October 8, 2022

Dynamic Forms in Salesforce

With Dynamic Forms in Salesforce, users can move fields or sections from the page layout to individual components. That can further be configured into the Lightning UI Builder.

In this way, the user can create forms dynamically similar to other components on the custom object.

Features of Dynamic forms in Salesforce

  • Fields and sections can be placed anywhere on a page layout, allowing for greater flexibility in page design.
  • Visibility rules can be used to show and hide fields and sections in dynamic forms.
  • The Lightning Form Builder provides an easier way to manage fields and sections on pages, without having to edit the page layout.
  • This can reduce the number of page layouts and record types you need, by using component visibility rules.
  • Assign a single Lightning page model to your Lightning pages instead of having a dual page model where you assign a Lightning page and a page layout.

Dynamic Forms affects not only how your users see fields on a record page, but also what they see when they click to edit, create, or clone a record. On Dynamic Forms-based pages, the fields that users see when creating, editing, or cloning come from the fields on the page, not from the page layout.

New Updates in Salesforce Winter '23

Dynamic form updates in Oct 2022

The three core objects that now have dynamic forms available:

  • Accounts (both Business and Person)
  • Contacts
  • and Opportunities

With dynamic forms, you can migrate the fields and sections from your page layouts as individual components. This is a great way to keep your data organized and tidy.

You can see these enhancements in October 2022.

How to Create Form in Salesforce with Form Builder

How to create Dynamic forms in Salesforce?

Total Time: 10 minutes

  1. Open the Object Record page in Lightning

    open-lightning-record-page

    To access Lightning Record Pages, open an object from the Object Manager in Setup. The object must support Dynamic Forms in order to display this feature in Lightning Record Page.

  2. Create a new Lightning Page if not Exist

    Create-Lightning-Record-Page

    1. Click on New, 2. Select the Record page, 3. Set Label and Object name, 4. Select appropriate layout, 5. Save and Activate it.

  3. Upgrade record Detail Page

    Upgrade-layout-for-dynamic-form

    In the component detail pane, click Upgrade Now to start the Dynamic Forms migration wizard.
    Choose the page layout that includes the fields you want to migrate to the page.
    The upgrade wizard uses the fields and sections from the page layout you choose and automatically adds them to your page.

  4. Add/Remove fields and Section

    drag-drop-fields-form-builder-salesforce

    Add or remove fields from the field panel as required.
    You can also make them read-only or required.

  5. Save and check the record detail page

    form builder save check record

    Click on save and check the Record Detail Page. Here You can see fields added by the dynamic form builder.

Limits of Dynamic Form Builder

  • Dynamic Forms is only supported on record pages for custom objects, Accounts (including person accounts), Contacts, and Opportunities.
  • Dynamic Forms doesn't work in Internet Explorer 11. Users with IE 11 who try to view a page that uses Dynamic Forms will encounter a page error.
  • Dynamic forms can not be used to collect data from the public. For public form check out salesforce form guide.
  • When migrating a page to Dynamic Forms, only fields and sections containing fields are included. Other elements on the page layout, such as custom links and blank spaces, aren't included.
  • Field sections can only be expanded or collapsed while in view or inline edit mode, not in the full edit, create, or clone windows.

Frequently Asked Questions (FAQs)

What is a dynamic form in Salesforce?

Dynamic Forms in Salesforce allow users to move fields or sections from page layouts into individual components. This can be further configured into the Lightning UI Builder.

How do I use the dynamic form in Salesforce?

Dynamic Forms can be used in two ways:
1. Creating a Lightning page from scratch and dragging Field and Field Section components onto it. 2. Migrating an existing record page's details using the migration wizard.

Ref :
Break Up Your Record Details with Dynamic Forms - Salesforce Admins

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