Tuesday, May 9, 2023

Salesforce: Dynamic Forms controlling Field Type

One of the benefits of using the dynamic form is the ability to show and hide fields live based on 

  • Record field value selected or entered
  • User, e.g., profile, time zone, custom field, etc.
  • Parent record fields

But, not all field types can be used as a controlling field, as per the Summer '23 release, here is the list of field types that can be used: 

  • Auto Number
  • Checkbox
  • Currency
  • Email
  • Formula (Number) 
  • Formula (Text)
  • Number
  • Percent
  • Phone
  • Picklist
  • Text
  • URL

The following types are not supported as a controller field:
  • Date
  • Date/Time
  • Lookup
  • Picklist (Multi-Select)
  • Rich Text Area
  • Text Area

You also can set filter logic (AND, OR) if there are multiple filters.

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