Rollup Helper Release Notes v20.9

2024/06/13

New Functionality:

  • Added the ability to choose which currency to convert rollup results into.
  • Added the ability to schedule rollups from the Schedule Management page.
  • Schedules set to run once a day can now be set to run at a fixed time instead of on a frequency basis.
  • Field Level Security settings can be automatically set when creating a new target field, relationship field, or use case target field. Before clicking to create a field, users may now select a profile and/or a permission set to have the created field be visible.
  • Added additional automatic rollup groupings for scheduled rollups, realtime rollups, and activated rollups.
  • Added the ability to calculate a rollup preview from a target record’s detail page via a Lightning Web Component: c:ps_previewRollupAction. This is only available in Premium Edition.

Usability Improvements:

  • Added realtime support for intermediary objects in grandchild rollup configurations.
  • Added issue grouping to the Health Check page.
  • Added the ability for users to set a parent filter and notification email to manual rollups run from Apex.
  • Added a schedule name column to the Schedule Management page.
  • Added the run duration of a rollup on the Last Manual Run History of a rollup. This is accessible on a rollup’s manual run page.
  • Added the ability to input multiple values into a filter criteria if they contain commas. Surround values with commas with double quotes to ensure the text gets treated as one value. 
    • Ex: “Chicago, Illinois”, “Madison, Wisconsin” will match: IN (‘Chicago, Illinois’, ‘Madison, Wisconsin’)
  • Added a repeat checkbox to the schedule management page. Also added an action column that allows users to Edit or Delete a schedule. The rollup link in the table now navigates to the rollup record instead of the schedule.
  • Adjusted the text of the “Manage Scheduled Jobs” tile to “Manage Scheduled Rollups”
  • Added a Save and Schedule button to the rollup configuration page.
  • “ALL ROWS” is now appended to the rollup query preview if the query archived records setting is true for the rollup.
  • Added a warning icon next to the notification field for the run page and schedule page if the org has email deliverability settings turned off.
  • Added the custom max/min sort field to the source query preview if it is set on the rollup.
  • Added help text on the rollup configuration page on how to adjust the query preview with filters.
  • Added a warning during rollup configuration if a Big Object is selected as the source object.
  • Added a modal when saving a schedule with an inactive rollup that says changes will not be saved.
  • Created a health check to detect if email deliverability is not set up within an org.
  • Implemented Lightning Web Components to the following pages/components:
    • Read Only Rollups
    • Rollup Group configuration
    • Preview Rollup Results
    • Configure Rollup Jobs
    • Field Check Usage
    • Schedule Management page
    • Filter Management page and added inline editing for the filter name
    • Configure Rollup Settings modal
  • Added a Recalculate button on the last tab of Rollup Preview Results.
  • Improved search functionality of field check usage to allow partial filter field entries.
  • Added the ability to ignore all health suggestions for a group of affected rollups.
  • Added the ability to rerun the record scope monitor job for objects that encountered issues.
  • Added warning text about applying the “Rollup Helper - All Access” permission set when a user attempts to update filters to resolve a health check.
  • Added info text when selecting rollup types to explain why some types might not be available due to non-compatible target field types.

Bug Fixes:

  • Resolved an issue where a rollup job with a deleted rollup would cause an invalid query field error on the Schedule Management page.
  • Resolved an issue where setting a custom batch size on a rollup’s schedule would not appear when viewing it again.
  • Resolved an issue where ignoring certain health checks would not work.
  • Resolved an issue where child filters that were set on a rollup but referenced the wrong source object would cause the rollup to not run.
  • Resolved an issue where running a rollup manually through Apex code would not start with the correct record scope.
  • Resolved an issue where clicking to schedule a rollup from an Invalid Realtime Health Check would not work.
  • Resolved an issue where clicking to edit custom settings from a health check would not navigate to the custom settings view.
  • Resolved an issue where deletes would sometimes not cause rollups to process if foreign key rollups existed for the same source object. 
  • Resolved an issue where editing a grandchild rollup generated an incorrect list of objects for the grandchild selection.
  • Resolved an issue where a rollup with a source object that was deleted would cause an error when trying to view the All Rollups page.
  • Resolved an issue where deploying a trigger for an object that did not have the LastModifiedDate field would cause an error.
  • Resolved an issue where a queue item would get stale if email deliverability settings in the org are off, and a batch completion email is sent out.
  • Resolved an issue where editing a rollup would cause a null reference error because of an incorrectly set custom max/min sort field.
  • Resolved an issue where some fields from the schedule management page were able to be edited for inactive schedules.
  • Resolved an issue where a newly created relationship field would not get automatically selected in certain scenarios.
  • Resolved an issue where a rollup would not appear in the active rollup to schedule list if it was recently deleted from the schedule management page.
  • Resolved an issue where previewing a rollup and then changing a setting would add a relationship criteria to the rollup query preview.
  • Resolved an issue where using a Mode rollup for a checkbox target field would cause INVALID_TYPE_ON_FIELD_IN_RECORD errors. 
  • Updated Rollup Helper to use API 59.0.
  • Added email deliverability checks before sending emails from any Rollup Helper job.
  • Resolved an issue where previewing records for an exception with an unspecified object would encounter an error.
  • Resolved an issue where a null reference error would occur on the queue management page if a user clicked refresh and there were no queue records.
  • Added query caching for retrieving intermediary ids. This helps prevent SOQL 101 errors when many grandchild rollups are run in realtime.
  • Resolved an issue where rolling up data from a long text area field to a long text area field would not retrieve all records when querying for data.
  • Resolved an issue where all foreign key records would get queried without a scope filter if the target object and foreign key object are the same.
  • Resolved an issue where an infinite loading spinner may appear when selecting a target record for a rollup preview that doesn’t match the selected parent filter.
  • Resolved an issue where clicking on some links in the additional information section would generate invalid URLs.
  • Resolved an issue where users would be able to start a manual rollup run before the page was done calculating the number of records to run for.
  • Resolved an issue where tooltips would occasionally flicker.
  • Resolved an issue where “Job does not exist or is already aborted” errors would not be properly handled.
  • Resolved an issue where the exception monitor would sometimes prevent manual runs to complete if “Run Queue Items For Modifying User Only” was enabled.
  • Resolved an issue where polymorphic source fields would have incorrect labels.
  • Resolved an issue where the active all checkbox would not appear checked if all available rollups were active.

 

Watch this video to see the new 20.9 functionality in action!

 

Rollup Helper Release Notes
Chat Offline
Contact Us Here