Salesforce Dynamic Form

Salesforce Dynamic Forms

Dynamic form is the newest addition in the evolution of lightning record pages. It adds the ability of point-and-click customization for your lightning record pages which previously required custom coding.

 

If you have more field on your page layout then the record detail page becomes a single block of uncustomizable fields until now.

 

Following are the benefits of dynamic forms.

  • Upgrade from page layout to dynamic form : You can place fields and section wherever you want.
  • Improved Page performance : You can place field and sections into accordion components or tabs which will significantly improve page load times.
  • Dynamic Layout : You can use visibility rules to hide and show the fields and sections.
  • Simpler layout management :
    • Manage the sections and fields on your pages in the Lightning App Builder without using the page layout editor.
    • With the help of component visibility rule you can reduce the number of page layouts you need.
    • Take advantage of a single assignment model for the Lightning page instead of the dual model of assigning a page layout and a Lightning page.

 

 

Dynamic form works only on custom object record pages as of now. but it will also support standard objects in future.

Dynamic forms add some new features to the Lightning App Builder.

Upgrade:

To upgrade the existing lightning record pages, Open the page in the Lightning App Builder, click on the record detail component and you will see a new area at the top of the record details properties pane.

Click on Upgrade Now it will start the dynamic form migration wizard. and in the wizard select from which page layout you want to add the fields to the new dynamic form.

Create

You can create a brand new dynamic form page, goto custom object, select “Lightning Record Page” then choose “New

You will see the option to add “Field Section” components which allow you to add fields directly to the lightning record page

Once you add a “Field Section” component to your page, you can add individual fields.

Note : You can add “Field Section” to other places also not just in the tab section as shown below.

Once you add a “Field Section” component to your page, you can add individual fields.

Note: You can add “Field Section” to other places also not just in the tab section as shown below.

005 Read only Required

You can also make fields or section visible based on conditions as shown below

006 Component Visibility
007 Field Visibility

Mobile

Dynamic form does not support mobile yet, but you can add “Record Detail – Mobile ” component to any page you created so that mobile users can see “Details” fields.

008 Mobile Component

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