Lesson: 23 | Dynamic Forms

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Notes

Dynamic Forms in Lightning App Builder is a feature in Salesforce that allows users to customize the layout and behavior of record detail pages for standard or custom objects. With Dynamic Forms, users can create flexible and interactive forms that adapt to the needs of each user or use case.

Dynamic Forms offer several benefits over traditional page layouts, including:

Flexibility: Dynamic Forms allow users to add or remove fields, sections, and components from a record detail page without requiring changes to the underlying metadata.
Personalization: Dynamic Forms can be customized for different users or profiles, allowing each user to see the most relevant information and actions for their role or context.
Interactivity: Dynamic Forms support dynamic behavior such as field-level visibility, read-only or required fields, and dependent picklists or fields.

To create a Dynamic Form in the Lightning App Builder, users must first enable the Dynamic Forms feature in their Salesforce org. Once enabled, users can create or edit a record detail page and add the Dynamic Form component to the page.

The Dynamic Form component includes several configuration options, including the ability to add or remove fields, reorder fields or sections, and customize field-level visibility, read-only or required status, and dependent picklists or fields. Users can also add or remove components, such as related lists, related records, or custom components, to the Dynamic Form.

Once the Dynamic Form is created, users can activate it for specific record types, profiles, or users by selecting the appropriate activation settings in the Lightning App Builder. The Dynamic Form will then be displayed on the record detail page for the selected record types, profiles, or users, providing a flexible and personalized user experience.

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Lesson: 23 | Dynamic Forms

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Administrator Course