Friday, February 26, 2021

Salesforce: Intro to Dynamic Forms

When Lightning introduced by Salesforce many years ago, it still depends on the "Classic" page layout. There has been a rumour for quite some time in the Salesforce community that we will be able to add fields directly in the Lightning app builder without the need for Classic page layout.

This finally comes true with Dynamic Forms. In the Winter '21 release, Dynamic Forms become Generally Available, but only for custom objects. As per, DreamTX 2020, the Dynamic Forms will be available in Summer '21 release, including for mobile support.

How to activate Dynamic Forms?

Dynamic Form needs to be enabled on each Lightning Record Page, so this means that you do not need to enable dynamic form for the whole org at once, you can enable it by the app, profile, or record type. So, you can pilot a profile with dynamic form, while all others still use Classic page layout within the same object.

Go to Object Manager, select the object, select Lightning Record Pages, to show all Lightning Record Pages that exist for that particular object, including other information such as Org Default, App Default, and Other Assignments.

There are two Lightning record pages for this object

Enabling Dynamic Forms

To enable dynamic forms, edit the lightning record page, this will open Lightning App Builder, select the Record Detail component, then click Upgrade Now button.

You will be presented with a wizard to follow to migrate the fields to the dynamic form. Optionally, you can select to enable migrating the fields and section into the Accordion component to improve the new page performance.

One-Way Ticket

Once a Lightning page is upgraded to Dynamic Form, you can't downgrade it back to Classic page layout. However, you can simply delete the Accordion or Field Section component, then adding back the "Record Detail" component which uses Classic page layout.

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