---
schema_version: "1"
id: ea9bdc5c79ca10c6a88958ac96c0b8d6055289d9da370a0f94f8952ea4519a8a
title: Build Forms by Using Discovery Framework Data Capture Flow
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_build_forms.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_df_data_capture_build_forms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fd36191c1ee4d3e268648e72e2d9c41f0b2e05b4250d736fd10c127f65ef003
description: 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.
products:
  - Field Service
release: "264"
---
# 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.

### 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, Discovery Framework, Discovery Framework Import or Export, and Discovery Framework Data Capture Flow are enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d68245e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d68245e74 ">To create a form with the Discovery Framework Data Capture Flow process type:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d68245e74 ">Field Service Standard</td>

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Before you begin, [complete the setup required for Discovery Framework-based data capture](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.").

1. From Setup, find and select **Flows**.
2. Click **New Flow**, and then select **Start From Scratch**.
3. Click **Next**.
4. Select **Discovery Framework Data Capture Flow**, and then click **Create**.
5. Add a screen element to your flow.
6. Enter a label and an API name for the screen element.
7. From More, select **Questions**.
    
    ![Questions flow component](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_flow_label_1.png)
    
    The assessment questions that you created using the Discovery Framework appear.
8. Drag the required assessment questions onto the flow canvas.
    
    You can quickly find the right assessment questions for your form by using the search box in Flow Builder. After you add a question, preview it right away without leaving Flow Builder.
    
    ![Discovery Framework assessment question](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_assmt_questions.png)
    
    You can also set properties and conditional logic for each question. With Discovery Framework Data Capture Flow, control whether a question is visible based on certain conditions. Use expressions to define these conditions. However, you can't use the output of other questions in these expressions. Instead, use external data sources or user profile information to manage the visibility of questions. See [Define Conditions in a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build_logic_conditions.htm&type=5&language=en_US).
9. Click **Done**.
    
    When you're creating a form using the Discovery Framework Data Capture Flow, use the assessment record variable to set values for the assessment record fields. For example, if you want to automatically update the status of the assessment record to Completed after a mobile worker submits the form, edit the assessment record variable and mark it as Available for output.
    
    ![Mark assessment record variable as Available for Output](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_assmt_rec_variable.png)
    
    Then, add an assignemnt element to the flow and use the assessment record variable in the assignment element to set the assessment status to Completed.
    
    ![Set assessment status by using the assessment record variable](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_set_assmt_var.png)
    
    By using this approach, you can make sure that the assessment status is updated correctly after a mobile worker submits the form.
10. Save your changes.
11. Enter a flow label and an API name, and then save the flow.
12. Activate the flow.

#### See Also

- [Define Conditions in a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build_logic_conditions.htm&language=en_US)