Excel Download/Upload (DL/UL) and Custom Metadata Type (CMDT) filtering
The tables below will assist in understanding if a download/upload Excel template is editable via fieldsets and whether it supports CMDT Lookup filtering.
Table 1: The Amp Impact feature with Download/Upload and the accompanying object and field set(s).
Feature/Component | Where to Download/Upload? | Where to Add/Remove Columns? | What are the Field Sets? |
Budget (Planning) | Budget object | Financial (ampi__Financial__c) | BUDGET_ATTRIBUTE_COLUMNS |
Budget (Actuals) | Reporting Period object | Financial (ampi__Financial__c) | BUDGET_ATTRIBUTE_COLUMNS |
Implementation Plan | Implementation Plan Object | Activity (ampi__Activity__c) | IMPLEMENTATION_PLAN_EXCEL_COLUMNS |
Targets | SetTargets LWC | Project Indicator (ampi__Project_Indictor__c) | Add Results Info Popover |
Results | AddResults LWC | Project Indicator (ampi__Project_Indictor__c) | Set Targets Info Popover |
Table 2: The Amp Impact component page, type and whether Custom Metadata Type filtering is available.
Please note that if the page isn't listed then CMDT lookup filtering is not supported
Page | Type | CMDT Lookup Filtering Available |
ManageIndicators | LWC | Yes |
ManageFrameworks | LWC | Yes |
activities | LWC | Yes |
Financials Excel Upload/Download |
| Yes |
Manage Frameworks | Visualforce | Yes |