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Select Records with Related Object Rules
Create a briefcase that selects records using three levels of related object rules.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
To access the Service Resource object, enable Salesforce Field Service licenses and permissions.
Create a briefcase so that your field technicians can view work order records for their location. The record objects are Service Resource, Location, and Work Order.
- From Setup, in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder.
- Click New Briefcase.
- Enter a name, developer name, and a description for the briefcase. Click Next.
- From the Object Rules pane, click the plus sign (+), then select Service Resource.
- For Filter By, select User ID. For Criteria, select Equals. For Value, select Current User ID. Click Next.
- With the Service Resource rule still selected in the Object Rules pane, click Add Related Object. Then, under Lookup Fields, click Location ID.
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In the Location object rule, to delete the default filter, click the trash icon.
- Click Add Related Object, then under Related Lists, click Work Order.
- In the Work Order object rule, to delete the default filter, click the trash icon.
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Confirm the hierarchy of related object rules. The Service Resource rule is the
top-level rule. The Location rule is nested in the Service Resource rule. The Work Order
rule is nested in the Location rule. Click Next.
- Select the users or groups assigned to this briefcase, then click Next.
- Select applications to associate with the briefcase.
- To save your briefcase settings and use it, click Activate.
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