sfdx-mass-action-scheduler / sfdx-mass-action-scheduler Goto Github PK

Hi Doug,

Great App, thanks.

Please could you advise on the best way to use this App to send a monthly email to a set of users?

If the email body needs to include a table/list of information?

Thanks

Allow developers to implement an interface that returns the records to iterate over. This may be necessary when the criteria of what records to process cannot be expressed in a report, list view, or literal SOQL query. For example, if custom settings, metadata, or other business logic is needed to identify the records.

Having set everything up, would there be a cool declarative way to make the RUN button (with text of my choice on the button) appear on the list view itself? End users would rather see it there. I've seen it in at least one managed app but I don't know how they managed it.

LEX Summary Report.

Error: System.HttpResponse[Status=Bad Request, StatusCode=400] [{"actionName":"Session_Scheduler","errors":[{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varWednesday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varTuesday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varThursday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varSunday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varStartEndDateTime needs to be in this format: YYYY-MM-DDThh:mm:ssZ.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varStartDateTime needs to be in this format: YYYY-MM-DDThh:mm:ssZ.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varSaturday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varMonday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varFriday can't accept values of type String.","fields":[]},{"statusCode":"UNKNOWN_EXCEPTION","message":"The input parameter varEndDate needs to be in this format: YYYY-MM-DD.","fields":[]}],"isSuccess":false,"outputValues":null}] System.HttpRequest[Endpoint=callout:Mass_Action/actions/custom/flow/Session_Scheduler, Method=POST] { "inputs" : [ { "varWednesday" : "false", "varTuesday" : "true", "varThursday" : "false", "varSunday" : "false", "varStartEndDateTime" : "9/20/2018 1:00 AM", "varStartDateTime" : "9/20/2018 9:00 AM", "varSaturday" : "false", "varMonday" : "false", "varFriday" : "false", "varEndDate" : "10/19/2018", "varCourse" : "a0j6A000003jS4v" } ] }

The days of the week fields are all boolean. I can reformat the Formula: Last Day Next Month to a Text field with the proper syntax, currently it is a Date field.

The Mass Action Configuration wizard should exclude listing the test credential Mass_Action_Test_Named_Credential because it only exists for the apex unit tests for code coverage, it has no practical purpose and will fail to work if users select it. Removing it from the displayed list of options will reduce user confusion.

I've tried both Process & Apex Action types, and both times I cannot get the Action list to populate. Am I missing something?

After saving a Mass Action Configuration record whose target action is a Quick Action, navigating back to the record to the Choose Action step of the wizard the previously selected Quick Action is not be re-selected. The user must re-select the action again in order to save any changes.

Currently, Mass Action Scheduler tracks all of its data as records in a custom object, rather than custom metadata or custom settings, which means configurations cannot be deployed via Change Sets or Metadata API. As a result, admins must re-create their configurations in production after testing them in a sandbox.

Background

When I started the project, a reason that custom objects for the data model was chosen was to support related lists with the Mass Action Log object and it was easier to bring the configuration wizard to the UI as a drop-in component on a record page than to create a whole new page.

Things to Consider

• Change from storing just a List View ID to storing the List View unique name
• Change from storing just a Report ID to storing the Report unique name
• Consider migrating data to a custom metadata type (but this requires significant changes to the app and data model)
• More likely, consider an export/import option the app itself provides (e.g. export a JSON file and admin imports it into another environment using a new "export/import" feature)

I've created a flow with just a 'record delete' element and added this to the mass action configuration.
This action is required to delete snapshot records from last week. But I'm getting an error:

Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{"actionName":"Delete_Opportunity_Snapshot_Record","errors":[{"statusCode":"UNKNOWN_EXCEPTION","message":"An error occurred when executing a flow interview.","fields":[]}],"isSuccess":false,"

And via E-mail I'm getting a SOQL error: Error element Delete_Record (FlowRecordDelete).
This error occurred when the flow tried to delete records: Too many SOQL queries: 101

The listview for deleting records of last week contains more or less 1100 record. So I assume that the batch size is too big. How can I resolve this?

Per Brian:

I’m getting this error, after I already had one successful manual run (adding to campaign automatically just like your video). Ideas?

Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:

Long MessageThe full error message, particularly if more than 255 characters.
Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:false,”outputValues”:null},{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:false,”outputValues”:null}]
System.HttpRequest[Endpoint=callout:Mass_Action_Scheduler/actions/custom/flow/Add_to_Current_Month_Collections_Campaign, Method=POST]
{
“inputs” : [ {
“SObjectId” : “0033B00000IYgOc”
}, {
“SObjectId” : “0033B00000IYlIW”
} ]
}

It seems mass action scheduler has issues processing custom metadata. This works without an issue when I run it through the debugger but kicks the error below when I attempt to run it through mass-action-scheduler. I'm assuming its related to the batching because custom metadata has limited support for SOQL query type.

FAST LOOKUP: Fast_lookup_Queue_API
Find all Actions_Search_Match__mdt records where:
SubType__c Equals {!Other} (None)
SubType_Detail__c Equals {!Affiliation} (1)
Type__c Equals {!Department} (2)
Assign those records to {!QueueData}.
Save these field values in the variable: Queue_API__c
Result
Failed to find records.
Error Occurred: This error occurred when the flow tried to look up records: Disjunctions not supported. You can look up ExceptionCode values in the SOAP API Developer Guide.

Taking over a project on behalf of @ashlynnrs, and still unable to add an Action in her org. Connected app was created automatically using the new feature, and all other prerequisites have been triple checked. Any further suggestions?

Doug, thank you so much for a great app. I'm attempting to use for the first time, and I've chosen my action type (Email Alert) but now can't choose an object.

I saw on a previous issue that this might be related to my Named Credential. I didn't see any problem there (and was able to login fine after creating it) but did go ahead and wipe the first one and create a new one. Unfortunately that hasn't made a difference.

My other pre-requisites seem to have gone smoothly. My domain seems to be working, and it has definitely been longer than 10 minutes since I created the connected app.

Any ideas about what might be causing this?

I'm trying to use the tool to run a WFR against a report that regularly returns about 125K records. In the Apex Jobs list I'm seeing the error "First error: reports:Too many query rows: 50001"

Am I interpreting this correctly to mean that the number of records in a report can't exceed 50K? Or is it not quite that simple? Is there a limit to the number of records that this will work with?

Thanks,
Jon

When mapping input data it would be helpful to be able to map one or more fields using either formulas, or at least static data.

Simple example: I would like a field to map to a checkbox value of "true" for every entry when there is no field in a report or list view.

Advanced (formula) example: I would like to pass a field value from the report + 1 to the output process (flow, process builder, apex, etc).

Went through steps loading into full sandbox but it did not create a permission set.

Per Eric Schubert,

When creating a new Mass Action Configuration record, it would be nice to have a field called 'Description'. It can be after the field 'Mass Action Configuration Name' and before the the field 'Source Type'.

The field 'Mass Action Configuration Name' has a limit of 80 characters, so having a 'Description' field would allow you to put in a sentence or two about what the Mass Action Configuration record is doing.

On the field mapping step, at least with Quick Action target, non-required input fields without an assigned source field prevent the user from saving the configuration.

Expected behavior is that unless the target field is required then don't require them to be mapped.

When trying to save an active configuration with schedule frequency of Custom and the cron expression is invalid then no message is displayed to the user indicating what the problem is.

I'm setting this up for the first time. First off, great idea and something that has been very needed for a long time.

What would cause the logs on the mass action record not to generate? I'm having an issue where the scheduler is failing but I'm not getting any logs.

Provide a mechanism that will let the admin know that there is a new package version available to install.

Possibly when viewing a Mass Action Configuration record, display a discrete message somewhere on the page.

Since there are no options to pick a specific workflow rule to run how can I know which ones will try to be run?

Will this work on Professional Edition?

Hi,

I have completed all the steps as outlined to setup the Mass Action Scheduler. When I go to create a new mass action configuration, I select Process Builder & Flows, nothing appears in the action drop down. Any help would be appreciated

Hello, I've stepped through the pre reqs. and that all seems good, but when I try to the install the package on my sandbox via https://test.salesforce.com/packaging/installPackage.apexp?p0=04tf4000001I187 I get the following error, thanks.

Package: Mass Action Scheduler (04tf4000001I187) Error Number: 267749005-5575 (-933433110)
Problem:

1. (Mass_Action_Configuration_Record_Page) Component [force:relatedListSingleContainer] attribute [parentFieldApiName]: The parent record name is invalid.
   Mass_Action_Configuration_Record_Page: Component [force:relatedListSingleContainer] attribute [parentFieldApiName]: The parent record name is invalid.

Currently the Mass_Action_Log__c object has a single Message__c field that is TEXT(255). This matches the original design intent of capturing the AsyncApexJob.ExtendedStatus field.

However, 255 characters may not be enough information to understand the full error. Try to capture the full exception when batch execution fails.

Receiving error "System.CalloutException: Callout loop not allowed" - even with batch size of 1, when attempting to use invocable flow methods from External Services / BETA Integrations in SF. (Swagger Schema). Our Flow contains methods that when run in screen flow or autolaunch flow, can call out to web service endpoints.

Architecture of Mass Action Scheduler may be preventing callouts in Flow. Doug- can you verify?
Error
https://help.salesforce.com/articleView?id=000232321&type=1
Citation
https://help.salesforce.com/articleView?id=000232321&type=1

Hi,
I am unable to complete the prerequisite steps for installing the app and am seeing the below error message when I hit save on my Named Credential. I followed instructions, and am not sure what needs fixing. Happy to provide screen shots if helpful.

Error Message:
error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration

What does it mean?

I posted some screenshots on closed case #29 (Error message on named credential) because I am still having trouble and have not been able to complete the setup process.

Hi there,
I set up a mass action (thank you!) and have tried to run it, but have gotten this error:
Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{"actionName":"Opportunity.Move_to_Closed_Won","errors":[{"statusCode":"INVALID_TYPE_ON_FIELD_IN_RECORD","message":"Amount: invalid number: $10.00","fields":["Amount"]}],"isSuccess":false,"ou

The quick action being called just moves the stage of the opportunity to closed won. I did map all the fields in the report. I'm not quite sure what would be wrong with the fields?

Enhancement:
It would be nice to have the day of the month. 1,2,3,4,5 as an option. With the current options it's hard to schedule actions once a month without crons (I like the option of the custom though)

Hey there 😄 was just wondering whether the Mass Action Scheduler supported reading External Objects? Thanks!

Hi-
I had an issue last night in which I wasn't able to add actions. I used the Automated Setup feature but still had the issue of not being able to see any actions to schedule.

I did find the solution and thought it would be helpful to share my wisdom.

From the app, when you work through the automated setup, there are "Post Setup" instructions (#4). Pay careful attention to step C:

Salesforce will prompt you to log in with the user credentials you want Mass Action Scheduler app to use. On the login page, click Use Custom Domain and enter your org's My Domain.

What I missed is the Use Custom Domain part. For me, I was just doing a kneejerk click, click, click, username, password, click, carry on. **The default screen for entering my username and password was the general salesforce login rather than My Domain.

When I went back and instead chose the custom domain (as the instructions say) it worked perfectly.**

Just pointing this out because it is easy to miss or at least it was for me. Good Luck.

everything for setup went swimmingly, and it seems to be running smoothly other than there being an error when trying to run the action (based on a process). Not much info is given other than the "BadRequest" unknown exception typical jargon. My user has the force.com flow user enabled and the user selected is the same one throughout. Any ideas?

Here's a shot of the Apex log:

The errors also show up in the Mass Action Log:

I was following your webinar (Great work btw), and everything was going great till I tried creating the first action ( I.e. Clicking new)

Then I get the error
"
An internal server error has occurred
Error ID: 26956097-31024 (-1776783716)
D.error()@https://cs68.lightning.force.com/auraFW/javascript/ILuI0gYLCEJeFe3bzJeRPg/aura_prod.js:853:459
init/<()@https://cs68.lightning.force.com/components/one/auraContainer.js:2:93
onXHRReceived()@https://cs68.lightning.force.com/libraries/instrumentation/beaconLib/BeaconLibrary.js:4:323
"

The only thing I can think of is that I have debugging on the sandbox. But I turned it off and still have the same issue.

Any idea what I did wrong? Should I log a ticket with Salesforce?

Have went through the setup before but getting an error on a new instance trying to setup.

Setup Step: Edit the Named Credential and click Save to setup Auth permissions.

Get the following error:
error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%20configuration

Looking at the Auth Provider that was created the callback is https://login.salesforce.com/services/authcallback/00DA0000000c3NmMAI/Mass_Action which isn't the my domain that is setup. The my domain URL is what is referenced in the created App and the Named Credential.

Allow users to specify their own custom SOQL query as the data source when a list view or report cannot suffice. For example, to query for users assigned certain permission sets.

Apex nor the REST API provide a "soql query describe", so the most reliable way I can think of for determining which fields are used is to just run the query via REST API and look at the response for the 1st record returned. Disadvantage of this approach is that the query has to be run, so a poor performing query will make the app feel slow when the user is on the field mapping screen.

In Apex, SObject class has a getPopulatedFieldsAsMap() function, but if any field is null in the database then it's not in this map. So, using the REST API is only reliable option here as it will include field names in the JSON structure even if the value is null.

Provide visual indicators on the Mass Action Configuration page / record of the job's status.

For example, is the scheduled job running? idle?

If running, how many batches are there and how many have been completed? (i.e. percentage complete)

The current workaround is to navigate in Setup to Apex Jobs and look for the row whose Apex Job ID matches the value displayed by the success message after clicking Run button.

Hi there. Love this tool.

I'm finding that when I run the mass action scheduler - using a tablular source report with the SObject ID being the casesafeid of the object - it is running through my process builder multiple times per record.

There aren't any duplicates in the report, or filters on the processbuilder - it simply creates a custom object and is done.

Has this happened in the past? Would I get a different result if I had the mass action scheduler update a field, and had the process run off that field changing?

Thanks!

Mike Venman

I receive an error message (attached) when on "Choose Action" in creating a new Mass Action record , I also do not show any available processes in the "Action" drop down menu.

I do have invocable processes setup and active for the object I'm attempting to create a Mass Action for.
The named credential has not changed for our org. I am the user reperesented by the named credential and I do have access to the list view I'm trying to schedule a mass action for.

I have not had any issues like this over the past 4 months I've been using this app. I'm not really sure where to start troubleshooting, could I get some help please?

This looks awesome! I haven't tried it out yet. One idea that I built into my tool was te ability to choose the order in which actions run.

I used an interface instead of cron jobs as people don't know how to use crons (I have to google it every time myself). I added a sort order field. Then in the batch finish it ran the next schedule. This was important to stop lock row errors and when running automation in a specific order

I'm experimenting with something that is likely to not work at some point (full disclosure!) but I admit I'm running into a different problem than I expected.

I've got a report with one opportunity in it.
I've got a quick action on the opportunity. If I click on that quick action from the opportunity page for that one opportunity, the field updates as I'd expect.
I've got Mass Action Scheduler set to take that report with one record and run that action on it.

If I do a manual run of the mass action configuration, the job completes, and there are no errors, but the field doesn't update. I'm not getting any emailed error messages, and I've checked the developer logs and don't see any errors either.

I'm mystified about what is happening. Honestly I'd expected an error (the quick action updates a field based on a formula that is so ridiculous I've actually named it "insanity.") but I didn't expect it to succeed from the opportunity record page but not the mass action configuration.

I am sure that I'm doing something wrong, but I'm afraid I'm out of ideas. If you've got suggestions of other things I can check, I'd be grateful!

FWIW, in this same Salesforce org I do have several mass action configurations running like a charm with no problems, so I think it is fair to eliminate the basic mass action setup as a culprit. (I think?)

Hi,

I get this error message when trying to create a new mass action:

"No CONTROLLER named js://dca_mass_action.strike_tooltip found".

Could someone help?

Regards

Pacheco

I hope that all my questions and issues are useful testing rather than just super annoying.

I've been using Mass Action Scheduler very successfully at several orgs, and this week showed another user how to use a config I had set up. He doesn't see the run button, even though he has the same user profile that I do. I assume there's a Visualforce component somewhere that he needs access to, but I can't figure out what and where?

Thanks so much,
Anna

It would be extremely helpful to be able to use a summary report as the source including formula columns. This would allow much more advanced input allowing things to be processed easily in flows that would traditionally require very advanced flows with numerous loops or that could be outright impossible due to flow restrictions due to governor limits, etc.

Tried to install Mass Action Scheduler in sandbox and got this error:

Hi! I am setting up a system for a local nonprofit and getting an error for one of my actions. I want to re-check a checkbox on the 1st day of every month, and set up a simple Action in the Account object. I get the error below and the action isn't properly working. My report is set up to select ALL Accounts that are "Active Food Bank Clients" (nondependent on if the checkbox is already checked or not). Do you have any tips for how I can fix this? Thanks so much - I'm excited about this app!

Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{"actionName":"Account.Mass_Update_Commodities_Check","errors":[{"statusCode":"INVALID_TYPE_ON_FIELD_IN_RECORD","message":"Collect Commodities Signature: value not of required type: false","f

Hi Douglas, love your work.

I'm trying to use this tool to fire a process in process builder every day on all records that match the criteria, rather than just when a record updates.

I though I'd set it all up correctly, but when I run the configuration, it spits back loads of these errors:

Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{"actionName":"Update_Action_from_Scheduler","errors":[{"statusCode":"UNKNOWN_EXCEPTION","message":"An error occurred when executing a flow interview.","fields":[]}],"isSuccess":false,"outputValues":null},

This error goes on for ages, probably about 200 records I suppose.

I'm not a dev, I have no idea what I'm looking at - are you able to assist at all?

Thanks.

Hi Douglas, first off, I gotta give thanks for your work and applications. They have been huge time and money savers for us, especially those of us who work in the non-profit world.

I do have one question. I recently added the Mass Scheduler, and seem to be having issues on larger jobs. We use the NPSP, and want to create two records from a GAU Allocation at a set time every night. Jitterbit then takes those files, does a transformation, and prepares an upload file (outside of SF) for NetSuite. Those records are created when the Mass Scheduler triggers a Process Flow. The Process Flow runs off a simple GAU Allocation report with a specific status, and creates the two records from GAU values, and a couple formulas.

Everything seems to be configured correctly, in that I can get the output file I want most of the time. But I have been getting errors from the Scheduler when trying to run on 500+ GAU Allocations with batch size as low as 10. Errors appear to be locking errors, not tied to any specific validation, or coding error. DO you have any guidance. The screen shot is below. This job had 500 records at a 25 record batch size. It created 975 of the intended 1000 (500x2) records.

Thanks again,
Todd

=== Test Failures [1]
NAME METHOD MESSAGE STACKTRACE
MA_ReportSourceBatchableTest test_batchable_fail System.AssertException: Assertion Failed: Expected: 1, Actual: 0 Class.MA_ReportSourceBatchableTest.test_batchable_fail: line 91, column 1

Is the test anticipating that we make an existing MA_Test_Account_Report report, with at least Account_Id present? If so - what are the properties of this test report? Thank you!

MA_ReportSourceBatchableTest.TXT