Set Up Submit and Lock Wizard
This feature is available from Mira (v1.37) onwards
Introduction to the Wizard
The Submit Application wizard optimizes the submission workflow for Projects (or Applications) by offering users a consolidated interface to submit multiple data tables simultaneously.
Upon submission, the associated data tables and linked Lightning Web Components (LWCs) are locked, preventing further modifications. This functionality ensures data integrity within the system.
The following flows are included in the module:
Flow API Name | Description |
ampi__Submit_Lock_Wizard | It collects the outputs from each subflow to verify if the component has already been submitted. If the Project/Application has been submitted previously, it displays a message regarding the same. |
ampi__Submit_Indicator | This flow updates the "ampi__xx_Indicators_Locked__c" field on a Project record, ensuring the manageIndicators LWC component is appropriately locked.
|
ampi__Submit_Framework | This flow involves checking two key conditions for locking: the presence of a framework record and the status of the “ampi__xx_Framework_Locked__c” field. The decision element (Is Framework Available ?) determines if a framework record is present.
This structured approach ensures that the locking mechanism is correctly applied based on the presence and status of framework and project records |
ampi__Submit_Submission | This flow utilizes an Information Screen to display necessary instructions and context. After the Information Screen, the recordId for the Submission object record with the Submission record type is obtained through the 'Get Submission Record Type Id' element. This record type ID is then stored in the ID variable.
|
ampi__Submit_Budget | This flow updates the "ampi__xx_Budget_Locked__c" field on a Budget record, ensuring that budgeting_Cycle cannot be updated and Budgets cannot be updated/uploaded.
|
ampi_Submit_Activity | This flow updates the "ampi__xx_Implementation_Plan_Locked__c“ field on an Implementation Plan record, ensuring that the activities LWC component is appropriately locked.
|
ampi__Submit_Target | This flow begins by expecting a recordId as input, which is obtained from the Reporting Period object. Since the Reporting Period object has 2 different record types: Reporting Period and Baseline, the flow fetches the Reporting Period record type for the locking setTargets component and ensuring Targets cannot be edited/uploaded.
|
ampi__Submit_Baseline | This flow begins by expecting a recordId as input, which is obtained from the Reporting Period object. Since the Reporting Period object has 2 different record types: Reporting Period and Baseline, the flow fetches the Baseline record type for the locking setTargets component and ensuring Baselines cannot be edited/uploaded.
|
ampi__Submit_Result | This flow begins by expecting a recordId as input, which is obtained from the Reporting Period object. Since the Reporting Period object has 2 different record types: Reporting Period and Baseline, the flow fetches the Reporting Period record type for the locking addResults component and ensuring that results cannot be edited/uploaded.
|
The flows have been enabled as a template, and hence if you want to edit it to meet your organization’s specific use case, you can clone the flow, make the required changes in the cloned flow, and activate the cloned flow.
Configuring Submissions with Submit and Lock Wizard
The Submit and Lock wizard, by default, submits all related submissions to all project. If you want to submit only the submissions related to a specific project, you’ll need to add a filter to the 'Submit Submissions' subflow. After adding the filter, clicking the Submit & Lock button will submit only the relevant submissions for that project.
Steps to add the filter to Submit Submissions subflow
Clone the Submit Submission flow and add the required filter to the cloned version.
Clone the Submit & Lock Wizard, replacing the existing Submit Submission subflow with the newly filtered subflow.
Update all elements within the new Submit & Lock Wizard to reference the new subflow instead of the original.
Create a new action button to trigger the updated Submit & Lock Wizard, and update the record page to use this new button for submissions.