Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

...

Expand
titleExpand to see Video ToC

00:00 - Introduction 00:00 - Release Notes 00:28 - Get Started 01:58 - How we work now 02:36 - History of Dynamic Forms 04:20 - What is being delivered 04:38 - Setting the Scene 05:24 - JDDemo 10:50 - Setting up the Lightning Pages 11:59 - Convert the Page Layout 12:58 - Record Types and Page Layouts 13:47 - The Converted Page 14:08 - Mobile Layouts (not covered) 14:43 - Lightning Page Issues 16:30 - The Rules for Classic Page Layouts 17:34 - Compact Layouts and Hovers 19:22 - Building the Lightning Page 20:22 - No Record Previews 21:40 - Conditional Visibility of Sections 22:42 - The Fields Panel 23:51 - Weirdness with placing fields 24:51 - Why do Reports work different to Pages? 25:53 - You can add in bulk, but not delete bulk 27:01 - No Related Records Fields 28:26 - View the Page 29:30 - Comfy vs Compact Layouts 30:00 - Differences between components 30:44 - Layout Display Issues 32:34 - SLDS vs Salesforce 34:50 - Narrow Column Field Sections 37:06 - No Blank Spaces Hack 38:26 - What will be our new Best Practices 38:48 - Section Headings 39:11 - Save takes a little longer 40:03 - Conditional Fields 40:58 - If you build it, will they want it? 41:10 - Set Conditional Visibility on Status 41:45 - Tips for Conditional Visibility 42:32 - Testing Conditional Visibility 43:39 - Conditional Visibility during Edit 43:57 - Required Fields 46:02 - Using the Edit Button 46:53 - Conditional Sections 48:07 - Field Sections in Tabs 48:56 - Multiple of the same field 50:55 - Required Fields on Related Record Comp 52:12 - Will the users cope? 52:35 - Can we remove Standard Page Layouts? 53:40 - Dynamic Actions 58:41 - Detail Page Links 59:32 - Set up Conditional Actions 59:56 - Why no Conditional Tabs? 1:00:12 - Test Conditonal Buttons 1:00:52 - Set 10 Buttons to display 1:02:38 - Cloning 1:07:53 - Bottom Line (NOTE: Don’t follow my idea here - see below re editing!!) 1:10:07 - Layout Best Practices 1:12:26 - What makes a good page 1:13:18 - Next Steps

...

  • 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???

  • 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! Huge issue!

  • 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

  • No ability to add custom report links to the bottom of the page.

Note

Editing Pages with Dynamic Form Fields

Beware! This doesn’t work well. In video 3 of the Be an Innovator quest they showed how easy it was to add a few fields to an existing lightning page. And it was something I said in my video that you might be able to start slowly and keep the existing pages and slowly add dynamic sections. NOPE, it does not work! Please do not do this!
See this extra video https://www.loom.com/share/bcc773a540c341ddb4fb956d3c07396b explaining it.

You do NOT want two SAVE buttons, one you can’t get to!

Then they doubled down and showed a similar thing in Release Readiness Live! https://twitter.com/jodiem/status/1272823818407403520

...