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Configuring Application PDF Caching

Configuring PDF Caching

To enable caching on an Application Review Type:

  1. Navigate to the Application Review Type tab and select the Application Review Type to which you wish to enable caching.
  2. Select Basic Configuration Editor.
  3. Update the Enable Cache button to true.
  4. Select Save.

TargetX Config PDF Cache.png

To disable caching on an Application Review Type and remove all caches from related Application Review records:

  1. Navigate to the Application Review Type tab and select the Application Review Type to which you wish to disable caching.
  2. Select Basic Configuration Editor.
  3. Update the Enable Cache button to false.
  4. Select Save.

To schedule an apex job to cache PDFs:

  1. Navigate to the TargetX PDF Cache page.
    1. Navigate to Setup and search for Visualforce Pages.
    2. Click the arrow/preview icon for the CacheAdmin page:

TargetX Cache Admin vf page.png

  1. Select the schedule by clicking the relevant button.
  2. Click Allow to allow access to the TargetX Application Review Tool PDF Merge Service.

Adding Access to TargetX PDF Cache

To add access to TargetX PDF Cache as a Tab:

  1. Navigate to Setup and search for Tabs.
  2. In the Visualforce Tabs section, select New.
  3. In the Visualforce page picklist, choose CacheAdmin [TargetX_Reader_CacheAdmin].
  4. Enter a Label and Name, and select a Tab Style.
  5. Select Next.
  6. Indicate the Profiles that will have access to the tab.
  7. Select Next.
  8. Indicate any Custom Apps that will display the tab.
  9. Select Save.

TargetX PDF Cache vf tab.png

Monitoring if API Limit is Exceeded

If the set API limit is exceeded,  the CacheAdmin job (Setup and search for Apex Jobs) will display Status = Failed, and the Status Detail will display the following message:

"First error:  error getting access token exceeded API request threshold https://na#.salesforce.com #%" (where the #'s are actual numbers)

Setting the 'API Request Threshold' for Application Reviews

  1. Navigate to Setup and search for Custom Settings.
  2. Select Manage next to TargetX PDF Merging Service.
  3. Enter a value for API Request Threshold:

This will default to 50% but can be changed. If this threshold is reached, the Cache Batch will stop, and users will be notified in the Apex Jobs “status” field.

  1. Save your changes.

​​​​​​​TargetX API Request Threshold.png

 

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