Packaged Release History

Release Version 2.22

What’s changed in v2.22?

Release 2.22 was basically an API update to stay inline with Salesforce’s latest release.

Release Version 2.21

What’s changed in v2.21?

Release 2.21 introduces a new Wizard User Interface (UI) built in Lightning Web Components as well as the ability to schedule the rollup job directly in the wizard. There are no underlying processing engine updates.

We are releasing the new Wizard in “Beta” at this time which means that it will not automatically become your default UI in this release. This allows you to try out the new Wizard and still be able to switch back to the old version as needed.

A few highlights of the new Wizard are:

  • List view of rollups that is sortable and searchable
  • Popup modal to edit the rollup when you click on the name from the List View
  • Updated field order and fields labels in the Wizard to optimize and clarify the creation of rollups
  • Path at the top of the rollup that displays the deployment steps needed based on the calculation mode of the rollup
  • Updated calculation mode labels (link to updated calculation mode documentation coming soon)
  • Schedule rollup job user interface that allows you to schedule any number of rollup jobs at whatever interval is needed in your instance

What do I need to do?

Once installed there are 2 ways to access the new wizard.

  1. In the Manage Lookup Rollup Summaries page, click on the “Try Our New Wizard” Button (as long as you are on a version that starts with a 2)
    DLRS Beta from the App Launcher
  2. In the App Launcher, search for Beta and select Manage Lookup Rollup Summaries (Beta)
    DLRS Beta from the App Launcher

Documentation

See a full walk through of the new Wizard on the new Getting Started for version 2.21 page
For deploying and scheduling see the Deploying and Scheduling Rollups for version 2.21 page

Contributors

Thank you to the team who has worked for months on this new Wizard, especially Anthony Heber for leading the development effort for the redesign of the Wizard.

  • Jim Bartek
  • Aaron George
  • Scott Fenton
  • Brad Dins (special shout out for writing the Getting Started documentation for the new Wizard)
  • Amanda Styles (for writng instructions on how to move from version 1 - Custom Object to version 2 - Custom Metadata)
  • Shari Carlson
  • Nick Lindberg
  • Michael Kolodner

And the testing team at the NYC April 24 Sprint

  • Ezra LaFleur
  • Tania Ortiz-Ashby
  • Jill Goldenberg
  • Aaron Crossman
  • Amanda Styles
  • Bryan Graves
  • Michael Kolodner
  • Alexander Lapa
  • Emilie Mayoden
  • Shari Carlson
  • Jacky Nolan

Pull Requests/GutHub Issues Resolved in this Release

Critical Changes

  • Change use a wrapper class to communicate with the LWCs, enabling the LWCs to be mostly namespace agnostic. PR1441
  • Change to not directly import PE object and fields. They are corrupted by the platform. Instead import another object and use that to discover the namespace, if present. PR1442
  • Improve record interaction flows with by re-opening after record save. PR1446
  • Change cronstrue lib to load as part of the component instead of from Static Resources PR1451
  • LWC Wizard not correctly display next scheduled full calculation PR1468
  • LWC Wizard overwrites record for duplicated API Name PR1468

Changes

  • Also added loading spinner and cleaned up prop usage. PR1451
  • Move toast handling out of modal and add error capture PR1453
  • Add Apex tests for code added to support the new LWC Wizard PR1454
  • Update OSS Credits for pre-existing software PR1455
  • Label and API Name should be limited to 40 characters and block save on error PR1468
  • Clarify messaging for Outstanding Scheduled Items PR1468
  • Fix typos PR1468
  • Edit screen shouldn’t use collapsible sections except for Advanced PR1468
  • Path should reserve space to limit UI shift PR1468
  • Schedule Wizard: Improve title and Tagline PR1468
  • Schedule Wizard: Manage error states for poorly configured custom and for Schedule Items at max for org PR1468
  • If deployment fails, editor modal should be restored to edited state PR1468

Release Version 2.20

What’s changed in v2.20? This was an API update so that recently released objects (specifically in Nonprofit Cloud) are accessbile in DLRS.

Release Version 2.19

Release 2.19 is mostly a technical update with little to no changes in the User Interface. The one major change that people were watching for is that DLRS is now hyperforce ready with the removal of the reference to NA1 in a couple of URLs [PR1358]. The other critical change of note is a performance enhancement in how Rollup Configs are retrieved to keep SOQL counts low [PR1360].

What do I need to do? </br> To get the new version, you only need to install version 2.19 of the package. There are no other steps you need to take to have access to the updates in this release.

What’s changed in v2.19? </br> Below is a full list of changes. To see detailed information, click on the pull request (PR) number at the end of the item.

Critical Changes

  • Update a couple urls that reference na1 for hyperforce migration. [PR1358]
  • Huge changes to how Rollup Configs are retrieved. Primarily to keep SOQL counts low in the event of recursion or chained rollups where one rollup update may cascade into another rollup. Not a big issue for most people but we do get reports of DLRS running over it’s query limits from time to time. [PR1360] This is a high risk change because this impacts nearly every aspect of the application. Will need extra QA on this including UI-based testing because this powers the config editing interfaces as well as the rollup engine. [PR1360]
  • Resolve test guards that should have been blocked but were seeing the packaged triggers and running. [PR1365]
  • Add direct test coverage for trigger [PR1366]

Changes

  • Closing some ambiguity in how field validation is handled. [PR1331]
  • Bypassing some fflib “help” that causes relationship names to resolve to fields. [PR1331]
  • Adding in more tests focused on using CMDTs as well as exercising more validation logic. [PR1331]
  • Enable installing DLRS in orgs with encrypted fields [PR1345]
  • Update metadata API version as well as the lagging API version used to interface with the Metadata API (RollupController) [PR1362]
  • Cleaned up one file and added standard guards to two others that were missing them. [PR1365]
  • Update RollupController (which backs the Trigger Deployment VF page) so it can auto-determine the max supported API version for the current org. This breaks a dependency we have on manually updating the package each release to support new objects. [PR1374]
  • fixed faulty file ending for custom metadata [PR1376]

QE

  • added more QE config data, i.e. [PR1372]
  • QE App, Record Pages, Permset, tiny Apex Helper [PR1372]
  • clones of LookUpChild__c and LookupParent__c to avoid dependencies of QA work on package internals [PR1372]
  • adjusted cumulusci.yml [PR1372]

Housekeeping

  • updated .forceignore ON PULL for files we don’t care about or cannot / should not package [PR1372]
  • updated default folder structure so that pulling with dx doesn’t create additional folders anymore [PR1372]
  • removed unnecessary files [PR1372]

Code Contributors

  • Scott Fenton
  • David Reed
  • Christian Szandor Knapp
  • Anthony Heber
  • Jim Bartek

Version 2.18

Install DLRS 2.18 into your production, sandbox, or scratch org via Salesforce.org MetaDeploy.

In Release 2.18, you will find several small updates and fixes, some underlying technical and security updates, a widget to notify admins of scheduled items that need attention, and an update that will reduce performance-based problems like record lock and CPU timeout errors.

You only need to install version 2.18 of the package. There are no other steps you need to take to have access to the updates in this release.

Features

  • Rollups will now only execute DML if it would change the parent’s value. (Issue #1269, #340)
    • When a child record is modified and that modification is a field that triggers a rollup calculation, DLRS will execute the aggregate query then query the parent to ensure the DML is necessary. Any parent already holding the correct values will be excluded from the DML.
    • This will significantly reduce record lock, CPU Timeout and other performance-based problems.
    • This feature will be enabled automatically, but you can disable it by navigating to Custom Settings in Setup.
      • Click on Manage in front of the Declarative Lookup Rollup Summaries setting.
      • Click on Edit.
      • Check the box “Disable Parent DML Check”. Click on Save

      dlrsCustomSettingScreenshot

  • Added a widget to the Lookup Rollup Summaries Tool to notify DLRS admins that the Scheduled Items are building up and either need to be scheduled or deleted. This updated widget can be found on the Lookup Rollup Summaries Tool tab. (Issue #1271, #735, #566)
  • In the wizard, the following fields were updated: (Issue #1236)
    • Lookup Rollup Summary name changed to Lookup Rollup Summary Label
    • Unique Name changed to Lookup Rollup Summary API Name
    • Lookup Rollup Summary Label and Lookup Rollup Summary API name are both limited to 40 characters to avoid error on save.
    • Lookup Rollup Summary API Name is auto-populated from Lookup Rollup Summary Label field.
  • Updated scheduled error email subject to match real time email subject (includes Org Id and Name). (Issue #1219)
  • Updated package API version to v57.0. There should be no impact to users. (Issue #1294)
  • Several test trigger, security, and packaging updates. These are necessary technical updates to allow for the packaging of the release. There should be no impact to users.

Fixes

  • Corrected Lookup Rollup List View: Maximum view state size limit error. The error was corrected by filtering out Deleted Cron Triggers in the selectAll query. (Issue #1253)
  • Updated ReadMe and Wiki to remove outdated information, including that all documentation and installation instructions can now be found on the Documentation website.
  • Updated link to documentation on the Welcome page (Issue #1235)

Code Contributors

  • Scott Fenton
  • David Reed
  • Christian Szandor Knapp
  • Anthony Heber
  • Ezra LaFleur
  • Jim Bartek


Version 2.17



Version 2.16

  • Internal release



Release Version 2.15

Install DLRS 2.15 into your production, sandbox, or scratch org via Salesforce.org MetaDeploy.



Version 2.14

Package Production URL, Sandbox URL

  • Enhancement - Moved to API 51.0



Release Version 2.13

Package Production URL, Sandbox URL

  • Enhancement - Moved to API 50.0
  • Enhancement - Fixed Remote Site would incorrectly show as created and enhanced the whole Welcome tab
  • Enhancement - Added new Wiki page, linked from Welcome tab relating to various requirements and gotcha’s on Metadata API connection issues
  • Bug - Optimizer tab would not show correctly if the user was not an Admin - now works for any user so long as they are assigned the Lookup Rollup Summary Configure permission set.



Release Version 2.12

Package Production URL, Sandbox URL

Also see Declarative Rollup Summary Tool Update for v2.12.



Release Version 2.11.1

Package Production URL, Sandbox URL

IMPORTANT NOTE: The Cases DLRS Trigger will fail in Summer ‘19 if you do not upgrade to 2.11.1 until the related known issue is fixed by Salesforce. This only impacts users with the Case object DLRS Child Trigger created and active.



Release Version 2.11

Package Production URL, Sandbox URL



Release Version 2.10

Package Production URL, Sandbox URL

UPGRADE NOTE: If you access the Rollup definitions via the standard Salesforce Custom Metadata UI under the Setup menu. Make sure to remove ‘Test Code (Deprecated)’ (small one) from the layout and add the new ‘Test Code’ field (large one). If you only ever use the Manage Rollup Summaries tab you do not need to worry about this. Also note that any test code placed in the original smaller field will be automatically migrated to the new field on next edit (via Manage Rollup Summaries tab).



Release Version 2.9

Package Production URL, Sandbox URL

IMPORTANT NOTES:

  • Please check your Rollup Calculate Job records and if needed (no jobs are actually running) delete them.
  • There is a new Delete Log button on the Summary Logs List View layout please add it



Release Version 2.8

Package Production URL, Sandbox URL

IMPORTANT NOTE: Please check your Rollup Calculate Job records and if needed delete them.



Release Version 2.7

Package Production URL, Sandbox URL



Release Version 2.6

Package Production URL, Sandbox URL



Release Version 2.5

Package Production URL, Sandbox URL



Release Version 2.4.2

Package Production URL, Sandbox URL



Release Version 2.4.1

Package Production URL, Sandbox URL

Documentation: See Declarative Rollup Tool Summer (2016) Release



Version 2.3

Package Production URL, Sandbox URL



Version 2.2

Package Production URL, Sandbox URL



Version 2.1

Package Production URL, Sandbox URL



Version 2.0

Package Production URL, Sandbox URL

UPGRADE NOTE: There is a new Manage Lookup Rollup Summaries tab to support Custom Metadata support.

Known Current Limitations of Custom Metadata Support

  • Ability to override the generated Apex Test code is not supported (due to platform restriction)
  • Aesthetic case adjustment for object field API names will not be performed, e.g. account would not change to Account
  • When you Undeploy via Manage Child Triggers button, Active Custom Metadata based rollups are not automatically deactivated, please deactivate manually via un-ticking the Active checkbox.
  • Advanced Rollup UI is not currently available, this will be integrated at a later date
  • Description field is limited to only 255 characters (due to platform restriction)
  • List View support is available under Setup, Custom Metadata Types, Manage Records but does not invoke the new UI for editing



Version 1.25

Package Production URL, Sandbox URL

UPDATE NOTE: There is a new Schedule Calculate button to add to the object Layout, see screenshots below.

New Calc Screen Button

This will show the following UI related to the enhancement above.

New Calc Screen



Version 1.24

Package Production URL, Sandbox URL

IMPORTANT NOTE: This release improves the query optimisation within the tool when there are multiple rollups. There is also a small change in behaviour from previous releases, relating to default ordering. If you have been using concat, first or last operations and have not specified explicit order by on the rollup, you must do from now on, it no longer defaults to the field to rollup. In prior releases the behaviour of this operation may or may not have been consistently working as expected, depending on the existence of one or more rollups.



Version 1.23

Package Production URL, Sandbox URL



Version 1.22

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Test Code See All Data field to the layout



Version 1.21

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Test Code field to the layout



Version 1.20

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout.

  • Add Calculation Sharing Mode field to the layout

Calculation Sharing Mode



Version 1.19

Package Production URL, Sandbox URL



Version 1.18

Read more about this releae here.

Package Production URL, Sandbox URL

If you are upgrading, you will need to make the following changes to the Layout and Picklists.

  • Add Lookup Rollup Summary Unique Name, Concatenate Delimiter, Field to Order By fields to the layout
  • Add Count Distinct, Concatenate, Concatenate Distinct, First and Last picklist items to Aggregate Operation
  • Add Process Builder picklist item to Calculation Mode



Version 1.17

Package Production URL, Sandbox URL



Version 1.16

Package Production URL, Sandbox URL



Version 1.15

Package Production URL, Sandbox URL



Version 1.14

Package Production URL, Sandbox URL



Version 1.13

Package Production URL, Sandbox URL



Version 1.12

Package Production URL, Sandbox URL

KNOWN ISSUE: Apex Error Query Exception, please use version v1.11 below if you encounter this issue.

  • Fix for Currency Conversion?, special thanks to Anthony Heber for submitting the enhancement to LREngine to fix this. The result of the child aggregation is converted to the parent record currency if the child field being aggregated is a Currency type and the org is using Multi-Currency. Note currently dated exchanged rates (available through Advanced Mulit-Currency) are currently not supported.



Version 1.11

Package Production URL, Sandbox URL



Version 1.10

Package Production URL, Sandbox URL



Version 1.9 - Community Powered!

Read more about this release here

Package Production URL, Sandbox URL

KNOWN INSTALL ISSUE There appears to be an install issue identified when installing into orgs without Ideas installed for v1.9, if you encourter this enable Ideas if you can, otherwise use v1.7 until the issue is resolved.



Version 1.8

Not released



Version 1.7

Package Production URL, Sandbox URL

  • Fix for Issue 14, relating to null pointer exception



Version 1.6 - Spring’14 Release - 9th February 2014

Package Production URL, Sandbox URL

  • Enhancements to support Schedule mode, Calculate historic records, Developer API and more, see here.
  • Fix for Issue 10
  • Fix for Issue 11



Version 1.5

Package Production URL, Sandbox URL

  • Fix for Issue 7 and Issue 8, relating to failure to report test execution errors in production org.



Version 1.4

  • Fix for Issue 3, relating to issue when deleting last child record not updating rollup fields to 0.



Version 1.3

  • Fix for Issue 2, relating to error ‘purgeOnDelete option can only be used on a non-active org’



Version 1.2

  • Support for Realtime calculations
  • Validation of valid fields and field types on Declarative Rollup definition fields
  • Optimisation during update of child records to only apply rollup when field to aggregate changes
  • More extensive unit tests, also those around use of limits such as queries, rows etc.

Upload Review Passed



Version Beta 6

  • Support for Realtime calculations
  • Limited validation on Declarative Rollup definition fields
  • Limited testing on multiple lookups
  • Fixed issue with multiple lookups

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Declarative Lookup Roll-Up Summaries is a tool built and maintained by a community of volunteers through the Open Source Commons program. This is not a Salesforce-owned product. If you need support, go to the Trailblazer Community Group.

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