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🛑 NOW STOP! 🛑
Do not try anything fancy.
No moving fields to other tabs.
No hiding sections that are only visible for certain stages.
No conditional tabs.
Give this to the users for at least 2 weeks, if not a month.
It’s up to you if you give them the option to go back to the old App / layout at this stage or only after you start messing with them more.
Let them get used to this bit of cheese being moved, before you unleash anything more.
Again, I’m only talking about your main objects here, be a bit more daring with trivial objects.
Use this time to refine all the other improvements (see below), and work on the next steps in your Sandbox.
You will also get used to the double maintenance you now have to do by having Dynamic Forms, and you will get used to the “gaslightning” that occurs every time you go to make a change.
Read this Blog Post
Michael Kolodner has recently written an excellent blog post on how to design your pages for Dynamic Forms. https://www.freelikeapuppy.tech/post/design-for-user-success-field-placement. For old Page Layouts I swore by this post https://www.shellblack.com/administration/usability-fields-and-page-layouts/, so it is time to update my goto post for sharing with others on how to layout their pages, by now sharing Michael’s post.
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