Custom Batch Chain

In some business models, the standard batch chains as shipped with JustOn may not meet your requirements.

A batch chain is a series of several linked complex operations, which are executed sequentially on multiple records (as selected from list views) at the same time.

Using the custom setting Custom Batch Chain, you can override existing batch chains like, for example, INVOICERUN. The setting allows for including or excluding batch Apex classes and modifying their execution order.

Be aware that overriding batch chains does not affect individual operations triggered from record detail views.

Each Custom Batch Chain setting specifies the following mandatory information:

Field	Type	Description
Name	Text	Specifies the name of the batch chain to be modified. Use one Custom Batch Chain setting record for each batch chain.
Batches	Text (255)	Comma-separated list of batch Apex classes that are to be processed within the customized batch chain.

Info

Customized batch chains can still be scheduled.

Standard Batch Chains

Batch Chain	Apex Classes
INVOICERUN	TransactionBuilderBatchHelper TransactionalInvoiceRunBatchHelper BatchInvoiceRun OpportunityInvoiceRunBatchHelper GenericInvoiceRunBatchHelper MarkAsBilledBatchHelper BatchAssignBalances CreateInstallmentsBatchHelper BuildTransactionTablesBatchHelper AutoFinalizeBatchHelper
FINALIZEINVOICE	BatchExternalTaxRetriever BuildTransactionTablesBatchHelper SettleInvoicesBatchHelper BatchFinalizeInvoice BatchAssignBalances BatchExternalTaxRetriever CreateInstallmentsBatchHelper BatchPdfGenerate TransferToPaymillBatchHelper TransactionCsvBatchRenderHelper
INVOICEEMAILQUEUE	BatchPdfGenerate BatchInvoiceEmailQueue
EMAILJOB	BatchInvoiceEmail BatchDunningEmail
DUNNINGRUN	DunningRunBatchHelper

Configuring Custom Batch Chain

To override a batch chain, you define a new Custom Batch Chain setting:

1. In Setup, open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Custom Batch Chain.

3. Click New.

4. Specify the details as necessary.

   • Name: The name of the batch chain to be modified
   • Batches: The batch Apex classes to be processed

5. Click Save.

   This overrides the original batch chain and executes the customized batch chain when called from list views or when scheduled.

Info

Create an individual Custom Batch Chain setting record for each batch chain to be modified.

Custom Batch Chain example – INVOICERUN

You have configured the generic invoice run. When the invoice run is finished, you want all invoices to be finalized and sent out via email automatically without user interaction. Use the following setting:

Field	Value
Name	INVOICERUN
Batches	GenericInvoiceRunBatchHelper, BatchAssignBalances, SettleInvoicesBatchHelper, AutoFinalizeBatchHelper, BatchPdfGenerate, BatchInvoiceEmailQueue, BatchInvoiceEmail

Custom Batch Chain example – DUNNINGRUN

Applying this setting automates the creation and distribution of dunning reminders.

Field	Value
Name	DUNNINGRUN
Batches	DunningRunBatchHelper, BatchFinalizeDunning, BatchPdfGenerate, BatchDunningEmailQueue, BatchDunningEmail