Data Selection

Briefcase Rules: Objects

Use object rules to configure which objects are included in your briefcase and how the objects’ records are related to each other.

To add a top-level object rule, click the + button next to Object Rules. To add a related object rule, select its top-level object rule in the left pane, click Add Related Object, then select a related object from the picklist of Related Lists or Field Lookups. Only allowed related objects are visible in the related objects picklist.

Each item in the related objects picklist has two lines in its label. For related lists, the first line is the relationship name and the second line is the object name. For field lookups, the first line is the lookup field on the current object and the second line is the object name.

Note Depending on the relationship between objects, the same object can appear multiple times in the related object’s list.

Filters

In each object rule, use filters to specify which records from the object to include in the briefcase.

If you add multiple filters, use the Filter Logic field to specify how you want the filters to be evaluated together. Filters are numbered sequentially: 1, 2, 3, and so on. Filter logic operators include AND and OR. To specify how you want the filters to be evaluated, enter a statement in the Filter Logic field using the filter numbers and operators.

For example:

• To find records that match two filters, enter 1 AND 2.
• To find records that match at least one of two filters, enter 1 OR 2.
• To find records that match both filter 1 and filter 2, or filter 3, enter (1 AND 2) OR 3.

Results Settings

In each object rule, use the results settings to determine how many records are returned by each object rule and how the records are ordered.

• Filter by Owner: Select whether all of the object’s records are included, or only records owned by the user creating the briefcase.
• Maximum Records Returned: Enter a number to limit the number of records returned by an object rule. The values that you set can help you stay within the briefcase’s record limits.
• Order By: Select which field to order records by.
• Sort By: Select whether to order records by descending or ascending.

Note Order By and Sort By are available only for top-level object rules.

Relative Date Filters

Relative date filters are useful when setting up a briefcase that makes a specific date range of service appointments available to your field service agents. These filters are also useful when assigning your users’ events or tasks for the next day.

Relative Time: This, Next, Last (1). Relative Time Value and Unit (2).

You can address these scenarios by selecting a relative date filter that offers a series of date and time choices based on the current date. For example, if you want all service appointments created next month based on the Scheduled Start field and the current month is November, you get all service appointments for December. And if it’s Thursday, users assigned event objects for the next day get all events scheduled for Friday.

You can filter records based on the relative time and date unit. A partial listing of date units includes day, week, month, year, fiscal quarter, and fiscal year. You can use the date units with these relative time elements: This, Next, and Last.

If you want the precise dates for a particular record object but not a period or range, use the absolute date and time filter. Absolute dates use a GMT time value.

Briefcase Rules: Custom Metadata

If you have custom metadata types available, you can optionally add custom metadata rules to your briefcase. For example, add a custom metadata rule to your briefcase to support a Field Service Mobile Flow in the Salesforce Field Service mobile app.

To add a custom metadata rule, click the + button next to Briefcase Rules, click Custom Metadata, then select the custom metadata type that you want to add. To remove a custom metadata rule from a briefcase, select the rule in the left pane, then click Remove.

You can only add or remove custom metadata rules in a briefcase. You don’t configure any filters on a custom metadata rule. All records associated with a custom metadata rule are returned, up to a limit of 500 records.

Important For more information on briefcase rule limits and supported objects, fields, and filters, see Limits and Considerations.