Rollup Helper Release Notes v18.6

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 from the all settings page and clicking “Toggle Active.”

Usability Improvements:

• Adjusted dates shown in the queue table to display the user’s time zone instead of GMT.
• The “Define Schedule” page, “Manual Run” page, and “Scheduled Management” page now show a rollup’s label instead of the auto-generated name or target field.
• When defining a new schedule, the custom record input box will now only render if a user de-selects run for all. Adjusted the order of the schedule’s details listed on the page.
• Added “rollups per async,” “days to store exceptions,” and “validation rule helper for async” custom settings to the quick setting modal. Adjusted the order of settings, and added an advanced configuration section for less used settings. Added an option to set both the dynamic and package specific limits using one input box. Added an info icon next to each setting to add information.
• Added an “About” button on the manual run page, schedule page, and deploy trigger page which displays information about each run mode.
• Added the ability to right-click the schedule icon on the “All Rollups” page.
• Added the ability to clone a schedule’s parent filter if it was from another schedule with the same target object.
• Added information text about the mode tie-breaker that is used when configuring a mode rollup.
• Added a Rollup Menu to the all settings page which contains links to in-app pages (Health check, view exceptions, monitor rollup queue, schedule management, and landing page.) 
• Moved the Community Help tile to the additional information section, and added a tile for the Schedule Management page.
• Added a Health Check tab.
• Query Archived Records will be set to true by default when creating a rollup with an Activity source object.
• Added a built-in foreign key trigger for TaskWhoRelation and EventWhoRelation.
• Added additional fields to the audit rollup object layout.
• Added the correct amount of records remaining for queue items triggered from realtime runs.
• Reduced the loading time of viewing and closing modals within Rollup Helper.
• Reduced the loading time of the All Settings page. The sort field and sort direction of the rollups table is now saved onto the custom settings of the user.
• Reduced the loading time of the rollup creation and configuration process.
• Added help text when clicking “help” on certain exception types that describes the issue and ways to resolve them.
• Added the option to append a trailing whitespace for text delimiters.
• Slightly decreased the estimated run time of rollups to better reflect actual run times.
• Removed the ability to scheduled granular scheduled jobs in the past, which would log an exception.
• Added information text on the deploy trigger page for certain objects that come with built-in foreign key triggers.
• Added the parent filter column to the Read Only Rollups page. Also adjusted the page to better match the All Settings page.
• Added the ability to add multiple email addresses for the manual run completion email.
• Rollups will now cache child query results when possible to reduce the amount of query statements and query rows consumed during runs.
• Added the ability to start, delete, or change the running user for all Rollup Helper scheduled jobs. This is accessible via the “Configure Rollup Jobs” button on the All Settings page or Health Check page.
• Added the ability to set completion email notifications for scheduled rollups.
• Added the ability to have a scheduled rollup run only once. 
• Added visibility to the "Skip Running Local Tests" setting when removing a custom trigger.
• Added the option to enable the “Attempt to Update Converted Leads” setting in advanced configuration options for rollups with Lead as the target object.

Bug Fixes:

• Resolved an issue where rollups to recurring task/event records would not work. The “Process Recurring Activities In Batches” custom setting must be enabled in order to get process records correctly.
• Resolved an issue where rollups from ContentDocumentLink using LinkedEntityId as the relationship field would display errors during configuration or during a run.
• Resolved an issue where selecting to deploy a trigger on ContentDocument would result in an error.
• Resolved an issue where objects that were not source objects in a rollup would appear in the Enable Realtime page.
• Resolved an issue where the number of records and run time did not recalculate when cloning a schedule.
• Resolved an issue where the lightning icon would still render on the “All Rollups” page if the rollup had realtime disabled for the rollup.
• Resolved an issue where a use case would not be created if the rollup limit was reached. 
• Resolved an issue where TaskWhoRelation/EventWhoRelation rollups would not calculate correctly in real time.
• Resolved issues where invalid rollup configurations would be possible with certain rollup types and field types.
• Reduced the View State and CPU Time when configuring a rollup.
• Adjusted the columns on the All Settings page to prevent labels and descriptions from getting cut off.
• Resolved an issue where realtime parent filters would not work if the run was asynchronous. 
• Resolved an issue where viewing, validating, and previewing rollups without a filter on User would throw an unexpected token error.
• Resolved an issue where having a manual run without a parent filter run after a manual run with a parent filter would not update all records.
• Resolved an issue where Associated objects would be considered valid for lookup field creation.
• Resolved an issue where clicking “delete” on the Schedule Management page would not rerender the page correctly.
• Adjusted the ContentDocumentLink trigger test to obtain the last modified record when testing to avoid validation issues.
• Added in error handling for situations where rollups run into "Too many query rows" issues.
• Resolved an issue where changing the source field after converting a DLRS setting would sometimes throw a null reference error.
• Made adjustments to lessen the frequency of scheduled rollup jobs throwing errors about never firing.
• Resolved an issue where rollups configurations using LookedUpFromActivity would not be considered valid.
• Resolved an issue where filters with more than 10 criteria would not be set correctly before being applied to a query.
• Resolved an issue where Visualforce page rollups would sometimes obtain the incorrect scope when processing records. 
• Resolved an issue where Visualforce page rollups would run rollups that had a different target object than the record being viewed.
• Resolved an issue with dated currency conversion rollups that would not obtain all rates correctly, leading to incorrect target values.
• Resolved an issue in the configure rollup jobs section where the “Submitted By” would be blank for a schedule started by “Rollup Helper.”

Watch this video to see the new 18.6 functionality in action!