field-service-data-capture-reference-configure

name	field-service-data-capture-reference-configure
description	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).
user-invocable	false
metadata	{"version":"1.0","domains":["Field Service"],"cliTools":[{"tool":"[Truncated]","semver":">=3.9.0"},{"tool":"[Truncated]","semver":">=2.0.0"}]}

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;