Edit, Activate, Deactivate, Delete, or Clone a Briefcase

Edit

You can change the name and description of a saved briefcase, update selected data and assignees, and turn activation off or on. In the Briefcase Builder setup, to view the inline menu for a briefcase, click the down arrow. The Briefcase inline menu includes deactivate, edit, clone, and delete options.

To launch the guided edit flow, select Edit. To change the briefcase configuration, select a tab. To continue editing when you’re done working on a tab, select another tab. Or to exit the edit flow, click Done.

To edit the associated configuration for the briefcase, select a tab.

Activate, Deactivate, or Delete

To quickly change the activation status for a briefcase or to delete a briefcase, click the down arrow to view the inline menu for the briefcase, and then select Activate, Deactivate, or Delete.

Clone

To create a briefcase by copying an existing briefcase configuration, click the arrow in the briefcase’s Actions column and select Clone. On the Clone Briefcase page, enter a unique briefcase name.

Note By default, Briefcase Builder automatically adds a number to the end of the existing briefcase name. Modify the default name so that it’s unique and descriptive of the cloned briefcase.

You can optionally change these settings in the cloned briefcase.

• Data fields for the Object: Filter By, Filter Logic, Record Scope, Record Limit Per Object
• Assignments
• Activation

To save and activate the cloned briefcase, click Activate. To save the briefcase’s settings without activating it for use, click Save.