Day 15 : Salesforce dynamic forms #TexeiAdventCalendar

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2 minutes de lecture

Hello everyone, today I will introduce you to the functionality of Dynamic Forms and Dynamic Actions. Currently this functionality is only available on custom objects, for standard objects it is already on the roadmap.

Before using dynamic forms I advise you to check the limitations here.

First step

After creating the lightning record page, you upgrade your Record Detail to dynamic forms

Last step

After that, you choose the layout you want migrated to dynamic form.

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Now you can drag and drop field

Set a behavior to the field like required

Set Field Visibility

Tips to add a required fields depends on condition without create a validation rule. How many times have you had error messages when saving to tell you that field is mandatory ?

To do that, add the same field twice

On the first field, set the field as required and set the visibility condition.

Ex: Are you a robot? = True

On the second field, sets the field as required and sets the visibility condition as the negation of the first condition.

Ex: Are you a robot? = False

 

That’s all for our tip about Dynamic Forms. Want to continue learning? Check out our article Day 16 : Translate Custom tabs with Custom Labels.

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