Rollup Helper Release Notes v20.9

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!