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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).
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.
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
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
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 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
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
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
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
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
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
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."
