Added the ability to track field history on rollups via the PS_Filter_Audit__c and PS_Filter_Audit_History__c objects.
Added the ability to calculate a rollup from a target record’s detail page via a Lightning Web Component: c:ps_calculateRollupAction. This is only available in premium edition.
Added the ability to disable force async per rollup. The config option is available on the rollup edit page and will force the rollup to run in real-time even if Force Async is enabled for the source object.
Added the ability to configure a unique sum rollup. A separate field may be selected to enforce unique values.
Usability Improvements:
Implemented Lightning Web Components for manually running a rollup. A modal will display when clicking Run for a rollup instead of navigating to a new page.
Added a parent column to the schedule management page.
Added the ability to export rollups from the All Rollups page.
Added the ability to ignore health check warnings about having active DLRS settings.
Added navigation to Enable Realtime page to the All Rollups page and Deploy Object trigger pages.
Added an error info icon next to rollups that were deactivated by the exception monitor to improve visibility for potential issues.
Added search functionality to the schedule management page.
Adjust the field usage search to only look for fields in a filter.
Implemented Lightning Web Components for the Rollup Queue page. Also added the ability to select multiple queue items to delete or retry.
Implemented Lightning Web Components for the Getting Started and Help pages.
Added a parent filter preview to the run and schedule pages when a parent filter is set.
Added the ability to set object specific record scope from the Health Check page.
Added the ability to search by Id when selecting target records to preview rollup results.
Added a health check for filters that have missing data.
Updated Rollup Helper to use API 63.0
Added the ability to set a text truncated option when target fields hit the field size limit. Options include “et al.”, “...”, “, etc.”, and “others.”
Added references to rollup schedules when clicking “Where is this filter used?” on the define filter page.
Added search functionality to the filter management and export pages.
The sort field and page number preferences from the All Rollups page are now saved across different tabs.
Schedules set to run once a week, month, and year can now be set to run at a fixed time instead of on a frequency basis.
Added the ability to export rollups by rollup group from the export page.
Implemented Lightning Web Components for the Convert Rollups page. Also added an option to convert multiple settings at once time.
Added an option to delete exceptions by object in the View Exceptions page.
Added the ability to clone parent filters from the define filter, run, and schedule rollup pages.
Adjusted the DLRS health check warning to only display if there are active DLRS settings rolling up to the same target field as an active rollup.
Added a warning banner to the All Rollups and Health Check pages to remind users to set the ‘Rollup Helper - All Access’ permission set to their user if it is not assigned.
Bug Fixes:
Resolved an issue where rollups would occasionally overwrite values with incorrect values due to insufficient query rows available. Exceptions are now logged when a rollup is running and not enough query rows are available.
Resolved an issue where third party triggers starting with ‘PS_’ would not allow custom trigger deployment.
Resolved an issue where preview rollups would not work for ContactHistory source objects.
Resolved an issue where the permission set warning would briefly appear when the export rollup page was loading.
Resolved an issue where malformed filter records would prevent the filter management page from loading. Added an error info icon next to filters that have incomplete data.
Resolved an issue where basic polymorphic filter criteria would cause rollups to get deactivated by the exception monitor.
Removed permission set groups from the list of possible permission sets when creating a field.
Resolved an “INVALID_TYPE_ON_FIELD_IN_RECORD” error when trying to save custom rollup settings.
Resolved an issue where a parent filter would incorrectly populate when viewing a rollup schedule that does not have a parent filter set.
Resolved an internal service error when trying to perform an inline edit on the all rollups page.
Resolved an index out of bound error when running foreign key rollups.
Resolved an issue where SOQL 101 error would occur when running many foreign key rollups in realtime.
Resolved an issue where selecting a child object during rollup configuration would cause an infinite loading spinner.
Resolved an issue where editing filter names inline on the filter management page would sometimes cause an error.
Resolved an issue where exporting rollups in Firefox would sometimes not work.
Resolved an issue where changing the case for a source field would not trigger a TXT rollup update.
Resolved an issue where rollups would not get correctly mapped to filters on import when there were many records to import. This issue was usually reproducible after a sandbox refresh.
Resolved an issue where rollups with parent filters targeting the Task object would encounter an error when run in realtime.
Resolved an issue where viewing a rollup or filter would cause a null reference error if filters in the org had malformed data.
Resolved an issue where the retry rollups job would not attempt to rollup to all records if multiple IDs were listed in the exception record.
Resolved an issue where configuring a new rollup target field would encounter an error when the amount of permission sets was over 1000.
Resolved an issue where importing filters would cause the entire import to fail if there were malformed HS_Filter__c records in the org.
Resolved an issue where configuring a rollup with a polymorphic source field would sometimes encounter a “Could not find object in global describe” error.
Resolved an issue where deleting exceptions by date would not work correctly due to timezone differences.