Manage Indicators: Customization Options
This page covers:
- 1 Manage Indicators Components
- 2 Manage Indicators: Lightning Web Component Lightning Web Component
- 3 Manage Indicators: Visualforce Page Visualforce Page
- 4 Manage Indicators Components: Customize Field Sets Lightning Web Component Visualforce Page
- 5 Dynamic Display of fields via Custom Meta Data LIBERTAS v1.36 onwards
- 6 Manage Indicators: Custom Permissions NASHIRA v1.38 ONWARDS
Manage Indicators Components
The Manage Indicators feature comes with two customization options that organizations can choose from: Lightning Web Component or Visualforce Page.
Visualforce: is a page-centric web application model. A markup language like HTML is used for designing the layout of pages.
Lightning Web Component (LWC): a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWC are lightweight and deliver exceptional performance.
Organizations on earlier releases of Amp Impact might be using Visualforce pages to create and manage indicators. With Amp Impact’s Delphinus (Summer 2020) release, the Manage Indicators page was rebuilt as a Lightning Web Component (called manageIndicators). The primary motive for this rebuild was to overcome the ViewState limitation of Visualforce pages, however, it also presented a number of user interface enhancements, including:
Action Menu for Project Indicators
Select Catalog Indicators Across Multiple Pages
Multi-select Picklists Available in the Search Filters
Multiple Steps in the Add New Indicator Popup
Preview Disaggregation Values when Selecting the Disaggregation Group
Refer to the Delphinus release notes for the full suite of functionality supported by the manageIndicators Lightning Web Component.
The Lightning Web Component version of Manage Indicators does not currently support Aggregated or Calculated Indicators. Those features are still accessible on the Visualforce page.
Manage Indicators: Lightning Web Component Lightning Web Component
Design attributes can be used for controlling editing elements on the Manage Indicators Lightning Web
Component. They can be used for hiding/displaying buttons. Follow these steps to access design attributes for Manage Indicators LWC:
Navigate to Manage Indicators LWC and click on the gear icon → Edit Page
This will take you to the Lightning App Builder. Click on the Manage Framework component. It will
display a list of design attributes on the right side of the page.
The following design attributes are available. Check/Uncheck them based on the table below:
Design Attribute | Related UI Element | UI if True | UI if False |
---|---|---|---|
Hide Activate | Controls the display of | Activate Selected | Activate Selected |
Hide Add New | Controls the display of Add New Custom Indicator button. | Add New Custom | Add New Custom |
Hide Add Selected | Controls the display of Add Selected button while adding Indicators from the Catalog | Add Selected button is | Add Selected button |
Hide Delete | Controls the display of Delete icon. | Delete icon is hidden. | Delete icon is visible. |
Hide Edit | Controls the display of Edit icon. | Edit icon is hidden. | Edit icon is visible. |
Hide Catalog Indicator | Controls the display of | Indicator Catalog tab is | Indicator Catalog tab |
Hide Selected | Controls the display of | Selected Indicators tab | Selected Indicators |
Hide Deactivated | Controls the display of | Deactivated Indicators | Deactivated Indicators tab is visible. |
Hide Hyperlink in | Controls if Project Indicators in the first column are hyperlinked or not. | The hyperlink is active. | The hyperlink is inactive. |
Disable Two Screen Setup | Controls the display of two screens after clicking the Add New Custom Indicator pop-up.
| Screen containing Screen containing | Both screens are |
Hide Update Results Button KALAUSI ONWARDS | Controls the display of the Update Results button on the page. | Button is not displayed. | Button is displayed. |
Manage Indicators: Visualforce Page Visualforce Page
Some key features in the product can be configured on/off depending on the client organization’s preferences for the product. They can be disabled/enabled at the user/profile/organization level. To enable or disable any of these features for the Manage Indicators Visualforce component:
Go to Setup → Custom Settings
Navigate to Manage Indicators
Click on Manage
Click on Edit
A list of settings would be displayed. Check/Uncheck these settings based on the table given below
Field Label | Related UI Element | UI if True | UI if False |
---|---|---|---|
Chatter Enabled for Manage Indicators?* *This is found in the “Amp Impact Setup” custom setting. | Controls the display of the Chatter element on the ManageIndicators page. | Chatter feed is displayed at the top of the ManageIndicators page. | Chatter feed is not displayed at the top of the ManageIndicators page. |
Hide Indicators
| Controls the display | Indicator Catalog tab is | Indicator Catalog tab is visible. |
Hide Selected | Controls the display | Selected Indicators tab is hidden. | Selected Indicators tab is visible. |
Hide Deactivated | Controls the display | Deactivated Indicators tab is hidden. | Deactivated Indicators tab is visible. |
Hide Refresh | Controls the display | Refresh Indicators button | Refresh Indicators button is |
Hide Settings
| Controls the display | Settings icon is hidden. | Settings icon is visible. |
Hide Edit icon on | Controls the display | Edit icon is hidden. | Edit icon is visible. |
Hide Refresh icon | Controls the display | Refresh icon is hidden. | Refresh icon is visible. |
Hide Delete icon | Controls the display | Delete icon is hidden. | Delete icon is visible. |
Hide Comments | Controls the display | Comments icon is hidden. | Comments icon is visible. |
Hide Add | Controls the display | Add Selected button is | Add Selected button is visible. |
Hide Add New | Controls the display | Add New Custom | Add New Custom Indicator |
Hide Activate | Controls the display | Activate Selected button is hidden. | Activate Selected button is visible. |
Manage Indicators Components: Customize Field Sets Lightning Web Component Visualforce Page
This section details how to customize the field sets on the Manage Indicators Lightning Web and VisualForce Components.
Column fields on the Catalog Indicators tab
The field set ampi__CATALOG_INDICATORS_TABLE controls the fields displayed on the table inside the Indicators Catalog sub tab on manage Indicators LWC. Project Indicators that have been added to the catalog are displayed in this sub tab.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Indicator__c | ampi__CATALOG_INDICATORS_TABLE |
It is recommended to include no more than seven fields to display in the Indicators Catalog table, to be able to view the information in a user-friendly manner. |
Fields displayed in “Add New Custom Indicator” pop-up
The field set ampi__ADD_NEW_INDICATOR_POPUP controls the fields that are displayed on the pop up that is used to create a new custom indicator.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Indicator__c | ampi__ADD_NEW_INDICATOR_POPUP |
|
Column fields for the Selected Project Indicators tab
The field set ampi__SELECTED_PROJECT_INDICATORS_TABLE controls the fields displayed on the table inside the Selected Indicators sub tab on manage Indicators LWC. The newly created custom Project indicators will be displayed here.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Project_Indicator__c | ampi__SELECTED_PROJECT_INDICATORS_TABLE |
|
Fields displayed in “Customize Project Indicator” pop-up
The field set ampi__EDIT_PROJECT_INDICATOR_POPUP controls the fields that are displayed on the pop up that is used to edit an existing indicator.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Project_Indicator__c | ampi__EDIT_PROJECT_INDICATOR_POPUP |
|
Column fields for the Deactivated Indicators tab
The field set ampi__DEACTIVATED_PROJECT_INDICATORS_TABLE controls the fields displayed on the table inside the Deactivated Indicators sub tab on manage Indicators LWC. The deactivated project indicators will be displayed here.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Project_Indicator__c | ampi__DEACTIVATED_PROJECT_INDICATORS_TABLE | The first column in the table matches the first field saved to the DEACTIVATED_PROJECT_INDICATORS_TABLE field set. |
Fields displayed in search filter panel on the Catalog Indicators tab
The field set ampi__INDICATOR_CATALOG_SEARCH_FILTER controls the fields displayed within the filters on the Indicators Catalog sub tab.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Indicator__c | ampi__INDICATOR_CATALOG_SEARCH_FILTER
| Additional fields can be added to the ampi__INDICATOR_CATALOG_SEARCH_FILTER field |
Fields displayed in search filter panel on the Selected Project Indicators and Deactivated Indicators sub tabs
The field set ampi__PROJECT_INDICATORS_SEARCH_FILTERS controls the fields displayed within the filters on the Selected Indicators and the Deactivated Indicators sub tab.
Object | Field set name | Additional Comments |
---|---|---|
ampi__Project_Indicator__c | ampi__PROJECT_INDICATORS_SEARCH_FILTERS | Additional fields can be added to the field set to filter by custom fields. The following field types are supported: |
Dynamic Display of fields via Custom Meta Data LIBERTAS v1.36 onwards
This feature allows users to dynamically control the visibility of fields (and dependent picklist values) based on the value of other dependent fields on popups adjusted in realtime.
For example, when creating a custom project indicator, selecting ‘Currency’ as the data type automatically displays the 'Reporting Currency' field, while it's hidden for other data types.
By using Custom Metadata Types, system administrators can customize these dependencies, ensuring the right fields appear under specific conditions.
Name | Custom Fields and their actions | Additional Comments |
---|---|---|
Dynamic fields for popup fieldset |
|
|
Example: The “Aggregated Add Popup Picklist Filter” |
CMDTs within the Dependent Field Control settings:
The table below explains the different dynamic displays of fields controlled by CMDTs on the ampi__ADD_NEW_INDICATOR_POPUP and ampi__EDIT_PROJECT_INDICATOR_POPUP.
Label | Popup Fieldset | Description |
---|---|---|
Aggregated Add Popup Picklist Filter | Controls the conditional visibility of fields in the | This setting ensures that when the ampi__Type_of_Results__c field is populated with the value “Aggregated”, only ‘Number’ , ‘Currency’ and ‘Percent’ picklist values are displayed in the ampi__Data_Type__c field |
Aggregated Edit Popup Picklist Filter | Controls the conditional visibility of fields in the | This setting ensures that when the ampi__Type_of_Results__c field is populated with the value “Aggregated”, only ‘Number’ , ‘Currency’ and ‘Percent’ picklist values are displayed in the ampi__Data_Type__c field |
Calculated Add Popup Picklist Filter | Controls the conditional visibility of fields in the | This setting ensures that when the ampi__Type_of_Results__c field is populated with the value “Calculated”, only ‘Number’ , ‘Currency’ and ‘Percent’ picklist values are displayed in the ampi__Data_Type__c field |
Calculated Edit Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Type_of_Results__c field is populated with the value “Calculated”, only ‘Number’ , ‘Currency’ and ‘Percent’ picklist values are displayed in the ampi__Data_Type__c field |
Currency Add Popup Field Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Currency“, only the following fields are displayed on the pop up:
|
Currency Edit Popup Field Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Currency“, only the following fields are displayed on the pop up:
|
Map Picklist Values To Number Add Popup | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, and ampi__xx_Map_Picklist_Values_To_Number__c is marked as “True”, the field ampi__xx_Numbers_Mapped_To_Picklist_Values__c is displayed. |
Map Picklist Values To Number Edit Popup | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, and ampi__xx_Map_Picklist_Values_To_Number__c is marked as “True”, the field ampi__xx_Numbers_Mapped_To_Picklist_Values__c is displayed. |
Milestone Add Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Milestone“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Milestone Edit Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Milestone“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Number Add Popup Field Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Number“, the following fields are displayed on the pop up:
|
Number Edit Popup Field Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Number“, the following fields are displayed on the pop up:
|
NumDen Add Indicator Popup | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Numerator/Denominator“, the following fields are displayed on the pop up:
|
NumDen Add Indicator Type of Result | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Numerator/Denominator“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
NumDen Edit Indicator Popup | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Numerator/Denominator“, the following fields are displayed on the pop up:
|
NumDen Edit Indicator Type of Result | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Numerator/Denominator“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Percent Add Popup Field Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Percent“, the following fields are displayed on the pop up:
|
Percent Edit Popup Field Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Percent“, the following fields are displayed on the pop up:
|
Picklist Add Popup Field Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, the following fields are displayed on the pop up:
|
Picklist Add Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Picklist Edit Popup Field Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, the following fields are displayed on the pop up:
|
Picklist Edit Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Picklist“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Qualitative Add Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__ADD_NEW_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Qualitative“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Qualitative Edit Popup Picklist Filter | Controls the conditional visibility of fields in the ampi__EDIT_PROJECT_INDICATOR_POPUP | This setting ensures that when the ampi__Data_Type__c field is populated with the value “Qualitative“, only ‘Input’ and ‘Read only’ picklist values are displayed in the ampi__Type_of_Results__c field. |
Manage Indicators: Custom Permissions NASHIRA v1.38 ONWARDS
This functionality is available from Nashira (v1.38) release onwards
Label | API Name | Description |
---|---|---|
Override Locked Indicators | ampi__Override_Locked_Indicators | This custom permission grants an exception to the "Indicators Locked" functionality. Assigned users will have unrestricted access to manage Indicators through ManageIndicators LWC, even if the Indicators Locked field (ampi__xx_Indicators_Locked__c) on the ampi__Project__c object is set to TRUE.
|