sfdo-community/declarative-lookup-rollup-summaries

Declarative Lookup Rollup Summaries (DLRS) is a community built and maintained Salesforce application that allows you to create cross object roll-ups declaratively - no code! For install instructions and documentation, visit our website https://sfdo-community-sprints.github.io/DLRS-Documentation/

declarative-lookup-rollup-summaries's Issues

Null Pointer Exception

Hey Andrew,

First, this is an awesome tool!! Thanks so much for putting time into this. I'm running into a null pointer exception that I can't seem to get around. Here is the anticlimactic error message:

There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Apex trigger dlrs_Rep_CodeTrigger caused an unexpected exception, contact your administrator: dlrs_Rep_CodeTrigger: execution of AfterUpdate caused by: System.NullPointerException: Attempt to de-reference a null object: (dlrs)".

Quick object description:
Account
Contact | Team__c (is master-detail to Account)
Rep_Code__c (has a lookup to Contact, and a lookup to Team__c object)
Asset__c (is master-detail to rep_code__c object)

There is a rollup summary from asset__c to Rep_code__c to sum a currency field on asset__c. Then there is a workflow field update on rep_code__c to copy data from the RUS to a normal currency field called AUM__c on the Rep_Code__c object. Then I have 2 records in your dlrs__LookupRollupSummary__c object to rollup the AUM__c field on Rep_Code__c to the contact or team records (based on a type__c field).
Here are those records:

I read a few of your other issues on here and some people said they had issues with the relationship criteria; Ideally, I'd like to have "Type__c='Team'" in the rollup summary detail but it errors with or without it.

Any ideas on what is going on here? It works for the contacts, but not for the team records.

I have a dev sandbox you can use to repro this is if you want access, just let me know.

Thanks!
-Wes

Where clause creation

We want to make adding the where clause an easier process.

My thoughts are the following:

• Create a new field which allows typing the filter logic similar to that of report criteria ie 1 AND (2 OR 3).
• Write a method that injects criteria into this filter logic. ( we should be able to pass this method a list of strings that represent each filter criteria. If the injection is done correctly, we shouldn't have to worry about parenthesis at all. We should first replace the digits 1, 2, 3,etc... with some longer placeholder strings like CRITERIA_1, CRITERIA_2, etc... so that we can do a nice string replacement methodology and don't run into issues with fieldnames or values containing #'s.
• Write some repeatable vf component that has an index, child field selection list, an operator select list, and a text input box to type your comparison value. (The page should have an add button to inject new blank versions of this component to "add criteria")
• When we save the record, we just need to inject the string output of the repeatable vf component filter criteria into the filter logic and voila, we have a where clause.
• Hard part about this is going to be the parsing method if we want to extend this page to be used for editing as well as creation. This parsing method will need to take the where clause, and first parse out what the filter logic should be. We'll need to look for AND, OR, ( and ) and do some fun logical operators. Then we'll need to create as many vf components for the filter criteria and default each of their select lists and the comparison values. EEEk. this is going to be kind of hard.
• We still have some additional work to make this page "edit-worthy" with defaulting the select lists etc...

Future Enhancements might be:

• Make the selection of the child field make the right side input box have nice selectors based on data type. So, if the child field was a date, it would give us a date control. If it was a date time, we could use a datetime control.

Illegal assignment from Integer to date?

I've created two rollup summaries using the Max value of date fields. The first time I create a child record that meets the rollup criteria, an "Illegal assignment" error is generated. Once the first child record has been created, the rollup works fine.

I also cannot delete the last child record without getting the same error.

Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger dlrs_Food_Pantry_VisitTrigger caused an unexpected exception, contact your administrator: dlrs_Food_Pantry_VisitTrigger: execution of AfterInsert caused by: System.SObjectException: Illegal assignment from Integer to Date: (dlrs)

Test code uses account and opportunity object--orgs may have validation rules in place

I wasn't able to get the package to deploy--and those don't give much of a debug tail.

I got the raw from git and imported it and deployed it just as the source class/pages/etc.

The test code uses a trigger that is creating an opportunity. We had a validation rule that wouldn't allow the test opportunity to be inserted, which caused the rest of everything to fail.

I don't know how to get around the very likely possibility that target orgs have validation rules on such a common object. I didn't have this problem, but other orgs are likely to have val rules on account as well.

Proposed possibility: create 2 objects through the metadata api, put one as a lookup to the other, and then test the trigger deploy using those objects.

error message

I got the following error message when trying to create a new Opportunity after installing your Apex tool and adding 3 new lookups (opportunity rollup to Contact field).

Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger dlrs_OpportunityTrigger caused an unexpected exception, contact your administrator: dlrs_OpportunityTrigger: execution of AfterInsert caused by: System.QueryException: unexpected token: 'Date': (dlrs)

Please help!

RollupJob error: Cannot have more than 10 chunks in a single operation

"First error: Cannot have more than 10 chunks in a single operation. Please rearrange the data to reduce chunking."

My scheduled rollups (there are several) include (filtered) counts of Assets rolled up to Entitlements, and then (filtered) counts of Entitlements rolled up to Accounts.

From a little Googling, it appears that the usual suggestion when encountering this is to ensure that different types in SObject are sorted in order by type, to minimize breaks/switches between types. For example:
http://sfdcmaniac.blogspot.com/2013_10_08_archive.html

Declarative Roll Up Initial Set Up

I'm installing declarative look up tool. I am trying to build my first Look Up Roll-Up summary.

When I went to activate the “Manage Child Trigger”, i received an error message, “Error is in expression ‘{!deployZip}’ in page dlrs:managetrigger”. Any suggestions of how I can work through this challenge would be appreciated.

Object related to itself does not seem to work

Attempting to add a Rollup Summary where the same object os on both sides of the relationship doesn't seem to work. For example, the rollup in this screenshot does not update the Parent Account when modifying the Child Account

Error when upgraded to 1.4

I just installed 1.4 on my client's environment and I'm getting the following error. Please help!

Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger dlrs_OpportunityTrigger caused an unexpected exception, contact your administrator: dlrs_OpportunityTrigger: execution of AfterInsert caused by: System.QueryException: unexpected token: '/': (dlrs)

Relationship Criteria

Hi,
I have added the relationship criteria StageName = 'Won', which seems to be working, if a record is created as Won, but not if the Stage changes to Won....is this something the scheduler would resolve? Trying calculate the total amount of child opportunities won on the parent opportunity object as Realized Revenue. Also show the Total Realized Revenue on the Account object. Fairly new this all this and my knowledge is limited when it comes to coding?!

Validation Errors 'ENTITY_IS_DELETED' While Saving when Parent gets Deleted As Well

The non-profit starter pack relates Contacts(child) to Households(parent and custom object). When a single Contact is related to a single Household and one tries to delete the child contact the attached error is displayed.

I believe what is occurring is the Declarative Roll Up code is trying to update the parent with a roll up number while the non-profit starter code is trying to delete it and a conflict occurs. Accounting for this issue may be an enhancement to this package but I thought I would offer this scenario. How can we properly account for ignoring the roll up count if the parent is being deleted programmatically when the child is deleted?

I am happy to provide login access to review this scenario if needs be. I seem to only be able to reproduce this in production at the moment.

getting over 50K limit

You maybe already aware, but if you use the partner API query to do your aggregate you can avoid this limit. since this callout will come with baggage, suggest you have an option to select this query method only when required.

Type name too long, maximum length is 40

Getting the following error when trying to Deploy the trigger:

ERROR
Error:
classes/dlrs_ffrr_RevenueRecognitionTransactionLineTest.cls (Line: 5: Column:15) : Type name too long, maximum length is 40: dlrs_ffrr_RevenueRecognitionTransactionLineTest

Any way to work around the 40 character limit?

Support installation without having to have Ideas enabled

Currently an install error is given if the target org does not have Ideas enabled. See #31

Null Pointer Error

Hello, I'm getting this when attempting to setup the child object trigger for realtime updates.

System.NullPointerException: Attempt to de-reference a null object Error is in expression '{!checkAsyncRequest}' in page dlrs:managetrigger: (dlrs)

Any idea what's going on here? The error generates when deploying and removing and i'm testing this in my sandbox ord. Is there a setting i missed during install the checkasyncrequest ref to be null?

Thanks,

Les

Error Message

Hello,

I have a number of roll ups in place and I can not seem to identify the one that is causing this error.

Apex script unhandled trigger exception by user/organization: 00570000002bviA/00D70000000MosL

dlrs_LoanTrigger: execution of AfterUpdate

caused by: System.NullPointerException: Attempt to de-reference a null object

(dlrs)

Trigger.dlrs_LoanTrigger: line 7, column 1

Would you be able to help me identify the problem? I receive the error when I try to create a Loan__c in our instance.

Here is a screen shot

Thanks

Error upon Deploying trigger - IO Exception

Hi,

I'm trying to deploy a test case exactly as the one used in your demo and getting an error. This is on a sandbox org, with custom domain, running Winter 14 (cs7).

We setup the Remote Site as instructed on the Lookups Tab. Any addiitional setup needed for sandbox? Thanks Andy!

Error Message as follows::

IO Exception: Unauthorized endpoint, please check Setup->Security->Remote site settings. endpoint = https://cfa--preprod--c.cs7.visual.force.com/services/Soap/m/28.0
Error is in expression '{!deployZip}' in page managetrigger

---

NEVERMIND! Our admin didn't modify the Remote Site URL (per the instructions to replace 'eu2' with our instance)

Sorry!

Calculation error when child records being deleted

Reported by poster on blog as follows...

"More feedback – when you delete records that are triggering the calculation (a Donation record that gets deleted, and the total donations for a contact is calculated on the contact record in a field), the calculation is not updated on the contact record. Not sure if this is missing in the program or something is wrong on my end."

Install Error - NA11

I am getting the following error when trying to install the latest package on NA11 (enterprise edition, spring '14). I was able to successfully install from the same link to 2 other orgs on NA15 and NA3.

Your requested install failed. Please try this again.

None of the data or setup information in your salesforce.com organization should have been affected by this error.

If this error persists, contact salesforce.com Support through your normal channels and reference number: 131686137-15389 (-240192476)

Cannot locate Apex Type for ID CaseComment

I get this error when trying to rollup from CaseComment

Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger dlrs_CaseCommentTrigger caused an unexpected exception, contact your administrator: dlrs_CaseCommentTrigger: execution of AfterInsert caused by: System.SObjectException: Cannot locate Apex Type for ID: 00aS00000027nijIAA: (dlrs)

You can reproduce this error in Anonymous Apex:

Id myId = '00aS00000027nijIAA';

SObjectType childObjectType = myId.getSObjectType();
System.debug(childObjectType);

I'm not sure what the solution is as this seems to be a Salesforce bug. I couldn't find this reported in any known issues, but I'm generally new to Salesforce and could just not know where to look.

I'm going to pursue this through other channels, and will update this issue as I gather information.

Any short-term solutions short of very specific workarounds would be appreciated. Worst case I might write a small patch to my version just to meet my business objectives until something else presents itself.

Read me clarification required

As per blog post comment...

"Andrew – I wanted to provide you some feedback for the short few days I’ve been using this tool. I haven’t been able to fully test it since the calculations I have are on existing records. But I did want to let you know about one small glitch I ran into in installing/setting up the tool. Part of this is my lack of knowledge on installing APEX tools. It works great for the System Administrator, but when another user in another Profile tried to enter a new record that was being affected by the tool, it gave an error message and would not save the record. It took me a little while to figure out where in the Profile to fix this but I managed to figure it out.
It would be great if during the setup/install of the tool, there was a prompt to ask which Profiles you want to enable the tool on, to save the Admin the time to do that separately. And if this can’t be done, then to provide simple instructions on where to go to activate it for each set of users beyond the system admin."

"Thanks for this great feedback! I will add a section to the readme file describing which operations need what profile settings to clarify this better. Thanks again!"

Rollup not working

I'm experiencing an issue that I'm not sure what the cause is. Here's the hierarchy that's affected -- Relationship Group (RG) --> Accounts --> Financial Accounts (FA). The Amount on the FA is rolled up to Accounts via rollup summary field. The Account has a lookup rollup applied to it to roll up the amounts of each Account to its associated RG. This rollup is not working consistently, and here's why -- We have a nightly trigger that updates data from a custodian system to feed updated data to the FA records. I'm expecting that data to automatically roll up through to the RG but this is not happening. Several RGs have amounts that do not add up to the Accounts' amount associated to them. Is the nightly update affecting this, or is it something else? Does the data have to be manually changed and saved within the UI, or can a trigger/workflow fire off the update to force the rollup to calculate?

Enhanced Edit (Pilot) unable to Save Count Rollup

If you attempt to create a rollup with the Count operation it fails to save with the error 'Required fields are missing: [Field to Aggregate]'. This is because this field is marked as required.

Workaround is to not use the Enhanced Edit and edit using the Standard Salesforce UI, placing any field in the Field to Aggregate (it is not used in a Count scenario).

Rollup on Currency Fields

We have both US and Canadian currencies (where US) is the corporate currency. When rolling up opportunities that have Canadian currency, it translates the number to US, so on the parent opportunity it shows a CAD total that is inaccurate. We ended up changing this to rollup based on converted amount instead of amount, but would be great to fix this.

Blank page when clicking "Calculate" or "Manage Child Trigger"

Hi

I installed the package in my production Force.com org, no issues.
I set up the Remote Site as:

I created the following Rollup:

When clicking either "Calculate" or "Manage Child Trigger" button, I get a blank page with the following URL:

https://dlrs.na17.visual.force.com/visualforce/recsession?sid=00Do0000000KDZf%21AR0AQIp.r8qQVb7ilw4jDFHgaS_Xz6mj_xYa3KRxCygwIBMM0zth.D40b2Vx5mr8ojF_vtb8hE60EomNf8MFflzrDnRD_CNF&inst=o&cshc=0000000VZ960000000KDZf&retURL=https%3A%2F%2Fdlrs.na17.visual.force.com%2Fapex%2Fdlrs__managetrigger%3FscontrolCaching%3D1%26id%3Da0To0000000JRCv

Not sure what I'm doing wrong!

Record type specific rollups

It would be nice to be able specify rollups that are applicable only to certain record types in order to avoid processing irrelevant records. This is a subset of WHERE clause building that makes sense by itself and that is much easier to implement than the generic condition builder approach. Thanks.

Roll Up when Parent ID isn't created yet

I have been working on an implementation with a non-profit. We use many of the non-proft starter pack solutions developed by salesforce. One such package is Households: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003GLG5EAO.
In this package, when creating a Contact a parent Household is always created. We would like the ability to count the number of Household members which is possible and works perfectly when the Household ID exists already. Is there a way to ensure the code checks for the parent ID or round trips to ensure the count occurs?

Overall, would there be a way to check and ensure that when a child record is created that if the parent record is created as part of another code process that the count processes considers this scenario.

This is probably an enhancement.

Issue when Advanced Currency Management is enabled

Hi,
It seems that there is an issue when Advanced Currency Management is enabled.
We added a field at Account level to calculate sum of Opportunities amounts in a certain stage.
For example, we have Opportunities in HKD and the Account is also in HKD.
At Opportunity level we have the amount in HKD and in parenthesis the GBP converted amount.
ex at Opp level : HKD 110 000 (GBP 8500)
At Account level we have the HKD sign and the GBP converted amount (instead of the HKD amount) and then in parenthesis another conversion of the GBP amount (which is wrong as based on the incorrect value).
ex at ACC level (with 1 opp only against this account): HKD 8500 (GBP 685)
Thank you for your help

Web service callout failed error message when Managing Trigger

INSUFFICIENT_ACCESS_OR_READONLY Error

From my blog...

"Since I activated the rollup on contacts, my users aren’t able to add new contacts to accounts they don’t own. See this message: http://i.imgur.com/5KXGTp1.png. When I deactivate the rollup they can add new contacts to accounts they don’t own."

"This happens in Realtime mode not in Schedule mode"

Validation error when saving: error occurs on delete of last child record (e.g., Contact Preferences) using DLRS of MAX( Preference Last Modified Date )

Trouble deploying trigger

I'm getting a funny message when I try to deploy the trigger for CampaignMember (see yellow messages section of screenshot). Messages indicate that the deployment has completed, but instead of confirmation that the trigger and class were created, I get another message telling me to click Deploy. The class and trigger are not created. I've deployed other triggers successfully in this org and have also successfully deployed the CampaignMember trigger in other orgs. Any thoughts?

not able to install on Sandbox for client

I'm trying to install the tool on a client's Sandbox but it's giving me login issues, and I know I'm using the right username/pw because I logged in separately before clicking to download the tool. Any thoughts?

Errors when installing: Permission Set must be associated with a user license

Here are the errors I get upon installing:

Failures:
permissionsets/LookupRollupSummariesFull.permissionset(LookupRollupSummariesFull):Permission set must be associated to a user license
permissionsets/LookupRollupSummariesReadOnly.permissionset(LookupRollupSummariesReadOnly):Permission set must be associated to a user license

Will these impact the usability of the app, and what am I doing wrong?

Spring Release timing

Hi Andrew. I know that I can't install your app into my client's org until the spring release is complete, and that is now an issue. I looked at the release schedule and they're not getting upgraded until mid-April. We are reviewing specs with them in 2 weeks and training them at the end of April. I am also doing an initial data load in 1-2 weeks and the final data load mid-April, so I really need the tool installed in the next 1-2 weeks instead of when the spring release is completed. Is there any way to get it installed another way?

2 rollups to 1 field

Hi,

Firstly before I begin, thanks so much for this tool! It's been a great help moving data to where we need it.

I wanted to ask if there are any limitations on using the tool to roll up values from two fields on the same child object to one field on the parent?

For some reason, when I run the tool for the first field it's fine however when I activate the summary for the second field it seems to be intermittent (I can provide more concise info here if you need).

Is there anymore documentation available besides the blog and the git info?

Many thanks again :)

v1.9 fails to install while v1.7 succeeds

We recently had a failure trying to install version 1.9 into an EE org, but were able to install v1.7 without issue. The reference number for the failure is 1518624156-80123 (440189229).

Attached is a screenshot of the error.

Error from Calculate Job 'Apex Trigger XXX has not been deployed. Click Manage Child Trigger and try again'

This can occur if you click the Calculate button without having first activated the rollup definition. I will add validation in a future release to check for this in a future release. In the meantime, please ensure to fully activate the trigger, before using the Calculate button.

Multiple criteria in one rollup?

Is there a way to have multiple criteria for a rollup? I want to pull opportunities that are won and are of a certain Record Type.

Error When Trying To Deploy Child Trigger

I am receiving the following error when trying to Deploy the Child Trigger for my first roll up!

Please help!

Shawn

Error:
TestUtlities.UtilitiesTestMethod Could not resolve the entity from value binding '{!svcrpt.formula_techLocalTime__c}'. can only be used with SObjects, or objects that are Visualforce field component resolvable. null

Administrative Lock on account

Seems to be a lock issue when deploying the trigger even though that nothing is seemingly locking the Org.

COUNT operation not working in the Enhanced Lookup Pilot

When attempting to use the Count aggregation operation using the Enhanced Lookup Pilot option, an error message appears requiring the Field to Aggregate. However, selecting the Count operation removes the Field to Aggregate field from the page layout and therefore cannot be specified.

error installing on sandbox permissionsets

This is the error message I'm receiving. Failures:
permissionsets/LookupRollupSummariesFull.permissionset(LookupRollupSummariesFull):Permission set must be associated to a user license
permissionsets/LookupRollupSummariesReadOnly.permissionset(LookupRollupSummariesReadOnly):Permission set must be associated to a user license

I'm using the GitHub deploy tool since we're not on Spring 14 yet.

User Permissions

Hi Andrew,
Ok, I have another newbie question for you....

I granted access to one profile which need to use this, but now all users of different profiles receive this error message when trying to save a Opportunity & account record. The 2 DLRS I have active rollup all won child opportunities on the opportunity record, and the other one rolls up all won opportunities on the account record. Field to aggregate 'Amount'

Error:Apex trigger dlrs_OpportunityTrigger caused an unexpected exception, contact your administrator: dlrs_OpportunityTrigger: execution of AfterUpdate caused by: dlrs.SObjectDomain.DomainException: Permission to access an dlrs__LookupRollupSummary__c dennied.: (dlrs

So, what can I do to resolve??
Also...(this may be a roll the eyes moment)...is it possible to have the tool activated without the profiles having the 'Modify all Data', as I don't want the users to have this.....

Appreciate any assistance! Kelly

Error when used on a true production org

Web service callout failed: WebService returned a SOAP Fault: INVALID_OPERATION: purgeOnDelete option can only be used on a non-active org faultcode=sf:INVALID_OPERATION faultactor=
Error is in expression '{!deployZip}' in page dlrs:managetrigger

An unexpected error has occurred. Your solution provider has been notified. (dlrs)

Error in creating the child trigger

I am getting the following error when I deploy the child trigger. I first thought it was something specific to the Opportunity object, but is happened again on a custom object i tried setting up.

Any help would be great.

V1.9 Scheduled mode failure

seams that Scheduled mode is not possible in 1.9

Complex hierarchy

We want to calculate the number of all contacts in a hierarchy with help of this rollup setting: http://i.imgur.com/y8eOke8.png
When I press the calculate button it will count some part of the hierarchy, but in complex hierarchy structures the total is not correct.

So I've tried to change the Relationship field to a custom formula field based on this formula: http://salesforce.harmkorten.nl/2010/salesforce-com-dynamic-reporting-on-all-accounts-within-the-same-hierarchy/ but the field stays empty after pressing the calculate button.

In the new version I can only choose lookup fields. Is it possible to use a formula field for the API name of the child object?

RollupJob vs calculate errors

Andrew,

We're running into a weird error with some scheduled jobs. This is on the financial force object model. We're trying to rollup parent milestones to phases and then phases to projects. When we run the RollupJob, we get an error that says :"Invalid Id for pse__Project_Phase__c"; However, when we run the RollupCalculateJob, it seems to work without any issues.

Any idea what might be going on?

Some other background info:

• We tried to have these all as realtime, but it says we were causing too many rollups or something related to the # of objects in the chain. Due to having timecard rollup to child milestone, rollup to parent milestone, rollup to phase, rollup to project. So, we tried to break out the last 2 levels into scheduled jobs.
• Clicking the calculate button seems to work.

Apex error when updating Account after installation

I installed a couple rollups (one on Accounts and another on Opportunitites) and deployed the Apex code for real-time updates. Now when a user tries to update various fields on an Account they are getting the following error:

Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger dlrs_AccountTrigger caused an unexpected exception, contact your administrator: dlrs_AccountTrigger: execution of AfterUpdate caused by: System.QueryException: unexpected token: ,: (dlrs)