domains / families / software-engineering / field-service-data-capture-form-deployer-configure
field-service-data-capture-form-deployer-configure
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Assemble a Data Capture Flow from a JSON spec and deploy it to a connected Field Service org via the Tooling Flow sObject (JSON Metadata, no XML). Use when given a data-capture spec JSON and asked to build or deploy a DataCaptureFlow.
When to use
- Field labels, types, and required state from the spec.
- Native types: `ShortText`, `LongText`, `Name`, `Email`, `Phone`, `Numeric`, `Counter` (with `min`/`max`/`value`), `Date`, `DateTime`, `Checkbox`, `Toggle`, `Picklist`, `Radio` (`dcRbGroup`), `CheckboxGroup`, `DisplayText`, `Repeater`.
- Specialized Field Service components: `Signature` (auto-wires `parentRecordId` + `recordId`), `UploadFile`, `UploadImage`, `Images` (auto-wire `recordId` → `parentRecordId`), `Address` (compound), `Matrix` (column choices + `questions` row…
- Conditional visibility on individual fields.
- Optional `postScreen` automation: a decision, multiple `recordLookups`, one `loop`, multiple `recordCreates`, and extra non-input variables.
- `Lookup` *with no `lookupObject`* → `dcTextInput` with `[Lookup — set objectApiName in Flow Builder]` prefix.
- `FileView` *with no `fileName`* → `dcTextInput` with `[FileView — set fileName in Flow Builder]` prefix.
- Multiple decisions / multiple loops / nested loops in `postScreen`.
When not to use
- manage org aliases
- shell out to CLI or scripts
- use XML or SFDX projects
- activate flow by default
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