Rollup Helper Troubleshooting Tips - Field Filter Validation Exception Errors
Rollup Helper Troubleshooting Tips - Field Filter Validation Exception Errors
Rollup Helper is meant to be easy to set up and use, but in this series of Troubleshooting Tip videos, I’ll review the steps to troubleshoot your rollups, and how to fix common issues.
This video is going to go over what to do if you’re encountering the “Field Filter Validation Exception” error.
Resources:
Admin Guide - https://www.passagetechnology.com/rol…
Knowledge Base - https://passagetechnology.force.com/K…
Sign up for a free one-on-one demo - https://www.passagetechnology.com/any…
Content
1.18 -> Rollup Helper is meant to be easy to set up
and use, but in this series of videos, I’ll
6.029 -> review the steps to troubleshoot your rollups,
and how to fix common issues.
11.54 -> Each of these steps will be covered more in-depth
in separate videos, but here is the order
16.289 -> to check issues:
18.62 -> If you’re waiting for a Rollup to Process,
but the target field is staying Null…
23.44 -> Check the Queue.
24.91 -> Make sure Queue items are completed and are
not stuck or backed up
28.82 -> If Queue items are stuck - check Apex jobs
If the Queue item completed but the target
35.64 -> field didn't update…
37.76 -> Check Rollup Helper Exceptions including Record
locks and Filter Field Validation
42.5 -> If the Rollup appears to be running successfully but the
target field still does not have the expect result
50.09 -> Use the Rollup Preview to ensure filters are
configured to return the expected result
56.149 -> After all of that is completed, look into
issues of Rollups not running in Real-Time
60.92 -> if needed
This video is going to go over step 1B - What
66 -> to do if you’re encountering the "Field
Filter Validation Exception" error.
70.75 -> If you need instructions on any of the other
steps, please check out the other videos in
76.14 -> this playlist.
77.9 -> What to do if you’re encountering the "Field
Filter Validation Exception" error
82.79 -> Note: this error isn't a validation exception
and cannot be overridden with validation helper;
90.32 -> it's set up as a lookup field filter, not
a validation rule.
95.28 -> A field on the target object has a Lookup
Filter which has a 'Required' Filter Type.
101.57 -> Since the affected record cannot be updated
due to the Lookup Filter, Rollup Helper also
107.02 -> cannot update the record.
110.259 -> Field filter validation exceptions cannot
be ignored by Rollup Helper's 'Enable Validation
115.69 -> Rule Helper' custom setting - the same as
field custom validation exceptions.
122.27 -> This error is most frequently caused by lookup
filters which will need to be either manually
128.67 -> corrected, removed, or set to optional.
132.739 -> If the error message isn't descriptive enough,
make sure the value in the field adheres to
137.81 -> the rule; find the filter criteria when editing
the field under the object manager from setup.
145.25 -> If you DO have a Validation Rule error, open
the exception record from the Rollup Helper
150.629 -> Exceptions tab and look for the field called
“DML Failed Record IDs.”
157.169 -> You can then go to those records and correct
the data or modify the validation rule so
162.489 -> it passes for that record.
164.889 -> If you still need help or have other issues,
there are many ways to find answers.
170.079 -> For self-service, we have the Rollup Helper
admin guide both in-app and on our website,
176.09 -> and we also have a Knowledge Base where you
can search for your issue.
180.43 -> If you want to get in touch with our support
team, you can email us at [email protected],
187.409 -> you can start a live chat on our website,
or you can sign up for a one-on-one session
193.249 -> to ask questions.
Source: https://www.youtube.com/watch?v=tAmH9sgRQOw