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Field Service Data Capture Reference Configure

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Overview

Build, edit, and deploy Salesforce Data Capture Flows (processType DataCaptureFlow) — Field Service mobile / offline forms. Use when authoring flow-meta.xml with runtime_service_fieldservice:dc* components, Repeater loops (.AllItems), master-detail child record persistence, visual polish (gradient banners, progress bars, callouts), supporting objects with FLS/permsets, debugging DataCaptureFlow deploy errors, or troubleshooting why a deployed form doesn't appear on the FSL Mobile Forms tab (DDC/WorkPlan OWD + AssignedResource sharing prerequisites).

Querying Fs Data Capture Reference

When to Use This Skill

Build, edit, and deploy Salesforce Data Capture Flows (processType DataCaptureFlow) — Field Service mobile / offline forms. Use when authoring flow-meta.xml with runtime_service_fieldservice:dc* components, Repeater loops (.AllItems), master-detail child record persistence, visual polish (gradient banners, progress bars, callouts), supporting objects with FLS/permsets, debugging DataCaptureFlow deploy errors, or troubleshooting why a deployed form doesn't appear on the FSL Mobile Forms tab (DDC/WorkPlan OWD + AssignedResource sharing prerequisites).

Workflow

Salesforce Data Capture Flow Skill

Build, edit, and deploy Salesforce Flows with processType: DataCaptureFlow (Field Service mobile / offline forms).

Required metadata (every flow)

<processType>DataCaptureFlow</processType>
<areMetricsLoggedToDataCloud>false</areMetricsLoggedToDataCloud>
<environments>Offline</environments>
<!-- NO <apiVersion> tag -->

Optional IsLlmTargetable custom property — if you include it, it must be a JSON string, not a boolean:

<customProperties>
    <name>IsLlmTargetable</name>
    <value><stringValue>{&quot;value&quot;:&quot;false&quot;}</stringValue></value>
</customProperties>

The <booleanValue>false</booleanValue> form deploys but blocks activation — error: The value of the IsLlmTargetable custom property's value field must be a string in JSON format. Omitting the property entirely is also fine.

XML structure rules

Salesforce's Flow schema enforces grouping — all elements of the same type must appear in a single contiguous block. Deploy fails with Element X is duplicated at this location when violated.

Group order doesn't matter, but within each group elements must be adjacent:

  • all <choices> together
  • all <dynamicChoiceSets> together
  • all <screens> together
  • all <decisions> together
  • all <recordLookups> together
  • all <recordCreates> together
  • all <recordUpdates> together
  • all <loops> together
  • all <assignments> together
  • all <variables> together

Connector references determine execution order, not XML order.

Component reference

All extensions: prefix runtime_service_fieldservice:

Component Extension fieldType
Short Text dcTextInput ComponentInstance
Long Text dcLongText ComponentInstance
Email dcEmail ComponentInstance
Phone dcPhone ComponentInstance
Name dcName ComponentInstance
Numeric dcNumeric ComponentInstance
Counter dcCounter ComponentInstance
Date dcDate ComponentInstance
Date & Time dcDateTime ComponentInstance
Checkbox dcCheckbox ComponentInstance
Toggle dcToggle ComponentInstance
Address / GPS dcAddress ComponentInstance
Lookup dcLookup ComponentInstance
Static image dcFileView ComponentInstance
Upload image (mobile) dcUpImage ComponentInstance
Upload file (mobile) dcUpFile ComponentInstance
Signature (mobile) dcSignature ComponentInstance
Picklist single dcPicklist ComponentChoice
Picklist multi dcPicklist ComponentMultiChoice
Radio buttons dcRbGroup ComponentChoice
Checkbox group dcCbGroup ComponentMultiChoice
Matrix dcMatrix ComponentMultiChoice
Display text (none) DisplayText
Section (none) RegionContainer + Region
Repeater (none) Repeater

Note: <fieldType>Range</fieldType> is NOT a valid slider fieldType in DataCaptureFlow (despite "Range/Slider" appearing in Builder UI lists). Sliders aren't available as pure metadata in this process type — use dcNumeric or dcCounter. forceContent:repeater (Lightning generic) ≠ <fieldType>Repeater</fieldType> (FSL offline). They share a concept, not XML.

Setting the label

fieldType How
ComponentInstance <inputParameters><name>label</name><value><stringValue>…</stringValue></value></inputParameters>
ComponentChoice / ComponentMultiChoice <fieldText>Label</fieldText>
DisplayText <fieldText>HTML</fieldText>

All ComponentInstance extensions (including dcAddress and dcToggle) accept the label inputParameter — no wrapping DisplayText needed.

Required flag

Every input field needs <isRequired>true/false</isRequired> at field level. That single flag is sufficient for every dc* component — no extra required / isRequired inputParameter is needed.

dcLookup additionally accepts an isRequired inputParameter (boolean), but the field-level <isRequired> drives enforcement.

dcCheckbox and dcToggle accept <isRequired>true</isRequired> syntactically but don't enforce it at runtime.

Every input field must also have

<inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
<storeOutputAutomatically>true</storeOutputAutomatically>
<styleProperties>
    <verticalAlignment><stringValue>top</stringValue></verticalAlignment>
    <width><stringValue>12</stringValue></width>
</styleProperties>

Exception: <fieldType>Repeater</fieldType> explicitly rejects storeOutputAutomatically ("the storeOutputAutomatically field isn't supported"). Repeater output is always available as .AllItems — no opt-in needed.

Screen rules

Every screen needs ALL THREE of these or the Next/Finish button won't render:

  • <allowFinish>true</allowFinish> (even on non-final screens)
  • <showFooter>true</showFooter>
  • <nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>

Plus:

  • First element after <start> must always be a <screens> element
  • All <screens> elements must be grouped together in the XML

Repeater — iterating rows and creating child records

The Repeater's output collection is exposed as .AllItems. Confirmed working on API v66.

<!-- On the screen: -->
<fields>
    <name>MyRepeater</name>
    <fieldType>Repeater</fieldType>
    <!-- NO storeOutputAutomatically on the Repeater itself -->
    <fields>
        <name>Row_PartName</name>
        <extensionName>runtime_service_fieldservice:dcTextInput</extensionName>
        <fieldType>ComponentInstance</fieldType>
        <storeOutputAutomatically>true</storeOutputAutomatically>
        <!-- … -->
    </fields>
    <fields>
        <name>Row_PartQty</name>
        <extensionName>runtime_service_fieldservice:dcCounter</extensionName>
        <fieldType>ComponentInstance</fieldType>
        <storeOutputAutomatically>true</storeOutputAutomatically>
        <!-- … -->
    </fields>
    <isRequired>false</isRequired>
</fields>

<!-- At end of flow: -->
<loops>
    <name>Loop_Parts</name>
    <collectionReference>MyRepeater.AllItems</collectionReference>   <!-- ← THE KEY -->
    <iterationOrder>Asc</iterationOrder>
    <nextValueConnector>
        <targetReference>Create_Part</targetReference>
    </nextValueConnector>
</loops>
<recordCreates>
    <name>Create_Part</name>
    <object>CustomFormPart__c</object>
    <connector>
        <targetReference>Loop_Parts</targetReference>   <!-- loops back -->
    </connector>
    <inputAssignments>
        <field>PartName__c</field>
        <value>
            <elementReference>Loop_Parts.Row_PartName.value</elementReference>
            <!-- ↑ LOOP name + nested field name + .value -->
        </value>
    </inputAssignments>
    <inputAssignments>
        <field>Quantity__c</field>
        <value>
            <elementReference>Loop_Parts.Row_PartQty.value</elementReference>
        </value>
    </inputAssignments>
    <storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>

Don'ts:

  • <collectionReference>MyRepeater</collectionReference> → Element "MyRepeater" doesn't exist
  • <collectionReference>MyRepeater.items</collectionReference> → generic server error
  • <collectionReference>MyRepeater.data</collectionReference> → generic server error
  • Inside the loop body, MyRepeater.Row_PartName.value won't work — must use the loop's name, not the repeater's name.

Cross-row validation does NOT compile. Formula refs like r_GR4.AllItems[$Items].field.value and r_GR4.AllItems[$Items - 1].field.value fail with Syntax error. Per-row validation works via plain fieldName.value inside the nested field's own validationRule. For cross-row rules, use a post-screen loops + decisions.

Other Repeater accessors don't resolve today. Only .AllItems works. AddedItems, PrepopulatedItems, RemovedItems all fail deploy with doesn't exist.

Prepopulating a Repeater from an existing collection

Bind an existing SObject collection to the Repeater so it renders one pre-filled row per source record. The user can then edit, add, or remove rows before submit.

Pattern: recordLookups (get source collection, getFirstRecordOnly=false, storeOutputAutomatically=true) → screen with Repeater bound via the collection inputParameter → nested fields use SourceCollection[$EachItem].FieldApiName as their value default.

<recordLookups>
    <name>Get_Source</name>
    <object>ServiceResource</object>
    <getFirstRecordOnly>false</getFirstRecordOnly>
    <storeOutputAutomatically>true</storeOutputAutomatically>
    <connector><targetReference>Screen_Repeater</targetReference></connector>
    <!-- optional <limit>, <filters> … -->
</recordLookups>

<!-- On the screen: -->
<fields>
    <name>accountRepeater</name>
    <fieldType>Repeater</fieldType>
    <inputParameters>
        <name>collection</name>                                <!-- ← binds source rows -->
        <value><elementReference>Get_Source</elementReference></value>
    </inputParameters>
    <fields>
        <name>account_info</name>
        <fieldType>DisplayText</fieldType>
        <fieldText>&lt;p&gt;Id: {!Get_Source[$EachItem].Id}&lt;/p&gt;</fieldText>
        <!-- DisplayText inside the Repeater merges via SourceCollection[$EachItem].Field -->
    </fields>
    <fields>
        <name>name</name>
        <extensionName>runtime_service_fieldservice:dcTextInput</extensionName>
        <fieldType>ComponentInstance</fieldType>
        <inputParameters>
            <name>label</name>
            <value><stringValue>Name</stringValue></value>
        </inputParameters>
        <inputParameters>
            <name>value</name>
            <value><elementReference>Get_Source[$EachItem].Name</elementReference></value>
            <!-- ↑ prepopulates the editable field with the source record's value -->
        </inputParameters>
        <isRequired>true</isRequired>
        <storeOutputAutomatically>true</storeOutputAutomatically>
        <inputsOnNextNavToAssocScrn>UseStoredValues</inputsOnNextNavToAssocScrn>
        <styleProperties>…</styleProperties>
    </fields>
    <isRequired>false</isRequired>
    <styleProperties>…</styleProperties>
</fields>

Key points:

  • The binding inputParameter is named collection, not value or source.
  • Inside the Repeater, reference a source row via SourceCollectionName[$EachItem].FieldApiName — use the record-lookup's name, not the Repeater's name. Works in both DisplayText.fieldText (as {!Get_Source[$EachItem].Id}) and in component value defaults (as <elementReference>Get_Source[$EachItem].Name</elementReference>).
  • $EachItem is the per-row iterator Salesforce injects while rendering the Repeater. It only resolves inside Repeater-nested fields.
  • Downstream loops still iterate Repeater_Name.AllItems as normal — prepopulation changes the input, not the output accessor.
  • Prepopulated rows appear as regular .AllItems entries after submit; there is no PrepopulatedItems / AddedItems split (those accessors fail deploy).

Displaying Repeater entries to the user (post-Repeater Loop screen)

To show the user what they captured (e.g. review / confirmation / per-row detail), put a Loop after the Repeater screen whose body connects to a display screen; the display screen then connects back to the Loop. The end connector of the Loop moves on to the next step.

<loops>
    <name>Loop_Through_Repeater</name>
    <collectionReference>accountRepeater.AllItems</collectionReference>
    <iterationOrder>Asc</iterationOrder>
    <nextValueConnector>
        <targetReference>Repeater_Output_Screen</targetReference>   <!-- body = display screen -->
    </nextValueConnector>
    <!-- <noMoreValuesConnector> → next step after the review is done -->
</loops>

<screens>
    <name>Repeater_Output_Screen</name>
    <connector><targetReference>Loop_Through_Repeater</targetReference></connector>   <!-- back to loop -->
    <fields>
        <name>display_info</name>
        <fieldType>DisplayText</fieldType>
        <fieldText>&lt;p&gt;Source Id: {!Loop_Through_Repeater.UniqueField__Id}&lt;/p&gt;
&lt;p&gt;Name: {!Loop_Through_Repeater.name.value}&lt;/p&gt;
&lt;p&gt;Type: {!Loop_Through_Repeater.description.value}&lt;/p&gt;</fieldText>
        <styleProperties>…</styleProperties>
    </fields>
    <allowFinish>true</allowFinish>
    <showFooter>true</showFooter>
    <nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel>
</screens>

Accessor rules inside the loop body:

  • User-captured values — {!LoopName.nestedFieldName.value} (same .value / .selectedChoiceValues / .isActive / etc. accessors as elsewhere).
  • Source record Id for prepopulated rows — {!LoopName.UniqueField__Id}. This is a synthetic field the Repeater exposes on each iteration; it only carries a value for rows that came from the bound collection (new rows the user added will be blank).
  • Use the loop's name, not the Repeater's name, inside the loop body — same rule as the canonical .AllItems + Create pattern above.

This loop-over-.AllItems display pattern composes with the Create/Update patterns: one loop for rendering a review screen, a later loop (or the same one, if ordering permits) for CUD. Remember the CUD rule — nothing (screens, gets, decisions) may sit between sequential CUD nodes, so any review loop must fully complete before the CUD chain starts.

CUD rules (hard platform constraints)

  • A Decision can choose which CUD chain starts (e.g. Create vs Update branches of a save-mode decision). But once a CUD chain begins, no Decision may appear between sequential CUD nodes — deploy fails with Append multiple Create, Update, or Delete operations only at the end of the flow, in any order.
    • Workaround for "create only if filled" → always-create (accept blank rows), or move the conditional logic before the CUD chain begins.
  • All CUDs at end of flow. No Get Records or screens after any CUD. No subflows containing CUD.
  • Assignment-after-CUD inside a loop was bugged in v260. Fixed in v262 / API 66. Safe to use now.

Counter params

<inputParameters><name>min</name><value><numberValue>1.0</numberValue></value></inputParameters>
<inputParameters><name>max</name><value><numberValue>10.0</numberValue></value></inputParameters>
<inputParameters><name>step</name><value><numberValue>1.0</numberValue></value></inputParameters>
<inputParameters><name>minCustomErrorMessage</name><value><stringValue>…</stringValue></value></inputParameters>
<inputParameters><name>maxCustomErrorMessage</name><value><stringValue>…</stringValue></value></inputParameters>

Date params

<inputParameters><name>minDate</name><value><elementReference>$Flow.CurrentDate</elementReference></value></inputParameters>
<inputParameters><name>maxDate</name><value><dateValue>2027-12-31</dateValue></value></inputParameters>

Picklist compact mode

Only use isCompact=true when ALL labels ≤8 characters AND ≤5 options.

Lookup params

<inputParameters><name>objectApiName</name><value><stringValue>Asset</stringValue></value></inputParameters>
<inputParameters><name>searchedFields</name><value><stringValue>Name, SerialNumber</stringValue></value></inputParameters>
<inputParameters><name>isMultiSelection</name><value><booleanValue>true</booleanValue></value></inputParameters>
<inputParameters><name>recordIdCollection</name><value><elementReference>v_Ids</elementReference></value></inputParameters>

recordIdCollection — scoping the searchable set

  • Builder label: Record IDs Collection. XML attribute: recordIdCollection (singular recordId + Collection suffix). recordIds fails deploy with We can't find this input attribute: "recordIds".
  • It is a scoping filter, not a default pre-selection. Constrains the lookup to only search within the provided String collection of Ids.
  • Only takes effect when isMultiSelection=true. In single-select mode it is silently ignored — the user sees the full unfiltered object.
  • Canonical pattern: recordLookups (scoped subset) → loops + assignments (build String collection of Ids) → screen with dcLookup recordIdCollection=v_Ids. Works offline against Briefcase-primed data; target < 1s over ~60k records.
  • Output in multi-select mode is {!Lookup.recordIds} (String collection); visibility rules and DML that previously used {!Lookup.recordId} (singular) must iterate the collection or take the first element.

dcLookup displayed label

dcLookup has no input parameter for the displayed field (no displayField/primaryField). The label in search results and the selected chip is driven by the object's Primary Compact Layout — first field in that layout wins. To change it: Setup → Object Manager → Object → Compact Layouts → reorder → assign as Primary (org-wide change). searchedFields controls matching, not display.

Flow-local alternative: swap dcLookup for dcPicklist backed by a dynamicChoiceSets with <displayField> / <valueField>.

Address with GPS

<inputParameters><name>useCoordinates</name><value><booleanValue>true</booleanValue></value></inputParameters>

Matrix

<inputParameters><name>questions</name><value><stringValue>["Q1","Q2","Q3"]</stringValue></value></inputParameters>

Escape & as &amp; inside the JSON string.

2-column section

<fields>
    <name>MySection</name>
    <fieldText>Section Header</fieldText>
    <fieldType>RegionContainer</fieldType>
    <fields>
        <name>MySection_Col1</name>
        <fieldType>Region</fieldType>
        <fields><!-- components here --></fields>
        <inputParameters><name>width</name><value><stringValue>6</stringValue></value></inputParameters>
        <isRequired>false</isRequired>
    </fields>
    <fields>
        <name>MySection_Col2</name>
        <fieldType>Region</fieldType>
        <fields><!-- components here --></fields>
        <inputParameters><name>width</name><value><stringValue>6</stringValue></value></inputParameters>
        <isRequired>false</isRequired>
    </fields>
    <isRequired>false</isRequired>
    <regionContainerType>SectionWithHeader</regionContainerType>
    …styleProperties…
</fields>

Visibility rule

<visibilityRule>
    <conditionLogic>and</conditionLogic>
    <conditions>
        <leftValueReference>componentName.value</leftValueReference>
        <operator>GreaterThan</operator>
        <rightValue><numberValue>0.0</numberValue></rightValue>
    </conditions>
</visibilityRule>

Property accessors: .value (input components, including dcCheckbox), .selectedChoiceValues (choice components), .isActive (toggle), .firstName / .lastName (Name component), .recordId / .recordIds (Lookup single / multi).

The same accessors are also used inside recordCreates / recordUpdates inputAssignments — e.g. <elementReference>new_Reading.value</elementReference>.

Conditionally-hidden required fields — use validationRule, not isRequired

IF(TriggerField.selectedChoiceValues = "Yes",
   AND(NOT(ISBLANK(value)), value >= 0, value <= 100000),
   TRUE)

Canonical Decision IsNull pattern

IsNull takes a booleanValue on the right, NOT a null literal:

<conditions>
    <leftValueReference>v_ParentId</leftValueReference>
    <operator>IsNull</operator>
    <rightValue>
        <booleanValue>false</booleanValue>   <!-- true = is null, false = is not null -->
    </rightValue>
</conditions>

Calculation timing (CRITICAL)

Calculated values cannot display on the same screen that collects the inputs — calculations run only after the user taps Next. Pattern:

Screen N (collect inputs) → recordLookups / assignments / decisions → Screen N+1 (display results)

Screen N's connector must point to the calculation element, NOT to Screen N+1. All decision branches must eventually converge on Screen N+1.

DisplayText formula limitations (mobile runtime)

DisplayText in DataCaptureFlow has severely limited formula support compared to standard flows — complex formulas deploy fine and preview in Builder but fail at runtime with Error while resolving default value reference.

Fails at runtime:

  • IF(Toggle.isActive, "YES", "NO") — any IF/CASE on component properties
  • TEXT(CASE(...)), ADDMONTHS(...), nested date math
  • Mixing multiple component refs + formulas in one fieldText

Works:

  • Simple single variable: {!var_RiskScore}
  • Simple component ref: {!MyPicklist.selectedChoiceValues}, {!MyNumeric.value}
  • Global vars: {!$Flow.CurrentDate}, {!$User.FirstName}

Pattern: pre-calculate in an <assignments> element → store in a variable → reference that variable in DisplayText.

Global variables as input value defaults

Default binding Variable Works?
dcTextInput $User.Username ✅
dcTextInput $User.Name ❌ type mismatch error
dcDateTime $Flow.InterviewStartTime ✅
dcDate $Flow.CurrentDate ✅

Record Choice Set (dynamicChoiceSets) — mobile offline gotcha

<outputAssignments> inside a dynamicChoiceSets deploys fine but does NOT reliably populate the target variables at runtime in mobile offline DataCaptureFlow. Downstream screens render blank.

Correct pattern: keep the choice set minimal (displayField, valueField, filters, object, dataType). After the selection screen, route through a recordLookups filtered by Id = {!picklistName.selectedChoiceValues} and put extra fields into variables via the lookup's outputAssignments. Fits calculation-timing rule naturally (lookup sits between selection screen and display screen).

<recordLookups>
    <name>gr_SelectedChild</name>
    <filters>
        <field>Id</field>
        <operator>EqualTo</operator>
        <value><elementReference>pl_Child.selectedChoiceValues</elementReference></value>
    </filters>
    <getFirstRecordOnly>true</getFirstRecordOnly>
    <object>Child__c</object>
    <outputAssignments>
        <assignToReference>v_SelectedValue</assignToReference>
        <field>Reading_Value__c</field>
    </outputAssignments>
</recordLookups>

Visual polish patterns (verified render in mobile runtime)

Colors from the Lightning Design System: #2E844A (green), #0176D3 (blue), #FE9339 (orange), #C9C7C5 (neutral).

Hero banner

<div style="background: linear-gradient(135deg, #2E844A 0%, #0176D3 100%); color: white; padding: 20px; border-radius: 10px; text-align: center;">
  <p style="margin: 0; font-size: 22px;"><strong>🔧 Site Visit Report</strong></p>
  <p style="margin: 4px 0 0 0; font-size: 13px;">Subtitle</p>
</div>

Progress bar (per screen)

<p><b>Step X of N – 📍 Section Title</b></p>
<div style="width: 100%; height: 8px; background-color: #C9C7C5; border-radius: 4px; margin: 5px 0;">
  <div style="width: PERCENT%; height: 100%; background: linear-gradient(90deg, #2E844A 0%, #0176D3 100%); border-radius: 4px;"></div>
</div>

Separator between counter and title MUST be en dash – (U+2013), not hyphen.

Callout boxes

<!-- Info (blue) -->
<div style="background-color: #EAF5FE; border-left: 4px solid #0176D3; padding: 10px 14px; border-radius: 4px;">
  <p style="margin: 0; color: #014486; font-size: 13px;"><b>ℹ️ Info:</b> …</p>
</div>
<!-- Warning (orange) -->
<div style="background-color: #FFF4E6; border-left: 4px solid #FE9339; padding: 10px 14px; border-radius: 4px;">
  <p style="margin: 0; color: #704D00; font-size: 13px;"><b>⚠️ Heads up:</b> …</p>
</div>
<!-- Success (green) -->
<div style="background-color: #E8F5E9; border-left: 4px solid #2E844A; padding: 10px 14px; border-radius: 4px;">
  <p style="margin: 0; color: #1B5E20; font-size: 13px;"><b>✅ Ready:</b> …</p>
</div>

Review card (merge fields from prior screens)

<div style="border: 1px solid #DDDBDA; border-radius: 8px; padding: 14px 16px; background-color: #FAFAF9;">
  <p style="margin: 0 0 8px 0; color: #0176D3; font-size: 14px;"><b>📍 Section</b></p>
  <p style="margin: 2px 0;"><b>Name:</b> {!Input_SiteName.value}</p>
  <p style="margin: 2px 0;"><b>Contact:</b> {!Input_Contact.firstName} {!Input_Contact.lastName}</p>
  <p style="margin: 2px 0;"><b>Priority:</b> {!Input_Priority.selectedChoiceValues}</p>
  <p style="margin: 2px 0;"><b>After-hours:</b> {!Input_Toggle.isActive}</p>
</div>

All HTML must be XML-escaped in <fieldText>: & → &amp;, " → &quot;, < → &lt;, > → &gt;.

Deploying supporting objects alongside the flow

Custom object + field deploys do not auto-grant FLS/CRUD on the System Administrator profile. Flows running as the admin still can't read/write the new fields. Ship a PermissionSet and assign it:

<!-- MyObject_Access.permissionset-meta.xml -->
<PermissionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>My Object Access</label>
    <license>Salesforce</license>
    <hasActivationRequired>false</hasActivationRequired>
    <objectPermissions>
        <allowCreate>true</allowCreate><allowDelete>true</allowDelete>
        <allowEdit>true</allowEdit><allowRead>true</allowRead>
        <modifyAllRecords>true</modifyAllRecords><viewAllRecords>true</viewAllRecords>
        <object>MyObject__c</object>
    </objectPermissions>
    <fieldPermissions><field>MyObject__c.MyField__c</field><editable>true</editable><readable>true</readable></fieldPermissions>
    <tabSettings><tab>MyObject__c</tab><visibility>Visible</visibility></tabSettings>
</PermissionSet>

Assign after deploy: sf org assign permset --name MyObject_Access --target-org <alias>

CustomObject gotchas

  • Master-detail children need <sharingModel>ControlledByParent</sharingModel>, else Must specify a sharing model value.
  • Sfdx retrieve may pull actionOverrides for actions that aren't standard (Automation, Details). Strip them before re-deploy, else X is not a standard action and cannot be overridden.
  • Text fields > 255 chars must be <type>LongTextArea</type>. Text max length is 255.
  • A PermissionSet that references a required=true field deploys cleanly, but if FLS is set in a separate file, You cannot deploy to a required field fires. Flip the field to required=false or handle required-ness in the flow instead.

Custom tab

Lets users list records from the App Launcher:

<!-- MyObject__c.tab-meta.xml -->
<CustomTab xmlns="http://soap.sforce.com/2006/04/metadata">
    <customObject>true</customObject>
    <motif>Custom53: Form</motif>
</CustomTab>

Then add <tabSettings> to the permset (as shown above).

Mobile prerequisites — required for Forms tab to render on FSL Mobile

A flow that deploys cleanly and shows up on desktop will silently fail on FSL Mobile with "No forms available. Try Again" if the org isn't set up to share DDC + WorkPlan records with the assigned technician. Verified 2026-05-28: a fully-validated form (Sewerage Further Work Request) was invisible on iOS Field Service for the assigned tech until all four fixes below were in place. The same blocker hid the SDO's pre-shipped Job Safety Assessment form.

Why it's silent: FSL Mobile uses the UI API endpoint /services/data/v67.0/ui-api/related-list-records/{woId}/DynamicDataCaptures, which enforces sharing rules. SOQL queries as a sysadmin bypass sharing, so desktop validation never surfaces the issue. The endpoint returns INSUFFICIENT_ACCESS to the tech, the iOS app catches the error, and renders an empty state with a "Try Again" button.

1. DynamicDataCapture + WorkPlan OWD must be Public Read/Write

Default platform OWD is Private for both objects. Override in object metadata:

<!-- objects/DynamicDataCapture/DynamicDataCapture.object-meta.xml -->
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <sharingModel>ReadWrite</sharingModel>
    <externalSharingModel>ReadWrite</externalSharingModel>
</CustomObject>

<!-- objects/WorkPlan/WorkPlan.object-meta.xml -->
<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <sharingModel>ReadWrite</sharingModel>
    <externalSharingModel>ReadWrite</externalSharingModel>
</CustomObject>

WorkStep inherits via ControlledByParent and doesn't need a separate change.

2. FieldServiceSettings must share SAs and parent WOs with assigned resources

Many SDO orgs ship with these false. Without them, the AssignedResource never gets shared access to the WO, even though they show on the SA's resource list.

<!-- settings/FieldService.settings-meta.xml -->
<FieldServiceSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <doesShareSaWithAr>true</doesShareSaWithAr>
    <doesShareSaParentWoWithAr>true</doesShareSaParentWoWithAr>
</FieldServiceSettings>

3. Re-save existing AssignedResources after the settings flip

The settings change only applies to new AssignedResource rows. Existing rows need a touch-update to trigger sharing recalc:

sf apex run --target-org <alias> <<'APEX'
List<AssignedResource> ars = [
    SELECT Id FROM AssignedResource
    WHERE ServiceResource.RelatedRecord.Username = :techUsername
];
update ars;
APEX

4. Tech must sign out and sign back in

What is NOT the cause (don't waste time on these)

  • Layout related-list naming — <relatedList>DynamicDataCapture</relatedList> (singular) is the correct XML form. The UI API uses plural DynamicDataCaptures separately. Don't try to align them.
  • Field-level security on PausedFlowInterviewId — granted by default to all profiles.
  • Object permissions on DynamicDataCapture — granted by default to Standard User and SDO-Service profiles.
  • Permset stack — SDO_SFS_All_Permissions (or any equivalent FSL permset) is sufficient. No extra permset needed for the Forms tab.
  • API version override in Advanced Settings — production iOS hardcodes v67.0; only DEBUG builds dynamically discover.
  • Briefcase / offline priming — irrelevant when device has internet connectivity. The Forms tab fetches live, not from priming cache.

Prohibited patterns — deploy errors and fixes

Wrong Correct Deploy error (exact)
dcRadioButtons dcRbGroup extension not found
dcSection RegionContainer extension not found
minimumDate / maximumDate minDate / maxDate input attribute not found
multiSelection on Lookup isMultiSelection input attribute not found
disabled / readOnly on Lookup isDisabled / isReadonly (lowercase o) input attribute not found
<apiVersion> tag on flow Omit entirely You can't specify the field API Version
extensionName on Repeater itself Only on nested fields extensionName isn't supported
InputField fieldType ComponentInstance + extensionName Field type rejected
<fieldText> on ComponentInstance Use label inputParameter A required input parameter is missing: 'label'
placeholder inputParameter on dc* Not supported — bake into label text We can't find this input attribute: "placeholder"
min/max on dcNumeric Valid only on dcCounter We can't find this input attribute: "min"
<fieldType>Range</fieldType> (slider) Not valid in DataCaptureFlow 'Range' is not a valid value for the enum 'FlowScreenFieldType'
storeOutputAutomatically on Repeater Omit (collection is always .AllItems) the storeOutputAutomatically field isn't supported
collectionReference=Repeater_Name in loop Repeater_Name.AllItems Element "X" doesn't exist. Specify an existing collection element
Loop body: Repeater_Name.field.value Loop_Name.field.value (loop's name, not repeater's) Invalid reference
Cross-row validation: AllItems[$Items - 1] Use post-screen loops + decisions Formula Syntax error
Decision between CUD nodes Sequential CUDs, no branches Append multiple Create, Update, or Delete operations only at the end of the flow
Get Records after CUD Move gets to before CUD Flow structure rejected
Step X of Y - Topic (hyphen) Step X of Y – Topic (en dash U+2013) Validator counts 0 progress indicators
<start> → recordLookups / decisions <start> → <screens> (intro screen first) Mobile offline fails to render
<actionCalls> Remove; use DisplayText for notifications Action elements not allowed
helpText inputParameter Bake into label text input attribute not found
IsLlmTargetable as <booleanValue> (optional property, but if present) <stringValue>{&quot;value&quot;:&quot;false&quot;}</stringValue> or omit the property entirely Activation error: The value of the IsLlmTargetable custom property's value field must be a string in JSON format
recordIds inputParameter on Lookup recordIdCollection (singular Id + Collection) We can't find this input attribute: "recordIds"
recordIdCollection with single-select Lookup Set isMultiSelection=true (scoping ignored otherwise) No error — silently unfiltered at runtime
<outputAssignments> inside dynamicChoiceSets Post-selection recordLookups with outputAssignments No deploy error — variables stay blank on downstream screens
IF/CASE/date math in DisplayText Pre-calculate in Assignment, reference simple variable Error while resolving default value reference at runtime
$User.Name as value default on dcTextInput $User.Username field integrity exception… type for input parameter "Value" doesn't match
Missing nextOrFinishButtonLabel on screen Add <nextOrFinishButtonLabel>Next</nextOrFinishButtonLabel> Next/Finish button not visible
Calling AutoLaunched subflow from DataCaptureFlow Inline the logic, or call only another DataCaptureFlow This flow can't reference [FlowName] because the referenced flow type is Autolaunched Flow
isRequired=true on field behind visibilityRule Set isRequired=false; use validationRule IF(trigger, rule, TRUE) User blocked from proceeding on hidden field

Deployment

# Single file
sf project deploy start -d force-app/main/default/flows/MyFlow.flow-meta.xml \
  --target-org <alias> --wait 60 --json

# Multi-dir (use repeated -d, NOT comma-separated)
sf project deploy start \
  -d force-app/main/default/objects \
  -d force-app/main/default/permissionsets \
  -d force-app/main/default/tabs \
  --target-org <alias> --wait 60 --json

Extract errors:

... --json 2>&1 | python3 -c "
import sys, json
d = json.load(sys.stdin)
r = d.get('result', {})
print('Status:', r.get('status'))
for f in r.get('details', {}).get('componentFailures', []):
    print('ERROR:', f.get('fullName'), '-', f.get('problem'))
"

Reference examples

Bundled alongside this skill at examples/ (in this skill):

  • Data_Capture_All_Components.flow-meta.xml — every component in deployment-ready XML
  • DataCapture_Showcase.flow-meta.xml — full end-to-end flow: multi-screen form, continue-editing recordLookup, Repeater → Loop → child records via .AllItems, Create-or-Update CUD chain driven by a Decision, visual polish (banner, progress, callouts, review cards). This is the canonical "truth" for XML format — when skill rules conflict with this file, the file wins.
  • Repeater_with_prepopulation.flow-meta.xml — canonical prepopulated-Repeater pattern: recordLookups (ServiceResource) → Repeater bound via collection inputParameter with nested field value defaults using SourceCollection[$EachItem].FieldApiName → post-Repeater Loop over .AllItems feeding a display screen that reads {!LoopName.nestedField.value} and {!LoopName.UniqueField__Id}. Validated example — treat as ground truth for prepopulation and post-Repeater display XML.
  • DataCapture_Repeater_with_data_showcase.flow (in the org, not committed) — canonical .AllItems loop spike; also documents non-working cross-row validation formula syntaxes

───── Runtime context (Headless 360 / agentic): When this skill runs in the Headless 360 / agentic context, prefer the platform dispatch tool (dispatch in the hosted Headless 360 MCP; dispatch in the local-dev MCP) over CLI tools (sf project deploy, sfdx, shell commands) when possible. The operations available to you are listed below in steps:; each has been verified against the live org. Call the dispatch tool against the canonical paths. CLI fallback is acceptable only when no API path exists for a given capability.

Critical Constraints

Operational rules:

  • Required input variables:
<variables><name>recordId</name><dataType>String</dataType><isInput>true</isInput><isOutput>false</isOutput><isCollection>false</isCollection></variables>
<variables><name>parentRecordId</name><dataType>String</dataType><isInput>true</isInput><isOutput>false</isOutput><isCollection>false</isCollection></variables>
<variables><name>parentObjectType</name><dataType>String</dataType><isInput>true</isInput><isOutput>false</isOutput><isCollection>false</isCollection></variables>
  • Never mark a field isRequired=true if it's behind a visibilityRule. The required check still fires while the field is hidden, so users can't proceed. Instead, set the field isRequired=false and wrap the rule:
  • FSL Mobile caches the sharing snapshot at login. Pull-to-refresh does not pick up new sharing — only a fresh auth token will. Tell the user to sign out completely of the FSL Mobile app, then sign back in. After that, the Forms tab fetch succeeds and DDC records render.

Categories

Domains
field-service