Dynamic Forms was announced in Dreamforce 2019 as one of the features in UI enhancements roadmap in Admin & Lightning Keynotes. It is now available as Non-GA Preview in Salesforce Summer ’20 release
This is going to be a game-changing feature that will give admins and consultants the ability to have granular control on the record pages. You can now declaratively customize sections and fields of the page as per the business requirements. e.g. Show a particular section when a picklist field has a certain value, Opportunity has reached a certain stage, display a section with relevant fields to a particular user profile, etc. So, there are fewer page layouts to maintain.
How does it work?
With Dynamic Forms, comes a brand-new standard Lightning Component called ‘Field Section’. You can add that component in the page, select the fields to add in the section and create a filter to define
- when to display the section
- on what form factor to display the section and
- whom to display the section
Limitations
Dynamic forms come with the following limitations in Summer ’20 release, which will hopefully be addressed in subsequent releases.
- Currently available as Non-GA preview in Summer ’20 release
- Dynamic Forms is only available on Custom Objects for now (support for standard objects is on the roadmap for GA)
- Isn’t supported on record pages that use pinned-region or custom page templates
Step-by-Step Guide
Here’s a first look at setting up the Dynamic Forms in Salesforce. This guide covers how to:
- Enable Dynamic Forms
- Add Field Section Component to Lightning Record Page
- Create Filter to Set Component Visibility
- Test Dynamic Forms
You can sign up for a Summer ’20 pre-release org here and get your hands-on experience with this awesome feature.
NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.
I also conducted a session with ApexHours that included the live demo of Dynamic Forms & Actions. Here is the link to the session video. Dynamic Forms is from 0:00 to 21:05 minutes on the timeline after which the section on Dynamic Actions start.
Dynamic forms was the number one requested feature on IdeaExchange with this particular Idea (Dependent Page Layouts) being open for many years. The pilot was announced in Dreamforce 2019 as one of the features in UI enhancements roadmap in Admin & Lightning Keynotes. Available as Non-GA Preview in Salesforce Summer ’20 Release, this should be Generally Available in Salesforce Winter ’21 Release (i.e. towards the end of the year 2020)
…and did I mention that in Summer ’20 release, Salesforce has also introduced dynamic actions. You can now choose which actions appear in the Highlights Panel on the object’s record page based on what condition.
References & Useful URLs
- Break Up Your Record Details with Dynamic Forms – Salesforce Admins Blog (10 mins) – https://admin.salesforce.com/blog/2019/break-up-your-record-details-with-dynamic-forms
- Be An Innovator with Dynamic Pages – Salesforce Admins YouTube Channel Playlist (Videos ranging from 8 to 15 minutes) – https://www.youtube.com/playlist?list=PLrC_ei2_Pv0H4oHaLTo_IgiGHXoVg7AYd
How to deploy dynamic form from one org to another org
Hi Pawan, Dynamic forms are configured in Lighting Record Pages, so you can deploy it using change set or ANT Migration tool. For Change set, select the component type as ‘Lightning Page’
Hi, How to set the filters to display fields in dynamic records based on Form Type .
Can some one please help.
My requirement is… we have Form Type and Case Role dependent picklist ….based on the case role in the record display certain fields only in that record… how can achieve this scenario?
Hi See, yes, this can be done. All you need to do is to specify the filter conditions at the field level rather than at the section level as shown in this guide. When you select a field in the Lighting App builder, you are going to see the button to add filter on the right side panel. Click on the button to add filter condition. Please refer to the presentation at this URL for a screenshot of the same – https://docs.google.com/presentation/d/1YYArlfip1Ho1UKzwug_X3bQ6n1a5IWYtr6vN1vWyBww/edit?usp=sharing
Hi Ashish,
I cant see the Toggle button to enable the Dynamic form in Record page settings in my Developer Edition and my company sandbox. What is the issue ?
Hi Sudharshan, though it is a bit late to reply to your question, the toggle button was there when dynamic forms was not in GA (Generally Available). It became GA in Winter ’21 release and you no longer need to turn it on explicitly. All you need to do now is to go Lighting App Builder and you will see the option to switch to dynamic forms there.
Hi, Can this feature be used in combination with lightning:recordViewForm ?
Hi Sonali, I am not an expert in lighting components but I don’t think dynamic forms that be used with lightning:recordViewForm as recordViewForm is used to customize the form layout as mentioned at URL https://developer.salesforce.com/docs/component-library/bundle/lightning:recordViewForm/documentation
Dynamic Forms is a game-changer. Not more detail pages with 150+ fields.
Yes, Yusuf and together with dynamic actions introduced in Summer ’20 release, it is going to give much more granular control on who can see and do what on a page.