Assessment Staged Data Records

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions

Available in orgs where Field Service and Discovery Framework are enabled.

When mobile workers submit a Data Capture form in the Field Service mobile app, the form responses are first saved in an assessment staged data record. This record holds the responses until they're validated. If the responses are valid, Salesforce automatically creates the final assessment and assessment question response records. If any response contains errors, the final records aren't created, and you review, validate, and edit the incorrect responses in the assessment staged data record. The assessment staged data record checks for simple errors, such as text in number fields and missing responses. It also makes sure that date and time fields follow the ISO format.

The entire set of responses is stored in a structured JSON format, so you can find errors without searching through all the data.

The assessment staged data record includes these fields:

• Dynamic Data Capture — Shows the form that's associated with the assessment staged data.
• Response — Stores the responses to the assessment questions, in JSON format.
• Response Processing Status — Indicates the status of response processing and the creation of the assessment and its related records.
• Response Processing Error — Shows the errors encountered when the question responses were processed.

For example, if the Response Processing Error field indicates that a date was entered in a non-ISO format, update the date to the ISO format and save the assessment staged data record. After the updated data is validated, Salesforce creates the final assessment and its related records.