Individual skill

field-service-data-capture-form-editor-configure

Patch an existing Data Capture Flow that's already deployed in a connected Salesforce org. Retrieves the live Flow Metadata JSON via the Tooling API, applies the user's requested change, and PATCHes it back. Use when the user names an existing flow and asks to add/remove/rename a field, change visibility, fix a bug, add visual polish, or swap a placeholder for a real component ('add a Notes field to Inventory_Transfer', 'fix the visibility rule on Work_Order_Number', 'make the parts repeater optional', 'replace the Signature placeholder with the real dcSignature component'). Do NOT use this skill to build a brand-new flow — that's fs-data-capture-form-designer followed by fs-data-capture-form-deployer.

skills/field-service-data-capture-form-editor-configure/SKILL.md

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1,151
Repository last updated
Nov 6, 2026
License
Apache-2.0

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# Edit a Data Capture Form (in an org)

This skill patches a flow that already exists in a connected org. The source of truth is the deployed flow's `Metadata` JSON, retrieved live from the Tooling `Flow` sObject — there is no spec file, no `.flow-meta.xml`, no zip, no SFDX project. The skill retrieves the JSON, edits it in memory, and PATCHes it back.

> **Runtime contract:** every org interaction in this skill is a REST call
> dispatched through the Codey runtime (`dispatch` locally / the hosted
> Headless 360 MCP in shared surfaces). This skill has **no dependency on the
> execution environment** — no `sf` CLI, no local Python, no temp files, no
> scratch SFDX project. Auth probes, the flow retrieve, and the redeploy are
> single REST calls; the JSON patch is authored by the agent inline. Do not
> shell out.

## When this skill fires