Enhance your data collection by creating Data Capture Forms and associating them with Timesheets or service resources.
Required Editions
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy & Utilities,
and all editions of Asset Service Lifecycle Management |
| User Permissions Needed |
| To access Timesheets objects: |
Labor Cost Optimization Supervisor |
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Create your Data Capture Forms.
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From Setup, select Object Manager.
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Find and select Time Sheet or Service Resource.
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Select Page Layouts.
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Select the existing layout that you want to update.
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Add the Form entity to the related list on the layout.
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Associate the Data Capture Form with the Time Sheet or Service Resource by using one of the following methods:
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Manual: Open a Time Sheet record, go to the Forms related list, and manually create a form.
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Automatic: Create a record-triggered flow for the Time Sheet object that automatically associates the data capture form while creating a time sheet.
The Data Capture Form name and description appear to technicians as the last card on both the Timesheet and Home pages in the mobile app.
