{"id":17036,"date":"2021-12-29T04:38:44","date_gmt":"2021-12-29T10:08:44","guid":{"rendered":"https:\/\/www.emizentech.com\/blog\/?p=17036"},"modified":"2022-01-21T11:25:20","modified_gmt":"2022-01-21T11:25:20","slug":"salesforce-dynamic-forms","status":"publish","type":"post","link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/salesforce-dynamic-forms.html","title":{"rendered":"Salesforce Dynamic Forms &#8211; Complete How-To Guide &amp; Tutorial"},"content":{"rendered":"\n<p>In 2019, Dynamic Forms was released in Dreamforce as one of the best features in the UI enhancements roadmap in Admin &amp; Lightning Keynotes.<\/p>\n\n\n\n<p>Today, Dynamic Forms are available like Non-GA Preview in Salesforce Summer \u201920 release.<\/p>\n\n\n\n<p>It\u2019s 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.<\/p>\n\n\n\n<p>This post will talk about what Salesforce Dynamic Forms are, working, its setup, and more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Are_Salesforce_Dynamic_Forms\"><\/span>What Are Salesforce Dynamic Forms?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>When we create intuitive, user-centric page layouts that reveal the correct details at the right time are Dynamic Forms.<\/p>\n\n\n\n<p>With time, the \u201cDetails\u201d section or the page layout in Lightning pages can become overloaded with fields. Such fields may be required but not for all the users or all the time.<\/p>\n\n\n\n<p>Config-intensive and labour are the closest resolutions to craft various page layouts and distinct profiles.<\/p>\n\n\n\n<p>With Dynamic Forms, we can:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Place the fields anywhere on the layout without needing to append them to the traditional page layout (\u201cDetails\u201d tab).<\/li><li>Utilize the visibility rules to create fields and components that appear and disappear as per our chosen criteria.<\/li><li>Do away with various page layouts.<\/li><li>Enhance page load times.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"When_can_I_get_Salesforce_Dynamic_Forms\"><\/span>When can I get Salesforce Dynamic Forms?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>You can get the Salesforce Dynamic Forms from the Lightning record page of a custom object.<\/li><li>You need to pick the \u201cRecord Detail\u201d or \u201cHighlights Panel\u201d component.<\/li><li>Next, you will see an option of \u201cUpgrade Now.\u201d You can pick between starting from scratch or migrating the current page.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_do_Salesforce_Dynamic_Forms_Work\"><\/span>How do Salesforce Dynamic Forms Work?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>A brand-new standard <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/embed-lightning-component-in-flow.html\" target=\"_blank\" rel=\"noreferrer noopener\">Lightning Component<\/a> arrives with Dynamic Forms, known as \u2018Field Section.\u2019 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:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>when to show the section,<\/li><li>on what form factor to display it, and<\/li><li>whom to display it.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_do_I_set_up_Salesforce_Dynamic_Forms\"><\/span>How do I set up Salesforce Dynamic Forms?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Let\u2019s check out the steps to set up Dynamic Forms:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Create_or_migrate_a_page\"><\/span>1. Create or migrate a page<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/2-26.webp\" alt=\"Create or migrate a page\" class=\"wp-image-17041\"\/><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\"><li>You need to open the Lightning page that you want to upgrade for any custom object. Next, select the \u201cHighlights Panel\u201d or \u201cRecord Detail\u201d component, and select \u201cUpgrade Now.\u201d<\/li><li>Also, you can craft a brand new page just by jumping onto your custom object, choosing \u201cLightning Record Pages,\u201d and then selecting \u201cNew.\u201d<\/li><li>After you create or migrate a new Lightning record page, an option will be visible to you which will allow you to add a \u201cField Section\u201d component that will enable you to append fields to the Lightning record page directly.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/4-12.webp\" alt=\"Fields Component before you are able to add fields!\" class=\"wp-image-17044\"\/><figcaption>You must first create a Fields Component before you add fields!<\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Add_fields_to_a_component\"><\/span>2. Add fields to a component<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>After adding a \u201cField Section\u201d component onto your page, you can next append individual fields. You can add a \u201cField Section\u201d in many places other than tabs.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/5-12.webp\" alt=\"Add fields to a component\" class=\"wp-image-17049\"\/><\/figure><\/div>\n\n\n\n<p>Let\u2019s first append some fields that should be visible to all who view the record:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Remember to name every field section.<\/li><li>You can pick the UI behavior with a selected field, like \u201cRequired\u201d or \u201cRead Only.\u201d<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/6-6.webp\" alt=\"UI behaviour such as \u201cRead Only\u201d or \u201cRequired\u201d.\" class=\"wp-image-17051\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Make_fields_and_components_conditionally_visible\"><\/span>3. Make fields and components conditionally visible<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>We can make visible both the fields and all the field components.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/7-6.webp\" alt=\"Make fields and components conditionally visible\" class=\"wp-image-17055\"\/><\/figure><\/div>\n\n\n\n<p>The behavior of the Field Section and Field visibility is different. However, both are dynamic, and as the users make changes, fields appear to be super dynamic. It states that a field holds power to appear or disappear while a user changes the record.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/8-5.webp\" alt=\"Distance Willing To Travel\" class=\"wp-image-17056\"\/><\/figure><\/div>\n\n\n\n<p>On the contrary, Field Sections are just edited on Save, so a new section appears or disappears after the user saves the record.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Plan_page_performance\"><\/span>4. Plan page performance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>When we select accordions or tabs, they get elected. So, despite appending multiple \u201cField Section\u201d components to the starting page, you can use the accordion or tabs for enhanced performance and load.<\/p>\n\n\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Add_a_mobile_component\"><\/span>5. Add a mobile component<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you want your mobile users to check out the \u201cDetails\u201d fields, you need to append a component, namely \u201cRecord Detail \u2013 Mobile,\u201d to any pages you craft. It\u2019s because the new component, \u201cField Section,\u201d doesn\u2019t exist on mobile. Any migrated pages will include this component automatically.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/11-5.webp\" alt=\" Add a mobile component\" class=\"wp-image-17059\"\/><\/figure><\/div>\n\n\n\n<p>We can start using Dynamic Forms in two ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Build a custom object record page, next, drag Field and Field components onto it.<\/li><li>Or, open a current record page and migrate its record details utilizing a migration wizard.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"A_Quick_Guide_to_Getting_Started_with_Dynamic_Forms_in_Salesforce\"><\/span>A Quick Guide to Getting Started with Dynamic Forms in Salesforce<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Let\u2019s look at how to start with Dynamic Forms in Salesforce. This guide will cover all.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Enable Dynamic Forms<\/li><li>Add Field Section Component to Lightning Record Page<\/li><li>Create Filter to Set Component Visibility<\/li><li>Test Dynamic Forms<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Enable_Dynamic_Forms\"><\/span>1. Enable Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>From the Setup, you need to enter the Record &amp; choose \u201cRecord Page Setting\u201d in the quick find box.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-1024x492.png\" alt=\"How To Enable Dynamic Forms?\" class=\"wp-image-17068\"\/><figcaption>Setup<\/figcaption><\/figure>\n\n\n\n<p>In the Dynamic Form section, you need to select any Record Page View &amp; next, tap the save button.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-1-1024x518.png\" alt=\"Record Page Setting\" class=\"wp-image-17070\"\/><figcaption> Record Page Setting <\/figcaption><\/figure><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">2. How to Use Dynamic Forms?<\/h4>\n\n\n\n<p>We can craft a new Record Page for any customized object to migrate to a current Lightning Page using it.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-2-1024x387.png\" alt=\"How to Use Dynamic Forms?\" class=\"wp-image-17072\"\/><figcaption>Custom Object Policy Record Page<\/figcaption><\/figure><\/div>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-3.png\" alt=\"Custom Object Policy Record Page\" class=\"wp-image-17074\"\/><\/figure><\/div>\n\n\n\n<p>Here, you can check out a new feature in <a href=\"https:\/\/multisitelocal.ezxdemo.com\/blog\/lightning-app-builder-vs-lightning-component-comparison.html\" target=\"_blank\" rel=\"noreferrer noopener\">Lightning App Builder<\/a>.<\/p>\n\n\n\n<p>The Field tab holds a new standard Lightning component known as \u201cField Section\u201d &amp; \u201cField Components in the component palette. You can append the field \u201cSection\u201d on the page and choose the fields to append in the section.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-4-1024x499.png\" alt=\"Lightning Builder\" class=\"wp-image-17076\"\/><figcaption>Lightning Builder<\/figcaption><\/figure><\/div>\n\n\n\n<p>You can simply use Dragging fields &amp; sections and tap on \u201cUpgrade Now\u201d from the Record Details properties if you want to release the Dynamics Forms migrated wizard.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-5-1024x550.png\" alt=\"Lightning App Builder\" class=\"wp-image-17078\"\/><figcaption>Lightning App Builder<\/figcaption><\/figure><\/div>\n\n\n\n<p>Post that, the Dynamic Forms migration wizard appears. Then, you need to tap on \u201cNext.\u201d<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-6-1024x484.png\" alt=\"Dynamic Forms migration wizard\" class=\"wp-image-17080\"\/><figcaption>Dynamic Forms Migration Wizard<\/figcaption><\/figure><\/div>\n\n\n\n<p>Next, you can choose a page layout like a dynamic forms\u2019 source, pick a page layout &amp; tap \u201cFinish\u201d to accomplish the Dynamic Forms migration wizard.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-7-1024x475.png\" alt=\"Setting the page layout as Dynamic Forms source\" class=\"wp-image-17083\"\/><figcaption>Setting the page layout as Dynamic Forms source<\/figcaption><\/figure>\n\n\n\n<p>So, as the successful migration of Dynamic Forms is achieved, the new fields section and field components will move to the desktop as it appends the \u201cRecord Detail \u2013 Mobile\u201d components to the pages so that the mobile users can see the \u201cDetails\u201d field.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-8-1024x484.png\" alt=\"Record Details components after migration to Dynamic Forms\" class=\"wp-image-17085\"\/><figcaption>Record Details components after migration to Dynamic Forms<\/figcaption><\/figure><\/div>\n\n\n\n<p>Post this in the information section; you can drag the \u201cField Section.\u201d Also, we can modify its label to \u201cSystem Information\u201d and select 1 or 2 column styles.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Add_Field_Section_Component_to_Lightning_Record_Page\"><\/span>3. Add Field Section Component to Lightning Record Page<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-9-1024x484.png\" alt=\": Adding Field Sections components\" class=\"wp-image-17087\"\/><figcaption>Adding Field Sections components<\/figcaption><\/figure><\/div>\n\n\n\n<p>We can modify UI behavior by converting any fields belonging to Policy Object to \u201crequired\u201d or \u201cread-only.\u201d<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-10-1024x469.png\" alt=\" Setting the Fields to Required or read-only fields\" class=\"wp-image-17090\"\/><figcaption>Setting the Fields to Required or read-only fields<\/figcaption><\/figure><\/div>\n\n\n\n<p>Also, we can append the filters to the fields and append advanced filters according to the needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Create_Filter_to_Set_Component_Visibility\"><\/span>4. Create Filter to Set Component Visibility<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/pasted-image-0-11-1024x480.png\" alt=\"Adding filters to Fields\" class=\"wp-image-17092\"\/><figcaption>Adding filters to Fields<\/figcaption><\/figure><\/div>\n\n\n\n<p>Next, you can tap on the \u201cActivate\u201d and \u201cSave.\u201d It will activate the page layout for the custom object.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Test_Dynamic_Forms\"><\/span>4. Test Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>First, we\u2018ll be logged in as a sales rep; it will allow the navigation to the custom objects and taps a record. Next, according to our setting, we can see the standard \u2018Record Detail\u2019 component.<\/p>\n\n\n\n<p>Ahead, we\u2019ll be logged in as a support rep who works on a Customer\u2019s Case relevant to their order shipment. So, we tap the record.<\/p>\n\n\n\n<p>As we know, Dynamic Form is a game-changing feature. So, we can rapidly customize pages according to the profiles, field values, or other custom filters.<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_Are_The_Benefits_Of_Dynamic_Forms\"><\/span>What Are The Benefits Of Dynamic Forms?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Now, let\u2019s check the benefits of Dynamic Forms:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Despite allocating a page layout and Lightning page separately, it utilizes a single assignment model for the Lightning page.<\/li><li>It simplifies or lowers page layouts by turning visibility rules into components compared to the entire layout.<\/li><li>You can handle the sections and fields on your pages in the Lightning App Builder without using the page layout editor.<\/li><li>Dynamic Forms offers a fascinating visual interface that permits us to check the fields they need to be the end-user.<\/li><li>Dynamic Forms append the sections and fields into the tabs or components accordingly to improve website load times.<\/li><li>Rapid upgrade from page layouts: Place sections and fields wherever you want.<\/li><li>Lowers the number of page layouts you want with component visibility rules.<\/li><li>Reap benefits of a single assignment model for the Lightning page regardless of the dual-mode of assigning a page layout and a Lightning page.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Limitations_of_Salesforce_Dynamic_Forms\"><\/span>Limitations of Salesforce Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Now, let\u2019s check the constraints of Dynamic Forms:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>It doesn\u2019t support blank spaces, and the Traditional Page Layouts will constantly control relevant lists.<\/li><li>It\u2019s not supported on record pages with the custom page templates and pinned regions.<\/li><li>As the new Field section and field components are not compatible with mobile devices, you need to craft a new Record-detail &#8211; Mobile Component.<\/li><li>We can append up to 100 fields\/columns in a field section component.<\/li><li>Presently, just custom objects support dynamic forms.<\/li><li>Dynamic Forms doesn\u2019t operate in Internet Explorer 11. Users with IE 11 who attempt to view a page that uses Dynamic Forms can see a page with an error.<\/li><li>It doesn\u2019t support blank spaces.<\/li><li>Just fields and sections holding fields are enclosed when migrating a page to Dynamic Forms. Other elements, like blank spaces and custom links, aren&#8217;t included in the page layout.<\/li><li>If you edit a section converting two columns into one, the new column can hold 100 fields. If you have more than that in two columns while switching to one column, it will move the first 100 fields to a single column and drop the remaining fields. After converting, if you change your mind, you can instantly click the undo button, namely the Lightning App Builder Undo button.<\/li><li>On record pages, Dynamic Forms is backed just for custom objects.<\/li><li>Dynamic Forms doesn\u2019t perform well on pages based on custom and pinned region templates.<\/li><li>You can append up to 100 fields\/columns in a Field Section component.<\/li><li>If the page layout you select to migrate holds more sections and fields that we handle, allow migrating up to 100 sections in every region and the first 100 fields in every column. The remaining fields are dropped, even if they are needed ones. Later, you can manually append dropped items. After switching, if you change your mind, you can tap the undo button, namely the Lightning App Builder Undo button, to roll back the modifications.<\/li><li>Users can collapse or expand field sections just in inline edit or view mode, not in the create, full edit, or clone windows.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamic_Forms_Known_Issues\"><\/span>Dynamic Forms Known Issues<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>From the Path component, if you tap on View All Dependencies, the dependencies you view come on the page layout from the record, not from the Dynamics Forms fields, on the page.<\/li><li>The CurrencyISOCode field is not shown as needed at runtime. However, it still behaves as required.<\/li><li>On a Dynamic Forms-based page, many instances of the same lookup field lead to a page error that looks up to an object that\u2019s not supported in the UI API.<\/li><li>If you tap New from the related list for a non-UI, API supported object holding a Forms-enabled object like a related list; the parent lookup field doesn\u2019t occur in the New dialog. Still, you can save the new record.<\/li><li>The Macro Builder doesn\u2019t support Dynamic Forms field components. In the Macro Builder, when a Dynamic Forms-enables record is opened, the field components stay disappeared.<\/li><li>Density settings are not admired in the Lightning App Builder preview for field sections, and Lightning App Builder preview reveals the Comfy setting always for field sections. During runtime, proper density settings are applied.<\/li><li>From a lookup, if you build a record, the fields that appear on the window don\u2019t come from the Dynamic Forms fields on the page; instead, they come from the record details.<br>When you hover over the fields in the palette, the shown data types are inaccurate in the palette.<\/li><li>In two-column Field Section components, the fields don\u2019t align correctly, horizontally.<\/li><li>A printable view of the record is not based on the fields on the Dynamic Forms-based page; rather, it depends on the fields from its default page.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Break_Up_Your_Record_Details_with_Dynamic_Forms\"><\/span>How to Break Up Your Record Details with Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>On your page, the more fields you have on your page, the more the Record Detail component becomes a monolithic block of un-customizable fields.<\/p>\n\n\n\n<p>With Dynamic Forms, you are allowed to migrate the sections and fields from your page layout like individual components into the Lightning App Builder.<\/p>\n\n\n\n<p>Next, you are permitted to configure them like the remaining components on the page and offer the sections and fields to the users of that page only as per their needs.<\/p>\n\n\n\n<p>Apart from affecting how users see fields on the record page, Dynamic Forms affects what they see when they tap to create, edit, or copy a record.<\/p>\n\n\n\n<p>On Dynamic Forms-based pages, such fields that users see when editing, creating, or cloning doesn\u2019t come from the page layout; they come from the fields on the page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Migrate_a_Record_Page_in_Dynamic_Forms\"><\/span>How to Migrate a Record Page in Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In Dynamic Forms, you can migrate the sections and fields from your current record pages like individual components in the Lightning App Builder.<\/p>\n\n\n\n<p>Next, you can configure those record pages like the remaining components on the page and offer users just the sections and fields they require. Dynamic Forms is backed just for custom objects.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Steps_Involved_to_Migrate_a_Record_Page_in_Dynamic_Forms\"><\/span>Steps Involved to Migrate a Record Page in Dynamic Forms:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p><strong>1.<\/strong> Open the current custom object record page for Lightning Experience as below:<\/p>\n\n\n\n<p><strong>a.<\/strong> For the first time, when you choose Edit Page, Salesforce makes a copy of the standard page, which you edit in the Lightning App Builder. If a customized page exists and is active, selecting the Edit Page will open that page to edit.<br><strong>b.<\/strong> In Setup from the Object Manager, open a custom object; next, pick Lightning Record Pages.<\/p>\n\n\n\n<p><strong>c.<\/strong> From the Lightning App Builder list page in Setup, open a custom object record page<\/p>\n\n\n\n<p><strong>2.<\/strong> Click the Record Detail component.<br><strong>3.<\/strong> Click Upgrade Now in the component detail pane to start the Dynamic Forms migration wizard.<br><strong>4.<\/strong> Go through the wizard, and choose which page layout holds the fields you need to migrate to the page.<\/p>\n\n\n\n<p>As part of the migration process, the Record Detail component is erased from the page and replaced with sections and fields that you can place and configure anywhere.<\/p>\n\n\n\n<p>If your record page backs the phone form factor, a \u201cRecord Detail &#8211; Mobile\u201d component is appended to your page as a part of the migration. This new component is distinctive, and it showcases the standard record detail fields and sections to the users when they view the page on their mobile device.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Required_and_Read-Only_Fields_in_Dynamic_Forms\"><\/span>How to Required and Read-Only Fields in Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>When you perform with universally needed fields on a Dynamic Forms-based Lightning page, they retain their status. Although, you are allowed to make other fields read-only or required only for the page on which you are working.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamic_Forms_and_Mobile\"><\/span>Dynamic Forms and Mobile<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The Field components and the Dynamic Forms Field Section component inside it are desktop-only. Still, the mobile users are covered.<\/p>\n\n\n\n<p>The Record Detail &#8211; Mobile component offers the mobile users a pathway to get the record details on a Dynamic Forms-enabled page.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamic_Forms_Tips_and_Considerations\"><\/span>Dynamic Forms Tips and Considerations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>You need to keep below tips and considerations in mind when working with Dynamic Forms.<\/p>\n\n\n\n<p><strong>General Considerations<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>The Record Type and Owner fields catch up with special handling in Dynamic Forms. They are set to Read-Only, which is not editable in the properties pane.<\/li><li>Like the App Builder counterparts, the accordion components\u2019 programmatic versions don\u2019t offer the same functionality. For instance, lightning and lightning-accordion components currently don\u2019t support lazy loading.<\/li><li>When we clone a record dependent on a Dynamic Forms-enabled page holding the visibility rules, referenced in the visibility rules, all the fields are appended to the cloned record, even if those fields are already on the page.<\/li><li>On a page, when you switch page templates that utilize Dynamic Forms, the available templates\u2019 list holds just the templates that are backed for the Dynamic Forms-enabled page.<\/li><li>We can append one and even more instances belonging to the same field to a Lightning page. Still, all the instances on the page reveal the same data.<\/li><li>While designing a page, collapsing or expanding a field section stay ineffective on whether a section is collapsed or expanded for users during the runtime.<\/li><li>When we save a new record with a blank custom object name, the API occupies the custom object name field with the record ID. So, we need to ensure that the Name field is marked as required and is on the page.<\/li><\/ul>\n\n\n\n\n\n<p><strong>Tips<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>You shouldn\u2019t place Field Section components on mobile-only Lightning pages as they are desktop-only and don\u2019t appear when you view the page on the phone.<\/li><li>It\u2019s usually recommended that you shouldn\u2019t have both field sections and a Record Detail component on the same page. If you do, the users can have problems with the page, embracing: overlapping, multiple save and cancel bars when both are in inline edit and on the page.<\/li><li>Visibility rules don&#8217;t work correctly on the Field and Field Section components.<\/li><li>When users edit, create or clone a record, the fields that appear are not from the Record Detail, instead are from the Field Sections.<\/li><li>Record Detail is left-right-top-down tab order, while Field sections are top-down-left-right tab order only that can create confusion. Resultantly, inside a Field Section, sometimes the fields don\u2019t line up horizontally. Still, Record Detail fields do line up horizontally.<\/li><li>You can utilize one Lightning page for both phone and desktop. Append the Record Detail &#8211; Mobile component with your Field Section components on the same page. Your desktop users look at the Field Section components, whereas your mobile users see the Record Detail &#8211; Mobile component.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Visibility_Rules_and_Dynamic_Forms\"><\/span>Visibility Rules and Dynamic Forms<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>On a page, if the field is hidden because of a visibility rule, and if a user edits the field&#8217;s value, the new or changed value will stay unsaved.<\/li><li>The visibility rules behave uniquely on the field sections component as they do on fields. On fields, the visibility rules are assessed dynamically. While editing a record, the user&#8217;s modifications appear and disappear as the visibility rules are evaluated.<\/li><li>The visibility rules are not dynamic and don&#8217;t react to users&#8217; editing on the field sections. Field section visibility rules are evaluated just after the record is saved.<\/li><li>Dependent picklist fields don&#8217;t pay any heed to visibility rules. Even if they have assigned the visibility rules, the dependent picklist appears in the View All Dependencies list.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>We have included almost every detail related to the Salesforce Dynamic Forms, its benefits, limitations, setup details, working, and more.<\/p>\n\n\n\n<p>Salesforce Dynamic Forms offer end-users a unique experience while improving organizational productivity. Further, such forms can be customized quickly with no need for complicated programming or coding. For now, such forms are just accessible for custom objects; soon, Salesforce will make this feature also available for regular objects.<\/p>\n\n\n\n<p>We hope this guide is quite informative and will assist you with your queries. Still, if you are stuck with any issue in <a href=\"https:\/\/multisitelocal.ezxdemo.com\/salesforce.html\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce development<\/a>, you can connect with us; we&#8217;ll help you with better solutions.<\/p>\n\n\n\n<p><strong>References<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/blog.cloudanalogy.com\/how-to-enable-dynamic-forms-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Cloudanalogy<\/a><\/li><li><a href=\"https:\/\/www.salesforceben.com\/salesforce-dynamic-forms-overview-deep-dive-tutorial\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforceben<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In 2019, Dynamic Forms was released in Dreamforce as one of the best features in the UI enhancements roadmap in Admin &amp; Lightning Keynotes. Today, Dynamic Forms are available like Non-GA Preview in Salesforce Summer \u201920 release. It\u2019s going to be a most-significant feature that will bestow the consultants and admins the strength to have<\/p>\n","protected":false},"author":39,"featured_media":17101,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"MSN_Categories":"Uncategorized","MSN_Publish_Option":false,"MSN_Is_Local_News":false,"MSN_Is_AIAC_Included":"Empty","MSN_Location":"[]","MSN_Add_Feature_Img_On_Top_Of_Post":false,"MSN_Has_Custom_Author":false,"MSN_Custom_Author":"","MSN_Has_Custom_Canonical_Url":false,"MSN_Custom_Canonical_Url":"","_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[87],"tags":[],"class_list":{"0":"post-17036","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-salesforce-development"},"modified_by":"emizentech","featured_image_src":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/eCommerce-Store-Launch-Checklist-1.jpg","featured_image_src_square":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-content\/uploads\/sites\/2\/2021\/12\/eCommerce-Store-Launch-Checklist-1.jpg","author_info":{"display_name":"Virendra Sharma","author_link":"https:\/\/multisitelocal.ezxdemo.com\/blog\/author\/salesforce"},"_links":{"self":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/17036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/comments?post=17036"}],"version-history":[{"count":0,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/posts\/17036\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media\/17101"}],"wp:attachment":[{"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/media?parent=17036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/categories?post=17036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/multisitelocal.ezxdemo.com\/blog\/wp-json\/wp\/v2\/tags?post=17036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}