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Validate Briefcase Settings
Check the Run As User option on a briefcase to review how many records it generates so you can validate filtering criteria and briefcase assignments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Check whether a user is receiving records from the objects that you set up in their briefcase.
Scenario 1: Before activating a briefcase, use Run As User to validate the filtering criteria that you selected.
Scenario 2: A field technician can’t see the records offline that contain the next week’s schedule. To troubleshoot the issue, use Run As User to check the number of records in the field technician’s briefcase.
- From Setup, in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder.
- Click the briefcase.
- Click Run As User.
- In the search box, enter the user’s name and then click it.
- Check whether the user is assigned or not assigned to the briefcase.
- Review the table that lists information about the filtering criteria and records returned by each object rule.
- Review the Total Unique Records row, which shows how many unique records are available offline to the user. Other rows in the table show how many records are returned by each object rule, but records can be associated with multiple rules.
Review the value of each column in the Run As User table to identify any briefcase settings that require troubleshooting.
- Records Available to User column: The number of records that match the filtering criteria that the selected user has access to
- Status column: Indicates whether there’s an issue with the briefcase rule
The Status column displays a green checkmark icon when everything is fine and a yellow alert symbol when there’s an issue. The Status column also shows error messages. For example, the column displays an error message when a user isn’t receiving records because they don’t have access to a field used as a filter in the briefcase rule.
