---
title: Rollup Helper v12.11 Release Notes
description: "January 2018 release notes, v. 12.11. New features: Settings Pane, View CreatedBy/Last Modified By, View Rollups by Filter, Remove Trailing List Separators"
image: https://www.passagetechnology.com/hubfs/write-593333_1920%20(1).jpg
---

[GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779

[![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com)

# Rollup Helper v12.11 Release Notes

2018/01/26

### New Features

- **Settings Pane:** Now you can configure custom settings without ever leaving the app!
- **View CreatedBy/Last Modified ****By:** When editing a rollup, you can now view who created/last modified the rollup and when.
- **View Rollups by Filter: **When editing a filter, you can now click a link to display all rollups that are currently utilizing the filter being edited.
- **Remove Trailing List Separators:** With the Trim Trailing Delimiters option selected, delimiters (example: (-), (,), (;)) will be removed from the end of rolled-up text.

### Usability/Performance Improvements

- Updated the way Boolean logic errors are displayed to provide more clarity.
- Added the new Rollup Helper lightning app to the All Access permission set.
- Instead of hiding current/invalid rollup target fields from the target field selection list, all fields will be displayed along with the reason they cannot be used for a rollup (if applicable).
- Added more details regarding the active Rollup Helper schedule to the mouseover text on the “Scheduled” icon on the All Rollups page.
- Rollup Helper will now automatically select a default field for Count rollups.
- Added a warning to the Enable Real Time page to let users know that any values in their rollup fields may be overwritten when the trigger is enabled.
- The frequency at which PS_Exception__c records are cleaned up is now customizable.
- Added new links to Enable Real Time from the All Settings and Run pages.
- Added the ability to override the Rollup Helper Record Scope setting on a per object basis in order to better avoid record locks when a target object has parent records with a high number of child records associated via a lookup relationship.
- Rollup Label and Description will now default to the label and description of the selected target field.
- When the Run For All Records checkbox is checked on a schedule, the batch size will now be recalculated immediately.
- When saving a filter, Rollup Helper will now validate all fields referenced by the filter criterion and notify the user if any of the fields are invalid.
- Added a warning when a user attempts to deactivate a schedule that appears to be critical to ensuring records stay up to date (rollup not real-time/uses a date-based filter).
- Added descriptions to the Rollup Helper FAQ for the Run Time icons on the All Rollups page.
- Adjusted help text on the “Email to Send Exceptions” field in the Rollup Helper settings.
- Updated the API version for some Rollup Helper classes that referenced old API versions.
- When selecting objects or fields, the paginate component now shows how many items are in the list as well as what section of items you’re looking at (Ex:  36 - 70 of 90).

### Bug Fixes

- Fixed a critical issue that was occurring with max/min rollups when no child records matched filter criteria.
- Fixed an issue that caused manual rollup runs to sometimes update the same record multiple times if the record scope was very small.
- Refactored currency logic in order to prevent a null reference from being thrown when chaining currency rollups that incorporate both dated and non-dated rates.
- Fixed an issue where rollups would not run correctly on delete in a synchronous context.
- Fixed an issue that caused Unique Values Only to not be enforced for multi-select picklist rollups in some cases.
- Fixed a “Page not Found” issue that was occurring in lightning.
- Other minor miscellaneous bug fixes.  
   

Tags: [Rollup Helper](https://www.passagetechnology.com/release-notes/topic/rollup-helper), [Release Notes](https://www.passagetechnology.com/release-notes/topic/release-notes)

|  | [Rollup Helper Release Notes](https://www.passagetechnology.com/release-notes/tag/rollup-helper) |  |
| --- | --- | --- |

[ Milestones PM+ Release Notes v18.0 ](https://www.passagetechnology.com/release-notes/milestones-pmplus_v18-0)

[ Data Quality Helper Release Notes v2.16 ](https://www.passagetechnology.com/release-notes/data-quality-helper-release-notes-v2-16)

[ Milestones PM+ Release Notes v17.19 ](https://www.passagetechnology.com/release-notes/milestones-pmplus_v17-19)

[ Data Quality Helper Release Notes v2.15 ](https://www.passagetechnology.com/release-notes/data-quality-helper-release-notes-v2-15)

[ Prioritization Helper Release Notes v4.07 ](https://www.passagetechnology.com/release-notes/prioritization-helper-release-notes-v4-07)

[ Rollup Helper Release Notes v22.7 ](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v22-7)

[ Rollup Helper Release Notes v21.9 ](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v21-9)

[ Rollup Helper Release Notes v15.11 ](https://www.passagetechnology.com/release-notes/rollup-helper-release-notes-v15.11)

[ Milestones PM+ Release Notes v17.9 ](https://www.passagetechnology.com/release-notes/milestones-pmplus_v17-9)

[ Milestones PM+ Release Notes v17.0 ](https://www.passagetechnology.com/release-notes/milestones-pmplus_v17-0)

© 2026 Passage Technology LLC All Rights Reserved. [Privacy Policy](https://www.passagetechnology.com/privacy-policy) | [Purchasing & Legal](https://www.passagetechnology.com/purchasing-and-legal) | [Terms of Service](https://www.passagetechnology.com/terms-of-service) | [App Security](https://passagetech.my.site.com/KnowledgeBase/s/article/Security-and-Privacy-Policy-1578080055496)

- [** ](https://www.facebook.com/passagetech)
- <https://x.com/passagetech>
- [** ](https://www.linkedin.com/company/passage-technology)
- [** ](https://www.youtube.com/channel/UCK2tzaCWVC7PmFCXrLirnZw)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Susan Harris",
    "url" : "https://www.passagetechnology.com/release-notes/author/susan-harris"
  },
  "dateModified" : "2023-10-13T18:45:58.841Z",
  "datePublished" : "2018-01-26T16:57:45.000Z",
  "headline" : "Rollup Helper v12.11 Release Notes",
  "image" : [ "https://www.passagetechnology.com/hubfs/write-593333_1920%20(1).jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.passagetechnology.com/release-notes/rollup-helper-v1211-release-notes",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.passagetechnology.com/hubfs/Logo%20PT_colors_wide_on-white.png"
    },
    "name" : "Passage Technology LLC"
  }
}
```