02. Updates for Drill-down Hierarchy Filtering

Introduction

This article details the step-by-step instructions for making your existing Jobs compatible with drill-down hierarchy filters. Your mobile users will not be able to sync until these steps are completed.

Before you begin:

• You must have completed the previous articles in this upgrade series.

 

Update Existing Jobs for Drill-down Filtering

1. Click Setup in the upper right.
2. Go to Build >Develop or  Type 'Apex Classes ' in the search bar above the menu.
3. Click Apex Classes.
   
4. Click Schedule Apex.
   
5. Copy and paste Process Jobs to Add Filters for the Job Name. It must match exactly.
6. Select the Apex Class ProcessJobsToAddFiltersBatchSchedule.
7. Select the frequency Weekly.
8. This Job only needs to run once, and we want it to run as soon as possible. For Recurs every week on, check today's day.
9. For the Start Date select today's date.
10. For the End Date select tomorrow's date.
11. For the Preferred Start Time, select the next hour. (Example: If it is 12:48 PM now, select 1:00 PM) This time is in reference to the logged in user's time zone. (To find out your account's time zone, go to Your name | My Settings |Personal | Language & Time Zone)
    
12. Click Save.
13. In the Setup menu, go to Monitor> Jobs or type Apex Jobs in the Search bar.
14. Click Apex Jobs.
15. After the day and time you set for the Job to run, confirm that the Job 'ProcessJobsToAddFiltersBatch" has a status of Completed.
    
16. If the status remains Queued beyond the scheduled time, or the Status is Failed, submit a ticket

Conclusion

Congratulations, your existing Jobs can now leverage drill-down hierarchy filters.

Please continue to the next step of your upgrade: 03. Updates for Survey Versioning.