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Query on Dynamic Forms...we are using these to provide a better UX for data capture.  And we are finding that if field values are changed that hide fields that have previously been completed, these previous values are not being reset/blanked.

For example:

Field 'Do you have an Offer' = Yes/No

If Yes, see field 'Offer Type' and user selects from pick list of Offer 1, Offer 2, Offer 3.  Component visibility used on Offer Type field to only show when Do you have an Offer = Yes.

If User makes a selection in 'Offer Type', then subsequently changes the field 'Do you have an Offer' from Yes to No, the field 'Offer Type' is no longer visible (as expected) but the selected value in the field remains.

 

We have a workaround to fix this and reset the values, but just wondered if this was a known limitation or we are missing something?

Any insight much appreciated!

 

#CRM Configuration

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * @* Service Cloud *

4 respuestas
  1. 8 oct 2021, 8:01

    Hi @Ajaypreet Singh Saini, thanks for your reply.  The visibility is as you have set it out, however, we are not using checkboxes, we are using single select pick lists.  Do the values only clear for checkboxes?

     

    @Eduard Kunoff - thanks, we are using a process builder to clear the fields at the moment...just hoped we'd missed something and this wasn't needed!

     

    Thank you both

    Elle

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