Salesforce Admin Dynamic Forms

Introduction

You may not have heard the term 'Dynamic Form' often. When discussing configuring pages, we usually think of page layout, not Dynamic Forms. I even did not know about this well until recently. Through today's learning, you might be able to advance towards a more advanced admin.

 

What are Dynamic Forms?

The screen layout is typically composed through page layouts. If you have different record types, you can configure and assign layouts based on those types. However, what if you need to manage pages by distinguishing them based on record types, profiles, and individual users? Even if it's possible to cover all types with 2-3 page layouts, sometimes there's an inconvenience when a specific condition, like showing field A to a particular user, requires creating a new page layout just for that condition. However, Dynamic Forms can effectively address such situations.

 

Objects to Support Dynamic Forms

• Standard Objects: Account, Contacts, Opportunities
• Custom Objects

 

Create Dynamic Forms

There are two ways to make Dynamic Forms and you choose one.

1. Open any record of the targeted object  -> Click Setup icon -> Edit Page
   
   

 

   2. Setup -> Object Manager -> the target object -> Lightning Record Pages -> (object) Record Page -> Edit

 

If you have also followed the exercise in the previous post, the appearance of the screen below might be similar.

You have two options:

1. Maintain the existing field configuration in the page layout and dynamically manage only specific sections.
2. Dynamically manage the entire section and fields within the 'Detail' tab (recommended).

In the case of the first option, you can add a Field Section by navigating to Fields -> Field Section in the left menu. Then, you can place the fields within that section.

 

In the case of the second option, click Field Section and then Upgrade Now on the right side.

By following this way, you can directly bring in the field settings defined in a specific layout (field migration).

 

 

You will notice some differences when you click Finish.

 

Set Visibility Rules

Through this configuration, you will make a real Dynamic Form. You can hide Section A from a user with a certain profile or reveal hidden fields when a specific field is filled.

Let's add a Section. It should be hidden from Admis.

Click Add Filter -> Advanced

 

 

Once the configuration is complete, an orange icon will be added to the top right corner of the respective section. This indicates that Visibility has been set.

Let's set Visibility for a field as well. If the Rating value is set to 'Hot,' we'll make the Description field visible.

 

Save.

 

Let's Check What We Have Made

Even though we added a section above, it's not visible since we are logged in with an admin account.

 

As soon as you change the Rating value to 'Hot,' the Description becomes visible.

 

Reference

https://trailhead.salesforce.com/content/learn/projects/convert-a-lightning-page-to-dynamic-forms/get-started-with-dynamic-forms

https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_considerations.htm&type=5