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Let’s talk about Dynamic Forms! Reviewing the Summer ’20 Release

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One exciting new feature that came out of the Salesforce Summer ‘20 Release is the ability to use Dynamic Forms!  While not yet a fully supported feature (Dynamic Forms are still in Beta), we are now able to play around with their functionality and have found them to be extremely useful.

Lightning Record pages arrived with the release of Salesforce Lightning four years ago.  While these new record pages were powerful in that different components and related lists could be dynamically added to the record page, the ability to customize the view of the record’s field was still constrained to one area, the “Details” section.  If an administrator wanted to customize the layout of fields, they had to stay within the “Details” section.  The only other option would have been to create complex custom Lightning Components using code.  Moreover, the only way to change the “Details” section was by editing the Page Layout of the object (Page Layouts still have a classic UI and are slow and difficult to work with). 

Dynamic Forms, on the other hand, now give us much more functionality with regard to the display of the fields of a record.  Now, instead of having all of the fields constrained to one section of the page, we are able to move each section to a different area of the page, where  they each act as their own component.  This makes it much easier to group similar fields and allows for a much cleaner user interface.  

The most exciting part of Dynamic Forms is that they are “dynamic.”  This means that one can set the visibility of different sections, and even individual fields, based on custom criteria!  For example, each time the status of a case changes, different fields will become visible while others can disappear thus keeping the page much cleaner and user friendly.

While Dynamic Forms are constrained to use with only custom objects, we can’t wait to start configuring Dynamic Forms in our production environments.

Want to start working with Dynamic Forms? Reach out to us and we’d love to help!

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