Linda, the Cloud Kicks administrator, has requested an update for the Summer '21 release. She saw in the Release note - Summer ‘21 that the page layout has changed for the main objects and she wonders what the dynamic forms are.
In her sandbox, she doesn't see any changes at the moment. How can she see the new pages?
What are dynamic forms?
Linda asks Vijay to give her a definition of dynamics forms and the impact following their activation.
| Dynamic Forms | Dynamic Forms is the next step in the evolution of Lightning registration pages. It adds a point-and-click customization step for your Lightning record pages that previously required custom coding. With Dynamic Forms, you can migrate the fields and sections of your layout as individual components into the Lightning App Builder. You can then configure them like the other components on the page and give users of that page only the fields and sections they need. |
The benefits of dynamic forms
- Instant update of layouts: place fields and sections where you want them by drag and drop.
- Improved performance: place fields and sections in accordion components or tabs to significantly reduce page load times.
- Dynamic layout. use visibility rules to show and hide fields and sections.
- Simplified layout management.
- Manage fields and sections on your pages in the Lightning App Builder without touching the layout editor.
- Reduce the number of layouts you need with component visibility rules.
- Take advantage of a single Lightning page assignment template instead of a dual Lightning page and layout assignment template.
Impact of dynamic forms
To add or remove fields, you can no longer use the page layout, but must use the Lightning builder. We explain how to do this later in this article.
Here is an article from Salesforce on this subject: Break Up Your Record Details with Dynamic Forms.
Activation of dynamic forms following the update
If you installed Frisbii from the AppExchange, you have direct access to the new pages without having to activate them. If you were in another version and upgraded, you will keep your current page layout. In case you want to activate dynamic forms like Linda, you can follow these steps.
The names of the LEX pages are listed below:
Corporate name: Sofacto_Corporate_Name_LEX_PL
Quotation: Sofacto_Quotation_LEX_PL
Quotation line item: Sofacto_Quotation_Line_Item_LEX_PL
Invoice: Sofacto_Invoice_LEX_PL
Invoice line item: Sofacto_Invoice_Line_Item_LEX_PL
Invoice PDF: Sofacto_Invoice_PDF_LEX_PL
Subscription: Sofacto_Subscription_LEX_PL
Subscription line item: Sofacto_Subscription_Line_Item_LEX_PL
Steps
- Go to the tab of the object whose LEX presentation you wish to activate.
- Open a record.
- Click on the Setup icon, then on Edit Page.
- Select the correct page from the Pages drop-down list.
- On the new layouts, the information is divided into tabs.
- Then click on Activation... at the top right of the window.
- In the second tab of the window, APP DEFAULT, click the Assign as app Default button.
- Check at least Frisbii and click on Next.
- Click again on Next and then on Save.
- Click on the arrow at the top left to return to your record.
- That's it, the LEX page layout is now enabled!
Adding custom fields following the activation of dynamic forms
Linda wants to customise the new page layouts, including adding fields.
Once you have enabled dynamic forms in your org, you can no longer go through
Setup > Object Manager > Page Layout to add or remove fields.
Here are the steps to customise the LEX pages.
Steps
Go to the tab of the object you are interested in.
Open a record.
Click on the Setup icon, then click on Edit Page.
Select the component to which you wish to add the field.
On the left of the screen, click on Fields.
Drag <> drop the field between the existing fields, where you want it to be displayed.
You can also remove a field by clicking on it and pressing the small bin.
Once you're done with the changes, click on Save, then Activation.
In the second tab of the window, APP DEFAULT, click the Assign as app Default button.
Next, select the Lightning applications to which you wish to apply your changes (Frisbii must be selected).
Click Next.
Select a form factor according to your business need.
Click Next
Check your choice and save.
Click on the arrow at the top left to return to your record.