My name is Adil Mohammed. I am a Salesforce Architect. I have 11 years of experience working on Salesforce. I am certified System and Application Architect and working towards my CTA.
I have implemented Salesforce for different industries in different countries. I love to learn about different Salesforce products. I have integrated Salesforce with different legacy systems and middleware systems.
I have helped companies transition from Classic to Lightning and supported the adoption. I have designed data migrations from legacy systems to Salesforce.
There are three buzz words in my heading. a) Dynamic b)Forms c) Lightning .
When we think of the word dynamic, immediately we think about customization.
With this new feature of Lightning, we can create Dynamic Forms on the lightning record pages without customization.
Imagine users scrolling down the record detail page to read the set of fields that aren’t on the highlight panel or on the first two sections of the detail page.
When there are more fields on the record detail page, it gets little tiresome to view and or customize the page.
The Dynamic Forms feature provides us a solution to move the fields and sections from the page layout as the individual components in the Lightning App Builder. Now the fields are available as the individual components you can configure these fields as the rest of the components in the Lightning App Builder.
Earlier this required custom code to dynamically display fields on the lightning record page. Point and Click has come to our rescue.
HOW IT WORKS?
For New Record Page
In the Lightning App Builder, you can access the Fields link next to the Components.
Click on the Components to access components like Related List, Record Detail, List View Path etc.
Click on the Fields link to access Fields related to the Custom Object and Field Components.
Field Components has one component called ‘Field Section‘ . Drag the Field Section to the page and then drag you the fields you want to display on that section.
If you love seeing info in the tabs, create your custom tabs and drag the sections to the tabs and add the relevant fields.
For Existing Record Page
You can use the Dynamic Form Migration Wizard on the existing pages. On the right hand side of the Lightning App Builder, there will be an Upgrade Now button. Click on the button and walk through the wizard and select which page layout you want to migrate.
Upgrade wizard will automatically get the fields and sections in the page layout automatically. You don’t have to manually drag all the fields.
Dynamic layout
Component Visibility rules help us to hide sections or fields. This reduces the number of page layouts you may need with component visibility rules.
Reduces the assignment from dual mode i.e. Lightning record page and page layout to a single mode i.e. only Lightning record page.
Use Case
Payment Info section should only be available for Finance team and not the customer service reps.
Solution: Add the component visibility related to the profile.
2. Shipping Info should only be available if Billing and Shipping info are different.
Solution: Add component visibility related to field
Feature Availability
This feature is only available for Custom objects probably by Winter 21.
For standard objects this feature is in the future roadmap.
The Dynamic form feature is Desktop Only. Be Mobile ready using below steps:
When you decide to leverage this feature for desktop, be sure to add Record Detail Mobile component feature on the page for Mobile users.
Control the visibility of the Record Detail Mobile component using the visibility filter.
The Field Section component and Fields component will not render on Mobile and Record Detail Mobile component will render on the mobile phones making it dynamic for the users.
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