I have a DLRS rollup that seems to be failing for only select records and I am not sure why. I have not been able to replicate this in Test, so I am testing things in production. I did run a debug log, however, I really have no idea what I am looking at in how to trouble shoot the issue. Especially since it seems to be isolated to certain records.
What the rollup is doing, is marking a checkbox field on the activity/event object called "Hard Contact" is marked as "True" If the Hard Contact box is True, then the rollup puts the Date of the activity on the Contact record. I then use that to calculate the number of days since our org had a "Hard Contact" with a particular contact (a hard contact being an actual conversation or a meeting our client/member had with their coach. For most records, it is working fine, however, I have a handful of contacts, where the rollup is NOT populating and I can't figure out why. I am attaching a screen shot of the rollup.
Here is a screen shot of the activity note, where the Hard Contact is marked as true
And here is the field on the contact record where the value is showing as blank.
Like I said, I can provide a debug log if that helps, but I am stumped, I have identified at least 2 records where this is taking place, there may be others, I am trying to find that out now.
Help! #DLRS #Salesforce Admin #Nonprofit #Declarative Lookup Rollup Summaries
@Dan Donin I was able to figure out what was going on. I did add the IsTask field, the Meeting Attendance field is actually on the "Event" object, not the task. Since we can only add fields to the Task and Event fields via the activity object, things get goofy, as I am sure you are aware.
I looked through my old posts and I noticed one from a while ago, where I was running into a similar issue and what I found out, is that I had some activity records that were marked as a hard contact, however, the Date field was blank (not filled in). Once I either deleted those records (some were dups) or I put in the Date in the due date, the rollup worked fine. Since the rollup is dependent on the activity date, I am guessing it hit a record without a date, it was putting in that value on the contact record. So I guess I need to make the date field required or adjust the criteria to make sure it's not counting any records that have a blank date. 10 plus hours of my life..lol. I appreciate the feedback and I clearly need to rethink some things and I need to understand DLRS better....
