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Get Hands-On with Conditional Formatting in Dynamic Forms

Learning Objectives

After completing this unit, you’ll be able to:

  • Make record fields stand out with conditional formatting.
  • Get hands on with the Dynamic Highlights Panel.

Make Record Fields Stand Out with Conditional Formatting

Help users quickly identify the most relevant information on a record page by applying formatting to fields. In Lightning App Builder, give fields on Dynamic Forms-enabled pages custom icons and colors that can appear, disappear, and change color based on the criteria and rules that you define. These conditions can be based on the field’s value or on the values of other fields on the page.

Conditional formatting uses rulesets, which are collections of rules. Each rule is made up of conditions that determine how and when formatting appears on a field. You can view, edit, and delete rulesets for an object with the new Conditional Field Formatting node in Object Manager.

This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

To apply conditional formatting to a field, open a Dynamic Forms-enabled record page in the Lightning App Builder and click the field on the canvas. In the field’s property panel, use the Conditional Formatting property to assign an existing ruleset or to create one.

For example, you have a Customer Sentiment field on a page with available values of Positive, Neutral, and Negative. You can add conditional formatting to the field with rules configured to show a green happy-face icon when the field value is Positive, a yellow neutral face when the value is Neutral, and a red sad-face icon when the value is Negative. This way, viewers can instantly see the sentiment value based on the style and color of the icon.

Get Hands-On with Conditional Formatting in Dynamic Forms

In this unit, you learned about conditional formatting and rulesets, which help a user identify important information on a record page. Now, apply your knowledge in this hands-on challenge to complete your Platform App Builder certification.

Resources

Hands-on Challenge

+500 points

Get Ready

You’ll be completing this unit in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Your Challenge

Review Salesforce updates to maintain your Platform App Builder certification
Get hands-on by using the Dynamic Highlights Panel.
  • Navigate to the Sales App.
  • Edit page on a contact record and leave default as is.
    • Name: Contact Record Page
    • API Name: Contact_Record_Page
  • Remove the standard Highlights Panel
  • From Fields tab, drag the Dynamic Highlights Panel and ensure Name is selected as the Primary Field on the component.
  • Add the following action buttons on the component:
    • Edit
    • Delete
  • Drag the following fields into the Dynamic Highlights Panel:
    • Title
    • Account Name
    • Phone
    • Email
    • Contact Owner
    • Level
  • Save and activate as Org Default.
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