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Dynamic Forms and Dynamic Actions

Dynamic Forms and Dynamic Actions

OK this page is a bit old now, but a majority of the issues STILL exist, and Dynamic Forms is still NOT ready for Prime Time. Still as of Winter '24 and what is planned for Spring '24.

Video

In-depth look at everything I know about Dynamic Forms and Dynamic Actions.

Note: Mobile is not covered in this video.

if you like the pretty coloured icons in the top right hand corner of the lightning record page then you will love the Salesforce Indicators component - come help us build it to make it better.

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?