Page Comparison

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• No Field Previews in page editor

• No collapsible Sections

• Section headings bigger

• CSS Help icons different - WHYYYYYY

• CSS on Field heights

• No Blank field - WHY - there is a horrible hack

• A bit slow to save

• Narrow section Fields don't honour existing CSS

• No ability to add related fields, so related record components is not the same look, so it's going to look weird

• No changes to create new field wizard in setup to stop adding a field to the Page Layouts

• Can't delete one column of a section

• Can't delete multiple fields at a time

• Can't filter fields by types, like you can for reports

• Can build a "wizard" but can't conditionally display tabs still

• “You can't add a field there!” errors and often losing your fields selections

• No read only indicator

• New record and edit record has weird page layout with the different sections

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• Dynamic Buttons decoupled from the hilights highlights panel

• Refresh button on each section (OR Cache Invalidation released)

• Be able to edit one section at a time - like Related Record Components.

• Conditional required fields - linked with the fabulous auto display of fields that would be amazing - may be able to hack by conditionally rendering a required or non required field.

• Related Fields sections rather than using Actions and Related Record components.

• Drag and drop multiple fields OFF the layouts.

• Be able to delete all fields on one column.

• Be able to have a section with no label.

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• Work in standard Objects

• look EXACTLY the same as the standard Salesforce CSS

  • Alignment

  • Field heights

  • Field widths

• CSS consistent with lightning

• Look EXACTLY the same as the fields in the Related Record Components (logo on heading not necessary)

• Headings to look exactly the same

• Must have blank space component

• Must be able to collapse sections

Tips to Set Up

These are my tips as I’m going through setting up a layout for real now.

• Create as many Formula fields for as many varieties of visibility as you need.

  • Eg for a field that is only displayed after the record is Active, do you want to still have it displayed after the record is expired. So you need a formula for IsActiveExpired where the Status value is Active OR Expired.

    • The selecting of fields in the field visibility is SOOOO HORRIBLE you never want to have more than one selection.

• If you need to have a condition where a field is conditionally displayed if a picklist field is blank then you need to create a formula. There is no way to do this with visibility rules.

• Create a Blank Space field - a good option that someone commented on my YouTube video is ALT+0183 for the label, and ““ for the formula. It is as subtle as possible. Another one might be “--------------->” for the label to highlight fields that are only in the right column or “____________________________” to add in above a formula that is a sum of a few numbers above.

• There will be times where you need to have a field displayed in some circumstances (eg IsActive, but a blank space displayed in the opposite case (eg IsActive = false) so that fields don’t jump around on the page. So the edit page then looks unwieldy and you have to keep in your mind how it’s going to look.

  • Or sometimes you just have to move fields to the top of the section, or add new sections in.

  • Similar if you want to have a field conditionally required, so you add two fields to the section so they appear in the same place but either required or not required.

• Save Often!

• It is REALLY HARD to select a section to drag it, so only use the Move Component handle.

• If you are replacing Related Record Components, drag them into place to where the fields will be going so you can set the fields up the same

• When the page gets so long, use the + buttons for new section placement. You won’t be able to drag.

• Have a Control Section with different fields that turn sections off and on. Then repeat that control field in the section it controls. Name the control fields Show X eg Show Extra Charges.

  • It may be best to have these sections in Accordions so the page doesn’t get super long.

• Have a section that is only visible to Admins that shows all the fields that controls the sections of the page. If you want, even go to the extent of having extra sections on the page near the fields that are going to be controlled, or even have a control field named Xray View that can turn these fields on.

• You will STILL need Related Record Components, to display fields from other records. Keep them away from these layouts. Eg keep them in the narrow column. Or if they HAVE to be in-line then it’s best that they are read-only due to the duelling edit buttons issue. (This seems to be fixed now… In a Summer ‘22 org I can’t edit both a Dynamic Form and a Related Record Component at the same time. It’s a small thing, but it is better now).

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Yes, this is for real, this is the abomination you can create, with two edit buttons on the screen at the same time. (Yes you can still have two edit buttons by having a standard details section and a Dynamic Forms section)

• IT IS REALLY HARD TO MOVE SECTIONS AROUND A LONG PAGE! Almost WORSE than Process Builder!

• You may have to re-arrange fields based on the length of the FIELD NAME! This is ridiculous and bizarre!

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