---
schema_version: "1"
id: 16b85c17dd2db382e58f02b8bb1e0ab90290cf988a26820f90d370be8f235b52
title: Advanced Ways to Select Records for a Briefcase
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/briefcase_builder_select_records_advanced.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_select_records_advanced.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 19a60f2821273a6090ea9a2c3fb4329f9892beabf1ff29e9f5c7b69120d661c5
description: Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.
products:
  - Mobile App
  - Cross Cloud
release: "264"
---
# Advanced Ways to Select Records for a Briefcase

Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

- **[Related Object Rules](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_related_record_priming.htm&release=264.0.0&type=5)**  
    To give your briefcase users access to related records across different objects, set up related object rules.
- **[Select Records with Related Object Rules](https://help.salesforce.com/s/articleView?id=xcloud.select_records_with_related_rules.htm&release=264.0.0&type=5)**  
    Create a briefcase that selects records using three levels of related object rules.
- **[Custom Formula Fields](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_custom_formula_fields.htm&release=264.0.0&type=5)**  
    To select records based on information in multiple objects, create a custom formula field.
- **[Select Records with a Custom Formula Field](https://help.salesforce.com/s/articleView?id=xcloud.select_records_custom_formula_field.htm&release=264.0.0&type=5)**  
    Create a briefcase that filters an object rule using a custom formula field.