Low Code Love : Dynamic Actions & forms

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What are Dynamic Actions & Forms

Dynamic Actions & forms were announced in 2019 at Dreamforce event. It is a game change functionality for all the admins & consultants that gives them the ability to control the behaviour of the record page. It is also available for Non-GA Preview of salesforce summer’20 release. 



What are Dynamic Actions & forms?

Dynamic Actions & forms allows users to choose which action is to be displayed on the object's detailed page & with what fields and sections. What makes these actions & forms dynamic is that you can show/hide these details based on the filter criteria which you don't have on the page layout. 

When to use ?

Dynamic actions & forms shall be used when you want to show a field or a group of fields i.e. section on a filter based criteria. There are some forms of factor :

  • When to display 

  • Whom to display

  • What form of factors decide when to display the section

How does it work?

  • Enable the dynamic forms & action from the app builder 

  • Add section on the page layout from app builder

  • Set the filter criteria

  • Test Dynamic forms


  • Upgrade the Page layout:

    • Page layout restricts your visibility of sections and fields. You can place these sections/ fields anywhere even on the other tab.

  • Dynamic Layouts:

    • Use of dynamic visibility of showing/hiding the sections.

  • Reduces page layout:

    • It reduces the number of page layout & record type and gives extra visibility when needed based on filters.



Before we jump into the step-by-step guide let’s take a look at the limitations.

  • Custom Objects:

    • It is supported only on record pages of custom objects.

  • Fields per column limit:

    • 100 fields per column in a section.

  • Blank Spaces:

    • Blank Spaces are not supported.

  • Fields and Sections above limit:

    • If the sections & fields are migrated in bulk then only 1st 100 sections & fields will be migrated. 

  • Column Conversion:

    • If you convert a section of two columns to one column then it can hold only 100 fields.


Step by Step Guide:

  • Step 1: Go to the object manager & select the object. 

  • Step 2: Go to Buttons, Links, and Actions & click new to create a new action. 

  • Step 3: Name the action “Update Child”. In action type, select the action you want your section to have. In my case i want to update the record so i select “update Record”.

  • Step 4: Now to show the fields in your section, go to “Edit Layout” in the same page or you will be redirected to it. 

  • Step 5: Select the fields like the same way you do in the page layout and save it. 

  • Step 6: Go to setup, search App builder in the quick find box. Create new or start with something already created. 

  • Step 7: Select Related records from components & select the action that you created. 

  • Step 8: Below that you can see filters in the advanced section.

  • Step 9: Add the filters based on which you want your section to be seen. 

  • Step 10: Save & test it.

Yamini Gaharwar

Yamini Gaharwar

Hey Trailblazers, My name is Yamini Singh Gaharwar. I am Salesforce Certified Professional. I work on both configuration & customization related queries. I love working on this technology and always striving to learn something new everyday.