Rollup Helper v12.11 Release Notes

New Features

• Settings Pane: Now you can configure custom settings without ever leaving the app!
• View CreatedBy/Last Modified By: When editing a rollup, you can now view who created/last modified the rollup and when.
• View Rollups by Filter: When editing a filter, you can now click a link to display all rollups that are currently utilizing the filter being edited.
• Remove Trailing List Separators: With the Trim Trailing Delimiters option selected, delimiters (example: (-), (,), (;)) will be removed from the end of rolled-up text.

Usability/Performance Improvements

• Updated the way Boolean logic errors are displayed to provide more clarity.
• Added the new Rollup Helper lightning app to the All Access permission set.
• Instead of hiding current/invalid rollup target fields from the target field selection list, all fields will be displayed along with the reason they cannot be used for a rollup (if applicable).
• Added more details regarding the active Rollup Helper schedule to the mouseover text on the “Scheduled” icon on the All Rollups page.
• Rollup Helper will now automatically select a default field for Count rollups.
• Added a warning to the Enable Real Time page to let users know that any values in their rollup fields may be overwritten when the trigger is enabled.
• The frequency at which PS_Exception__c records are cleaned up is now customizable.
• Added new links to Enable Real Time from the All Settings and Run pages.
• Added the ability to override the Rollup Helper Record Scope setting on a per object basis in order to better avoid record locks when a target object has parent records with a high number of child records associated via a lookup relationship.
• Rollup Label and Description will now default to the label and description of the selected target field.
• When the Run For All Records checkbox is checked on a schedule, the batch size will now be recalculated immediately.
• When saving a filter, Rollup Helper will now validate all fields referenced by the filter criterion and notify the user if any of the fields are invalid.
• Added a warning when a user attempts to deactivate a schedule that appears to be critical to ensuring records stay up to date (rollup not real-time/uses a date-based filter).
• Added descriptions to the Rollup Helper FAQ for the Run Time icons on the All Rollups page.
• Adjusted help text on the “Email to Send Exceptions” field in the Rollup Helper settings.
• Updated the API version for some Rollup Helper classes that referenced old API versions.
• When selecting objects or fields, the paginate component now shows how many items are in the list as well as what section of items you’re looking at (Ex:  36 - 70 of 90).

Bug Fixes

• Fixed a critical issue that was occurring with max/min rollups when no child records matched filter criteria.
• Fixed an issue that caused manual rollup runs to sometimes update the same record multiple times if the record scope was very small.
• Refactored currency logic in order to prevent a null reference from being thrown when chaining currency rollups that incorporate both dated and non-dated rates.
• Fixed an issue where rollups would not run correctly on delete in a synchronous context.
• Fixed an issue that caused Unique Values Only to not be enforced for multi-select picklist rollups in some cases.
• Fixed a “Page not Found” issue that was occurring in lightning.
• Other minor miscellaneous bug fixes.