Prerequisites

• Have created and started a MergeUp Batch. For information on creating MergeUp Batches, see:

  • Generating Multiple Documents Based on a Report
  • Generating Multiple Documents Using Flows
  • Generating Multiple Documents Using Apex

• For information on starting MergeUp Batches, see:

  • Starting a MergeUp Batch
  • Starting Multliple MergeUp Batches
  • Scheduling a MergeUp Batch to Start Later

Overview

Once your MergeUp Batches are started, you can create a custom list view to help you monitor many MergeUp Batches at the same time.

Steps

1. Navigate to the MergeUp Manager, and click MergeUp Batches to go to the MergeUp Batches list view page.

   

2. To create a new custom list view, click the gear and select New.

   

3. Give the list view a name and decide who should be able to see it. Set your filers however you would like to decide what MergeUp Batch records you would like to monitor. For example, you can monitor MergeUp Batches that were created today.

   

4. Next click the gear icon again, and this time select Select Fields to Display. You can choose whatever fields you would like to see and order them how you would like. The best fields to monitor however are Status, Total Document Merge Count, Pending Document Merge Count, Completed Document Merge Count, and Errored Document Merge Count. These fields are kept up to date as your MergeUp Batch is running to let you know how the batch is doing, how many documents remain to process, and if any errors have occured. For more information about these and other fields on the MergeUp Batch, see MergeUp Batches.

   

5. That's it! Save your list view, and use the refresh button to see up-to-date information on your MergeUp Batches as they run.

   

Notes

• You can also monitor MergeUp Batches in Apex/SOQL/LWCs by querying its fields. See MergeUp Batches for an overview of available fields.

Next Steps

• Learn how to monitor the MergeUp Batch Apex Job: Monitor the MergeUp Batch Apex Job.