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Custom Task List Views #62

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jschneider-nexgen opened this Issue Dec 17, 2018 · 12 comments

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@jschneider-nexgen
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jschneider-nexgen commented Dec 17, 2018

Can this be updated to support custom Task List Views?

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jschneider-nexgen commented Dec 17, 2018

This is only an issue for new task list views in LEX. In Classic (via /007) if you build a new list view it displays as available. Do you know if these include Archived tasks?

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douglascayers commented Dec 18, 2018

Hi @jschneider-nexgen,

Thanks for your interest in Mass Action Scheduler. The app does support custom Task list views, even ones created in Lightning Experience, could you please share more details on the behavior you're looking for?

On the Choose Source step:

  • Select Source Type = List View
  • Object = Task
  • List View = (any list view available to your user)

Regarding archived tasks, I do not think those are included. I use the Database.query(..) method to execute the List View's query and so probably doesn't include archived tasks. Though, I haven't tested this myself.

@douglascayers douglascayers self-assigned this Dec 18, 2018

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jschneider-nexgen commented Dec 18, 2018

Thanks for responding! I'm not seeing any of the custom list views I create in LEX for Tasks, but the ones created in Classic are appearing. I make use of several list view jobs in other places. It's not that big an issue, but I am having to run the same Mass Action across several reports in order to stay within the query limits. I'd be glad to post screenshots or record some video of it if it would help.

I otherwise love the app. This has been life changing for data migrations and data manipulation. The org I noticed this being an issue there are 10 Mass Actions configured.

I have an additional question regarding nesting Mass Actions within a Process Builder. If I have a Process Builder where the Immediate Actions are MassAction1, followed by MassAction2, and finally MassAction3. And I use MassActionMaster to push a collection of records through that Process. What records Ids are passed through 1,2,&3? And when does 2 start, upon completion of all of 1?

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douglascayers commented Dec 18, 2018

Any chance the Named Credential user is different from yourself and so the Named Credential user isn’t seeing your private list views?

And thanks for the kind feedback. It makes me happy to know people are finding this app useful! 😊

Regarding the mass action master and process builder, Process Builder fires each immediate action in turn. Since the mass actions are asynchronous, I imagine they all start running simultaneously. The records each mass action operates on depends on the source chosen in their configuration.

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jschneider-nexgen commented Dec 18, 2018

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douglascayers commented Dec 26, 2018

Hi @jschneider-nexgen, could you please share a short video or screen shots of how you are creating the custom Task list views?

I've talked with a few friends and none of us have been able to reproduce the issue I think you're describing. It may be that I'm not doing the exact steps that you are.

Thanks

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jschneider-nexgen commented Dec 30, 2018

https://www.dropbox.com/s/rbb7yy8c0deo7d8/Demo%20of%20issue.mp4?dl=0

This link has been deactivated as it displays client config.

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douglascayers commented Dec 30, 2018

@jschneider-nexgen, wow, thanks so much for that very detailed and helpful video!

That is very strange that your List Views had different SObjectType values depending on if they were saved in Lightning vs. Classic. I'll try to chase down the Salesforce PM about that and see if I can learn whether that's working as designed or a bug.

I like your idea about having Mass Action Scheduler perhaps treat Task/Activity and Event/Activity as synonyms with regards to pulling up List Views. I'll look into this further.

Thanks again for the video and all the due diligence in tracking down the issue.

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douglascayers commented Dec 30, 2018

@jschneider-nexgen, ok, after some further testing and checking the ListView.SObjectType field, this is what I'm seeing:

  • In Classic, the /007 page lets you create list views for activities (that is, tasks and events). The SObjectType for those list views is set to Activity because the list view queries both tasks and events.
  • In Lightning, the Tasks tab lets you create list views but it specifically queries only the Task object. Therefore the SObjectType for those list views is set to Task because the list view queries only tasks, it won't include events. In Lightning, to view events you go to the Calendar tab.

As a workaround, on your Mass Action Configurations try selecting the Event object and you may see your list views created in Classic. If you choose Task object then you'll likely only see list views created in Lightning.

Caveat, the Classic list views when I selected them via Event object gave an error when I used the REST API to describe the list views to learn the columns for the field mapping step. So, if you hit that then you'll need to as a workaround re-create your Classic list views in Lightning for Tasks until I can develop a fix.

Thanks

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jschneider-nexgen commented Dec 31, 2018

So here's the conundrum.

I need to push 300k tasks through a Flow. I'm setting the WhatId via External ID stored in a Text Field on the Task. I can get this to work using a report but I have to limit the report to only return 10k records, resulting in the need to build 30 reports and 30 Mass Actions.

Any suggestions? Write the full thing in Apex?

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douglascayers commented Dec 31, 2018

@jschneider-nexgen, I was coming back here to suggest you do this via Reports because via List Views will require you re-create everything -- and that'd only support Tasks, not Events.

Now that I know you have 300,000 records, yeah, reports would be a pain to create 30 reports.

I'm about to release version 2.0 by January 1st, 2019, and that introduces a new Source Type: SOQL. You'll be able to write your own query to pull back the tasks/events/activities, and this option supports up to 50 million records just like list views.

So, stand by.. a workaround is coming this week =)

@douglascayers douglascayers added this to the Release 2.0 milestone Dec 31, 2018

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douglascayers commented Jan 2, 2019

Hi @jschneider-nexgen, I've just release version 2.0 with the new SOQL feature. Hope this helps you get around the activity/task/event list view issue!

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