Dynamic Forms And Dynamic Actions is the next step in the evolution of Lightning record pages in Lightning Experience Salesforce. While Dynamic Forms adds a step of point-and-click customization for our Lightning record pages that previously required custom coding. And gives us ability to configure record detail page fields and sections inside Lightning App Builder. Dynamic Actions allow us to choose which actions appear in the Highlights Panel on the object’s record page. So we can now control visibility for each action based on factors that we specify.
So far if you haven’t read Summer 20 Release Notes, I suggest you should do that as they have many exciting features.
Dynamic Forms are now GA in Winter 21 and only supported for custom objects.
Benefits of Dynamic Pages
- Single assignment model for the Lightning page instead of the dual model of assigning a Lightning page and a page layout.
- Dynamic layouts: Use visibility rules to show and hide fields and sections.
- Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times.
- Reduce the number of page layouts we need with component visibility rules.
- Manage the fields and sections on pages in the Lightning App Builder without touching the page layout editor.
So today we will check step by step how we can enable them and use it.
Firstly, Lightning Experience Setup > Search for “Record Page Settings” and enable the Dynamic Forms.
After Winter 21 we cannot enable/disable them. By default its enable for everyone.
After we enable it, we will get a new tab in Lightning Record pages “Fields”.
If we have existing pages available then we can simply upgrade them while we can also create new pages from scratch.
Once we enabled the Dynamic Forms we are ready to add fields and Dynamic actions in record page. So Select custom object for which you want to create new page. Firstly, we need to Drop the Field Section and then we can add fields in that. We can control visibility of individual fields as well. We will also add highlight section on top bar. So this is how our page will look like:
Once we upgrade our page to Dynamic forms, it will also change the flexi page metadata. We have a new type here: ItemInstance.
Here are some of the newer additions in Dynamic Forms:
- Dynamic Forms is now on for everyone in supported editions. The ability to turn it on and off for your org from the Record Page Settings node in Setup is removed.
- Universally required fields moved to their own section of the palette and have distinctive icons.
- Packaging is now supported for pages that contain Dynamic Forms components (Field, Field Section).
- Enhanced support for Dynamic Forms during edit, create, and clone.
- Several limitations and known issues are resolved.
When we click on the Highlight Panel in the side bar you will notice a new option to enable Dynamic Actions (refer above image). So it allow us to control which action will appear in the highlight panel.
The Eye icon means we have added custom visibility rules for this Action. Previously to do similar things we need to create Record Type and assign those record types to different profiles/users. But now we can control all that behavior using one page. So it will definitely reduce the need of Record Types.
Dynamic Actions are also in GA for custom objects. Dynamic actions for supported standard objects (Account, Case, Contact, Lead, and Opportunity) are Beta for desktop.
If you want to use a different set of dynamic actions on mobile, or if you have a mobile-only Lightning page, you can enable dynamic actions for mobile via the Page properties on the record page. Create or open a record page for a custom object in the Lightning App Builder. In the Page properties pane, select Enable page-level dynamic actions for the Salesforce mobile app (Beta).
So to enable dynamic actions for a supported standard object (Account, Case, Contact, Lead, or Opportunity) on desktop, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, select Enable Dynamic Actions (Beta, desktop only).
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Salesforce Winter 21 Release notes are here. Take a quick look. This article is updated with Winter 21 changes.
Finally I like to add feature to use Dynamic Forms And Dynamic Actions with all Standard objects and the ability to convert existing classic pages in Dynamic forms. What features did you like to add here, let me know in comments. Happy programming 🙂