Salesforce Dynamic Forms Simplified

  • Salesforce Dynamic Forms

What is the use of Salesforce dynamic forms?

Salesforce Dynamic forms are helpful to show and hide the sections in a lightning record page based on filters. Unlike traditional page layouts, we can show the right information at the right time.

Available Options for component visibility:

  1. We can show/ hide the component sections based on record data.
  2. We can show/ hide the component sections based on lookup relations to the record.
  3. We can show/ hide the component sections based on user data.
  4. We can show/ hide the component sections based on devices.

How to achieve this:

  1. Go to the lightning record detailed page. Go to setupà click on edit pageà

Click on any component in the page, you will be displayed a set component visibility section at right bottom corner of the page. Click on the add filter button:

Salesforce Dynamic Form1

2. On click of add filter we will see a set of filter options available to show and hide that selected component.

Salesforce Dynamic Form2

On record field, we can show and hide the component on basis of available fields on that record.

On click of device option, we can select the device compatibility to show/ hide the component.

Salesforce Dynamic Form3

On click of advanced, we can make use of these additional available options:

  • Device: We can select the same device option available at the above.
  • User: On user option we can filter based on different fields available at user.
  • Permissions: We can filter based on different permissions available.
  • Record: We can filter based on current record/ lookup of current record fields.

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Bindu Kaperla is a Senior Salesforce Developer at Cloudely.

By |2023-01-28T16:12:27+05:30January 28th, 2023|Comments Off on Salesforce Dynamic Forms Simplified