• If mobile user needs to see only a few key fields from a related record, the most optimum approach is to create formula fields in the main object to surface those fields, instead of defining advanced download criteria data set. Define the data set only if a lookup search is required. For example, to show Work Order’s Contact phone number and email id, create formula fields in Work Order for these fields.

• Use filter conditions based on the main object’s attributes in addition to the condition based on one/two level reference, to keep the number of records downloaded to a minimum. For instance, while downloading installed products in work order location, only the records having Status as Installed can be downloaded.