Now, let’s check the benefits of Dynamic Forms: So, we can rapidly customize pages according to the profiles, field values, or other custom filters. So, we tap the record.Īs we know, Dynamic Form is a game-changing feature. Next, according to our setting, we can see the standard ‘Record Detail’ component.Īhead, we’ll be logged in as a support rep who works on a Customer’s Case relevant to their order shipment. Test Dynamic Formsįirst, we‘ll be logged in as a sales rep it will allow the navigation to the custom objects and taps a record.
Next, you can tap on the “Activate” and “Save.” It will activate the page layout for the custom object. Let’s check out the steps to set up Dynamic Forms: 1. How do I set up Salesforce Dynamic Forms? Next, you will see an option of “Upgrade Now.” You can pick between starting from scratch or migrating the current page.Ī brand-new standard Lightning Component arrives with Dynamic Forms, known as ‘Field Section.’ You just need to append that component to the page, choose the fields you need to append in the section, and craft a filter to define:.You need to pick the “Record Detail” or “Highlights Panel” component.You can get the Salesforce Dynamic Forms from the Lightning record page of a custom object.Utilize the visibility rules to create fields and components that appear and disappear as per our chosen criteria.Place the fields anywhere on the layout without needing to append them to the traditional page layout (“Details” tab).Such fields may be required but not for all the users or all the time.Ĭonfig-intensive and labour are the closest resolutions to craft various page layouts and distinct profiles. With time, the “Details” section or the page layout in Lightning pages can become overloaded with fields. When we create intuitive, user-centric page layouts that reveal the correct details at the right time are Dynamic Forms. This post will talk about what Salesforce Dynamic Forms are, working, its setup, and more. Now, you can declaratively customize the fields and sections of the page according to your business needs. 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. Today, Dynamic Forms are available like Non-GA Preview in Salesforce Summer ’20 release. In 2019, Dynamic Forms was released in Dreamforce as one of the best features in the UI enhancements roadmap in Admin & Lightning Keynotes.
0 kommentar(er)
