Rollup Helper Release Notes v21.9

New Functionality:

• Added a new daily scheduled job to delete custom setting records. Used for orgs that encountered custom setting limit frequently and can be started from the configure rollup jobs under “Rollup Helper User Settings Cleanup.”
• Added security authentication for performing metadata API operations such as deploying triggers or custom fields.

Usability Improvements:

• Added the renewal date for RHX license holders. This is accessible from the Configure Rollup Settings modal.
• Allowed the use of basic polymorphic lookup fields in filters without having to set sub filter criteria. 
• Enhanced the field usage search to look for additional configuration fields on a rollup. 
• Adjusted the type to search text for grandchild rollups to better reflect the objects being selected.
• Added the ability for foreign key dynamic async jobs to split up if there are multiple rollups that would cause too many query rows to be consumed.
• Improved the User Interface of the Health Check page by utilizing Lighting Web Components.
• Added validation warnings to rollups that have misconfigured rollup types when viewing.
• Adding the ability to export and import a rollup schedule’s name.
• Adjusted the precision of numeric target fields from pre-built rollups to be integers. Also removed the limit for numeric pre-built rollups with filters.
• Implemented Lightning Web Components for the All Settings page. There are various styling changes due to utilizing the Lightning Design System.
• Updated the run mode icons to use default Salesforce icons.
• Added success and failure messages when updating list of rollups on the All Settings page.
• For preview rollup results, added the option to generate source records without applying the child filter if no source records are returned. 
• Increased the available amount of child fields to 10 when previewing rollup results.
• Added an audit metric for how often a rollup is manually run. Accessible from the “Last Manual Run History” section on the Rollup Run page.
• Added the Org Name and Org Id to manual and schedule run completion notification emails.
• Added the ability to perform multi currency rollup calculations for non-currency target fields if the custom target currency option is set.
• Implemented Lightning Web Components for the Export Rollups page.
• Added warning text about applying the “Rollup Helper - All Access” permission set when a user attempts to create or edit a rollup group.
• Importing new rollups into an org will reset the manual audit fields for each rollup.
• Added picklist and multipicklist source field support for Count rollups.
• Clicking on rollup action links (Run, Edit) from the all settings page will open the links in a new tab.
• Updated Apex classes PS_RemoteSiteHelperController.cls and PS_Batch_Job to use API 59.0.
• Updated API versions of deprecated classes to 59.0.
• Creating rollups from use case deployment will automatically create an audit record.

Bug Fixes:

• Resolved an issue where the query validation text for a rollup was incorrect.
• Resolved an issue where a rollup with a blank label would not be displayed correctly on the filter management page.
• Resolved an issue where a scheduled rollup would not start with the correct record scope.
• Resolved an issue where saving a rollup that did not have a realtime trigger caused the page to refresh.
• Prevented a “List has no rows” exception when a stale queue item with a deleted parent filter was trying to send a notification email upon completion.
• Resolved an issue where the field usage search would fail if a filter was incorrectly formatted.
• Resolved an issue where a filter’s label would not change when making an inline edit on the filter management page.
• Resolved an issue where confirmation toast messages would not display on the schedule management and filter management pages in Classic.
• Resolved an issue where preview rollup results would not work if the preview record contained escaped characters.
• Resolved an issue where record locks would occasionally occur on Date_Sync__c records.
• Resolved an issue where objects with triggers would not display in Salesforce Starter Edition.
• Resolved a null reference error when viewing the Schedule page for a deleted rollup.
• Resolved an issue where help text for enabling validation rule helper would not appear when the option was checked.
• Resolved an issue where certain objects would cause an error when validating the source query during rollup save.
• Resolved an issue where choosing a custom target currency would only appear for orgs with dated currency rates setup.
• Resolved issues with the floating header on the schedule management and filter management pages not rendering correctly in certain scenarios.
• Resolved an issue where the Health Check page would not correctly load if the daily email limit was hit within an org.
• Resolved an issue where multiple manual runs with different parent filters would get merged into one queue item.
• Resolved an issue where a target field was incorrectly shown as not in use if it was used in a rollup and had a different case for the API name.
• Resolved an issue where an error would occur if the selected source object for a rollup had a blank label. 
• Resolved an issue where selecting all items on a table would only select rows on the first paginated page. This change applies to tables on the All Rollups, Schedule Management, Export Rollups, and Filter Management pages.
• Added error handling during rollup configuration if the target object or target field are invalid.
• Resolved an issue when rollup schedules would be updated after processing. (System.SObjectException: Field is not writable: rh2__RH_Job__c.rh2__NextFireTime__c)

Watch this video to see the new 21.9 functionality in action!