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Designing a Data Capture form from a description or PDF v1.0.0

Use this resource to design a Field Service Mobile form from a description or a document

New

  • 470 downloads
  • 234 likes
  • 159 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install data-capture-form-design

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent reads your description or the image of the paper form, extracts the labels, types, required fields and sections. It shows you the plan for approval, then passes the spec to the deployment skill. You get an approved form spec.

Mostly picked by

Updated November 2, 2026

Card for the “Designing a Data Capture form from a description or PDF” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md : source reading, JSON extraction and approval gate
  • references/ : extraction from a description and from an image or PDF

Good fit for

  • You have a paper form to digitize for your technicians
  • You want to describe a form in plain language and get it on mobile

Not for

    Tags

    • data capture
    • form
    • pdf
    • field service

    About

    You say

    “Turn this inspection sheet PDF into a Data Capture form for Field Service Mobile.”

    Card for the “Designing a Data Capture form from a description or PDF” skill

    Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design a Field Service Mobile form from a description or a document
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/extraction-from-image.md18.5 KB
    • references/extraction-from-prompt.md16.2 KB
    • SKILL.md10.1 KB

    Origin and licence

    Listed unmodified

    Author
    forcedotcom
    Source
    github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/field-service-data-capture-form-designer-configure
    Licence
    Apache-2.0

    Notice

    « field-service-data-capture-form-designer-configure » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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