Field Service Offline Briefcase Beta

Archiving this group as the pilot is now over. If you're interested in the new related record priming pilot, you can join the new group here:

https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GzgPSAS?tab=discussion

Good Morning All and Happy Tuesday :)

I have a question relating to how to define the criteria for the objects added to the Offline Briefcase.

Is it possible to use a cross object filter when defining the records to download to the briefcase? 

An example would be where I have a custom object with a lookup to the Work Order object.  On the Work Order, we have a Start Date field so I'd like to only have the custom object records related to the Work Order where the Work Order Start Date = TODAY.

Is the only option here to create a formula field on the Custom Object displaying the parent Work Order start date?

I'm confused about the wording used for 'Number of Assigned Records' and 'Number of Received Records' in this troubleshooting article: https://help.salesforce.com/articleView?id=sf.briefcase_builder_monitor.htm&type=5

Number of Assigned Records - equal to the number of records that match the overall filtering criteria

Number of Received Records - equal to the number of records that match the filtering criteria that the selected user has access to

I have run the 'run as user' but not sure how to interpret the results?

@Brian Ferguson I was told that during our EMEA Office Hours, during which @Lee Ephrati presented the Offline Briefcase (beta) topic you asked for the Flow that shows the record count.

As my flow was build on a custom object, I'll show a screenshot (see attached) and explain the steps.

Steps in the flow:

1. Get Records: Query object that you have in the Offline Briefcase, sorted descending by Last Modified Date
2. Loop: through through records
3. Decision: to check if this is the first loop (using a number as a counter which has default value 1). I did this to get the first record in a record variable
4. Assignment: Determine the count in the record collection (Equals Count)
5. Screen: Display the record count, and the last modified date of the record variable from the loop (which is the first record in the collection 

Hope this helps.

Welcome to the Trailblazer Community for the Offline Briefcase Open Beta! We look forward to collaborating and collecting feedback in this space as you evaluate the feature. We hope Offline Briefcase will be a valuable tool for expanding offline record access in the Field Service mobile app!

Please see this link to view our documentation for Offline Briefcase:

https://help.salesforce.com/articleView?id=briefcase_builder_overview.htm&type=5

Also, please see this link to view our general documentation for Field Service offline priming:

https://help.salesforce.com/articleView?id=mfs_offline_parent.htm&type=5