---
schema_version: "1"
id: 74807e4922a718541d8b4006c1832c439c51cd558c59a731bc3bd7520a22eebb
title: Associate Discovery Framework-Based Data Capture Forms with Service Appointments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_df_data_capture_associate_forms.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_df_data_capture_associate_forms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8440ab0267d6b6f733fb39913f7a5f41f86696193815cf306f3241edef729ed9
description: 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.
products:
  - Field Service
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions where Field Service is enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d157962e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">To create service appointments:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">Create on service appointments</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">To create, update or delete assigned resources:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">
              <p>Edit on service appointments</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read on service resources</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">To access forms built with Discovery Framework Data Capture Flow process type:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d157962e74 ">Lightning SDK for Field Service Mobile</td>

          </tr>
        </tbody>
      </table>

Before you associate the form to a service appointment, add the Form junction object to the service appointment record page layout. See [Set Up Discovery Framework Based Data Capture with Field Service mobile app](https://help.salesforce.com/s/articleView?id=service.mfs_df_data_capture_setup_discovery_framework.htm&release=264.0.0&type=5 "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.").

Mobile workers can access the forms directly from the Forms tab on Work Order Overview, or from a service appointment, work order, or work order line item record. This procedure shows how to associate a form built using the Discovery Framework Data Capture Flow to a service appointment. Mobile workers can launch the form from the related list on a service appointment record.

1. From the App Launcher, find and select **Service Appointments**.
2. Add a service appointment.
3. Select a parent record.
4. Enter the earliest possible start date and time. Then, enter the due date and time.
5. On the Related tab of the service appointment record, add a form.
6. Enter a name for the form.
7. In Action Definition, select the screen flow that you created by using the Discovery Framework Data Capture Flow process type.
    
    ![Create Service Appointments for Mobile Workers](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/mfs_df_data_capture_new_form_3.png)
8. Save your changes.
9. To test the form, launch it from the related list on a service appointment record on the mobile app.

#### See Also

- [Create Service Appointments for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_appointments.htm&type=5&language=en_US)
- [Using the Field Service Mobile App](https://help.salesforce.com/s/articleView?id=service.mfs_use_app.htm&type=5&language=en_US)