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

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

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.

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

Label

Description

Batch Update

Platform event to notify Amp Impact users about the batch update

Field Label

Field API Name

Data Type

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

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

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

Updates to ampi__Indicator__c

Updates to ampi__Catalog_Objective__c

Updates to ampi__Project_Indicator__c

Updates to ampi__Project__c

Updates to ampi__Risk__c

Declarative Automation

New Custom Labels

Updated Custom Labels

Permission Sets

New Design Attributes