Upgrade, Post-Upgrade, and Sandbox Testing Instructions

Level of Expertise Needed

Salesforce System Admin skills

Estimated Time Required for Upgrade

Approximately 30 minutes total, broken down as follows:

  • 5 Minutes: Prepare a New or Refreshed Sandbox for Testing
  • 10 Minutes: Install the update in a Sandbox
  • 5 Minutes: Update field on Application Review Steps: "Handling RecordTypes Without Fieldsets," setting it to "Use Default Fieldsets"
  • Depends on complexity: Replace Process Builder with "Application Update Criteria"
Note:
These steps are outlined in more detail below.

Prepare a New or Refreshed Sandbox for Testing

After you create or refresh a sandbox, you will need to tweak the Remote Site.

Create or Update Remote Site

  • If you are in the Lighting Experience, exit it and enter Classic Mode. This only works in Classic.
  • Enter the ERX Reader Rx application
  • Click the “Application Review Steps” tab
  • Copy the first portion of the URL in your browser’s address bar, like this:
  • Go to Setup > Remote Site Settings and look for a remote site named MetaDataAPIRemoteSite (if there isn't one, create it by clicking the New button). Paste the first portion of the URL you copied into the field Remote Site URL, like this:
  • When you are finished creating or updating the remote site, you can switch back to Lightning Experience.

Upgrade Instructions

Version 5.2.13, released January 18, 2021

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t2L00000027SE

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2L00000027SE

You start the installation process by either clicking the URL or pasting it into your browser’s address bar. If you are logged out of all Salesforce orgs, you will be asked to log in to the org into which you wish to install the application. If you are already logged in to the org, the installation screen will appear immediately.

Note:
If you work in more than one Salesforce org, be sure you are logged out of all orgs before using the installation URL. This ensures you are installing into the correct org.

If you are already logged in to the target org, the Install/Upgrade screen will appear immediately; if not, it will appear after you log in.

Choose “Install for All Users” before clicking the “Install” or “Upgrade” button, like this:

Configure the Remote Site Setting

If you are installing Reader Rx for the first time, you need to configure a Remote Site Setting so that Reader Rx can use the Salesforce Metadata API to display fieldsets in the Application Review Steps tab:

  • Enter the ERX Reader Rx application
  • Click the “Application Review Steps” tab
  • Copy the first portion of the URL in your browser’s address bar, like this:
  • Go to Setup > Remote Site Settings and create a new remote site, naming it “MetaDataAPIRemoteSite”, and pasting the first portion of the URL you copied into the field “Remote Site URL”, like this:

Steps needed for continued function of Reader Rx

Execute these two Steps (Step A and Step B) after upgrading, in order to enable Reader Rx to continue to function properly.

Step A: Update Application Review Steps new field

Application Review Steps have a new field that you need to populate. It is called “Handling Record Types Without Fieldsets”. You should edit every Application Review Step and set the value of this field to “Use Default Fieldsets” like this:

The function of this field is explained here.

Step B: Replace Process Builder with Application Update Criteria

We do not support using Process Builder on Application Feedback records to update the Application when Feedback is submitted by reviewers. We have found this creates too many updates to the application and consequent errors. Instead, you should use Update Criteria to update the Application when feedback is submitted; this method updates the Application only once, making all needed updates at the same time. Please replace all Process Builder processes that you have on Application Feedback with Application Update Criteria. You will find the Application Update Criteria are built very much like Process Builder processes and should be straightforward to use if you have used Process Builder.

What to test for

After you install into your sandbox, you should test reviewing an application from start to finish. If you have more than one Approval Process, be sure to test them all.