Release Notes

New Functionality:

• Added the ability to rollup the label of a picklist source field.
• Added a Filter Management page that allows users to view, edit, or delete all filters in an org. The page is...

Rollup Helper

New Functionality

• We added the ability to create criteria based matching Lookup Helper Settings. These settings greatly expand the flexibility of Lookup Helper. When criteria based matching is...

Lookup Helper

Usability Improvements

• Added the ability to enable real-time on fields used in parent/child filters.
• Added the ability to populate the middle name field when creating Contact category records.
• Added...

Lookup Helper

New Functionality:

• Added the ability to create grandchild rollups. This is available only for premium orgs only.
• Added the ability to change the active status of multiple rollups by selecting them...

Rollup Helper

New Functionality:

• Added the ability to rollup to URL type target fields.
• Added the ability to use cross-object sorts in filters.
• Added ‘NOW’ as an option for datetime filter conditions.

• Added the...

Rollup Helper

Usability Improvements

• Added the ability to sort by column on the Lookup Helper Settings page.
• Added the Lookup Helper Setting’s name to the browser tab while editing a Lookup Helper Setting.
• Added...

Lookup Helper, Release Notes

Usability Improvements

• Record lock error auto-retry functionality is now opt-in functionality.

Bug Fixes

Lookup Helper, Release Notes