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Dynamic Forms: Overview & Deep Dive Tutorial

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Dynamic Forms: Overview & Deep Dive Tutorial

  1. 1. Salesforce Trailblazer Community Salesforce User Group, Lahore, Pakistan November 30, 2022 mhassan@cloud-1.co | @mahmhsn5 Maham Hassan, Application Architect at Cloud-1
  2. 2. Dynamic Forms: Overview & Deep Dive Tutorial The most simplified way to Radical UI which is User Centric with Intuitive Page Layouts that display the right information at the right time
  3. 3. What are Dynamic Forms In 2019, Dynamic Forms was released in Dreamforce as one of the best features in the UI enhancements roadmap in Admin & Lightning Keynotes. It’s going to be a most-significant feature that will bestow the consultants and admins the strength to have granular control on the record pages. Now, you can declaratively customize the fields and sections of the page according to your business needs.
  4. 4. With Dynamic Forms, We Can: Place the fields anywhere on the layout without needing to append them to the traditional page layout (“Details” tab). Utilize the visibility rules to create fields and components that appear and disappear as per our chosen criteria. Do away with various page layouts. Enhance page load times.
  5. 5. Set up Salesforce Dynamic Forms
  6. 6. Create or Migrate a Page From the Setup, Click Edit Page. From the Highlight Panel or Record Detail cmp, Select Upgrade now Also, you can craft a brand new page just by jumping onto your custom object, choosing “Lightning Record Pages,” and then selecting “New.” After you create or migrate a new Lightning record page, an option will be visible to you which will allow you to add a “Field Section” component that will enable you to append fields to the Lightning record page directly. Select “Highlights Panel” or “Record Detail” component, and select “Upgrade Now.”
  7. 7. Dynamic Forms for Custom Objects & Account, Contact and Opportunity Add fields to Dynamic Form Field Section Components Add a “Field Section” component that will enable you to append fields to the Lightning record page directly Drag and Drop Fields Drag and individual fields into field sections from directly within Lightning App Builder Pick the UI behavior You can pick the UI behavior with a selected field, like “Required” or “Read Only.”
  8. 8. We can make conditional visibility both the fields and all the field components. Conditional Formatting in Dynamic Forms Set Field Visibility You can decide which fields need to be displayed on the page and against which criterias. Set Related List Visibility Select Filter Criteria on Picklist & Multi-select Picklist fields to render conditional display of related list. Plan page performance Dynamic Forms improve page load times due to progressive page rendering
  9. 9. Dynamic Related Lists Now create more refined filter criteria for picklists so that your users can see the right information at the right time when using a Dynamic Related List on Record Home. For example, show all cases where Severity equals P1 and P2 Note: ● maximum of 30 rows in the result set ● only available for custom objects, core objects (account, case, contact, opportunity), and standard objects compatible with UI API and LWC. Create filters using multiple selections on a picklist
  10. 10. Considerations of Dynamic Forms
  11. 11. Limitations ● We can append up to 100 fields/columns in a field section component. ● Presently, limited objects support dynamic forms. ● Users can collapse or expand field sections just in inline edit or view mode, not in the create, full edit, or clone windows. ● As the new Field section and field components are not compatible with mobile devices, you need to craft a new Record-detail – Mobile Component. Benefits ● Despite allocating a page layout and Lightning page separately, it utilizes a single assignment model for the Lightning page. ● It simplifies or lowers page layouts by turning visibility rules into components compared to the entire layout. ● You can handle the sections and fields on your pages in the Lightning App Builder without using the page layout editor. What to Expect: Considerations

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