Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers. Required Editions Available in: Lightning Experience Available in: Enterprise, Performance, Unlimited, and Developer Editions Related Object RulesTo give your briefcase users access to related records across different objects, set up related object rules. Select Records with Related Object RulesCreate a briefcase that selects records using three levels of related object rules. Custom Formula FieldsTo select records based on information in multiple objects, create a custom formula field. Select Records with a Custom Formula FieldCreate a briefcase that filters an object rule using a custom formula field.
Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers. Required Editions Available in: Lightning Experience Available in: Enterprise, Performance, Unlimited, and Developer Editions Related Object RulesTo give your briefcase users access to related records across different objects, set up related object rules. Select Records with Related Object RulesCreate a briefcase that selects records using three levels of related object rules. Custom Formula FieldsTo select records based on information in multiple objects, create a custom formula field. Select Records with a Custom Formula FieldCreate a briefcase that filters an object rule using a custom formula field.
