Search and Restore is now available for records that have been deleted by Storage Helper!
We have implemented a ‘Rollup Helper Health Check’ page! This page can be reached from the Rollup Helper home page and will automatically detect any common Rollup Helper issues that are present in your environment (such as a Rollup that is manual run only) and provide advice for how to resolve the problem.
Storage Helper v2.4 Release Notes
Create category records when matching based on field values.
Lookup Helper will create parent records automatically when a lookup field is populated on the child object using the match on field value option.
Prevent field overwrite/clearing.
Lookup Helper now has an option to prevent overwriting existing values or clearing existing values on run.
Lookup Helper has been divided into two separate packages for the Free Edition and Premium Edition. For existing Premium Edition users there will not be a need to install two separate packages, but any new installs will have two installation links - one for the base package (Free Edition) and one for Premium Edition.
We are extremely excited to share with you the first release of our newest app Storage Helper!
Enable the ability to recycle old/unwanted data on any standard or custom object through the creation of Storage Recycle Jobs.
Define the criteria that a record will have to meet in order for it to be recycled.
Run Storage Recycle Jobs in the three following modes:
Recycle data after the standard Salesforce export
Recycle data on a scheduled basis
Recycle data on an ad hoc basis
Create a data alert threshold to receive data usage alerts at any data usage percent you'd like.
Limit the number of records recycled by Storage Helper allowing your data to be safely stored in the recycling bin.
Preview records that meet the criteria defined for a Storage Recycle Job.
Automatically calculate data storage usage on a daily basis.
View the usage percentage on the Storage Recycle Jobs page.
Display how much money Storage Helper has saved your organization.
View when a Storage Recycle Job was last run.
View the status of any Storage Recycle Job.
Maximum of one Storage Recycle Job.
Rollup Helper was among the first group of apps that were Lightning Ready! To see our new UI, you will need to enable the Salesforce Lightning user interface in your org. Not ready to upgrade to lightning? Don't worry, you can just continue to use the Salesforce Aloha user interface which will still show UI improvements.
We have a new aggregation type that you can rollup - ‘Checkbox’. Checkbox rollups can be used to easily verify whether a given checkbox is checked on any related child record.
Expanded Date Filtering
We have included support for several new date filter types such as Last / Next Quarter. This allows you to create your rollup date filters to flexibly adapt to any situation.
Rollup Helper asynchronous processes can now take advantage of Salesforce’s new Queueable interface. All of your batch or scheduled rollups will now run much faster.
Expanded Text Delimiters
New options have been added to delimit Text rollups.
And Several Quality of Life Improvements / Bug Fixes
This post contains the release notes for the Winter 2016 release of Milestones PM+. This release starts with v5.0 of the application. This was a major release as it includes the following summary of changes:
-Lightning Compatible - We made changes to the entire UI to be compliant with Salesforce's new Salesforce Lightning Design System (SLDS) standards and received Lightning Accreditation with this release. We encourage you to install this release into a lightning enabled sandbox (when available) and check out the user experience for all the features that you use for Milestones PM+ (and any other apps that are lightning compatible). If you see anything that could be improved with the new UI, please submit a case to email@example.com as we know there are some tweaks that still need to be made.
-Manage Project Plan (Available to Paid Subscribers Only) - We've made it possible now to view your entire project work breakdown structure on one page in Salesforce. For example, from the project detail page you can now create or edit milestones or tasks from the view that opens when you click the Manage Project Plan button. We're hoping this new feature will minimize clicks within the application to change your data.
-Printable Gantt Chart (Available to Paid Subscribers Only) - We've implemented a printable view for the Milestones PM+ Gantt Chart. When you access the full view, a new print option is available. Please note that the full view & printable gantt chart feature is only available to customers who have purchased our Milestones PM+ Premium Edition.
-Date Rollups - We've responded to much feedback that task and milestone date rollups should be supported out of the box, so we've added that functionality. This will allow you to more easily keep your dates in sync with reality. If you still require more project rollups or changes to how existing project rollups calculate, please use our other product / add-on Rollup Helper. The changes that have been to date logic are as follows:
-Actual Start & Finish Date Logic - When completing a task, the actual start date and actual finish fields can be populated by the users or the actual finish date will be set to today automatically. When the actual finish date is setup, the due date of the task will change accordingly, so that tasks that are completely earlier, impact the completion of the milestone and any successor milestone also schedule earlier in the process showing a more recently forecasted finish date. Conversely, if the actual finish date is later than the deadline, the deadline will shift out and the delay to the milestone will delay the rest of your project schedule.
-Select Import Folder - On the Import Template tab, instead of only being able to find Milestones PM+ Exported Project Files (templates), you can now navigate Salesforce document folders to find the templates you need.
-Project Creation Button - You may now create entire projects directly from any Salesforce record page. Project created via the project creation button can automatically be linked to the record where the button was pressed as long as you have created a lookup field relating to the correct object.
-Summary Chart Deprecation - As part of the Lightning changeover, we are encouraging use of Embedded Analytics Charts to replace the charts in the application. The Embedded Analytics Charts are supported by Salesforce and these charts are configurable and you can easily create new charts. With this change towards using the Embedded Analytics Charts capability native to Salesforce, we've hidden and are deprecating the existing charts in the application. For the project detail page and the milestones detail page, we've created a replacement chart, called 'Task Metrics - Embedded Analytic' that you can drag onto your project page layout. You can create up to 2 embedded charts per page. All you have to do is create a report with a chart in Salesforce. Learn more about Embedded Analytics here.
NOTE: This release notes post is a work in process and we expect more changes to be documented in the next few weeks. Please check back later.
NOTE: The features in this release are being being rolled out in stages. Come back later to learn about all the features currently available for this release.
Note: This package is only available to paying subscribers. To order, please contact us for a quote.
Milestones PM+ Base
Split the Status-At-A-Glance charts on the Project Page into 2 VisualForce page components, so you can show/hide them independently. For existing projects to render the charts correctly, you will want to follow these steps:
Edit Your Project Page Layout(s)
Hide the existing Milestone1_Charts_GVMilestones visualforce page.
Add the Milestones1_Charts_ProjectTaskStatus and Milestone1_Charts_ProjectTaskBudget visualforce pages.
Change the height of each component to 250 pixels (HINT: Click the tool icon)
Save the Page Layout changes.
Ensure existing projects have '0' in the data fields that the chart depends on when they are null (for projects created before this version was released).
Link each project to a program
Display multiple projects on gantt chart in program page
Ability to link projects together creating project-level dependencies
Gantt Chart Improvements
Display dependencies between items on gantt chart
Display diamonds on gantt chart to represent milestones proper (a milestone object record with same start/kickoff and finish/deadline date)
Milestones PM+ Base - Bug Fixes
Defaulted the dependent data fields on the project object for these charts to 0 so that these charts render for new projects.
($) - Available to new customers of our Milestones PM+ implementation services.