You are here:
Set Up Data Capture in the Field Service Mobile App
Build Data Capture forms from Discovery Framework assessment questions in Flow Builder. Set up the framework, create assessment questions, build forms, and prime records for offline use.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| Available in orgs where Field Service and Discovery Framework are enabled. |
| User Permissions Needed | |
|---|---|
| To enable Discovery Framework, Import or Export, and Data Capture Flow: | Customize Application |
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
| To create assessment questions: | See Discovery Framework Editions and Permissions |
-
Complete the preliminary tasks to set up Data Capture with the 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.
-
Authorize your users to create forms with the Data Capture Flow process type, which
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.
-
Create assessment questions that integrate with
the forms your mobile workers use in the Field Service mobile app.
Assessment questions are the backbone of a structured questionnaire that captures specific, consistent information during visits and inspections. You can reuse questions with version control across multiple forms. Organize questions into sets and categories, and filter them by set, so that inspectors move through a checklist in a logical order. See Flow Question Types.
For regulatory inspections, also create regulatory codes and define the compliance statuses your inspections use. When you build the form, associate each question with the regulatory code it checks against, so the inspector sees the standard while answering. See Set Up Regulatory Compliance and Automated Violations.
-
Prime records for offline use with Briefcase Builder.
Add the assessment questions and any high-volume reference data, such as regulatory codes, so that inspectors can complete forms in areas with poor or no connectivity. See Briefcase Builder.
- Build forms with question sets.
-
Submit the form in the Field Service mobile app.
When mobile workers submit forms in the Field Service mobile app, Salesforce creates the assessment and assessment question response records. Salesforce creates one assessment question response record for each question to store the submitted response. If the assessment and assessment question response records aren't created, review errors in the submitted form with the assessment staged data record. See Assessment Staged Data Records.
