Upgrading to Version 11 of SuperRoundRobin

Adds UI improvements and MatchRules on Parent Records

Last published at: 2024-08-08 08:51:15 UTC

Version 11 introduces the ability to reference parent record fields in MatchRules. Previously to create rules based on cross-object fields you had to create formula fields on the record being assigned; now there is an intuitive rule builder that exposes parent records.

First, install version 11 as explained below. Then follow the post-upgrade instructions.

Install Version 11

Assuming you are an existing user of SuperRoundRobin...

→ If you are upgrading from a version prior to Version 10, follow the post-upgrade instructions in the upgrade guides for each of the earlier versions first before completing the steps below. 

  • Ask us to do a 'Push Upgrade'. Grant us Login Access and we will make sure everything is installed correctly; or...
  • Install yourself:
    1. Install this pre-install patch first: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t00000312dH
    2. Once the pre-install patch is installed and before installing Version 11, you must deactivate a validation rule on the MatchRule object: Go to Setup > Object Manager > MatchRule > Validation Rules and deactivate the rule named 'Field Must Be Of Right Object Type'
    3. Then get the latest Version 11 app by going to the SuperRoundRobin AppExchange Page and hit Get It Now
    4. Install for Admins Only

After upgrading to version 11, continue with the post-upgrade instructions below:

Post-upgrade Instructions

  • Purge Cache
    Go to the Setup and Status tab, scroll down and click the red Purge Cache button. This ensures that Version 10 queries are squished.
  • Layout Changes
    When packages are upgraded, certain layouts cannot be altered by the upgrade so you have to add new fields and related lists manually.

MatchGroup Page Layout Changes

  1. Go to Setup > Object Manager > MatchGroup > Page Layouts
  2. Select the MatchGroup Layout
  3. Scroll down to the MatchRule Related List and click the spanner icon
  4. In the Columns section:
  5. Select Field from the right hand list and click the Remove < button
  6. Select MatchField from the left hand list and click the Add > button
  7. Select MatchField in the right hand list and move it up above NOT
  8. Select Object from the left hand list and click the Add > button
  9. Select Object in the right hand list and move it up above TheNewField
  10. In the Buttons section:
  11. Expand the Buttons section by clicking the + at the end of the row
  12. Deselect the New and Change Owner checkboxes
  13. Click OK to close that dialog and then Save the page layout