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Rollup Resolution Steps

Once you complete these troubleshooting steps, please click "Run Once" again for the problem roll-up and verify whether the roll-up is running. 

Upgrade to Latest Version

Ensure that you have the latest version of Rollup Helper. The latest version of Rollup Helper is always available by using following links:

  • Sandbox: rh-test.passagetech.com
  • Production: rh.passagetech.com
  • If you are an Enterprise Edition customer, please also install the Enterprise Edition package as well after you install from one of the links above. This link was sent to you upon activation.

Are The Background Jobs Running?

Rollup Helper has a scheduled job that needs to run in the background for the Run Once and Scheduled Rollup functionality.  To verify that the scheduled job is running, please perform the following steps:
  1. Go to the Rollups tab (HINT: It may be a hidden tab).
  2. Do you see the text that describes who is the running user for Rollup Helper (Running As ...)?
    1. If yes, then the background job is running and this is not the problem.
    2. If no, then the background job is not running and you need to click the Run As .. button to start the background job.

Are Validation Rules Blocking Updates?

We have a custom setting that will disable any validation rules that should not apply to Rollup Helper updates. Please follow the instructions in this video to add the custom setting to your validation rule.


Verify Rollup Results
You should create a "audit" report for each rollup setting to verify that your data is rolling up correctly. We recommend that the type of report you select is a "Summary" report. The report should also be based on a report that type that joins the Target and Source objects. The image below shows an example of an audit report that joins Purchase Orders (Target Object) with Inventory Records (Source Object).

The audit report should include the following:
  • Grouping Level 1: You should create a first grouping on the report using a field that contains values unique to each record. In the image below, we select the Purchase Orders Number field.
  • Grouping Level 2: You should create a second grouping on the report for the target field. In the image below, we select the Purchase Order.Min Inventory on Hand field for the second grouping, which is the target field for the Rollup.
  • Report Formula Field: You will then want to create a report formula for the Min Inventory On Hand Source Field to get the rollup within a report for the child records.
If after creating the audit report, you do not see any values updated, try clicking the "Run" menu option for the rollup you are having difficulty with.  

After clicking the Run menu option, go back to your audit report and see if the target field values have changed (values in the Grouping Level 2). If the target field values have changed, Rollup Helper is running your rollup. You should schedule your rollup settings to make sure all your data is refreshed over the time interval you select OR you can also get the real-time capability by upgrading to Enterprise Edition to keep your information always in sync.

Additional Support

If you are still having issues, please contact us.