---
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title: Considerations for Data Capture
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/wfs_df_data_capture_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.wfs_df_data_capture_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 098e8c8e4d04c2dfb9aba5e8d6a5108e2959b38f7172ccc6b07f32582378ca51
description: Before you build Data Capture forms, understand the permissions, offline priming, and staged-data behavior that they require.
products:
  - Public Sector
  - Service Cloud
release: "264"
---
# Considerations for Data Capture

Before you build Data Capture forms, understand the permissions, offline priming, and staged-data behavior that they require.

### 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> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<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 orgs where Field Service and Discovery Framework are enabled.</td></tr></tbody></table>

## Forms and Questions

- The forms are designed for mobile users. Keep them concise so that mobile workers can complete them on smaller screens.
- For a smoother experience, make sure that mobile workers keep the Field Service mobile app up to date.
- When you create expressions to define conditional visibility for questions, you can't use the output of other questions. Use external data sources or user profile information to define which questions are visible.

## Offline Priming

- Data Capture relies on Briefcase Builder to prime records for offline use. See [Briefcase Builder](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_overview.htm&type=5&language=en_US).
- For regulatory inspections, prime the assessment questions and high-volume reference data, such as regulatory codes, before a visit. Test sync and search performance for your data volume before rollout.

## Permissions

- Mobile workers need access to the Data Capture objects in their permission set before they can launch and submit forms. See [Assign Data Capture Permissions to Mobile Workers](https://help.salesforce.com/s/articleView?id=service.wfs_data_capture_assign_permissions.htm&release=264.0.0&type=5 "Give mobile workers access to Data Capture flows in the Field Service mobile app. Create a permission set that adds the Data Capture permissions, and then assign it to your mobile workers.").
- For regulatory inspections, mobile workers also need access to the regulatory code and violation objects. See [Set Up Regulatory Compliance and Automated Violations](https://help.salesforce.com/s/articleView?id=service.wfs_df_data_capture_regulatory_compliance_setup.htm&release=264.0.0&type=5 "Create the regulatory codes your inspections check against, define the compliance statuses that represent a failure, and associate codes with questions. Inspections then generate Regulatory Code Violation records automatically.").

## Assessment Staged Data

- Responses to form questions are first stored in an assessment staged data record. Users need Create access on the Assessment Staged Data object to store responses after they submit a form. If the responses are valid, Salesforce creates the final assessment and assessment question response records. If the submitted responses contain errors, users review, validate, and edit the incorrect responses in the assessment staged data record, so they also need Edit access on the Assessment Staged Data object.
- When mobile workers submit a form, the responses are stored in the Response field on the assessment staged data record as JSON data. This field has a limit of 131,072 characters. Exceeding this limit causes errors or data truncation. Make sure that the JSON data doesn't exceed the maximum size.
- To check whether the responses in a submitted form have errors, create a custom trigger on the Assessment Staged Data object. The trigger checks the Response Processing Status field. If the status changes to Failed, the user is notified to resolve the errors in the form responses.