Dynamic forms are invaluable for capturing and managing data on Salesforce pages with enhanced flexibility and interactivity. Their flexibility allows you to create forms that adapt to user input, enhancing user experience and data collection efficiency. This blog post will guide you through adding custom fields and effectively using blank spaces on dynamic forms-enabled pages.
What is Dynamic Form
In Salesforce, a dynamic form is a feature that allows users to create, customize, and manage forms on Salesforce pages with enhanced flexibility and interactivity. Dynamic forms enable users to configure individual fields and field sections directly on the Lightning App Builder, providing a more intuitive and personalized user experience
Add New Custom Fields to Dynamic Forms-Enabled Pages
Before you can add custom fields to dynamic forms, ensure that dynamic forms are enabled in your Salesforce organization. Dynamic forms are available in the Lightning Experience for certain objects like custom objects and a growing list of standard objects. Quickly and easily add a new custom field to your Dynamic Forms-enabled pages by using a new step in the custom-field creation wizard
Steps to add Custom Field on Dynamic form-Enabled Pages
Step 1: Create a custom field as usual in Setup. After setting field-level security, you see the new step to select which Lightning record pages to add the field to.
Figure 1: Create a custom field and add to lightning record pages.
Step 2: The new field is added to each record page you select as the last field in the first field section on the page.
Figure 2: New Field is added to each record page.
Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages
Customize field alignment in Dynamic Forms field sections with the new Blank Space component. Find it on the Fields tab when viewing Dynamic Forms-enabled Lightning record pages in the Lightning App Builder. You can use a blank space on its own to separate fields vertically inside a field section
Steps to add Blank Spaces in Dynamic form-Enabled Pages
Step 1:Open Dynamic Forms-enabled Lightning record pages in the Lightning App Builder.
Step 2: Drag and drop Blank Spaces from field Component to Details Page .
Figure 3: Add Black Spaces on Lightning record Pages.
Step 3: Save the changes.
Figure 4: Blank Spaces is Added on Lightning Record Pages.
Conclusion
Adding custom fields and effectively using blank spaces on dynamic forms-enabled pages in Salesforce can greatly enhance the efficiency and effectiveness of your data collection processes. By following the steps outlined above, you can create tailored, user-friendly forms that meet the specific needs of your organization. Regularly review and update your forms to ensure they continue to provide value and meet evolving business requirements.
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