Everyone knows very well; Summer 20 release is live now. Every release Salesforce brings new features. Summer 20 release, Salesforce has a new feature called Dynamic Forms. It is a new low code innovation in building the apps very fast that you need. You can create, build an intuitive lightning page very fast and very quick. In this article, I am going to explain my real-life scenario, how dynamic form works for the Lightning record page.

What are Dynamic Forms and How does it work?

Dynamic forms transform static data entry from into intuitive experience. You can now declaratively customize sections and fields of the page as per your business or user requirements.

With Dynamic forms, comes with a brand new standard Lightning Component called “Field Section”. You can add components to the page and select the fields to add in the section and create a filter if necessary.

Note: Some limitation for Dynamic Forms

  • Currently available only for Custom objects
  • Currently available as Non-GA preview in Summer ’20 release
  • Isn’t supported on record pages that use pinned-region or custom page templates

Dynamic Forms benefits

  • Better page performance
  • Put fields and section into accordion components or tabs to significantly improve page load times
  • Show and hide fields and sections
  • Layout management according business requirements
  • Reduce the number of page layouts
  • Improve page load times
  • Fields and components appear and disappear based on criteria

Business Requirement for Dynamic Forms

I am working as a Salesforce administrator at Miraforce. I got a requirement from my team to create a dynamic form for custom object called Calibration and Services. Our team is struggling to make the lighting page on the desktop app more attractive and intuitive for the team members. They want to see customer information left hand side, Product information middle of the page and product pictures right hand side. So, all the users they can see all the information without scroll the page.

Solution

Make sure, you know very well about the Lightning App builder and how does it works. I am going to explain here step by step.

Step 1 – Enable Dynamic Forms

Go to the Set up -> find Record Page Settings from quick find box -> Click Enabled (Right side of the page) -> Click Save. Follow the screenshot below

Enabled Dynamic Forms

 

Note: You can create a new lighting page or edit existing record page in the Lightning App Builder. If you are editing existing page, then Click Upgrade Now from record details properties pane to launch the Dynamic Forms migration wizard. Wizard adds the fields and field section to the page for you

Dynamic Forms migration wizard

Step 1 – Create a Lighting Page

Go to the Set up -> Object Manager -> Find your Object (In my case, I have chosen Calibration and Services) -> Click New. Follow the screenshots below

Create new Lightning page

 

Click Record Page -> Click Next -> Put Label -> Choose Object -> Choose Page Template (In my case, I choose Header and three Regions) -> Click Finish. Follow the screenshots below.

Choose new Lightning Page

 

Choose new Lightning Page 1

 

 

Choose Lightning Page Template

 

Drag and Drop Field Section -> Choose Fields -> Drag and Drop fields -> Click Save or Activate.

 

Dynamic Forms and Actions in Salesforce

 

Result / Outcome

The new lighting page is ready with dynamic forms. Not it is time for testing. See below screenshot.

 

 

Dynamic Forms and Actions in Salesforce Result

 

Summary

All done. Very easy to set up. Try to create a new lightning page in your org today and make it more impressive for your team.

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