New Functionality
- Added the ability to sort and add offsets to matching parent records inside of the Parent Filter modal.
Usability Improvements
- Added an Admin Guide section for the Criteria Matching feature.
- Added an Admin Guide section for the Queue Management page.
- Increased the amount of scenarios in which Lookup Helper Settings which use formula fields as the category field will process in synchronous (instant) real-time. Previously, any Setting which used a formula field as a category field would process in asynchronous (delayed) real-time.
- Added a new icon on the All Settings page for Lookup Helper Settings which run in asynchronous real-time.
Bug Fixes
- Fixed an issue where converted Leads would not be edited by Lookup Helper if permission to “View Converted Leads” was only given by Profile.
- Fixed an issue where saving a Lookup Helper Setting with a parent filter would sometimes remove the parent filter from the Setting.
- Fixed an issue where real-time enabled Lookup Helper Settings which use a fiscal year child filter criterion sometimes ran improperly.
- Fixed an issue where the Object drop-down list on the Queue Management page sometimes did not populate properly after a Lookup Helper Queue item was inserted.
- Fixed an issue where tooltips would not appear sometimes when on the Setting Type and Create Category Records pages.
- Fixed an issue where the Setting Type page would not load with object names populated correctly after creating a new Lookup Relationship field in-app.