Loading
Briefcase Builder
Select Records with a Custom Formula Field

You are here:

  1. Salesforce Help
  2. Docs
  3. Briefcase Builder

Select Records with a Custom Formula Field

Create a briefcase that filters an object rule using a custom formula field.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions

Create a briefcase so that your mobile workers can view records from accounts located in their U.S. state.

  1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
  2. To view account object details, click Account.
  3. Click Fields & Relationships, then click New.
  4. For Data Type, select Formula. Click Next.
  5. For Field Label, enter a label to help you identify the field, such as Is In Current User State.
  6. For Formula Return Type, select Checkbox. Click Next.
  7. Click the Advanced Formula tab, then click Insert Field.
  8. In the Insert Field window, select Account >, select Billing State/Province, and then click Insert.
  9. Click Insert Operator, then select = Equal.
  10. Click Insert Field, select $User, and then select State/Province. Click Insert.
  11. Confirm that you see the formula BillingState = $User.State.
    The formula for the custom formula field evaluates when the account's billing state matches the current user's state.
  12. Click Next.
  13. Select the profiles that can view this field, then click Next.
  14. If needed, select the page layouts to add this field to, then save your work.
  15. From Setup, in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder.
  16. Click New Briefcase.
  17. Enter a name, developer name, and a description for the briefcase. Click Next.
  18. From the Object Rules pane, click the plus sign (+), then select Account.
  19. For Filter By, select your new custom formula field. For Criteria, select Equals. For Value, select True. Click Next.
    The Account object is selected as a briefcase rule. The rule has a filter that evaluates whether the custom formula field is true.
  20. Select the users or groups assigned to this briefcase, then click Next.
  21. Select applications to associate with the briefcase.
  22. To save your briefcase settings and use it, click Activate.

See Also

 
Wordt geladen
Salesforce Help | Article