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Build a Data Capture Flow

Data Capture in the Field Service mobile app 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.

Required Editions

Available in:  Lightning Experience in Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create and delete Data Capture flows and prime subflows for offline work: Manage Flows

To build a form with Data Capture, use the Data Capture flow in Flow Builder.

Note
Note

Data Capture relies on Briefcase Builder to prime records for offline use. Records that aren't primed by default, such as custom objects, must be added to the Briefcase Builder. See Briefcase Builder.

Note
Note

To let mobile workers pause a Data Capture form and resume it later, from Setup, go to Process Automation Settings and turn on Let users pause flows. This setting applies to all screen flows in your org, not just Data Capture flows.

  1. In Setup, find and select Flows.
  2. Click New Flow.
  3. Find and select Data Capture Flow.
  4. In Flow Builder, add a screen to your flow.
    1. Click the Plus icon icon and select Screen.
    2. In Screen Properties, enter a label and API name. The label is visible to mobile workers.
      New Screen in Data Capture Flow
    3. From Screen Components, click a component to add it to the form and define its properties. For example, add the Date component to let mobile workers input a date. See Data Capture Flow Screen Components.
    4. Continue adding components and defining their properties.

      We recommend dividing long screens into multiple screens to improve usability and performance.

    5. To organize complex data entry, add a Section component and arrange your components into columns.
    6. To create precise layouts, select a component and set its style, width, and vertical alignment in the component properties.

      Component-level width and vertical alignment give mobile workers a consistent experience across the form.

    7. Once you’ve completed the screen, click Done.
  5. Click the + icon and add interaction, logic, and data elements to the flow as required. See Build a Flow.
  6. Save the flow.
    1. Click Save.
    2. Define a label and API name for the flow and save your changes.
  7. Activate the flow.