Data Capture

With the Data Capture flow type in Flow Builder, create flows that are presented to mobile workers as forms. Mobile workers can access these forms in the Field Service mobile app via the Work Order Overview, or the related list on a work order line item or service appointment.

• Set Up Data Capture
  To set up Data Capture, use the automated tool in Salesforce Go, or manually associate flows with specific records.
• Build a Data Capture Flow
  Data Capture presents mobile workers with dynamic, responsive forms that work online or offline. You can apply conditions to control when a flow takes a specific decision.
• Add Data Capture Flows to the Field Service Mobile App
  After creating Data Capture flows, define how to show them in the Field Service mobile app by adding a Forms tab to the parent record, or defining the flow as a quick action.
• Assign Data Capture Permissions to Mobile Workers
  Give mobile workers access to Data Capture flows in the Field Service mobile app.
• Data Capture Limitations and Guidelines
  Learn more about Data Capture limitations and best practices.
• Set Up Voice to Form for the Field Service Mobile App
  Set up Voice to Form, so Field Service mobile users can use voice input to automatically fill out Data Capture forms.
• Discovery Framework-Based Data Capture with Field Service Mobile App
  With Assessment Questions and the Discovery Framework Data Capture Flow process type in Flow Builder, build dynamic and responsive forms to efficiently collect data from customers. Your mobile workers can use these forms on the Field Service mobile app, even in areas with poor or no internet connectivity.