Dynamic Forms revolutionize the way you design record pages in Lightning App Builder. This innovative feature allows you to deconstruct your existing page layouts, transforming them into modular components. These components offer unparalleled flexibility:
- Granular Control: Arrange and distribute fields and sections across multiple columns and tabs, catering to diverse user workflows.
- Data-Driven Visibility: Implement dynamic visibility rules based on record data, user details, and even device type. This ensures users only see the most relevant fields and sections, streamlining their interaction with the page.
- Enhanced User Experience: By dynamically adapting to user context, Dynamic Forms create a more intuitive and efficient user experience.
In essence, Dynamic Forms empowers you to tailor record pages to user needs, fostering a more streamlined and user-centric data collection process.
Accessing and Activating Dynamic Forms
Dynamic Forms can be conveniently accessed from the object record itself. Simply navigate to "Edit Page" or directly from the Lightning record page of the relevant object.
If the functionality is not yet enabled, you'll be presented with an "Upgrade Now" button to initiate the process.
Populating Your Field Sections
After incorporating a "Field Section" component onto your page, you can begin adding individual fields. Unlike traditional layouts, these sections can be placed virtually anywhere, offering greater layout flexibility.
Start with Core Fields
Begin by including fields that should be universally visible to all record viewers. Remember to assign a descriptive name to each field section for clarity.
Tailoring Field Behavior
Once a field is selected, you can customize its behavior by defining options like "Read Only" or "Required," ensuring data is collected effectively.
Dynamic Visibility
Control the visibility of both individual fields and entire field sections based on specific criteria.
Cross-Object Fields
Dynamic Forms in Lightning App Builder unlock the power of lookup relationships. Drag cross-object fields from the component palette directly onto your record page. This eliminates the need to switch tabs and centralizes relevant data from linked objects, offering a more comprehensive view in a single location.
Strategic Whitespace
Whitespace separates visual elements, preventing them from competing for attention. This creates a clear hierarchy, guiding the viewer's eye towards the most important information.
Streamlined Field Creation
Dynamic forms allow adding new fields directly during creation, eliminating separate steps and saving you time. This in-line approach fosters adaptability for your evolving data needs.
Record Detail - Mobile Component
From the Salesforce Mobile App Setup, enable “Dynamic Forms on Mobile”.
- Desktop Optimization: When users access the page on a desktop computer, they see the standard field sections you've configured, providing a clear and organized layout.
- Seamless Mobile Experience: For mobile users, the Record Detail - Mobile component automatically takes over. It presents a streamlined and optimized view of the essential fields, catering to the limitations of smaller screens.
This approach ensures a responsive design, automatically adapting the field layout to match the user's device. By leveraging this feature, you can guarantee a consistent and user-friendly experience for everyone interacting with your record pages.
Best Practices for Effective Implementation
- Single Layout Efficiency: Aim for a single, well-organized layout per object for optimal management.
- Conditional Visibility & Access: Leverage the power of conditional logic to control field visibility (including read-only and required) based on specific criteria.
- Sectional Visibility and Management: Group related fields within sections and manage their visibility as a whole. This simplifies administration, especially for scenarios where certain departments don't require access to extensive field sets.
- Granular Permission Control: Establish field-level permissions as needed to comply with client requirements.
- Dynamic Field Visibility: Utilize dynamic field visibility based on other field values, similar to Flow functionality, for a truly responsive data collection experience.
Troubleshooting Resources
Should you encounter any unexpected behavior, remember to consult the official Salesforce documentation for limitations and known issues:
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