Salesforce: Dynamic Forms (2)

After 18 months from my first dynamic form blog, we finally see a few standard objects covered by the dynamic form. As per the Winter '23 roadmap, we can enable Account (incl. person Account), Contact, and Opportunity with dynamic form.

Overall, the dynamic form functionality is still the same as per the initial release, where we can show/hide each field based on Record Field or Advanced, field with filters defined will have the eye orange icon next to it.

Record Field

1. Field: another field in the same object
2. Operator: depends on the selected Field (1) type, e.g. Contains, Equal, Not Equal
3. Value: also depends on the selected Field (1) type

Advanced

1. User, which is user info/detail
2. Permissions, if the user has specific permission 
3. Record, this can be a value from a related field, such as Created By Profile Name

Tips: 

you can't select more than 1 value in each filter, but you can add the same field in filters, then use "any filters are true" or filter logic.

Samples of use cases to use the dynamic form

1. To hide/show fields from a specific profile in the layout, even the profile has visibility on the field-level security
2. To hide/show fields from users without permission, such as View and Edit Converted Leads
3. To hide/show field when the user selects a value, such as, when user Type = Customer, show Customer No, otherwise, hide Customer No field

But, do we still need the classic page layout when using the dynamic form? 

1. Record buttons are still determined by page layout, you can handle this by enabling dynamic action, check out here.

2. Related lists are also determined by page layout, you can handle this by removing the "Related Lists" component and adding the Related List - Single component for each related object. However, if you use the "Related List Quick Links" component (which is a great feature since Classic), adding "Related List - Single" will not add the object to "Related List Quick Links", so come and vote for this idea.