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This post focuses on HOW to build out Dynamic Forms for your primary objects. This is a HUGE job. Do not undertake this lightly, especially if you have more than two Page Layouts or more then two Record Types. You have to build all of the Record Type functionality you get out of the box with Page Layouts again from SCRATCH! Why is there no Einstein for Dynamic Forms yet that does all of this on convert?
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Welcome Redditors and Discord folks. This Page has been linked to from the famous Summer ‘24 Release Notes Abridged Edition. I’m not on Reddit, and SFXD Discord scares me (how do you keep up?!), so feel free to reach out on Twitter (jodiem) or LinkedIn (jminers) for any questions or comments. I’d love to add any more content to this page based on your thoughts too. |
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Warning! Someone said the other day “Now that Jodie has given Dynamic Forms them here blessing we can start to use them”. I responded with “With many caveats”. Well I did say previously that I could not use Dynamic Forms until we had Blank Spaces, but my good golly gosh, they have been implemented in such a half-baked way - why won’t the page layout convert with Blank Spaces intact? And now we get to the actual hard work of having to build functioning Dynamic Forms pages and find that a) we have to completely rebuild all the Record Type and Profile assignment behaviour that we get out of the box with Page Layouts, and b) we STILL have to maintain Page Layouts for many reasons. So If you want to put yourself through all that pain for limited gain, then yes, try Dynamic Forms. |
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