Set Up Discovery Framework-Based Data Capture with Field Service Mobile App
Build data capture forms by using assessment questions from Discovery Framework and Flow Builder. Associate these forms with work orders, work order line items, or service appointments to help your mobile workers collect data during field visits by using the Field Service mobile app.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions where Field Service, Discovery Framework, Discovery Framework Import or Export, and Discovery Framework Data Capture Flow are enabled |
| User Permissions Needed | |
|---|---|
| To enable Discovery Framework, Import or Export, Discovery Framework Data Capture Flow, and to update record page layouts: | Customize Application |
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
| To create assessment questions: | View permissions information |
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Complete the preliminary tasks to set up Discovery Framework-Based Data Capture with Field
Service mobile app.
- Enable Field Service to access all its features.
- Authorize your mobile workers to access the Field Service Mobile app by assigning the right user license and permissions.
- Enable Discovery Framework.
- Enable the Discovery Framework Import or Export settings.
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Authorize your users to create forms by using the Discovery Framework Data Capture Flow
process type that presents assessment questions from Discovery Framework.
- From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
- Turn on Discovery Framework Data Capture Flow.
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Create assessment questions that can easily integrate
with forms used by mobile workers in the Field Service
mobile
app.
Assessment questions are the backbone of a structured questionnaire that captures specific and consistent information during service appointments. You can create parent-child questions and reuse questions with version control across multiple forms.
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Add the Form junction object to record page layouts.
To make the Discovery Framework-based data capture forms accessible to your mobile workers, add the Form junction object to the page layout of your parent record, such as a work order, work order line item, or service appointment. The Form junction object links a parent record with a form you build in Flow Builder.
- From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
- Select the object whose actions you want to manage, and in the Page Layouts section, select a page layout where you want to add the Form tab.
- Click Related Lists, and then drag forms to your page layout.
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Save your changes.
Now you’re ready to create and assign Discovery Framework-based data capture forms.
ImportantBy default, the fields in the Form junction object can be seen and changed for the Standard User, System Administrator, Contract Manager, Solution Manager, and Marketing User standard profiles. To make these fields visible and editable for other profiles, change their field level security settings. See Field Permissions.
- Build dynamic forms by using the Discovery framework Data Capture Flow process type.
- Associate Forms with service appointments.
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Launch and submit the form on the Field Service mobile app.
When mobile workers submit forms on the Field Service mobile app, Salesforce creates the assessment and assessment question response records. The assessment question response record stores the submitted responses. If the assessment and assessment question response records aren’t created, you can review errors in the submitted form by using the assessment staged data record. See Assessment Staged Data Records.
- Build Forms by Using Discovery Framework Data Capture Flow
Create personalized forms by using the Discovery Framework Data Capture Flow process type in Flow Builder. Use assessment questions from the Discovery Framework to customize your forms. Set properties, apply conditional logic, and hide questions as needed. Use the search and preview capabilities in the flow builder to quickly find and review questions, making sure that the forms meet your business needs. - Associate Discovery Framework-Based Data Capture Forms with Service Appointments
After you build your forms through the Discovery Framework Data Capture flow in Flow Builder, associate the forms with a work order, a work order line item, or a service appointment so that mobile workers can launch these forms and collect data during site visits. - Associate Discovery Framework-Based Data Capture Forms with an Object
Use custom quick actions to attach Discovery Framework-based data capture forms to any object. This action makes it easier for your users to launch and complete forms directly from Salesforce record pages.
