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Hello all, I'm new here, and was linked here by @Jayson Morales 

 

I had a couple of problems that I was hoping someone here might be able to help with.

 

1) In regards to Action Plans: 

 

We are using Document Checklist Items on our Action Plans, and the Action plan recognizes the Document Checklist Item as a "Task" for "Task Completed" purposes. However, once we mark the Document Checklist Item as "Accepted" the value e.g. "2 of 12" does not update to "3 of 12".

 

I was wondering if anyone knew the rules for how this value gets updated? (For context, I know the 'of x' value is related to DCI since we have 8 tasks and 4 DCI in this particular Action Plan.

 

2) In regards to RollupByLookup Rules

 

We currently have some outside integrations that do not allow these rules to work properly, so I am forced to manually run these rules once a day to make sure the values are rolled up properly. I know there is some apex code that can do the same thing, but I was wondering if there was a way to automate and schedule this to run so it would not be a manual process. For context, we are using FSC Service Cloud.

 

Thanks in advance and nice meeting you all,

 

Jonas Kim

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