for invalid tab on Upload Results/Targets popup PREPARE_EXCEL_FOR_UPLOAD_1 SetTargets, AddResults, Excel Download, Excel File, Amp Impact Do not change any values in output cells (e.g. Total values) PREPARE_EXCEL_FOR_UPLOAD_1 RESULTS_FAILED AddResults, Interface, Amp Impact records not uploaded RESULTS_LOCKED RESULTS_SUCCESFULL AddResults, Interface, Amp Impact records successfully uploaded RESULTS_LOCKED SELECT_AN_OPERATION ManageIndicators, Calculation popup, Amp Impact, Calculated Indicator Select An Operation SELECT_AN_OPERATION SEX_BASED_ON ManageIndicators, Aggregation popup, Amp Impact Sex disaggregation based on SEX_BASED_ON UPLOAD_EXCEL_INSTRUCTIONS_4 SetTargets, AddResults, Excel Download, Excel File, Amp Impact A final pop-up will appear, displaying how many Results/Targets were successfully or unsuccessfully uploaded. Through this pop-up, you can download Excel files that display which exact records were successful or unsuccessful in the upload. For any records that failed to upload, make the changes in the original file and upload that file again. UPLOAD_EXCEL_INSTRUCTIONS_4 UPLOAD_TARGETS_HEADER Upload, Popup, Header, Excel, Spreadsheet, Template, SetTargets, Amp Impact Upload Targets for Controls first part of header on Upload Targets popup VIEW_BUTTON AddResults, Excel Download popup, Amp Impact View Controls the label of the View button on the second Download Target Popup VIEW_UPLOAD_ERRORS SetTargets, AddResults, Excel Upload popup, Amp Impact View Errors Controls label of View Errors button on Upload Results/Targets popup VIEW_UPLOAD_SUCCESS SetTargets, AddResults, Excel Upload popup, Amp Impact View Successes Controls label of View Successess button on Upload Results/Targets popup

Permission Sets

Object API Name Permissions Batch_Update__e Create, Read
The following Apex classes have been added to the permission set: AggregateSettings_LWC_CTRL AggregateSettings_LWC_Service AggregationCalculationBatches_CTRL Date_Utility

New Design Attributes

Design Attribute Page Related UI Element UI if True UI if False Hide Update Results Button manageIndicators Controls the display of the Update Results button on the page Button is not displayed Button is displayed Hide Targets Download Button setTargets Controls the display of the Download Excel Template Button on the page Button is not displayed Button is displayed Hide Targets Upload Button setTargets Controls the display of the Upload Excel Template Button on the page Button is not displayed Button is displayed