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 :
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When to display
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Whom to display
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What form of factors decide when to display the section
How does it work?
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Enable the dynamic forms & action from the app builder
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Add section on the page layout from app builder
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Set the filter criteria
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Test Dynamic forms
Benefits:
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Upgrade the Page layout:
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Page layout restricts your visibility of sections and fields. You can place these sections/ fields anywhere even on the other tab.
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Dynamic Layouts:
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Use of dynamic visibility of showing/hiding the sections.
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Reduces page layout:
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It reduces the number of page layout & record type and gives extra visibility when needed based on filters.
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Limitations:
Before we jump into the step-by-step guide let’s take a look at the limitations.
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Custom Objects:
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It is supported only on record pages of custom objects.
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Fields per column limit:
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100 fields per column in a section.
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Blank Spaces:
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Blank Spaces are not supported.
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Fields and Sections above limit:
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If the sections & fields are migrated in bulk then only 1st 100 sections & fields will be migrated.
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Column Conversion:
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If you convert a section of two columns to one column then it can hold only 100 fields.
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Step by Step Guide:
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Step 1: Go to the object manager & select the object.
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Step 2: Go to Buttons, Links, and Actions & click new to create a new action.
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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”.
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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.
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Step 5: Select the fields like the same way you do in the page layout and save it.
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Step 6: Go to setup, search App builder in the quick find box. Create new or start with something already created.
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Step 7: Select Related records from components & select the action that you created.
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Step 8: Below that you can see filters in the advanced section.
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Step 9: Add the filters based on which you want your section to be seen.
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Step 10: Save & test it.
